30 Stocks Top Picks (NOV 16-22)
This week there were 30 Top Picks in a wide range of industries: Consumer, Energy, Financials, Technology, Basic Materials, Healthcare, Industrials, Utilities and Telecommunications.
Here are this week’s Top Picks as selected by Elliott Fishman, Eric Nuttall, Colin Stewart, Josef Schachter, Mike S. Newton, Zachary Curry, Greg Newman, Michael Simpson, Paul Gardner C. and Robert Lauzon.
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.
Phenomenal. Well managed, continues to execute. Trend toward dollar stores with inflation being high. Continues to expand, gain market share, and increase geographic footprint. Wait for a pullback, buy, and then keep holding.
(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.
Just bought it. The energy in pullback was overdone. FANG offers secular growth, making good, strategic acquisitions and want to distribute 75% of their cash flow to investors through dividends and buybacks, plus a variable dividend. She bought around $139. China is not yet reflected in energy stocks, and today Russia announced energy output cuts.
(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…
Reacceleration from higher crude prices. If oil continues to hang in amidst current supply/demand issues, BTE will do very well. Cashflow per share continues to ramp up.
Stockchase Research Editor: Michael O'Reilly We reiterate VET as a TOP PICK following recently reported earnings, that saw EPS beat expectations by over 30%. It trades at 7x earnings, under book value and supports a ROE of 36%. Cash reserves are growing while the company aggressively retires debt and buys back shares. We recommend trailing…
Good exposure to multi-lateral drilling. So you get better productivity for a slightly higher cost. Excellent results. Assets are very good. Dividend is safe. A patient hold. Upside once mid-caps are in favour again. See his Top Picks.
It has done well this year. In general energy stocks are good to buy when the economy turns negative and energy prices drop. Don't buy these stocks at peak energy prices.
(A Top Pick Oct 11/22, Down 4%) It has not been a good year for the stock or the space in general but some companies are coming back. It pays a good dividend and has plans to sell some assets which will be good for paying down debt. It is selling an oil pipeline but…
Historically a good business to invest in.Size of company making it difficult to earn large returns.Higher debt load a concern.If share price falls, would invest.Current share price too high.Legacy assets are valuable.
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…
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BAM vs. BN Over the next year interest rates should reverse, so we should see some good pickup in stocks that are yield plays. Not looking for big gains on these types of stocks.Chart for BN shows the common pattern of a peak in 2021, and then a decline in 2022. Lots of correlation with…
A good recession-proof choice, when you're not sure if we're going into a slowdown or recession. 12-month price target of $281.50. July results beat on top and bottom. Payments growth is 10%. International transactions up 15% just in the last quarter. Collaborations are increasing and enhancing its reach. Yield is 0.74%. (Analysts’ price target is…
🛢 Basic Materials
He has owned this for some time now. They are in cleaning, sanitizing and waste management. Bill Gates owns a big chunk of their shares. Yield 0.94% (Analysts’ price target is $187.86)
He has added more with the pullback. It has exposure to other fertilizers besides potash. Headwinds from the springtime are lessening and fertilizer demand is good for the long term.
Stryker makes replacement body parts with several components involved. There is a huge backlog of elective surgeries due to Covid. Also an aging population needs more of these artificial parts so there is lots of growth ahead. Surgeons tend to use the same parts rather than switching to other makes. It has a great balance…
Investors have given up on drug stocks, including BMY, but he won't. You must own a drug stock in your portfolio.
(A Top Pick Oct 05/22, Down 8%) Loves the infrastructure space, long-lived assets. Recycles capital extremely well, particularly into data centres. Still one of the largest positions in his US dividend portfolio. Higher rates have impacted the multiple, so a good time to buy. He's adding.
A good business. Upside angle will come from the resumption of issuance, which has been in the doldrums. This will work as the capital markets recover.
The chart shows a long history of higher highs and lows. It's now testing its last low and will probably find support here and continue rising.
It is at a good valuation now, being near its low. Has a solid dividend and dividend growth rate. In general telecom stocks are down and there are competition concerns for the sector but this should not be a major concern.
The classic income stock. The dividend keeps rising year after year and he has clients who've owned it for generations. The stock appreciates modestly. All income stocks are in the toilet because of high interest rates, but now is a great time to buy it. It pays a dividend of 7%. They're finishing their 5G…