25 Stock Top Picks and 4 ETF (Jan 4-10)

Opinion about AMD-Q: Today, shares are down because they could not include the revenue from the MI308 in the upcoming quarter, and the street didn't like that. That said, the semis are coming back and this momentum will continue to the end of the year.

Opinion about V-N: Though he's not a fundamental analyst, he can offer a small insight into the credit industry. There's been a lot of talk that's there's probably going to be some reason for the Fed to ease, and that's because the economy is probably slowing down. Purchases will be down, so Visa and the…

Opinion about GIB.A-T: Investor's down. Sell, or buy more? Family controlled. This whole sector of IT consulting has been for sale YTD. People want to own leading-edge tech, and this isn't it. US is its biggest geography and US government its biggest client base. Concerns of government belt-tightening didn't come to pass.Pretty good company. Compounded…

Opinion about CPG-T: Great company. Looking at the chart, big wall of resistance it just couldn't get through. Then it broke out. If you own it, hold. If it pulls back to the neckline, he'd be all over it.

Opinion about SUBC-NO: (A Top Pick Jan 08/19, Up 13%) We are starting to see a bit of a recovery in the oil price and in the demand. This is an interesting company to watch.

Opinion about PXT-T: Yield is 13%. Dividend not sustainable. Great candidate for tax-loss selling, and buy another high yielder (such as WCP) with the proceeds. WCP has meaningfully better assets, reliable management, with no Colombian geopolitical risk. 

Opinion about KEL-T: Has deep assets, which they won't sell for 9-12 months, as they add others. He can't own every midcap, though this is good.

Opinion about ENB-T: Technical analysts love to give fancy names to chart patterns 😉  The 5-year for this name is showing a cup and handle -- with that rounded bottom, perhaps a little pullback, and then a breakout and consolidation. Also a nice swing trade. Now testing the breakout point, and successfully so. Looks good.

Opinion about FDN-N: ETF recommendation? There are a number of them out there. The ones he uses add diversification and are used primarily as a short term trading vehicle for him. He mostly uses SOXX, IGV and FDN.

Opinion about EWZ-N: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We are not experts on Brazil, and it has certainly had some economic issues of late. Still, the Brazil market is nicely ahead of the US this year, and positive on the year. EWZ is up 10.17% YTD. Certainly for investors looking…

Opinion about AMLP-N: Above $35, has sold all exposure to AMLP. Closer to $30, it is a good place to enter for a trade. Probably will do well buying dips and selling rallies in the near term. Maximum upside is probably $40. Long term, there are some challenges.

Opinion about XLV-N: Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried…

Opinion about AMC-N: It reports Tuesday. The CEO is an amazing salesman and he bets he will tell a good story that his movie chain is doing very well.

Opinion about DIS-N: It's been consolidating and has to outperform earnings to break out which he expects, given strong theme parts and streaming. It's neither cheap or pricey at 20x PE.

Opinion about H-N: Today they reported a strong earnings ebay. Corporate events are up 8%, showing that business travel is coming back. Shares jumped 10% today.

Opinion about MTN-N: It was a winner until 2021 when it peaked, but has slid since. It still hasn't bounced back. Had a disappointing 2023-4 season, which the company blamed on lack of snow. However, season pass sales are floundering, because they have been pumping up skiing prices. Also, they suffered a 2-week strike in…

Opinion about ATZ-T: They act more like a staple. They attract a wide range of age groups, young and old. Competition is tough, but they are run well and trade at a reasonable PE.

Opinion about HD-N: They just reported revenues a little light and EPS also missed, basically was flat YOY, but the quarter was still good.  The misses were partly based on poor weather last quarter (a wet spring). Same-stores sales over the quarter locked flat, but was +3.1% in July after two flat months. Management is…

Opinion about RCL-N: They've had a remarkable turnaround in reducing debt.

Opinion about C-N: Doesn't mind trimming a bit here. Likes the story longer term, especially US banks. If he's correct, financials should do well until late 2027 or first half of 2028. Market's extended, plus expects some sort of negative catalyst in the next couple of weeks. Wouldn't be surprised by a pullback. Big support…

Opinion about BNS-T: Will it break above $95? Breakouts are good, and they typically last for a while. Based on the recent quick move, you can expect a pullback. Looking at the 5-year chart, could meet some resistance at the $95 high of early 2022. But there isn't a big wall. Look back from late 2022…

Opinion about BAM-N: The latest low and latest high (this year) were both lower than the previous ones, so we may have a potential downtrend. Maybe. Be cautious with this.

Opinion about TD-T: The question asked the guest to compare the two with a view to buying one of them. She prefers Royal Bank right now. It just delivered record results and is growing at 10% year over year. TD has gone through a rough patch and is re-structuring which is eating into profits. She…

Opinion about T-N: Long-term outlook is hard to say. Stock's doing well by putting 2 satellite companies together, thereby creating value. He owns a bit. Big run in a short time.

Opinion about AI-FP: (A Top Pick Jul 31/18, Up 10%) A core name, still likes it and they own it. Industrial gas company, everything from oxygen for hospital to hydrogen needed to refine oil. Made a major acquisition in the U.S in 2016, heavily weigthed to the U.S. Reports in Euros so it uses U.S…

Opinion about HRT-T: Higher costs thwarted profitability. Move on.

Opinion about TECK.B-T: In a bit of trouble. Copper has come down from $9 highs to ~$4-5. Main mine in Chile is having production issues, costs coming in higher. Revenue announced last week was OK, but can't get over the hurdle of costs. FM is an alternative.

Opinion about ABT-N: Very stable and pays a nice, reliable dividend (rising over the last 60 years). Many buy this for the safe dividend. Expect modest capital appreciation. Safe.

Opinion about BBD.B-T: Pleased with performance. Continues to like. Runup this month due to contract to deliver 50 aircraft. Pure play on private aviation. A generation or half a generation ahead of competitors in medium- and long-range aircraft. It's the best on a range of metrics, and its money-is-no-object customers don't comparison shop. After-market parts…