This Week’s Stock Picks & BNN Top Picks Summary: TRI-T, CRM-N and 20 Stock and 3 ETF Top Picks (Jun 12-19)

Opinion about ZUQ.TO: Has done well. It is up 16.2% over the last 12 months. This is heavily into the US, but doesn’t think it is hedged in…

Opinion about SPGP: It focuses on the U.S. market. It trades in U.S. dollars and is a core position for clients. It provides good exposure to a…

Opinion about HMP.TO: Pretty sleepy, but good for balance in your portfolio. Via the ETF, they get a better price for bonds than an individual…

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…

Opinion about TRI.TO: Valuation always excessive -- over 20x operating cashflow for single-digit growth. Now, that's changed with the pullback, so it…

Opinion about META-Q: In the last quarter, the company reported 8.88 USD per share, beating the 8.21 USD estimate by 8.13%. Revenue for the same period reached 59.89 B USD, despite the estimate of 58.46 B USD. For the next quarter, analysts expect 6.63 USD in earnings per share and 55.36 B USD in revenue.…

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.

Opinion about CRM: 2025 saw strong outperformance in semis. The relationships between semis and software could see a mean reversion trade. Some of…

Opinion about NBIS-Q: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We continue to like the name but given the run it has had, some volatility should be expected. They have significant growth ahead, are signing contracts and most of the backdrop in the sector seems to indicate that demand remains strong for…

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.…

Opinion about BRK.B: Warren Buffet's last day as CEO A great investor and great human being. His main claim to fame is using coming sense when making…

Opinion about RY-T: Sell EQB, buy RY? He's a big fan of EQB. Phenomenal CEO, who'll take company to new heights. Will most likely outperform in next 3-5 years. Organic growth will be higher. A more agile and flexible organization. Digitally native, so it's built to adapt. Very conservative provisioning.You buy RY for stability, its…

Opinion about ELF-T: Solid company. Reasonable yield.

Opinion about BLX-N: Stockchase Research Editor: Michael O’Reilly Following the recent release of earnings, showing a 22% increase in deposits, we reiterate this Latin American bank based in Panama as a TOP PICK.  It trades at 8x earnings, 1.1x book, and supports a 15% ROE.  The robust dividend is backed by a payout ratio under…

Opinion about U.UN.TO: Cameco question Sprott Uranium Physical Trust (U.UN-T which he owns) which buys spot uranium which Sprott recently took over…

Opinion about KINS-Q: Stockchase Research Editor: Michael O'Reilly We reiterate this casualty and insurance provider in the US Northeast as a TOP PICK.  Recently reported earnings showed a 52% increase in net income, along with a 14% increase in premiums collected.  Cash reserves are growing and the holding company is debt free.  It trades at…

Opinion about CGI-T: Stockchase Research Editor: Michael O'Reilly We reiterate CGI as a TOP PICK.  The company holds a portfolio of companies with over 50% dedicated to industrial, energy and technology companies including Franco-Nevada, NVIDIA, and Cameco).  It trades at a 35% discount to NAV and is leveraged only to 11% of assets.  We continue…

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 MEQ-T: Unique business model as a corporation, retaining cashflow and hunting for acquisitions. One of the best compounders out there, and definitely the best real estate compounder. Targets mid-market, where there's little (or no) competition. Trades ~15x PE. Be cautious on the entry and exit. Buy and sell with limit orders, as it's a…

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.

Opinion about MAL-T: High insider ownership, so company is relatively undiscovered. One investor owns more than 50% of the company -- so it doesn't screen well for institutional investors. Business is booming. Defense (~30% of its business, and he anticipates 45-50% in future) and aerospace. Good backlog. Seeing record requests for proposals, especially on defense. Huge…

Opinion about NOA-T: It's diversified phenomenally well internationally over the last few years (should really change the name of the company 😉  Used to be oil sands (now only 10% of revenue), now into mining and construction. Big operations in Australia. At 4x operating cashflow, much cheaper than peers. Unloved, unknown. Growth area. Yield is 2.13%.…

Opinion about PEY-T: Great company and dividend. Rather risky, riskier than GEI. Q4 was in line, operating costs down 8%, production up. 2025 calls for 6% production growth. A 10% tariff is, really, peanuts. Will be helped by better decisions in building out Canadian infrastructure.