30 Stocks Top Picks (NOV 16-22)

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.

They had a great quarter, but so did Whirlpool and the market didn't pay attention. He prefers Whirlpool.

A star in Canada due to great execution and lack of competition. Shift to multiple price points is a winning strategy. Carved out a niche in Canada.

(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.

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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Their deal with Endeavor will close in Q3 and be strong for FANG. Is a top energy name.

(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 total return on…

Oil stocks are under pressure with the China slowdown. There could be more chances to drill under the Trump administration, therefore more oil and lower prices. Also OPEC is not cutting production. If there was a takeover it would go for a premium.

Owns shares, and has suffered share price depreciation. Europe pricing very hard on business. Company is going to have to re-evaluate Europe assets. Better options in the energy sector for investors. 

Company too small to hit institutional radar screens. Quality company, but better options in markets. 

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.

Does not own shares - prefers Enbridge. However, company is overall a great business. Recent Southbow spin out has left company as a pure gas company. Very good assets - hard to replicate. 

Excellent asset base - very had to replicate. Consistent dividend increases. Cheap valuation given cash flow abilities. Company will perform well regardless of economy. Has a long history of quality dividends. Portfolio of growth projects for the next 5 years. 

He's long owned this, didn't do much for a while, but has made a good move this year. Trades at only 8x EBITDA. Strong managers. The stock has had a good pullback to $26, which an entry point now. They peaked in July-August, but doesn't know it has pulled back, maybe concerns over Saskatchewan's real…

25% of firm assets in financial sector. Capital markets in a good spot. Good company to get exposure. Valuation of shares appear to be high, but would recommend buying. 

BN owns a percentage of BAM. BN is trading at a discount to NAV, widest discount in a long time, which is why you want to look at buying it here. Working at home has hurt BN's commercial properties. BN has raised lots of capital, great company, well run. BAM and BN are two of…

(A Top Pick Jan 12/21, Up 48%) Great-managed REIT. Taken out.

Trades at 30x earnings, but it's warranted. Part of a duopoly, and has branched out into analytic services from its core business. Benefits from switching from cash to digital. Huge moat. There will always be regulatory risk. Happy to hold.

He sold covered calls on Wednesday to ride high volatility. He did it to add some hedging as well as cash flow.

Retired person's portfolio. Stalled out. His 12-month price target is $491, decent runway. Of the Mag 7, probably want this one at the top of your list because it hasn't accelerated as much as the other 6. So many horses in the race, from cloud to personal computing to business productivity. Nicely priced.

Good time to buy. 

Close to a bottom, but too early still before an upturn. Swing factor for earnings will be commodity price for potash, and he doesn't see this coming back to sustained supply/demand balance in the medium term. BHP's new production will add ~10% more supply, keeping prices under pressure.

Good products, good reputation. Good long-term investment in the medical device area. If you own it, keep holding. Her exposure to the space is via ABT and JNJ. (Analysts’ price target is $379.00)

It often pops with a new drug but he doesn't like the sector. Pharma companies have not been good to invest in over the past year. He prefers companies with a medical devices component.

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…

Main business is doing ratings, which is facing a slowdown right now, but starting to see a pickup in capital markets activity. When bonds mature or get renewed, they have to be rated. Also does benchmark indices. Need-to-have information for financial services industry. Very high margins, very scalable, diversified. 70% of revenue is recurring. Acquisition…

Very stable. Most assets are in Ontario, whereas she likes diversification of jurisdiction. Traditionally Ontario has not been the best regulator, and it's at the mercy of just that one regulator. Prefers EMA.

Reasonably good quarter relative to peers. Dividend is up, which is very important when you're investing in the space. Price is OK, and yield's still pretty good.

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.