This Week’s Stock Picks & BNN Top Picks Summary: META-Q, UBER-N and 17 Stock and 6 ETF Top Picks (May 22-29)
This week were 17 Stock and 6 ETF Top Picks in a wide range of industries: Consumer, Financials, Technology, Industrials, Utilities, Energy and ETF.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Martin Cobb, Jamie Murray, Ryan Modesto, Mike Philbrick and Greg Newman.
🛍 Consumer
Opinion about MCD: They report Thursday. Restaurants have struggled because of high prices, but MCD rolled out some cheaper offerings and customers…
Stockchase Universal Music Group (UMG-AMS)
Opinion about UMG-AMS: Growing topline in double digits. Margins expanding. Twice as large as Sony. Incredible catalogue, revenues from streaming are…
Stockchase 🏛 Financials
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 MCY-N: Stockchase Research Editor: Michael O’Reilly We reiterate MCY, a property and casualty insurance provider focused on California auto policies as a TOP PICK. Recently released earnings showed growing cash reserves, while debt was reduced on the back of a 14% revenue boost and lower than expected claims. It trades at 11x earnings,…
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Opinion about DFY.TO: P&C business. Making a ton of money. Great business, good valuation. Will probably be acquired at some point. His insurance…
Stockchase 💻 Technology
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.…
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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.
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Opinion about NVT: In the GPS space. Feels that GPS is playing an increasing role and this is a key player. Expert opinions on Nvent Electric (NVT) —…
Stockchase 
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.…
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Opinion about CRSR: They make high-end videogame equipment like cooling systems and PC cases, which they charge at a 11%-86% premium. Went public in…
Stockchase 
Opinion about SNOW: Growing faster than expected: total revenues +27%, product revenue 28%. They guided 8% margin expansion, and this is the story…
Stockchase 
Opinion about NBIS-Q: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We continue to like the name but given the run it has had, some volatility should be expected. They have significant growth ahead, are signing contracts and most of the backdrop in the sector seems to indicate that demand remains strong for…
stockchase.com 
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.
stockchase.com 🚚 Industrials
Opinion about FLS: (Top Pick Jan 27/11, Down 10.14%) Parts for the basic flow industry. He would consider adding some time in the near future.
Stockchase 
Opinion about STN: All engineering consultants have come down on AI fears. Beat last quarter on higher margins. Organic growth missed a bit, but kept…
Stockchase 💡 Utilities
Expert opinions on talen energy (TLN) — buy, sell, or hold ratings from Canadian and US analysts on Stockchase.
Stockchase ⚡ Energy
Opinion about APA-Q: Stockchase Research Editor: Michael O'Reilly As members of the US Administration expect a continuation of high energy prices for the foreseeable future, we reiterate APA as a TOP PICK. Shipments thru the Strait of Hormuz remain challenged leaving domestic producers in a good position to see cash flows continue to improve. Analysts…
stockchase.com 💹 ETF
BMO Equal Weight Utilities Index ETF (ZUT.TO)
Opinion about ZUT.TO: Utilities have done well because of low interest rates, but this trend won't last forever. Take some profits of this is…
Stockchase iShares MSCI Global Silver Miners ETF (SLVP)
Opinion about SLVP: How to Play Silver. There are three different ways to play: Seniors (SLVP-N), Juniors (SILJ-N) or the metal, SIL-N. He would buy…
Stockchase iUnits S&P/TSX Completion Index Fund (XMD.TO)
Opinion about XMD.TO: If you are looking for a growth story in Canada, not including energy, you'll have to look at midcaps. Avoids volatility.
Stockchase iShares MSCI USA Minimum Volatility (XMU.TO)
Opinion about XMU-T: Stockchase Research Editor: Michael O'Reilly We reiterate XMU, a low volatility ETF holding US equities as a TOP PICK and a good defensive holding. We continue to recommend a stop at $83, looking to achieve $103 -- upside potential over 17%. Yield 1.0%
stockchase.com ISHARES EDGE MSCI MIN VOL GBL IDX ETF (XMW.TO)
Opinion about XMW-T: Stockchase Research Editor: Michael O’Reilly We reiterate XMW, an iShares ETF focused on global equities (60% North American) - providing excellent market diversification - as a TOP PICK. It targets companies that demonstrate lower volatility over time along with growth potential. We recommend maintaining a stop-loss at $55, looking to achieve $69…
stockchase.com 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 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.
