This Week’s Stock Picks & BNN Top Picks Summary: SGY-T, MSCI-N and 22 Stock and 2 ETF Top Picks (Jul 17-23)
This week were 22 Stock and 2 ETF Top Picks in a wide range of industries: Energy, Financials, Basic Materials,Technology, Industrials, Healthcare and ETF.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Bruce Campbell (2), David Driscoll, Julien Nono-Womdim, John Stephenson and Greg Newman.
⚡ Energy
Opinion about CDR-T: Operates in Uzbekistan, planning to increase output by end of 2026. Should kick off some nice cashflow. Upside comes from project in Kazakhestan, with long-term natural gas supply contracts; new projects will get built out with cashflow. Governments of those countries are supportive.Stock's down on an equity raise. About $200M market cap.…
Opinion about SGY-T: An oil play, 88% oil with a little natural gas. Trades at a lower PE than bigger peers. They have low decline rates of 25% and has 12 years of drilling inventories. Pays around a 7-8% dividend. (Analysts’ price target is $9.42)
Opinion about KEL.TO: In the Montney. Very large land base and very good production. Inexpensive. Starting to execute and deliver. Moving from being…
12 Buy, 0 Hold, 1 Sell — 13 expert ratings on Keyera Corp (KEY.TO). Latest rating: TOP PICK (Jul 23, 2026) by Greg Newman.
🏛 Financials
Opinion about AGF.B.TO: Starting to see acceleration in assets. Doesn't chase trends, nice stable of managers. Focusing on ETFs and on its…
Opinion about DFY.TO: P&C business. Making a ton of money. Great business, good valuation. Will probably be acquired at some point. His insurance…
Opinion about MSCI-N: a dividend aristocrat They raised their dividend by 16%. Their last quarter shot the lights out and they raised dividend. After shares have pulled back 10%, it's now a buying opportunity.
🛢 Basic Materials
Opinion about FNV.TO: Royalties -- precious metals, base metals, bit of gas/oil. Not a big dividend, but has grown 44% annually over last decade.…
💻 Technology
Opinion about HLMA.L: price target: 4,574.38 UK pounds They make optical components for data centres, which are 20% of its revenues and have pushed…
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…
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.
Opinion about GOOG-Q: Doing great. Worries about Search becoming obsolete were baseless, though it's share of searching will fall. However, the pie will expand and so total revenue will grow. Gemini has a leadership position in AI. Plus there's YouTube -- about 23% global streaming share and caters to shorter attention spans. Waymo also adds to…
Opinion about NOW-N: In the last quarter, the company reported 0.97 USD per share, beating the 0.97 USD estimate by 0.04%. Revenue for the same period reached 3.77 B USD, despite the estimate of 3.75 B USD. For the next quarter, analysts expect 0.96 USD in earnings per share and 3.86 B USD in revenue.…
🚚 Industrials
Opinion about JMHLY: price target: Singaporean $85.02 It's a play on southeast Asia. They are moving away from as a passive conglomerate to an active…
Opinion about RRX: Industrial activity is improving beyond AI. Short-cycle industrials are starting to turn. RRX is a diversified industrial focused…
Opinion about CLH: Industrial waste will be a critical part of the economy, because factories are being built and will produce hazardous materials.…
Highwood Asset Management (HAM.V)
Opinion about HAM.V: Great company. Focusing efforts on Brazeau area in Alberta. Sold its Wilson Creek assets, which allowed it to reduce its debt…
Opinion about TSLA-Q: In the last quarter, the company reported 0.41 USD per share, beating the 0.35 USD estimate by 15.87%. Revenue for the same period reached 22.39 B USD, despite the estimate of 22.10 B USD. For the next quarter, analysts expect 0.43 USD in earnings per share and 24.25 B USD in revenue.…
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…
TFI International Inc (TFII.TO)
17 Buy, 1 Hold, 4 Sell — 22 expert ratings on TFI International Inc (TFII.TO). Latest rating: TOP PICK (Jul 23, 2026) by Greg Newman.
Transportadora De Gas Sur (TGS)
Opinion about TGS-N: Stockchase Research Editor: Michael O'Reilly We reiterate this energy infrastructure company operating in Argentina as a TOP PICK. We like the steady utility like business model, including pipelines and midstream operations. Key new NGL and pipeline projects are advancing at a time when global energy supply is strained. We note the dividend…
👨⚕️ Healthcare
Opinion about LQDA-Q: A small company involved in a rare lung disease, PAH. He made money off a similar situation in United Therapeutics, but LQDA has a better drug that is taking share from UT. So, he switched horses. (Analysts’ price target is $53.75)
💹 ETF
Global X Laddered Cdn Pref. Share Corporate Class ETF (HLPR.TO)
Opinion about HLPR-T: Stockchase Research Editor: Michael O'Reilly HLPR is a low-MER (0.3%) ETF that holds Canadian investment grade preferred shares with a laddered maturity for rate resets. As a Corporate Class ETF, it does not pay any dividends or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate…
BMO Low Volatility US Equity ETF (US dollars) (ZLU.U.TO)
Opinion about ZLU.U.TO: Stockchase Research Editor: Michael O'Reilly This BMO ETF, which focuses on US equities that demonstrate lower volatility…
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.