This Week’s Stock Picks & BNN Top Picks Summary: AEM-T, WSP-T and 17 Stock and 4 ETF Top Picks (Sep 04-10)
This week were 17 Stock and 4 ETF Top Picks in a wide range of industries: Basic Materials, Consumer, Industrials, ETF, Energy, Technology and Financials.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Brian Madden, Eric Nuttall, Gordon Reid and Stan Wong.
🛢 Basic Materials
Teck Resources Ltd. (B) (TECK.B.TO)
5 Buy, 4 Hold, 2 Sell — 11 expert ratings on Teck Resources Ltd. (B) (TECK.B.TO). Latest rating: TOP PICK (Sep 4, 2026) by Brian Madden.
Opinion about AEM-T: (A Top Pick Jan 31/25, Up 119%) Gold continues to remain in play, and gold stocks as a group continue to broadly lead. At the margin, we're seeing a race for resources. Globally, we're seeing a bit of anarchy and a movement away from law and order -- this is typically when…
🛍 Consumer
Costco Wholesale Corporation (COST)
Opinion about COST-Q: Has long owned this. It's trading at a high 50x PE, above historic highs, but their numbers are coming through. The stock is bouncing. Stay long. He still likes it.
American Eagle Outfitters (AEO)
2 Buy, 0 Hold, 1 Sell — 3 expert ratings on American Eagle Outfitters (AEO). Latest rating: TOP PICK (Sep 10, 2026) by The Weekly Buzzing Stocks by…
🚚 Industrials
Opinion about WSP-T: Global engineering and construction. Another case of AI causing baby to be thrown out with bathwater. Fat chance that AI is going to build the next nuclear reactor or dam or data centre. $17B in backlog. Big, global scale. Serial consolidator, and recent large acquisition makes it a much bigger player in US…
Invesco DB Agriculture Fund(DBA)
Opinion about DBA-N: A volatile chart given its volatile holdings of cocoa, sugar, soy beans, etc. and a big position in short-term US treasuries. Agriculture is seasonally strong now. Long-term, the human population keeps growing, which is a tailwind and shift to healthier diets and ESG investing. Buy this, then sell as a trade.
Opinion about DY: Not a tech company, but picks and shovels. They lay wire and fibre optics. Rewiring NA to keep up with what the hyperscalers want…
Opinion about WCC-N: Are now feeding into data centre growth. Facing tariffs, their business is lumpy, but that is starting to end. Future earnings growth will settle around 15%, strong. Their PE will remain under 20x. (Analysts’ price target is $287.00)
Opinion about CP-T: The only rail he owns. Best in the space. Interconnected railway between US-Mexico-Canada. Underlying business doing fairly OK. Threat of tariffs affects it, so we need some certainty on trade. Not bad to hold now.
💹 ETF
iShares S&P Glb Energy E.T.F. (IXC)
Opinion about IXC: Stockchase Research Editor: Michael O'Reilly Energy has been the top performing sector globally and IXC is the best of the global…
Global X USD Cash Maximizer Corp. Class ETF (HSUV.U.TO)
Opinion about HSUV.U-T: Stockchase Research Editor: Michael O’Reilly We reiterate this US dollar denominated ETF that holds deposits in Canadian chartered high interest savings accounts. As a corporate class ETF it does not make distributions, making it highly tax efficient and a good defensive holding in non-registered accounts. Its gross yield is over 3.2%. Yield…
Global X Cash Maximizer Corporate Class ETF (HSAV.TO)
Opinion about HSAV-T: Stockchase Research Editor: Michael O’Reilly We reiterate HSAV as a TOP PICK. This low-MER ETF holds receipts in Canadian chartered high interest savings accounts. It is tax efficient as it does not pay a distribution; rather, it accumulates the yield so only a capital gain is incurred on sale. Its gross yield…
BMO Ultra Short-Term Bond (ZST.TO)
Opinion about ZST-T: Stockchase Research Editor: Michael O'Reilly ZST.L is a low-MER (0.17%) ETF comprised mostly of investment grade Canadian corporate bonds with a term to maturity (or rate resets) under one year. It continued to provide positives gains even during the challenging markets in 2018 and 2022 and its worst three month drawdown is…
⚡ Energy
Opinion about CVE.TO: On his farm team list of names he'd like to own. If RSI in energy were to turn higher, certainly a potential target for his…
Opinion about SCR.TO: (A Top Pick May 15/18, Down 6%) A play on two emerging growth themes -- e-sports and betting. He is very bullish on e-sports…
7 Buy, 8 Hold, 3 Sell — 18 expert ratings on Suncor Energy Inc (SU.TO). Latest rating: TOP PICK (Sep 8, 2026) by Eric Nuttall.
