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.
🛍 Consumer
Opinion about HBC.TO: (A Top Pick Nov 06/17, Down 31%) A disappointment. They continue to bottom. He exited. They've been bleeding money and are…
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Opinion about MHK: This is a flyer. Stock is oversold. It was a darling, and then it got punished on bad earnings. Hopefully, next quarter will be…
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Opinion about DOL.TO: In the retail space, likes the more defensive profile of this name. Expert opinions on Dollarama Inc. (DOL.TO) — buy, sell, or…
Stockchase Brick Brewing Company Ltd.(BRB-T)
Opinion about BRB.TO: What normally happens with the smaller brewers is that they get taken out. He likes the company, but doesn’t follow it…
Stockchase Great Canadian Gaming Corp (GC-T)
Opinion about GC.TO: (A Top Pick Nov 19/18, Up 17%) He still likes it. A high quality company with good long-term outlook. They are spending a lot of…
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Opinion about Y.TO: Yellow Pages 8% debentures November 30, 2022. The company does not have that much debt. Their margins are north of 30%. You will…
Stockchase ⚡ Energy
Opinion about FANG: He's bullish oil; just look at the Russian oil stocks. Diamondback is best in breed... The whole sector has a lot of room to move higher.
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Opinion about PE: A previous Top Pick that he still likes. A good way to gain Permian exposure with a potential 50% upside as a possible take out…
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Opinion about BTE.TO: He doesn't have any intelligence on what's weighing on the stock. Trump wants lower oil prices, so he hasn't owned any of the…
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Opinion about VET.TO: 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.
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Opinion about SGY.TO: Trading at discount to NAV. Out of favor small cap name. TMX completion will benefit company. Benefiting from fish bone…
Stockchase Crescent Point Energy Corp (CPG-T)
Opinion about CPG.TO: Never a good sign when your stock issue gets hung up. Timing wasn't ideal, with weaker sentiment on oil below $80. New concerns…
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Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…
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Opinion about ENB.TO: The dividend is over 6% and earnings will grow at about 5%. This combines to make a rate of return at 11% which is pretty…
Stockchase 🏛 Financials
Opinion about ISC.TO: Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA.…
Stockchase 
Opinion about CME: They reported a strong quarter. Volatility and rising rates helped them. 30% of their business is in interest-rate futures, which…
Stockchase Brookfield Asset Management (A)(BAM.A-T)
Opinion about BAM.A.TO: The spin off is interesting. History It's undervalued here. he owns the spin-off and other Brookfield names. They are very…
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Opinion about WIR.UN.TO: Though it trades in Toronto, WPT owns warehouses in the States. Basically, e-commerce stores stuff in these warehouses, and…
Stockchase 💻 Technology
Opinion about V: Price is bouncing around due to profit-taking and market volatility. Somewhat tied to the US dollar. Incorporating stablecoin, which…
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Opinion about AAPL: Had a very good quarter. Chinese sales are rebounding, up 28%, services hit a new record, gross margins at 49.3% and a $100…
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Opinion about MSFT: They reported. He's disappointed they didn't have more to say. Also, they're a software company.
Stockchase 🛢 Basic Materials
Opinion about ECL: A leader in industrial cleaning products for hospitals, schools, hotels, restaurants, etc. Has had a steady record of recession…
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Opinion about NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…
Stockchase 👨⚕️ Healthcare
Opinion about SYK: Good products, good reputation. Good long-term investment in the medical device area. If you own it, keep holding. Her exposure to…
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Opinion about BMY: Stock has been hot since the summer when the new CEO took over, then they got approval for their schizophrenia drugs. (Abbvie's…
Stockchase 🚚 Industrials
Brookfield Infrastructure LP (BIP-N)
Opinion about BIP: Owns shares for the dividend yield.Strong dividend yield.Stable assets. Legacy assets hard to build.
Stockchase 
Opinion about SPGI: Take note of its high at the very end of 2021 at $480, and the stock is just below that now. If you want to enter, do it now with…
Stockchase 💡 Utilities
Opinion about H.TO: Great company and business. Trading at 18x. Growing at peer average. Better names in sector to own. Would recommend holding.
Stockchase 📱 Telecommunications
Opinion about T.TO: He owns Rogers, instead. Telus is a good operator, but have stumbled along the way. Problem is, the dividend takes up all their…
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Opinion about BCE.TO: For the Canadian telcos, regulatory challenges won't go away. In response, the telcos pledged to invest in rural areas, but…
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