This Week’s Stock Picks & BNN Top Picks Summary: IBM-N, U-N and 23 Stock Top Picks (Aug 22-28)

Opinion about TSM-N: It is one of the largest players in the semi-conductor space. You can think of it as the engine for the AI smartphone. It is fundamentally very strong and analysts still see 15% upside. It is trying to consolidate so wait for an entry point. You could take profits if owned.

Opinion about IBM-N: It has transformed into a hybrid cloud and AI company. Software does remain the engine. Has $7.5 billion in AI related business. Margins are quietly improving with strong cash flow. Yield is 2.7%. It is a real contender in the quantum race. She sees 18% upside potential and in the longer run…

Opinion about CRM-N: Ranks CRM, Adobe and likewise the net losers in AI. CRM's growth has slowed in recent years. Is interesting long term, but if it falls further he will reconsider it.

Opinion about OSPN-Q: Stockchase Research Editor: Michael O'Reilly This Boston based financial platform provider focuses on providing security services for electronic transactions and has diversified operations including Europe and the Middle East.  It trades at 10x earnings, 2.3x book and supports a ROE of 28%.  Recently reported earnings showed growing cash reserves on strong free…

Opinion about NVDA-Q: If the company continues to execute, it could double its $4.4 trillion valuation. Forget the skeptics.

Opinion about U-N: Unity Software Inc. is a leading platform for content creators of all kinds, including game developers, architects, automotive designers, filmmakers, and more. The company's primary product, the Unity engine, is one of the most advanced creation engines available, enabling high-quality renderings in both 2D and 3D formats. By providing the tools necessary…

Opinion about AAPL-Q: Apple's revenue for the last quarter stood at $94 billion. This reflects a decrease of 1.39% from the previous quarter, indicating some short-term concerns about sustained growth. However, compared to the same quarter last year, there is a promising increase of 9.63%, pointing towards positive year-over-year growth that suggests underlying business strength.…

Opinion about MU-Q: Not a direct competitor to NVDA, but very strong in DRAM and NAND markets. Impressed by mid-quarter update which boosted earnings projections by 10-15% for the quarter. Cheaper than peers in the space, could be re-rated when the market wakes up to that. Another way to access and get excited about the AI…

Opinion about AGI-T: Likes last year's acquisition of Argonaut. Good path to boost production by 11% compounded rate of growth by end of the decade. None of the intermediates or seniors can match this. All in low political risk jurisdictions. Yield is 0.35%. (Analysts’ price target is $50.97)

Opinion about RUS-T: Massively expanded footprint in US, so tariffs don't affect them as much. Benefits from infrastructure builds, both in Canada and US. Need material inputs to build all these data centres, energy infrastructure, and so on. Fantastic management. Amazing capital allocation. Very solid balance sheet, buying back stock. Margins went up last quarter,…

Opinion about TFII-T: Long-standing consolidator of fragmented trucking industry. Lots of respect for management. Lean operating philosophy. Ongoing freight recession, plus 3 back-to-back earnings misses. Ended this pretty convincingly with latest earnings report. Trades at 17.5x PE. Seeing major inflection point in earnings, expects they'll grow at 24% compounded pace for next 3 years. Pullbacks in…

Opinion about MAL-T: Stockchase Research Editor: Michael O'Reilly We reiterate MAL as a TOP PICK.  Recently reported earnings showed a 17% increase in EPS and a 25% increase in gross profits.  The aerospace parts maker relies on the US for less than 25% of its revenues with the balance primarily in Canada and the rest…

Opinion about BIP.UN-T: There has been a pullback so this is good entry point. Business is good and the last quarter beat expectations. It is constantly putting money to work. The stock yields 5.5%. It is a steady compounder and she sees good upside potential.        Buy 8  Hold 3  Sell 0 (Analysts’…

Opinion about NVO-N: It was the biggest European company last year. This and LLY are growing double digits and the market is growing double digits. Has owned NVO 9 years and trimmed it 7 times, and this is the first time he's bought more, on weakness. Obesity and diabetes are not going away.  (Analysts’ price…

Opinion about ARDT-N: Stockchase Research Editor: Michael O'Reilly ARDT offers healthcare services and manages hospitals in the US.  Recently reported earnings showed a 38% increase in earnings.  AI and virtual nursing are being implemented to increase productivity.  Debt is being retired, yet cash reserves are steady (adjusting for share issuance).  It trades at 7x earnings,…

Opinion about TOU-T: Sideways for a while. Don't want to see it break the old support level, but that's like magic in that it always seems to bounce off. Great future for natural gas. Chart is volatile; don't buy at the top, try to buy near the bottom ~$56-57. Yield is 3.43%. (Analysts’ price target…

Browse a daily summary of experts opinions on stocks and stock investment information.

Opinion about V-N: Though he's not a fundamental analyst, he can offer a small insight into the credit industry. There's been a lot of talk that's there's probably going to be some reason for the Fed to ease, and that's because the economy is probably slowing down. Purchases will be down, so Visa and the…

Opinion about XP-Q: Stockchase Research Editor: Michael O'Reilly XP provides financial services and advisory services to clients primarily in Brazil.  Recently reported earnings showed an all time high in net income - growing 18% over the year.  Cash reserves are growing on strong cash flows, allowing shares to be bought back.  It trades at 10x…

Opinion about NWH.UN-T: Lower beta, boring for this time of year. Two overlooked sectors in one -- healthcare and REITs. Steady eddy. Should probably hold its own between now and the fall, when he'll probably exit. Collect the dividend, might go up a couple of bucks, better than cash. Decent yield of 7.34%. (Analysts’ price…

Opinion about FI-N: Got crushed this year because its Clover division delivered growth, but not enough to satisfy the market. That sometimes happens when a stock gets a bit ahead of itself. Very good moat. Cheap at less than 12x next year's earnings. Aggressive stock buybacks. Inflation is sticky, which is great for a payment processor…

Opinion about IDT-N: Stockchase Research Editor: Michael O'Reilly With cash reserves rising as debt is retired and shares bought back, we reiterate IDT as a TOP PICK.  The POS and online payment company is seeing growth in margins, 70% growth in revenues with 30% growth in transactions.  It trades at 17x earnings and commands a…

Opinion about CHTR-Q: Stockchase Research Editor: Michael O'Reilly We reiterate CHTR, operating under the Spectrum brand, as a TOP PICK.  The broadband, video, and voice services offered are being tinkered with to increase its competitiveness and grow under developed rural markets.  It trades at 7x earnings, 2.2x book and supports a robust ROE of 36%. …