This Week’s Stock Picks & BNN Top Picks Summary: MAL-T, ET-T and 12 Stock and 5 ETF Top Picks (Jun 26-Jul 02)
This week were 12 Stock and 5 ETF Top Picks in a wide range of industries: Industrials, Technology, Consumer, Financials and ETF.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Andrey Omelchak, Chris White, Bruce Murray and Ivana Delevska.
🚚 Industrials
Badger Infrastructure (BDGI.TO)
Opinion about BDGI.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Any energy recovery would be good for the company.…
Stockchase 
Opinion about DAL-N: Stockchase Research Editor: Michael O'Reilly The international air carrier announced plans to add 31 wide body jets to expand its international foot print into larger margin destinations. It trades at 9x earnings, 2.2x book and supports a ROE of 27%. We like that cash reserves are growing, while debt is retired. We…
stockchase.com 💻 Technology
Opinion about MAL-T: High insider ownership, so company is relatively undiscovered. One investor owns more than 50% of the company -- so it doesn't screen well for institutional investors. Business is booming. Defense (~30% of its business, and he anticipates 45-50% in future) and aerospace. Good backlog. Seeing record requests for proposals, especially on defense. Huge…
stockchase.com 
Opinion about CLS: Haven't likes this for a while. Demand for electronics has shrunk. More competitive. A tough business.
Stockchase 
Opinion about NOW-N: In the last quarter, the company reported 0.97 USD per share, beating the 0.97 USD estimate by 0.04%. Revenue for the same period reached 3.77 B USD, despite the estimate of 3.75 B USD. For the next quarter, analysts expect 0.96 USD in earnings per share and 3.86 B USD in revenue.…
stockchase.com Evertz Technologies Ltd. (ET.TO)
Opinion about ET.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 20c missed estimates of 22.5c. Sales of $125.8M…
Stockchase 
Opinion about ALAB: IPO at beginning of March. Priced at $32, opened at $58, shot up into the $80s, dropped into $60s with the general pullback.…
Stockchase 
Opinion about KLAC: Geopolitical risk. Fantastic semi manufacturer. Leaders in a number of segments. Well positioned. Cyclical sector, so a huge…
Stockchase 
Opinion about NET: A lot of tech companies are down significantly from highs. Cybersecurity is a desirable area right now. High growth has to expect…
Stockchase 🛍 Consumer
Opinion about CVEO: In the States, Canada, and Australia but listed in Canada. Cheapest modular housing company he's come across. Very high FCF yield…
Stockchase 🏛 Financials
Opinion about HOOD-Q: In the last quarter, the company reported 0.66 USD per share, beating the 0.63 USD estimate by 4.61%. Revenue for the same period reached 1.28 B USD, despite the estimate of 1.35 B USD. For the next quarter, analysts expect 0.51 USD in earnings per share and 1.26 B USD in revenue.…
stockchase.com 
Opinion about EQB-T: Sell EQB, buy RY? He's a big fan of EQB. Phenomenal CEO, who'll take company to new heights. Will most likely outperform in next 3-5 years. Organic growth will be higher. A more agile and flexible organization. Digitally native, so it's built to adapt. Very conservative provisioning.You buy RY for stability, its…
stockchase.com 💹 ETF
BMO Low Volatility US Equity ETF (US dollars) (ZLU.U.TO)
Opinion about ZLU.U.TO: Stockchase Research Editor: Michael O'Reilly This BMO ETF, which focuses on US equities that demonstrate lower volatility…
Stockchase iShares MSCI USA Minimum Volatility (XMU.TO)
Opinion about XMU-T: Stockchase Research Editor: Michael O'Reilly We reiterate XMU, a low volatility ETF holding US equities as a TOP PICK and a good defensive holding. We continue to recommend a stop at $83, looking to achieve $103 -- upside potential over 17%. Yield 1.0%
stockchase.com ISHARES EDGE MSCI MIN VOL GBL IDX ETF (XMW.TO)
Opinion about XMW-T: Stockchase Research Editor: Michael O’Reilly We reiterate XMW, an iShares ETF focused on global equities (60% North American) - providing excellent market diversification - as a TOP PICK. It targets companies that demonstrate lower volatility over time along with growth potential. We recommend maintaining a stop-loss at $55, looking to achieve $69…
stockchase.com iShares Cdn Div Aristocrats ETF (CDZ.TO)
Opinion about CDZ-T: Stockchase Research Editor: Michael O'Reilly We reiterate CDZ as a TOP PICK. An ETF of over 90 holdings of Canadian dividend paying stocks that have consistently raised their dividends over the past five years. We recommend continuing to hold a stop at $38, looking to achieve $48 -- upside potential of 18%. …
stockchase.com Canadian Utilities Preferred 4.6% Perpetual (CIU.PR.A.TO)
Opinion about CIU.PR.A-T: Stockchase Research Editor: Michael O'Reilly The parent company, CU, is a diversified utility provider that trades at 15x earnings and under 2x book value. The company has been prudently using cash to aggressively retire debt. The preferred shares -- with a high credit rating (Pfd-2) -- have declined below their $25 par…
stockchase.com Use this list wisely to identify buying opportunities.
Happy trading !!!
What is a Stock Top Pick?
In simple terms, a stock top pick refers to a stock that is recommended by financial experts or investment analysts as being a highly promising investment option. These stocks are typically believed to have a great potential for growth and profitability. Stock top picks are often given by analysts or financial institutions who conduct in-depth research and analysis of various stocks available in the market. Their recommendations are based on a multitude of factors such as company performance, industry trends, market conditions, and potential catalysts that could impact the stock’s value.
Stockchase reviews and documents Daily Top Stock Picks from multiple sources including BNN Market Call, Mad Money with Jim Cramer, 5i Research Forums and the Stockchase team of analysts. Investors tend to gravitate towards top picks as they believe these stocks have a higher chance of providing a good return on investment.
What Makes a Stock a Top Pick?
Now that we understand the basic concept of a stock top pick, let’s delve into what factors make a stock qualify as a top pick. Several key characteristics are typically considered when identifying a stock as a top pick:strong financial performance, industry trends, market opportunities, and management team. By assessing these factors, analysts are able to identify stocks that have a higher likelihood of outperforming the market and delivering favorable returns to investors.
What are BNN Top Picks?
BNN, also known as Business News Network, is a Canadian television channel that focuses on providing the latest news and analysis related to business, finance, and the stock market. The BNN Top Picks are the stocks that were featured as Top Picks by the channel’s expert analysts and guests on the Market Call show. They are part of the Stock Top Picks documented on Stockchase.
Should I Buy the Stock Top Picks Now?
Now comes the million-dollar question: should you buy the top picks now? The answer to this question depends on various factors, including your personal financial goals, risk tolerance, and investment strategy. It is important to note that stock market calls, including top picks, are never foolproof. Market conditions can change rapidly, and even the most well-researched top pick may not perform as expected.
Before making any investment decisions, it is advisable to do your own research. Remember that investing in the stock market always carries risks, and it is crucial to diversify your portfolio. A balanced investment approach that includes a mix of stocks, bonds, and other asset classes is often recommended to manage risk and maximize returns.
