This Week’s Stock Picks & BNN Top Picks Summary: OWL-N, MDA-T and 22 Stock and 1 ETF Top Picks (Sep 05-11)

Opinion about BN-T: Gives you leverage to people who can see a bit further in this world and are good at picking up investments. See his Top Picks.

Opinion about OWL-N: It is growing its top line by double digits and offering a 5% dividend. Private credit companies are the biggest part of its business. There are 3 growth areas: lending, failed lease-back transactions, and bringing alternative investments to retail investors.     Buy 13  Hold 3  Sell 0 (Analysts’ price target is $23.89)

Opinion about PSLV-T: Stockchase Research Editor: Michael O'Reilly We again reiterate this trust holding physical silver, trading in Canadian dollars, as a TOP PICK.  Global economic recovery should help this gain ground against its gold counterpart in the months ahead.  We recommend trailing up the stop (from $14.50) to $17.00, looking to achieve $23.00 --…

Opinion about PHYS-T: Stockchase Research Editor: Michael O'Reilly We again reiterate this trust holding unencumbered gold bullion as a TOP PICK.  Fears of a challenge to US Federal Reserve leadership by the US Administration could cause gold to spike in the weeks ahead -- some analysts project towards $5000.  We recommend trailing up the stop…

Opinion about EVER-Q: Stockchase Research Editor: Michael O'Reilly EVER is an online platform that matches potential insurance clients with providers.  It's an ingenious way to participate in a product that is a must, without taking on operational risk of the supplier -- acting as a broker.  And the financials speak volumes as the company boosted…

Opinion about SES-T: One business is transmission -- stable, secure, predictable, about 20% of total. Waste business is the other 80% -- cleaning up in oil & gas segment, stable and recurring. Trades at 12x PE, in line with the energy services business (except it's a waste management business, which trades at twice the multiple). The…

Opinion about AMRZ-N: Spinoff of one of the largest cement companies in the world. Now focused on NA. Cement, aggregate, small roofing business that's growing rapidly. Strong competitive local advantage because this stuff is heavy. Very profitable. Ingredients for a big win.President of the parent left to become president of this spinoff; when it went…

Opinion about HON-N: So many moving pieces in the puzzle. 12-month price target of $253, decent runway. Activist Elliott Management has forced a breakup. People get concerned about spinoffs, but thinks it will be fine. Biggest division will be aerospace -- sort of cyclical. Second is automation -- in renewables and so on. Third division, Advanced…

Opinion about CAH-N: 1 of 3 major distributors in healthcare. Demographics of the aging population and increased prescriptions provide secular tailwinds. Trades at 16x forward PE for 13% EPS growth, nearly a 1x PEG ratio. Low beta. Consistent earnings growth. Stock's down because they bought Solaris, so a buying opportunity. Yield is 1.35%. (Analysts’ price…

Opinion about DASH-N: Fits the secular, on-demand theme going on around the world -- "If I want something, I want it as soon as possible." Last-mile delivery has been difficult for companies, but DASH is very good at this. Commands 65% of the US food delivery market, astounding. Expanding quickly into grocery, alcohol, and retail,…

Opinion about AMZN-Q: The e-commerce business is the largest part but you should focus on the second largest business which is web services and growing faster than e-commerce. Also focus on the third largest business which is advertising. It is much more profitable than e-commerce and grew at at 23% in the last quarter. Earnings…

Opinion about SHOP-T: Are delivering on revenues; have upped that guidance in the past 2 quarters at 25% revenue growth. Have found their niche in mid/small businesses, a market that will continue to grow.  The valuation has fallen, though has never been low. Are hitting cash-flow break even, and are on the verge to  accelerate…

Opinion about GME-N: GameStop reported $732 million in revenue, which marks a significant decrease of 42.90% compared to the previous quarter. This huge dip is concerning as it highlights a slowdown in the company's performance over the short term. Compared to the same quarter last year, the revenue decreased by 16.94%, further pointing to ongoing…

Opinion about BBW-N: Stockchase Research Editor: Michael O'Reilly BBW recently reported quarterly EPS increased 47% (and an all time record for Q2 earnings) as the company has expanded into 32 countries.  This is allowing cash reserves to grow once again while shares are bought back.  It trades at 14x earnings, 6x book and supports a…

Opinion about PINS-Q: It has been under new management for 3 years which has improved its service and incorporated AI.. It can place the number of ads at a more frequent rate that still allows the consumer to remain engaged. This is a growth at a reasonable rate opportunity. Trades at 21X this year's earnings.…

Opinion about MDA-T: They lost the Echo Star contract and shares plunged 25%. Was trading at 39x PE and now at 33x. Is cheap now and will recover their growth. (Analysts’ price target is $44.25)

Opinion about PLTR-Q: Added again yesterday. 12-month price target of $180.50. The place to work on AI in Silicon Valley. $363B market cap. So popular because total addressable market is massive. CEO is one of the smartest guys in the Valley. No dividend. (Analysts’ price target is $153.91)

Opinion about UBER-N: Financial metrics on mobility, delivery, and even on freight come in around mid-60s on that rule of 40. 12-month price target of $112. No dividend. (Analysts’ price target is $108.02)

Opinion about GOOG-Q: (A Top Pick Sep 09/24, Up 60%) It has been allowed to keep Chrome so that decision is good for the company. The legal system in the U.S. can't keep up with the fast pace in the market place, especially tech. The anti-trust laws were created over 100 years ago. Google hasn't…

Opinion about AAPL-Q: Shares are down after the latest iPhone announcement. Historically, though, shares rise 13% on aaverage immediately after the previous 5 iPhone roll-outs.

Opinion about TXG-T: Has traded at a big discount to the group for a long time, then made a big move the past year. One Mexican mine is shutting down naturally, but will be replaced by another mine, so they aren't losing production levels. Have extended reserves overall to maintain production mid-2030s. Are generating free…

Opinion about ACWI-Q: Stockchase Research Editor: Michael O'Reilly We reiterate this low-MER ETF which provides global diversification with over 2300 holdings as a TOP PICK.  Its holdings include large and mid-cap equities in emerging and developed markets.  We recommend trailing up the stop (from $110) to $126, looking to achieve $160 -- upside potential of…

Opinion about CRMD-Q: Stockchase Research Editor: Michael O'Reilly CRMD is beginning to see fruit of its antimicrobial catheter lock -- the first and only in the heath space introduced in last year -- that has been clinically proven to reduce infection by over 70% (a BIG cost saver to health plans).  It trades at 17x…