This Week’s Stock Picks & BNN Top Picks Summary: CJT-T, ARE-T and 18 Stock Top Picks (Oct 03-09)

Opinion about CJT-T: Air cargo. Solid management. 90% market share in Canada. Revenue has doubled over past 5 years. EBITDA has increased by ~$200M. Quality customers. 68 Canadian cities plus international charters. Volumes not as high as previously, but still making $$ and utilizing planes efficiently. When volumes pick up, won't need to spend capex…

Opinion about LECO-Q: Boring, old-economy welding. A play on robotics, automated factories coming back to the US, and AI. Great ROIC and ROE. Grows dividend. Solid company. 50% of revenue comes from consumables. Under the radar, can't easily be replicated. Leader in the field. Yield is 1.27%. (Analysts’ price target is $255.09)

Opinion about ARE-T: Has been more volatile than usual. Plagued by legacy fixed-price contracts from pandemic era, but we're at the tail end of that. Now less than 1% of record backlog are legacy contracts. Stock price could go lower from here due to additional losses, but should recover quickly. Lots of growth in the utility…

Opinion about OKLO-N: The theme today is connectivity in the data centres. This pick concerns getting sufficient power (and power for cooling) and whether you can get on the grid. Portable nuclear reactor portals, which are hooked up to the back of data centres. Frantically building out, and (not surprisingly) NVDA has given them billions…

Opinion about DASH-N: Fits the evolving themes of convenience and last-mile logistics. Controls about 65% of the US food-delivery market. Evolving into a broader commerce platform -- groceries, convenience, retail. Loyalty drives higher order frequency. Margins and profitability improving. Using AI to improve order flow. Expected earnings growth going forward is very strong at 30-35%. There…

Opinion about JWEL-T: To "pump up" portfolios across Canada. Founded in Windsor ON. Bought a California company a few years ago, so little to no impact from tariffs. Growing in China, where company's attention to quality makes it stand apart. Seeing takeouts of private vitamin/mineral companies at much higher valuations. Has grown dividend over last…

Opinion about DHR-N: Caught up in the "tariff war". Healthcare behemoth. Very good track record with its acquisition strategy. Lots of firepower. Should be part of the workaround solution for non-American companies. Inexpensive, great entry level. Likes healthcare. Yield is 0.60%. (Analysts’ price target is $243.33)

Opinion about ARX-T: Her favourite natural gas name. Focusing more on liquid natural gas, condensate. Lots of embedded growth due to huge (15-year) reserves in the Montney. Stock's down due to Attachie project delays. As a long-term investor, she's not fussed if something gets delayed by 1 or 2 quarters. These are premium assets. Confidence…

Opinion about SIS-T: Accessibility industry. Considered a discretionary name, but she sees it as needs-based. The aging population wants  to age at home gracefully, delaying moving into a retirement home as long as possible. Poster child for tariffs, but many products are FDA-regulated (and, so, tariff exempt).  Stock's now about where it was prior to April…

Opinion about LVMUY-OTC: Tough and challenging for many luxury names since pandemic. Hasn't been the recovery in Asia and China that was expected. Long term makes a lot of sense, but put on the back burner for now.

Opinion about ASTS-Q: AST SpaceMobile reported a revenue of 1.2M, which is a 61% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Social media…

Opinion about EXPE-Q: Global travel powerhouse. Owns some of the biggest brands. Bookings continue to be very steady, so there's growth there. Rising margins. Solid free cashflow. Unlike cruise lines, no heavy capex required. Strong loyalty program is boosting travel. Benefiting from aging demographics plus hybrid-remote work flexibility. AI analytics provides dynamic pricing that increases margins.…

Opinion about SHEL-N: Demand for carbon energy is still there within the broader, increasing demand for all energy. Plus, a place like Canada doesn't have the grid to support EVs the way some other countries can. People want nuclear, but not in their backyards. So what's the alternative? Buying back shares in significant quantities. You make…

Opinion about VRT-N: The theme today is connectivity in the data centres. Data centres have so many GPUs that they run really hot, so they need a lot of cooling. Leader in air and liquid cooling. Partnerships with all the big firms. It's all about the picks and shovels. 12-month price target of $198. Buy in…

Opinion about ANET-N: The theme today is connectivity in the data centres. A favourite of his for quite a while. Has become a darling, especially on the AI-driven networking side of high-bandwidth and low-latency infrastructure. Buy 1/3 here around $150, more at $142, and the final third ~$133. No dividend. (Analysts’ price target is $158.96)

Opinion about AMD-Q: Challenging couple of years, recently took off (mostly because of the OpenAI deal). Before that, the 200-day MA was falling. 46x forward PE for ~30% growth (which has really taken off). Many analysts have raised estimates.He owns NVDA instead. It's cheaper, and he likes it more.

Opinion about PLUG-Q: Plug Power reported a revenue of 174M, which is a 30.1% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit…

Opinion about META-Q: (A Top Pick Aug 28/24, Up 53%) Didn't trim this either, in his top 5. 12-month price target of $805. You might write some calls, but it's another one that blew the doors off earnings. If you own it, hold on. For new $$, buy in thirds here, around $730, and anything…