This Week’s Stock Picks & BNN Top Picks Summary: NOW-N, BAM-T and 22 Stock and 1 ETF Top Picks (Oct 02-08)
This week were 22 Stock and 1 ETF Top Picks in a wide range of industries: Technology, Consumer, Utilities, Financials, Basic Materials, Energy, Industrials and ETF.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Bruce Murray, Mike Vinokur, Kim Bolton, Bill Smead and Jamie Murray.
💻 Technology
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 
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 
Opinion about UBER-N: (A Top Pick Dec 17/24, Up 32%) Their self-driving cars have divided investors: either an opportunity or disaster. 170 million use their app and part of their business is advertising. They're getting much more profitable, transforming from a cash burner to a cash machine.
stockchase.com 
Opinion about CSCO-Q: Technically, it looks strong and it breaking to new highs. Likes it a lot. But recently it's been consolidating after a big move up. Wait for a pullback.
stockchase.com Tower Semiconductor Ltd. (TSEM)
Opinion about TSEM: They make analog integrated circuits. Not sexy. They compete with Texas Instruments overseas, and are much smaller. Liquidity is…
Stockchase 
Opinion about PLTR-Q: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research PLTR's numbers were solid: 63% revenue growth, high margins, strong balance sheet, and guidance was raised. Business is good. But the stock dropped, on usual valuation concerns. Also, Michael Burry (famous from 'The Big Short') has bet against the company, and this…
stockchase.com 
1 Buy, 0 Hold, 2 Sell — 3 expert ratings on Applied Digital (APLD). Latest rating: TOP PICK (Oct 8, 2026) by The Weekly Buzzing Stocks by Billy Kawasaki.
Stockchase 
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.…
stockchase.com 🛍 Consumer
6 Buy, 3 Hold, 3 Sell — 12 expert ratings on Aritzia Inc. (ATZ.TO). Latest rating: TOP PICK (Oct 2, 2026) by Bruce Murray.
Stockchase 
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.
stockchase.com 💡 Utilities
Expert opinions on talen energy (TLN) — buy, sell, or hold ratings from Canadian and US analysts on Stockchase.
Stockchase 
5 Buy, 0 Hold, 0 Sell — 5 expert ratings on Constellation Energy (CEG). Latest rating: TOP PICK (Aug 28, 2026) by Brianne Gardner.
Stockchase 🏛 Financials
Opinion about EME-N: Building of data centres will grow 23% this year as tech companies race to build them. EME is in construction, specializing in mechenical and engineering systems (HVAC, plumbing). Revenues are up, $25 EPS and trading at 25x PE, a little high, but they outperform and buyback shares. (Analysts’ price target is $775.20)
stockchase.com 
3 Buy, 1 Hold, 3 Sell — 7 expert ratings on Lennar Corp. (LEN). Latest rating: TOP PICK (Oct 7, 2026) by Bill Smead.
Stockchase 
Opinion about FITB: Based in Cincinnati. Remember the Silicon Banking debacle of 2023? Banking took a swoon, and his firm picked up this one in…
Stockchase Brookfield Asset Management (BAM.TO)
12 Buy, 3 Hold, 2 Sell — 17 expert ratings on Brookfield Asset Management (BAM.TO). Latest rating: TOP PICK (Oct 8, 2026) by The Panic-Proof…
Stockchase 
Opinion about AON: Insurance broker, lumped in with AI losers. AI risk is not there. A commercial insurance broker, not just home and auto. Volume…
Stockchase 
Opinion about PMZ.UN.TO: Largest enclosed mall operator in Canada. Strong niche -- not the highest-end mall, and not the lowest. Good acquisition…
Stockchase 🛢 Basic Materials
Opinion about AEM-T: (A Top Pick Jan 31/25, Up 119%) Gold continues to remain in play, and gold stocks as a group continue to broadly lead. At the margin, we're seeing a race for resources. Globally, we're seeing a bit of anarchy and a movement away from law and order -- this is typically when…
stockchase.com 
Opinion about AGI-T: Has come off with the price of gold. This name, along with AEM, is the best-run gold company in Canada, if not in the world. Both continually replace mines with fresh, high-quality reserves. Production forecasts are spectacular. Stepped back to just below his downside target of $54. He's waiting for it to grip…
stockchase.com ⚡ Energy
Opinion about CVE.TO: On his farm team list of names he'd like to own. If RSI in energy were to turn higher, certainly a potential target for his…
Stockchase 🚚 Industrials
Opinion about CDWC: Stockchase Research Editor: Michael O'Reilly CDW provides IT solutions to companies, government, healthcare and education groups…
Stockchase 💹 ETF
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…
Stockchase 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.
