This Week’s Stock Picks & BNN Top Picks Summary: GWO-T, BCE-T and 20 Stock Top Picks (Nov 08-14)

Likes the upside potential with strong dividend (downside protection). Yield curve has smooth out - interest rates also falling. Very strong balance sheet with high lending capabilities. Company moving toward reducing global presence - capitalize on the USA. Less regulation under Trump presidency will also help company. 

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

Rollup of accounting firms. Founder has discovered that a significant number of baby boomer accountants are retiring, with insufficient replacements. It signs 10-year partnership agreements with accountants looking to retire eventually, and then updates the business at that time. Started in Australia, now in California and Florida. Revenue's grown about 20% a year for the…

Stockchase Research Editor: Michael O'Reilly Following recently released earnings showing a 26% increase in operating earnings and a 16% increase in loan originations, we reiterate the leader in Canadian sub-prime loans as a TOP PICK.  It currently trades at 11x earnings, 2.5x book value and supports a 25% ROE.  We note that their debt is…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research BNS continues to pay a solid dividend yield of 5.4%, and it is up 22% on a year-to-date basis, and 29% on a one-year basis. Its earnings outlook is improving, and most analyst estimates are trending higher recently. Analysts have been upping their price targets…

He likes it long term. He bought it for growth in industrials. Shares have been weak since the election, but he would be adding on current weakness. Trump is expected to end the EV tax credits, which is pressuring these shares, but this sentiment shall pass. Will Lyft continue to compete with them? He doesn't…

Stockchase Research Editor: Michael O'Reilly We reiterate this global direct to consumer shipper or larger home products  as a TOP PICK following recently released earnings, showing a 68% increase in net earnings,  We like that cash reserves are growing and debt is retired.  It trades at 10x earnings and supports a robust 39% ROE.  We…

Part of a global oligopoly, with ~20% share of the global market. Very large installed base, and margin for servicing elevators is about 3x that of selling the elevators. Recent issues from demand in China, should rebound medium term. Still, it's in a great position worldwide. 24x PE, attractive. Yield is 1.5%. (Analysts’ price target…

Wildfires and labour disruptions hurt volumes. Recent quarterly results show that's improved. Guidance cut. Part of an oligopoly. More economical than trucking. Rails will be a solid part of the economy forever. Compelling valuation, good chance to step in. Yield is 2.2%.Goods consumption has slowed as consumer spending has slowed. Question marks about tariffs and…

Good defensive name. Excellent quarterly results. Very strong organic growth of ~7%. Very good earnings growth expected. A lot of good assets with strong balance sheet. Also has good pipeline of good projects ahead. Dividend very safe with healthy payout ratio. Share price is fair at this time - good time to buy and hold…

Had owned this a long time. He still likes their assets, offshore in Europe and Taiwan, but the market dislikes the latter. Is an attractive take-out candidate. They can divest assets in Europe or Colombia. Bad managers before, but now good, but their assets matter more and they are good. Collect the over 5% dividend…

Stockchase Research Editor: Michael O'Reilly We reiterate ADBE as a TOP PICK.  Analysts are confident the inclusion of AI into its latest product offerings can recharge sales growth.  We like that cash reserves are growing as shares are repurchased and the ROE is 25%.  We continue to recommend a stop at $450, looking to achieve…

Stockchase Research Editor: Michael O'Reilly We reiterate this Canadian based provider of software and hardware for the video production industry as a TOP PICK.  The company recently reported cash reserves are growing, while debt is retired, shares bought back, and the robust dividend is maintained.  Their order backlog is growing, margins are expanding and software…

With a market cap of over $60 billion it is the largest player in the medical disposables sector with 25% market share. Growth stalled for two years during COVID but is accelerating now. Its profits are solid so there is lots of room for acquisitions and a start to buying back shares. Trades at 17X…

Market leader in infection prevention and sterilization. Significant revenue from recurring sources. Repeat instrument sterilization and equipment maintenance. High-quality, defensive healthcare. Possible deregulation in US will benefit. Yield is only 1%, but grows 10-15%. (Analysts’ price target is $252.00)

Trades on the OTC since it is based in Hong Kong. It makes brand name power tools. It is spectacularly well run and is poised for growth. The family owns 20%. Has a solid balance sheet with minimal debt. He is expecting 15% annualized earnings growth over the next several years and the stock to…

Stockchase Research Editor: Michael O'Reilly We reiterate this Canadian based Pet store operator.  Recently reported earnings showed a 28% increase in net income.  The company has opened its Vancouver regional distribution centre, positioning well ahead of the holiday season.  We like that cash reserves are growing, while debt is retired.  We recommend trailing up the…

He did his deeper dive. He's going to sell on strength. Not willing to sell here, but he's not adding. Very discouraged by the company's recent moves.

Stockchase Research Editor: Michael O'Reilly RGS operates and manages hair salons with brands like Super Cuts across North America.   The company has been consolidating its foot print, closing less profitable locations, to increase its efficiency and has introduced a reward program and smoother in-store experience.  Recently reported EPS were up over 30% and cash reserves…

CNQ vs. SU He doesn't generally participate in the E&P space, as it's hard to make decisions based on the underlying commodity price. Bigger picture, still huge demand for Canadian oil and gas on world markets. EVs won't take over anytime soon.Very strong operations. Very focused on shareholders by returning $$ to them and paying…