This Week’s Stock Picks & BNN Top Picks Summary: CRCL-N, CIGI-T and 20 Stock and 3 ETF Top Picks (May 29 Jun 04)
This week were 20 Stock and 3 ETF Top Picks in a wide range of industries: Technology, Consumer, Financials, ETF, Industrials, Basic Materials, Energy and Healthcare.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Brianne Gardner, Teal Linde, Joe Hegener, David Burrows and Darren Sissons.
💻 Technology
Opinion about CLS.TO: With it trading around $509 today, you have to chuckle at the average analysts' price target. If you own it, hold, but use…
Stockchase 
Browse all companies covered on Stockchase — searchable index of stocks with expert buy/sell/hold opinions from Canadian and US analysts.
Stockchase 
Opinion about HUBS-N: It is similar in its business model to Salesforce which caters to large companies and has moved away from small and mid cap companies. This has created an opportunity for Hubspot since its system is similar to Salesforce. There is an 18% expected growth rate in revenue and earnings this year. Trades…
stockchase.com 
Opinion about AVGO-Q: AVGO vs. MRVL AVGO is like the smaller cousin of NVDA. Built GOOG's AI program, increasingly making waves with Anthropic (owns Claude). Interesting, but not a shoot-the-lights-out opportunity. He'd buy.MRVL is trying to take a share of the chips that go into GOOG, and is already involved with AMZN cloud. Be careful.…
stockchase.com 
Opinion about AMD-Q: In the last quarter, the company reported 1.53 USD per share, beating the 1.32 USD estimate by 16.03%. Revenue for the same period reached 10.27 B USD, despite the estimate of 9.67 B USD. For the next quarter, analysts expect 1.27 USD in earnings per share and 9.85 B USD in revenue.…
stockchase.com 
Opinion about CRWD: CRWD vs. Cybersecurity ETF They had a global outage when they did a failed update. Shares plummetted. You could own the HACK…
Stockchase 
Opinion about MSFT-Q: Buy on pullback today, or it that catching a falling knife? Pullback is great time to enter. She'd buy more, but she's already overweight this name. Still one of the most diversified, mega-cap tech companies in the world. Last night's numbers were spectacular, pushback is on the capex spending.
stockchase.com 🛍 Consumer
Opinion about DOL-T: When they reported their Q4 last week, same-store sales missed estimates and shares plunged nearly 8%. Are things that bad? Canadian same-store sales increased 1.5% and not the expected 2.8%, and fell 1.6% in traffic though rose 3.1% rise in basket size. Keep in mind that parts of Canada (i.e. Ontario) suffered…
stockchase.com 
Opinion about WW: It had a huge run when Oprah was involved. It has bounced reasonably well this year, but it is still over valued at this point. He…
Stockchase 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…
Stockchase 🏛 Financials
Colliers International Gr (CIGI.TO)
Opinion about CIGI-T: Everyone knows it for its real estate business. Based in Toronto, but global. Asset management business south of the border, but it's not commercial real estate. Its third arm is engineering services. Buying lots of smaller engineering companies. This division looking to double revenue in next 5 years. Management's great. Believes CEO just purchased…
stockchase.com 
Opinion about OWL-N: It is oversold because of fears over credit markets. It is a big lender in the private lending field. Pays a 5 1/2% dividend and trades at less than 17X earnings which is less than the typical private investment firm. It has a separate fund to invest in private credit and insiders…
stockchase.com 
Opinion about RITM: We don't know what it owns. Too risky. Expert opinions on Rithm Capital Corp (RITM) — buy, sell, or hold ratings from Canadian…
Stockchase 
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…
stockchase.com 
Opinion about EVR: Companies have been working their way through dividend increases and share buybacks and still have very strong balance sheets. As…
Stockchase 💹 ETF
Vanguard FTSE Cdn High Div Yd. (VDY.TO)
Opinion about VDY-T: Stockchase Research Editor: Michael O'Reilly VDY is a low-MER ETF (0.22%) which holds 56 100% Canadian dividend paying companies. The portfolio average PE is 15, is under 2x book value, supports a 12% ROE and has average annual earnings growth of 13% over the past five years. It is tax efficient for…
stockchase.com 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%. …
stockchase.com Vanguard FTSE All-World ex Canada (VXC.TO)
Opinion about VXC-T: Stockchase Research Editor: Michael O'Reilly VXC is a low-MER ETF (0.22%) which holds over 11,500 individual holdings from around the world - excluding Canada. It provides instant diversification and broad market coverage. The portfolio average PE is 22, has a ROE of 18%, and seen average earnings growth over 20% for the…
stockchase.com 🚚 Industrials
Opinion about BBD.B.TO: Demand is off the charts. Bump in the road right now is about tariffs on parts, steel, aluminum. Much different business than…
Stockchase 
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…
stockchase.com 🛢 Basic Materials
Opinion about BHP-N: It is one of the world's largest diversified mining companies. Iron ore, copper and metallurgical coal are its main products. Global demand for copper is expected to increase 70% by 2050. Revenue is about $55 billion US. Iron ore adds more scale, resilience and cash flow stability. Also in China there is…
stockchase.com ⚡ Energy
Tamarack Valley Energy (TVE.TO)
Opinion about TVE-T: Strong, and getting better. 90% of production coming from the Clearwater, which has very low decline and high return. Aggressively shifting wells to new technology earlier in the life cycle. Has an edge in the industry. Paying down debt using 60% of cashflow, now close to zero. Increasing shareholder returns. Believes it can grow…
stockchase.com 👨⚕️ Healthcare
Mettler-Toledo International Inc (MTD)
Opinion about MTD: Little known stock, but it's expensive, expensive because it's always good. Expert opinions on Mettler-Toledo International Inc…
Stockchase 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.
Trending Now
