This Week’s Stock Picks & BNN Top Picks Summary: ATD-T, DAL-N and 20 Stock and 4 ETF Top Picks (Aug 07-13)
This week were 20 Stock and 4 ETF Top Picks in a wide range of industries: Consumer, Healthcare, Energy, ETF, Industrials, Financials and Technology,
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Brian Madden, Eric Nuttall, Christine Poole, Chris Blumas and Stan Wong.
🛍 Consumer
Opinion about BKNG-Q: (Chart looks like a double-black-diamond ski slope because of the stock split of 25:1.) New addition to Dividend Growers portfolio in March. Global, best in class. Sophisticated online AI booking and payment engine. Concerns that AI will disrupt its moat is a case of baby out with the bathwater. Shares have compounded at…
Alimentation Couche-Tard (ATD.TO)
Opinion about ATD.TO: Has done nothing over 3 years, small loss in TFSA. Be patient, or move on? Owns it, but not a large weight. Not one of her top…
Opinion about AMZN-Q: (A Top Pick May 02/25, Up 33%) He'd put new $$ in today. Blip on the chart from $240 to $210 was when they raised capex on AI spending. Investors have now come around.
👨⚕️ Healthcare
Opinion about APTX.TO: Largest manufacturer of conventional, specialty, and biosimilar generic drugs in Canada. Cleaner balance sheet since the IPO.…
Opinion about SYK-N: (A Top Pick Sep 11/23, Up 21%) 73% of their business comes from the U.S. with the rest from Europe and emerging markets. They make great surgical products (i.e. hip replacements). Also, surgeons are loyal to SYK products and rarely change brand. Aging demographics and foreign markets offer growth.
⚡ 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…
8 Buy, 6 Hold, 1 Sell — 15 expert ratings on Strathcona Resources (SCR.TO). Latest rating: TOP PICK (Aug 10, 2026) by Eric Nuttall.
Opinion about OVV-T: 10-15 years of drilling inventory in the Permian -- fine, but not great. It's more about the Montney exposure. Got a great price on NVA last year. Increased size should attract more institutional interest. Could see further M&A in the Montney this year. At $80 oil, trading at 4x cashflow for 2026 and…
💹 ETF
iShares Cdn Div Aristocrats ETF (CDZ.TO)
Opinion about CDZ-T: Stockchase Research Editor: Michael O'Reilly We reiterate CDZ as a TOP PICK. An ETF of over 90 holdings of Canadian dividend paying stocks that have consistently raised their dividends over the past five years. We recommend continuing to hold a stop at $38, looking to achieve $48 -- upside potential of 18%. …
Industrial Select Sector SPDR Fund (XLI)
4 Buy, 0 Hold, 0 Sell — 4 expert ratings on Industrial Select Sector SPDR Fund (XLI). Latest rating: TOP PICK (Jul 14, 2026) by The Panic-Proof…
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 U.S. Electrification ETF (ZAP)
Opinion about ZAP-Q: It covers the power side of AI. In the US, electricity demand is expected to grow 50% by 2040. This includes grid modernization and industrial power demands. Its composition is 3/4 utility names and 1/4 industrial names. The re-shoring of manufacturing in the US is good for it as well as EV…
🚚 Industrials
Pembina Pipeline Corp (PPL.TO)
Opinion about PPL-T: Really likes it. If you have a bit higher risk tolerance, you get a lot more upside. Yield is similar to that of ENB, but with a lot more growth. LNG project will come online in BC in 3-4 years. Potential META power centre. Play on the still very strong outlook of…
4 Buy, 0 Hold, 0 Sell — 4 expert ratings on Siemens AG (SIE.DE). Latest rating: TOP PICK (Aug 11, 2026) by Christine Poole.
Opinion about STN.TO: Great environment for engineering and similar services. ROE is ~13%. PE's of all these companies are getting up around 40x…
Opinion about DAL-N: Stockchase Research Editor: Michael O'Reilly The international air carrier announced plans to add 31 wide body jets to expand its international foot print into larger margin destinations. It trades at 9x earnings, 2.2x book and supports a ROE of 27%. We like that cash reserves are growing, while debt is retired. We…
Opinion about CAT-N: If you think there's going to be a mining cycle, it's a given that this name will sell a lot of equipment. People are underestimating its big turbine business -- natural gas turbine generators that are smaller than utility-grade generators. This part of the business feeds right into the data centre buildout. Can…
🏛 Financials
Opinion about KKR-N: One of the largest private equity firms in the world, a troubled sector these days. But redemption requests at KKR are very low. Has a great growth profile in unique asset classes which are tough to replicate. Are gaining market share. The PE has fallen to 15x, cheap. Earnings could double in…
Opinion about HTZ: The sharp rally was driven by the release of its second-quarter (Q2 2026) financial results. The beleaguered car rental company…
Opinion about GL-N: Stockchase Research Editor: Michael O’Reilly We reiterate this steady insurance provider as a TOP PICK. A good holding during a “risk off” period. It trades at 10x earnings, 2x book and supports a ROE of 20%. It is prudently using some cash reserves at it aggressively buys back shares and retires debt.…
💻 Technology
9 Buy, 0 Hold, 9 Sell — 18 expert ratings on CGI Group (A) (GIB.A.TO). Latest rating: WAIT (Aug 13, 2026) by Stan Wong.
Opinion about ONDS: On August 13, 2026, the defense technology and autonomous drone company released its financial results for the second quarter (Q2…
Opinion about CSCO-Q: Technically, it looks strong and it breaking to new highs. Likes it a lot. But recently it's been consolidating after a big move up. Wait for a pullback.
Marvell Technology Group (MRVL)
6 Buy, 0 Hold, 6 Sell — 12 expert ratings on Marvell Technology Group (MRVL). Latest rating: TOP PICK (Jul 21, 2026) by The Panic-Proof Portfolio…
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.