💻 Technology
3 Buy, 0 Hold, 3 Sell — 6 expert ratings on Verizon Communications (VZ). Latest rating: TOP PICK (Sep 9, 2026) by Gordon Reid.
Opinion about AAPL: He bought it Feb. 11, then sold it Feb. 12. He got stopped out. He won't buy it back. He's traded it twice already.
3 Buy, 0 Hold, 2 Sell — 5 expert ratings on AeroVironment (AVAV). Latest rating: TOP PICK (Sep 10, 2026) by The Weekly Buzzing Stocks by Billy Kawasaki.
Taiwan Semiconductor MFG. (TSM)
Opinion about TSM-N: He'd trim, as long as you're not in an adverse tax position. Great quarter, with revenues up 35%. Seeing increasing demand. Bit pricey at 18x PE for 2028 for only 9-10% growth.
🏛 Financials
Opinion about JPM-N: Largest and most diversified of the US banks. Leadership in retail, wealth management, and capital markets. Capital markets recovery is underway. Lots of investment in payment technology (automation, analytics), which is driving operating leverage. AI should be very beneficial to financials -- better customer experience and more efficiencies for employees.Less regulation and…
Use this list wisely to identify buying opportunities.
Happy trading !!!
What is a Stock Top Pick?
In simple terms, a stock top pick refers to a stock that is recommended by financial experts or investment analysts as being a highly promising investment option. These stocks are typically believed to have a great potential for growth and profitability. Stock top picks are often given by analysts or financial institutions who conduct in-depth research and analysis of various stocks available in the market. Their recommendations are based on a multitude of factors such as company performance, industry trends, market conditions, and potential catalysts that could impact the stock’s value.
Stockchase reviews and documents Daily Top Stock Picks from multiple sources including BNN Market Call, Mad Money with Jim Cramer, 5i Research Forums and the Stockchase team of analysts. Investors tend to gravitate towards top picks as they believe these stocks have a higher chance of providing a good return on investment.
What Makes a Stock a Top Pick?
Now that we understand the basic concept of a stock top pick, let’s delve into what factors make a stock qualify as a top pick. Several key characteristics are typically considered when identifying a stock as a top pick:strong financial performance, industry trends, market opportunities, and management team. By assessing these factors, analysts are able to identify stocks that have a higher likelihood of outperforming the market and delivering favorable returns to investors.
What are BNN Top Picks?
BNN, also known as Business News Network, is a Canadian television channel that focuses on providing the latest news and analysis related to business, finance, and the stock market. The BNN Top Picks are the stocks that were featured as Top Picks by the channel’s expert analysts and guests on the Market Call show. They are part of the Stock Top Picks documented on Stockchase.
Should I Buy the Stock Top Picks Now?
Now comes the million-dollar question: should you buy the top picks now? The answer to this question depends on various factors, including your personal financial goals, risk tolerance, and investment strategy. It is important to note that stock market calls, including top picks, are never foolproof. Market conditions can change rapidly, and even the most well-researched top pick may not perform as expected.
Before making any investment decisions, it is advisable to do your own research. Remember that investing in the stock market always carries risks, and it is crucial to diversify your portfolio. A balanced investment approach that includes a mix of stocks, bonds, and other asset classes is often recommended to manage risk and maximize returns.