These 34 Trending Stocks Make Products You Use Everyday

It has done very well. It is well positioned and will grow its business. It reflects the trend to e commerce. If it has grown to a lot of your portfolio you should take some off the table. MSFT-Q would allow you to diversify. It is well positioned.

Owns Visa. If you look back to when it first became public, it has been a solid upward movement, bar the financial crisis. Effectively, it is the mechanism to fund purchases during Covid. Move away from cash will continue and it should be a structural grower. Prefers Visa, especially with Visa Europe that was incorporated…

They report next week. The stock is seeing fatigue from all the competing streamers. For Netflix to rise, it must deliver a report blow-out, but he isn't holding his breath.

Owns Visa. If you look back to when it first became public, it has been a solid upward movement, bar the financial crisis. Effectively, it is the mechanism to fund purchases during Covid. Move away from cash will continue and it should be a structural grower. Prefers Visa, especially with Visa Europe that was incorporated…

The numbers are great, but the numbers are down because of politics. Don't worry about that. Still good.

Revenue growth will continue to be strong. Will benefit from more and more digital advertising. If he had to choose this or Facebook, he'd choose FB, but it's close.

An essential 5G play They just launched a new iPhone in October that can run on 5G. An obvious 5G play that is poised to capitalize on the rollout. An investment, not a trade. Apple is asking suppliers for 96 million units this year. The new phone is selling very well in China. Service revenue…

MSFT vs. APPL Apple is a consumer products company, whereas MSFT is an enterprise company. Both trade at similar multiples. Great balance sheets, buy back shares, increase dividends. Apple relies on growing iPhone and 5G. Will continue to do well. The iCar is an expensive proposition. MSFT has really benefited from cloud infrastructure growth. Better…

Likes the entire game group, including ATVI. All will benefit from this videogame holiday season.

How does this keep rising during lockdowns? Yes, because Uber Eats keeps it going, a crusher. Once there's a consolidation in the food delivery business and more people get vaccines, this will be a winner.

This and Uber benefited from California voters rejecting proposition 22 which would have classified their drivers as employees, which would have increased their costs. Lyft shot up today.

Great company. One of his favourite names. The concern is valuation. It's beyond priced for perfection. He's looking for a better entry point. Moving into e-commerce. Caters to both consumers and businesses. Expect continued rapid growth in 2021 and beyond.

They just replaced their CEO after missing several sales misses. The new CEO did a good job at WMware.

Intel's rally today pushed rival AMD down nearly 4%, which makes it a buying opportunity. The CEO is excellent, now making better chips than rival AMD.

Allan Tong’s Discover Picks TCEHY stock pays only a 0.2% dividend and trades at a high 56x PE. Well, that’s high by video game standards, but minute compared to Amazon‘s 92x. Then again, Microsoft—which owns a small interest in games—trades at 34x, and TenCent’s own PE a year ago stood at 37.44x. TCEHY stock is…

Good name in the TSX. One of the better growth names. 15% growth rate going forward. 24x forward PE. He's not into consumer staples at this point, favours cyclicals.

It is a really well run company. It is a dominant player in the toy industry. The business is very lumpy month to month, year to year. Kids are sending more time on-line and not playing with toys.

(A Top Pick Jan 09/20, Down 1%) Wouldn't buy again. Remains a good company, but Tim's is exposed to the breakfast trade, which has fallen off. Popeye's and Burger King have done well. There are better ideas out there.

(Past Top Pick, May 10, 2018, Up 20%) Volumes are rising, the stock is coming alive and there's plenty of room for this stock to regroup. Those who have owned this since it's drop of the past few years will hold on now that it's starting to climb again, so they can get their money…

He has a small position. It is similar to AAPL-Q. They are dominant in many of the areas in which they operate. It is not a cheap stock. But he would not bet against them.

(A Top Pick Jan 30/20, Up 20%) Revenue has responded well to pandemic. Digital initiatives acting very well. Pay a premium at 36x forward earnings for 15% growth. Strong, iconic name. Cautious on buying going forward, based on valuation.

Allan Tong’s Discover Picks Disney, on the other hand, is more diverse. Shutdowns of its theme parks and cruise line hurt their bottom line, but their streaming service keeps knocking it out of the park and will make up that shortfall. Also, the House of the Mouse will raise subscription fees in the new year.…

Buy or watch stocks like this when markets pull back suddenly like they did today--and swung up. Nike popped 3.27% today after reporting a super quarter Friday, including amazing digital sales, strong numbers in China, and 7 billion brand impressions in social media. Also have launched a new app, SNKRS, that sells the latest special-edition…

He holds Costco instead, as it brings in 3x as much in sales. WMT is a good name, but has lower growth prospects. Trying to enhance their digital experience, and he can't predict results just yet. 26x earnings, 6% earnings growth. Not cheap, but not expensive.

(A Top Pick Sep 28/20, Up 0%) Benefiting from same store sales and competitors going out of business. Retail space is becoming a lot less crowded. Companies that have a strong business model and can grow will do well.

Today, the New York Times reported that a private entity wants to buy Dunkin'. Some felt that this stock was already overextended, but he disagrees. Their track record in acquisitions is fantastic. It has survived while peers have fallen away.

Allan Tong’s Discover Picks NTDOY stock pays a 2.81% dividend yield and trades at a 17x PE, compared to 27x a year ago. Activision Blizzard pays only 0.51% and trades at nearly 24x. The Home of Mario does face competition from the PS 5 and the Xbox, but these are nothing new. As of this…

(A Top Pick Dec 16/19, Up 16%) Has gained some altitude. There has been no shortage of negative headlines over the years. Pharmaceuticals is a litigious industry in general. A well diversified company. A slower growth pharma company. However, it is a wonderful company looking at durability. Valuation is just above their buy price of…

An area that's started to act better recently. Well managed. But doesn't understand what the catalysts are. Doesn't find it compelling. Consider the picks and shovels instead, like Agilent or Danaher, who benefit from growth in everyone's pipeline.

(A Top Pick Jan 30/20, Down 1%) Still likes. Continues to buy. Discount to other big pharma. Cancer drugs are very high margin. Pandemic has spurred pharma sales. Will benefit as life returns to normal. Yield is 3.1%.

(A Top Pick Aug 19/19, Down 40%) It's been severely affected by the pandemic and the subsequent collapse of air travel. We're starting to see some recovery. It's in a duopoly in the aircraft business so it is a good market to be in the longer term. With a 5 year time horizon, it should…

Excellent candidate for long-term recovery, though it won't happen all at once. Travel will take a while to pick up. Just took out the May highs, so there's upside. Next stop is between $280-300. Too many manufacturers, not enough planes. Long-term value play if you have patience.

It is a good holding. It is benefiting form the serge in e commerce. They have now integrated TNT which they purchased in the past. Ecommerce is not going away. She is waiting for more of a pullback to put it into client portfolios.

The CEO is underestimated and he bets this will be a great buy over the course of this year (despite its current downturn).