This Week’s Stock Picks & BNN Top Picks Summary: AVGO-Q, AMZN-Q and 23 Stock and 2 ETF Top Picks (Aug 28-Sep 03)
This week were 23 Stock and 2 ETF Top Picks in a wide range of industries: Technology, Utilities, Consumer, Industrials, Basic Materials, Financials and ETF.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Brianne Gardner, Andrey Omelchak, Bruce Campbell (2), Allan Tong, Dan Rohinton and Kim Bolton.
💻 Technology
Opinion about RBA.TO: Pullback creates an even more attractive entry point into a high-quality business. Handled 11% more in transaction value last…
Opinion about AVGO-Q: AVGO vs. MRVL AVGO is like the smaller cousin of NVDA. Built GOOG's AI program, increasingly making waves with Anthropic (owns Claude). Interesting, but not a shoot-the-lights-out opportunity. He'd buy.MRVL is trying to take a share of the chips that go into GOOG, and is already involved with AMZN cloud. Be careful.…
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…
Opinion about CMS: They have rate-based growth, pays a 3% dividend yield and 7% EPS growth . (Analysts’ price target is $81.33)
Opinion about META-Q: In the last quarter, the company reported 8.88 USD per share, beating the 8.21 USD estimate by 8.13%. Revenue for the same period reached 59.89 B USD, despite the estimate of 58.46 B USD. For the next quarter, analysts expect 6.63 USD in earnings per share and 55.36 B USD in revenue.…
Hewlett Packard Enterprise Co. (HPE)
Opinion about HPE: Record Q3 results with 34% revenue growth, record orders, and backlog driven by AI and networking demand. Raised FY26 and FY27…
Opinion about SNOW: Growing faster than expected: total revenues +27%, product revenue 28%. They guided 8% margin expansion, and this is the story…
Browse all companies covered on Stockchase — searchable index of stocks with expert buy/sell/hold opinions from Canadian and US analysts.
Opinion about SHOP-T: At its core, it's the software between drop-shippers in China and influencers/users. So it's in the layer that's more at risk over time. If it were cheaper, he'd be more interested.MSFT is the better pick today.
Opinion about ORCL-N: Gentle uptrend, then parabolic, but now in an uptrend again.
💡 Utilities
5 Buy, 0 Hold, 0 Sell — 5 expert ratings on Constellation Energy (CEG). Latest rating: TOP PICK (Aug 28, 2026) by Brianne Gardner.
🛍 Consumer
Opinion about BDI-T: Big fleet of mobile units. Doesn't require incremental capital. Benefits from nation-building projects will be highly profitable. Expects whole industry to tighten with all the Canada Build projects coming up, which will lead to much better pricing. Already generates lots of FCF. Top-notch management. High insider ownership. Still trying to get exposure to…
Opinion about VIK: Carnival, Royal Caribbean and Norwegian are the biggest cruise lines in the world in that order, altogether taking 88% total…
Opinion about AMZN-Q: (A Top Pick May 02/25, Up 33%) He'd put new $$ in today. Blip on the chart from $240 to $210 was when they raised capex on AI spending. Investors have now come around.
🚚 Industrials
Badger Infrastructure (BDGI.TO)
Opinion about BDGI.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Any energy recovery would be good for the company.…
CF Industries Holdings Inc. (CF)
4 Buy, 0 Hold, 0 Sell — 4 expert ratings on CF Industries Holdings Inc. (CF). Latest rating: TOP PICK (Sep 1, 2026) by The Panic-Proof Portfolio…
🛢 Basic Materials
Opinion about ARG-T: Has spiked, more room to go. Very large copper resources, with access to the tailings of one of the great copper mines in the world. They'll be able to produce at current levels for decades, and they really don't have to explore. Its tailings processing capabilities are very highly regarded. Believes it's in…
Opinion about KNT-T: Stockchase Research Editor: Michael O’Reilly On the back of an abrupt pullback in gold prices, we reiterate KNT as a TOP PICK. Recently reported earnings showed record cash reserves, revenue increases of 47% and record production rates. We continue to recommend a stop at $25, looking to achieve $36 — upside potential…
Opinion about BHP-N: It is one of the world's largest diversified mining companies. Iron ore, copper and metallurgical coal are its main products. Global demand for copper is expected to increase 70% by 2050. Revenue is about $55 billion US. Iron ore adds more scale, resilience and cash flow stability. Also in China there is…
🏛 Financials
Opinion about X-T: The basis of this company is, essentially, trading volumes. Increased trading volumes in March, up 33%. Heavy trading, lots of volatility, VIX over 30. Steady gainer over time. Also makes $$ off listings. Will probably use AI to its benefit.Stock's grown by roughly 10% clip over last 10-20 years. If you own,…
Kingstone Companies Inc (KINS)
Opinion about KINS-Q: Stockchase Research Editor: Michael O'Reilly We reiterate this casualty and insurance provider in the US Northeast as a TOP PICK. Recently reported earnings showed a 52% increase in net income, along with a 14% increase in premiums collected. Cash reserves are growing and the holding company is debt free. It trades at…
Opinion about V: Stockchase Research Editor: Michael O'Reilly V just announced two acquisitions that will expand its footprint into Argentina. The…
Berkshire Hathaway Inc. (B) (BRK.B)
Opinion about BRK.B: Warren Buffet's last day as CEO A great investor and great human being. His main claim to fame is using coming sense when making…
💹 ETF
Global X MSCI Argentina ETF (ARGT)
Opinion about ARGT: Stockchase Research Editor: Michael O'Reilly ARGT allows participation in the market development of Argentina adding…
5 Buy, 0 Hold, 0 Sell — 5 expert ratings on iShares Bitcoin ETF (IBIT). Latest rating: TOP PICK (Sep 3, 2026) by The Panic-Proof Portfolio…
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.