This Week’s Stock Picks & BNN Top Picks Summary: CP-T, ARE-T and 14 Stock and 4 ETF Top Picks (May 16-22)

Opinion about AZN-N: Likes the pipeline. A number of candidates to seek approval in the next couple of years, which will be a catalyst for earnings going forward. Fairly productive R&D engine. Also growth through tuck-in acquisitions. Relatively attractively priced given current growth outlook. Going to be second-fastest growing drug stock in Europe behind NVO.…

Opinion about AGIO-Q: Stockchase Research Editor: Michael O'Reilly AGIO is a mid-sized pharma company with a long pipeline of projects continuing to advance towards commercialization -- including one for sickle cell.  It trades at 3x earnings, 1.2x book and supports a robust 60% ROE.  We like that cash reserves are growing, while product expenses increase. …

Opinion about CP-T: Tariffs were an opportunity to buy at a discount. No alternative for Canadian commodities to get to the US. Next US House elections are in 18 months; if we start to see significant US pain from tariffs, they'll hit pause. Longer term, having a network to serve Canada/US/Mexico makes a ton of…

Opinion about LIN-N: In last decade, has grown 19% annually on average, and that's without the dividend. Industrial gases from oxygen in hospitals to acetylene for welding. Biggest. Share buybacks and dividend increases. Strong returns for a long time. Tariff noise gave new money a chance to get in. Global scope and good execution. Yield…

Opinion about UAL-N: Stockchase Research Editor: Michael O'Reilly Travelers are feeling US tariff concerns are easing with recent agreements with China and Europe -- boding well again for international travel.  The company trades at 7x earnings, 2x book and supports a ROE of 33%.  Cash reserves are still growing, while debt is aggressively retired.  We…

Opinion about NTR-T: Brand-new position for him. Seems to be breaking out of resistance after basing. Former peaks are resistance targets. Likes it as part of his commodity complex. Bought his first 2% because of the breakout. If it breaks down from resistance, he'll take one leg out. If it fails long-term support, he'll get…

Opinion about ARE-T: Started dipping in this week. Got almost cut in half from levels late last year. His fundamental analyst likes the potential opportunities. Will probably go up and down quite a bit. As long as it doesn't crack the low point where he was just buying it, then he'll stay in the trade. May…

Opinion about SITC-N: Stockchase Research Editor: Michael O'Reilly SITC shares have been under pressure as shopping centres have fallen out of favour with many investors.  Now the valuation offers a robust 42% ROE, while trading 1.2x book and 1x earnings.  Cash reserves are prudently being used to aggressively retire debt and buy back shares.  The…

Opinion about EXE-Q: There are few US players in natural gas (he's very bullish nat gas), given data centre demand for energy. They have 20 years of stay-flat inventory in basins that are close to Canada's new west coast LNG facility. He expects nat gas to trade at $4-5, while others are more bullish. (Analysts’…

Opinion about NVA-T: You get exposure to natural gas and condensates. NVA is growing production by 33% the next few years, then will plateau production which they can do for 28 years. Wait for their share buybacks to happen over time. At $4 nat gas and $60-70 oil, NVA can buy back 33-52% of their…

Opinion about TVE-T: Trades at a 10% free cash flow yield. Pays a 3.4% dividend yield. They can keep production flat down to $42 oil, among the lowest break-evens for a Canadian company. Are seeing great results. Share buybacks over time make this a sit and wait name. For Canadian oil names, the stay-afloat price…

Opinion about QUBT-Q: A small cap (not his usual fare 😉  May be 3-10 years before quantum computing becomes mainstream, but the stock market is all about future value. The wave is definitely coming. Very few pure plays out there. Most people gravitate to the big players. No dividend.Builds super-smart machines that use light instead…

Opinion about QBTS-N: Not profitable, so don't put more than 2% in. But you know the tsunami's coming, it's not just a dream. Up 32% yesterday. His 12-month price target is around $25, but it's just a number. Announced that revenues shot up 150%. Defense and pharmaceutical contracts. No dividend. (Analysts’ price target is $12.83)

Opinion about IONQ-N: Not profitable, so don't put more than 2% in. Uses trapped ion technology, which uses ions suspended in electronic fields as qubits. No dividend. (Analysts’ price target is $40.00)

Opinion about CASH-T: Stockchase Research Editor: Michael O’Reilly A low-MER ETF that is an excellent vehicle to hold cash paying a good rate of return.  Deposits are held in Canadian chartered banks.  Yield 2.6%

Opinion about HSAV-T: Stockchase Research Editor: Michael O’Reilly A safe haven low-MER etf that is tax efficient too.  It holds deposits in Canadian chartered bank High Interest Savings accounts.  As a Corporate Class etf, it does not make distributions, making it very tax efficient.  Its gross yield is 2.5%. Yield 0%

Opinion about HSUV.U-T: Stockchase Research Editor: Michael O’Reilly A US dollar denominated low-MER etf that is tax efficient too.  It holds USD deposits in Canadian chartered bank Hight Interest Savings accounts.   As a Corporate Class etf, it does not make distributions, making it very tax efficient.  Its gross yield is 4.0%.  Yield 0%  

Opinion about ZID-T: Likes EMs in general because they're not North America. US and Canadian credit ratings are under pressure. Markets in US are overdone. He's focusing on outside US. India made a pretty good deal on the tariff side. See his blog yesterday, "International Opportunities".The dip was a chance to buy, now basing. Should…