This Week’s Stock Picks & BNN Top Picks Summary: PPL-T, COST-Q and 20 Stock and 4 ETF Top Picks (Jun 20-26)

Opinion about CNR-T: Pricing power. Good track record on safety. Last year, economy was weaker, and this hit the rails. Labour disruptions. Volumes were affected. Affirmed guidance after Q1 reporting, expects 10-15% EPS growth (assuming there's still volume growth and no recession). Valuation is now at a very attractive multiple compared to historical levels and…

Opinion about ESE-N: Engineering for gas, electric, and defense. An earnings momentum play. Lots of potential to grow topline and bottom line. Doesn't own yet, but plans to buy with proceeds from sale of other US stocks. Yield is 0.17%. (Analysts’ price target is $187.50)

Opinion about PPL-T: It is the third largest mid-streamer in Canada. He owns all three but considers this one the most attractive of them. Has the largest infrastructure in the Montney region. It is positioned to participate in the increase of LNG exports from the BC coast. Its dividend is 5 1/2% with a payout…

Opinion about DAL-N: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Airlines are always tough investments. Valuation is certainly cheap. EPS is expected to dip this year and then rise 20% in 2026. However this assumes no recession or other issues. The Q1 was decent and 19% ahead of estimates. The dividend was…

Opinion about QS-N: QuantumScape (QS) is a company at the forefront of the energy storage industry. Specializing in the development of solid-state lithium-metal batteries, the company aims to revolutionize electric vehicle (EV) energy storage. By providing batteries that offer higher energy density, quicker charging times, and longer lifecycle than traditional lithium-ion batteries, QuantumScape aspires to…

Opinion about DEO-N: World's largest spirits producer, great brands. In the West, the growth strategy is to push premium price points. In the rest of the world, it's to push volume. 19 of the top 20 liquor brands selling today were born 100 years ago, so liquor brands have longevity. The stock to own in…

Opinion about CPB-N: He's starting to see some good volume around the price level right now, potential bottoming. Trying to get out of soup. Acquiring some snack companies. Has the potential and the desire to turn around, though that will take a while. Good value right now. Yield is 4.89%.Doesn't own yet, but plans to…

Opinion about COST-Q: Growth is driven by steady cadence of new-store expansion. Good traffic. About 9% compounded rate of sales growth over the last decade. Earnings have grown ~13%. Always looks expensive compared to peers, but that reflects its enduring, sustainable competitive advantage. Any day that ends in "y" is a good day to buy.…

Opinion about PATH-N: Its business is agentic AI which is the sequel to generative AI. Agentic AI can learn from its interactions and act on its own. With generative AI you have to provide prompts. Agentic AI can deal with more unstructured and complicated work and can better emulate the human mind. Analysts are waiting…

Opinion about HOLO-Q: MicroCloud Hologram specializes in high-definition holographic imaging and display technology. The company has positioned itself at the forefront of the industry, leveraging advanced technological innovations to offer products and solutions that cater to various sectors, including advertising, entertainment, healthcare, and more. By focusing on both hardware and software, MicroCloud Hologram aims to…

Opinion about HOOD-Q: Jumped 12.77% today to all-time highs, because it allows users to use blockchain to trade stocks. Attracts younger stock traders.

Opinion about ADBE-Q: Still stands out, but the fear is that it won't in the world of AI. And that's why it looks particularly interesting. Good earnings, upped guidance, yet stock fell. Valuation has collapsed to 17x PE. Still likely to grow double-digit EPS this year, and consensus is still 14-15% EPS growth over the…

Opinion about ARX-T: ARX vs. WCP He'd skew toward this one. Best-run intermediate O&G company in Canada. On most fundamental metrics, WCP is cheaper. It depends on your own investing style. He's often willing to pay up for management that he considers superior. In a 5-10 year timeframe, you can't go wrong with either.

Opinion about TOU-T: Despite the name, Canada's largest natural gas producer at ~13% of the total. Likes its capital discipline and lean operating efficiency. 21% stake in TPZ. Early mover to secure market access to delivery hubs on US and Canadian West Coasts. Consistently able to get higher pricing than peers. Generates lots of cash.Cargo…

Opinion about SIL-N: He's been selling gold to buy silver, because has a lot of catching up to gold. The difference is huge. The chart has broken out recently.

Opinion about HLPR-T: Stockchase Research Editor: Michael O'Reilly We reiterate HLPR, a low-MER (0.3%) ETF that holds Canadian investment grade preferred shares with a laddered maturity for rate resets, as a TOP PICK.  As a Corporate Class ETF, it does not pay any dividends or distributions, making it highly tax efficient for non-registered accounts -- when…

Opinion about HCRE-T: Stockchase Research Editor: Michael O'Reilly HCRE is a low-MER ETF holding REITs in an equal weighted well diversified portfolio.  It is highly tax efficient as it does not offer distributions, but instead swaps it back into the fund for additional upside and is taxed as a capital gain -- ideal for holding…

Opinion about ZRE-T: Stockchase Research Editor: Michael O'Reilly We reiterate ZRE, which holds Canadian REIT assets in an equally weighted well diversified portfolio, as a TOP PICK.  The average PE is 13x and it trades below book value.  REITs are a good way to diversify your portfolio.  We recommend trailing up the stop (from $18.50) to…

Opinion about CASH: Ahead of the July 9 deadline for EU tariffs, be defensive and hold cash.

Opinion about PHYS-T: Stockchase Research Editor: Michael O'Reilly As geopolitical uncertainty persists, along with US Administration trade issues, we again reiterate PHYS as a TOP PICK.  This trust holds physical gold bullion that is unencumbered, trades in Canadian dollars and avoids operational risk associated to owning a gold producer.  We continue to recommend maintaining a…

Opinion about MNT-T: Stockchase Research Editor: Michael O'Reilly As geopolitical uncertainty persists, along with US Administration trade issues, we select MNT as a TOP PICK.  This trust holds physical gold bullion at the Royal Canadian Mint, that is unencumbered, trades in Canadian dollars and avoids operational risk associated to owning a gold producer.  We recommend…

Opinion about PSLV-T: Stockchase Research Editor: Michael O'Reilly We again reiterate PSLV as a TOP PICK.  This trust holds physical silver that is unencumbered, trades in Canadian dollars and avoids operational risk associated to owning a metals producer.  When the global economy resets back to typical growth, this should strengthen relative to gold .  We…

Opinion about JPM-N: All the US financials have done pretty well, which is a good reflection on the potential of the economy. Her core US bank stock. Great long-term hold. For new $$, wait for a pullback; on down days, you can start to average in. Very well run, lots of excess capital. Plans to…

Opinion about V-N: Largest payment processor in the world. Still lots of growth potential outside NA for transitioning from cash to digital. Value-added services, such as cybersecurity, are now almost 25% of revenue base. Robust network. Don't discount them because of stablecoin, will be actively involved.