This Week’s Stock Picks & BNN Top Picks Summary: BN-T, DDOG-Q and 18 Stock and 2 ETF Top Picks (Jul 03-09)
This week were 18 Stock and 2 ETF Top Picks in a wide range of industries: Financials, Technology, Industrials, ETF, Healthcare and Energy.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Michael Hakes, Kim Bolton, Ernest Wong, Rebecca Teltscher and Stan Wong.
🏛 Financials
Opinion about GO.U-T: They own ultra-luxury apartments in Manhattan where there's only 1% vacancy and good rent growth. This just went public. Trades at a wide discount to NAV. (Analysts’ price target is $15.81)
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Opinion about III-LON: Investment company run in a private-equity style -- buy a company, lever it up, sell at (hopefully) 2-3x what they paid. But uniquely, all capital is only internal shareholder capital -- no funds, no outside investments. (Price target in pounds.) Largest investment (about 75% of company value) is in Action, a discount store…
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Opinion about BN-T: It's been basing since last September. Pays a decent dividend. As long as it holds $60, this won't revisit $49. Should be a core holding you hold for a long time.
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Opinion about FSV-T: They grow by buying companies and by organic growth. Are disciplined with good hurdle rates in buying. Are a large player in the US, but the industry remains fragmented by mom-and-pop operations. Has never traded cheaply and pays a low dividend. But it's great as they continue to buy companies and grow.…
stockchase.com Canadian Imperial Bank of Commerce (CM.TO)
Opinion about CM.TO: The chart shows a V-shaped recovery since April's tariff worries. In Canada, interest rates have been cut aggressively, so the…
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Opinion about RY-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…
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Opinion about GL-N: Stockchase Research Editor: Michael O’Reilly We reiterate this steady insurance provider as a TOP PICK. A good holding during a “risk off” period. It trades at 10x earnings, 2x book and supports a ROE of 20%. It is prudently using some cash reserves at it aggressively buys back shares and retires debt.…
stockchase.com 💻 Technology
Opinion about MSFT-Q: Buy on pullback today, or it that catching a falling knife? Pullback is great time to enter. She'd buy more, but she's already overweight this name. Still one of the most diversified, mega-cap tech companies in the world. Last night's numbers were spectacular, pushback is on the capex spending.
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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.…
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Opinion about DDOG: Will be profitable in Q4. $107.75 is his target. He loves this stock. It develops and monitors solutions for operations in…
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Opinion about BCE-T: Stockchase Research Editor: Michael O'Reilly The recent announcement for 700 layoffs is viewed by analysts to be a true efficiency and cost-cutting move, rather than signs of competitive weakness. It trades at 12x earnings, 1.6x book and supports a robust 37% ROE. The dividend is backed by a payout ratio under 50%…
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Opinion about NVDA: He's watching it, but hasn't bought, because his entry point is more than 10% lower than today's price. He's concerned about…
Stockchase 🚚 Industrials
Opinion about SIEGY-OTC: Are streamlining, having spun off their energy business and will spin off their healthcare division. Are focusing on high-margin automation, where they are a leading player, and electrification which enjoys strong demand from the data centre build. They have the biggest mobility business. Pays a 2.4% dividend. (Analysts’ price target is $180.00)
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Opinion about CAT-N: If you think there's going to be a mining cycle, it's a given that this name will sell a lot of equipment. People are underestimating its big turbine business -- natural gas turbine generators that are smaller than utility-grade generators. This part of the business feeds right into the data centre buildout. Can…
stockchase.com 💹 ETF
BMO Global Infrastructure ETF (ZGI.TO)
Opinion about ZGI-T: Stockchase Research Editor: Michael O'Reilly ZGI manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher. Holdings are worldwide, but company shares trade in the US and Canada. Since inception, it has achieved an annual return over 11%. We recommend setting a stop-loss…
stockchase.com CI First Asset Canadian REIT ETF (RIT.TO)
Opinion about RIT-T: First asset has a number of covered calls. Likes them. A well-established company that does well.
stockchase.com 👨⚕️ Healthcare
Harvest Big Pharma Split Corp. (PRM.TO)
Opinion about PRM-T: Stockchase Research Editor: Michael O'Reilly PRM hold a portfolio of 10 of the world's largest pharmaceutical and biotechnology companies. The fund managers use a balance of the underlying shares with dividends and options to create an enhanced yield. We like that recent earnings show healthy and growing cash reserves. The shares held…
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Opinion about LLY: Last 3 months have started to see some improvement in the sector, and almost immediately this name went to a new high. Quickly got…
Stockchase ⚡ Energy
Opinion about TOU.TO: He's been buying this at the bottom of the range. Pays a bit of a dividend. It's trying to break out of this range at $70, and…
Stockchase Canadian Natural Rsrcs (CNQ.TO)
Opinion about CNQ-T: A bit rich? She trimmed on the big runup. Still one of the top O&G producers in Canada. Essential backbone of Canadian energy. Stands out on capital return. Raised dividend again. Compounded annual growth of 20%. Ranks 9/10 on value.Energy will still be one of the top performers for 2026. If oil…
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.
