30 Stocks Top Picks (NOV 16-22)

Opinion about HBC-T: Nicknames it Hit By A Car like its chart. HBC is all about its real estate holdings; that's the reason you own this. Doesn't know if the current rally signals a buy. Can't predict this chart. Even consider selling it.

Opinion about MHK-N: They had a great quarter, but so did Whirlpool and the market didn't pay attention. He prefers Whirlpool.

Opinion about DOL-T: In his firm's Canadian dividend growth strategy portfolio. Not a great dividend, though it does grow. Focused more on inorganic growth and share buybacks. Almost AMZN-proof, scale gives them buying power. In Canada, topline is growing close to 10%, margins are improving. Trades at over 40x next year's earnings, so wise to…

Opinion about BRB-T: (A Top Pick Jun 18/18, Up 1%) Still likes it. It's well-run. They're growing their brands and they have a big opportunity to get into cannabis beverages which will be legal in Canada in October 2019. BRB is well-positioned for this and this market could be very large.

Opinion about GC-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Takeover offer. Pandemic hit hard. Solid assets, but re-opening slowed. Healthy balance sheet.

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Opinion about FANG-Q: Bought more. Great management and M&A strategy, which will add to earnings regardless of the oil price. Likes their cost control and cash flow.

Opinion about PE-N: (A Top Pick Sep 01/20, Up 56.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PE has resulted in the company being acquired by Pioneer Natural Resources. We are considering the position now closed at the last market closing price of $16.93. Combined with the previous recommendation to cover 50%, the…

Opinion about BTE-T: (A Top Pick May 23/24, Down 48%) It's down because of the fall in oil prices, pure and simple. He sold this around $4. The stock will excel if oil returns to $70+, but not at $60. He will revisit this at better oil prices later.

Opinion about VET-T: If you own, sell it and buy names like WCP, which pays a higher dividend.  VET's bases are scattered around the world. VET poorly executes.

Opinion about SGY-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research SGY is quite small at $510M, but the stock is very cheap. With a 10% dividend, a buyer (or privatization) could eliminate the dividend and use internal cash flow to pay for the whole company in about three years. But, that doesn't…

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 TRP-T: He owned it for a while. Had a big run-up last year but thinks it is pretty much done now with a lot of insider selling. Tends to have big swings.

Opinion about ENB-T: Does fluctuate a bit with the price of oil, but not as much as a producer. Attractive income name. Federal government's infrastructure plan would be positive for pipelines, albeit a few years away. Yield is close to 6%, and the dividend increases every year.

Opinion about ISC-T: Monopoly-type business. 30-year contract on Saskatchewan land registry services. Trades at ~8x EBITDA. Generates about 11% free cashflow yield. Yield is 3.5%. (Analysts’ price target is $34.00)

Opinion about CME-Q: CME Group is committed to delivering new ways to manage risk and improve efficiency. Whether that means developing product solutions to empower trading strategies, expanding access to unique data insights, seamlessly connecting siloed liquidity pools, or introducing more ways to optimize the time and capital required for world-class risk management, new opportunities…

Opinion about BAM.A-T: You could buy this but it would be better to buy the parent company, Brookfield Corporation (BN) instead, for a long term hold and outlook. BN owns 75% of BAM and has a better valuation. It has had a 15% compounded return over 10 years and expects 17% in compounded earnings. Insiders…

Opinion about WIR.UN-T: (A Top Pick Jan 12/21, Up 48%) Great-managed REIT. Taken out.

Opinion about V-N: Largest payment processor in the world. Still lots of growth potential outside NA for transitioning from cash to digital. Value-added services, such as cybersecurity, are now almost 25% of revenue base. Robust network. Don't discount them because of stablecoin, will be actively involved.

Opinion about AAPL-Q: Is -6% the past year and -19.7% this year, and has been trading sideways as the rest of tech has been roaring. The company last gave tepid guidance because of Trump (25% tariff on iPhones), and gave an adverse ruling against their app stores. The stock is out of favour, uncertain, but…

Opinion about MSFT-Q: (A Top Pick Jun 24/24, Up 8%) Hitting all-time record highs, with more upside. Still holds. His biggest exposure to technology.

Opinion about ECL-N: Good time to buy. 

Opinion about NTR-T: Bumpy. Q2 is a crucial selling season for them, and supply/demand dynamics in potash will be key. Reintroduced it to portfolios in January this year. Fertilizer cycle has bottomed and is slowly turning up. Vertically integrated with downstream farm supply stores. Operational improvement in South America to improve margins.Trading at half of…

Opinion about SYK-N: 5-year performance is 15%, creates returns on ROIC, well run, quality.

Opinion about BMY-N: You're betting on their drug pipeline.

Opinion about BIP-N: Not really affected by tariffs. In the private equity area. Probably the fastest-growing part of the business. Will continue to be quite a hot area. He prefers BN.

Opinion about SPGI-N: (A Top Pick Jun 13/24, Up 20%) All its businesses are very profitable, with operating margins in 50% range. Recurring revenue stream from subscriptions. Great businesses, very scalable. 

Opinion about H-T: People are nervous about the uncertainty out there and are looking for safety. But the relative strength of the defensives is not good. Over the past few weeks, he's reduced his defensive positioning. He's focusing on pricing power and dividend growth. Recognize that the market's showing us that there's more economic strength…

Opinion about T-T: Right now, she has no exposure to the sector. Very competitive. Decrease in immigration takes away source of potential growth. They all provide a pretty attractive yield. Telus is an income stock, and perhaps they can increase it a bit each year, but the fundamentals of the sector aren't that attractive.If you…

Opinion about BCE-T: She has no exposure to telcos, too competitive. Cut dividend, which will help preserve cashflow and balance sheet. But probably means dividend won't be raised anytime soon. Still questions about fibre strategy in US, which is also a very competitive market. Move on.