This Week’s Stock Picks & BNN Top Picks Summary: MFC-T, AAPL-Q and 24 Stock Top Picks (May 30-Jun 05)

Opinion about BN-T: It is a storied asset manger and owns many baby Brookfields. He really likes the management and company but the stock is expensive. As a value investor he wants a decent sized correction before buying. He has concerns re the private equity space, in particular defaults or lower valuations, which would affect…

Opinion about MFC-T: Doesn't believe Asian exposure is affected by US-China issues. Would only be affected secondarily if economy started to slow and people had less money in general. Nice recent beat. Still has momentum in Asia. Wealth management earnings were up 8%, even after the $43M charge on California wildfires. At 9.7x PE for 2026,…

Opinion about C-N: Higher highs, higher lows. Repaired damage from the tariff tantrum. Looks as though it wants to push higher. In the middle of a range, looking positive. Likely to see new highs before we get to the choppiness of August.

Opinion about FFH-T: A bit of a black box. Stock price has done very well the last few years, after having gone nowhere before that. Insurance at the core, and Prem Watsa's done a great job allocating those premiums. Higher rates favours insurers, lower rates the opposite, and he has no control over what the…

Opinion about BRK.B-N: He believes in the company after Warren Buffett, who has installed heirs he will believe in. The company will be consistent.

Opinion about TMHC-N: Stockchase Research Editor: Michael O'Reilly We reiterate this US home builder as a TOP PICK.  Recently reported earnings showed revenue growth of 11% with margins of 25%.  It trades at 7x earnings, under book value and supports a 16% ROE.  It is prudently using some cash reserves to buyback shares and retire…

Opinion about TIH-T: Long-term wonderful company. Very little debt. Sells, rents, and leases equipment. If economy slows, can fall back on revenues from servicing equipment. Increases dividend ~10% a year. A stock with a lot less volatility, which can grow slowly over time. Decent time to buy right now.His 3 Top Picks today are based…

Opinion about HPS.A-T: Stockchase Research Editor: Michael O'Reilly We reiterate this electric transformer manufacturer, involved in data centre and cloud projects, as a TOP PICK.  Recently reported earnings showed a 5% increase in year on year sales and a 17% increase in backlog of orders, which is great timing considering their new production factory is…

Opinion about UPWK-Q: Stockchase Research Editor: Michael O'Reilly We reiterate UPWK as a TOP PICK.  EPS growth over the past three years has been impressive, while the company supports a robust 49% ROE.  It trades at 13x earnings and 3x book.  Cash reserves continue to grow as shares are bought back.  We continue to recommend…

Opinion about UN-N: If we get a slowdown globally due to tariffs, consumer discretionary will struggle. This name is healthcare, personal care, and cleaning. Wanting to spin off lower-margin businesses. Much more globally intertwined than PG and others; 60% of revenues are outside NA. Global reach to improve margins and cut costs.Struggling last few years,…

Opinion about MSFT-Q: MSFT vs. META Excellent company that meets his criteria. If you made him choose one or the other today, he'd have to say META based on valuation (with the assumption that the investor would hold a position for the long run). MSFT trading ~37-38x PE, whereas META is in the mid-high 20s.

Opinion about SNPS-Q: However, if you want a higher return and can swallow the risk, then SNPS on the Nasdaq could more your speed. The tech company enjoys a duopoly in semiconductor design. Their Anysys acquisition should add value, while AI will continue to be a tailwind. Its EBITDA per share growth lies in the…

Opinion about NVDA-Q: NVIDIA Corporation has established itself as a dominant player in the semiconductor industry, particularly in the field of graphics processing units (GPUs). Founded in 1993, the company has branched out into multiple high-growth markets including AI, gaming, and data centers. Its well-diversified portfolio and continuous innovation have allowed it to enjoy strong…

Opinion about AAPL-Q: It is a great brand but does not have enough of a margin of safety for him since it trades near 30X forward earnings. Most earnings come from the sale of hardware and there is not a lot of margin in this. Also tariffs could have a big effect. It has other…

Opinion about CSU-T: Founder-run, founder-owned. Very strong and consistent ROIC. Doesn't require a lot of capital growth. Uses a bit of debt, but it's done very effectively because it's able to generate such strong returns. Decentralized model lets them download capital allocation decisions from head office to the business units. Only drawback now is valuation,…

Opinion about VIST-N: Stockchase Research Editor: Michael O'Reilly We reiterate VIST as a TOP PICK.  The Mexican based energy producer recently announced it has purchased Petronas' 100% interests in Argentina where the companies were partnered.  This will add capital efficiencies and further enhance cash flow in the area they project.  It trades at 10x earnings,…

Opinion about SDE-T: Since 2020, has distributed $1.8B to shareholders (including $9.60 special distribution in 2023). Came out of its shell with an oil play in the Duvernay. Will rerate as it continues to gather scale. Easily sees 20-30% upside, even if oil stays around $60. No dividend. (Analysts’ price target is $5.18)

Opinion about NVA-T: Chart shows a pretty positive pattern of an "ascending triangle", which is a really powerful one in technical analysis. You're seeing a series of higher lows because investors continue to snap up the stock on the move higher. What you're really looking for is a breakout of the multi-year range. Rated "outperform"…

Opinion about IMG-T: Consistent theme across his Top Picks will be companies that are going to rerate, due to new projects or a shift in business.This one has benefited from strong gold prices, but real upside will come from the Cote gold mine around Sudbury. It will start to operate at full speed by end…

Opinion about TLG-T: Going to build a mine in Quebec, unless someone buys them. Veterans of the industry, with engineering and geological expertise, have joined the company. Has letters of intent for over $1.3B from export development companies, including Canada. Going through financing, which should be in place Q1 next year. Fully permitted. Probably a royalty…

Opinion about LUN-T: Bigger consolidation through most of 2024. Downtrend broken, starting to push higher. Higher highs and lows. RSI is accelerating, institutions are stepping in to buy. (The copper chart also looks to be reaccelerating, testing the key $15 level, and the next technical upside target would be ~$16. That would be a tailwind.)…

Opinion about RUS-T: His fundamental analyst on this name rates it "outperform" and doesn't see 50% tariff ramifications as huge. Higher highs, higher lows. Since tariff tantrum, has really started to pick up and try to push higher. Likes the setup. If he's right about the rally into August, should retest recent highs around $46.…

Opinion about TLK-N: Stockchase Research Editor: Michael O'Reilly We reiterate Indonesia's largest telecom with over 160 million customers as a TOP PICK.  Recently released earnings showed a 10% growth in personal account revenues along with a 14% increase in data consumption.  This allowed cash reserves to continue to grow, despite aggressively retiring debt and buying…

Opinion about SNY-N: Stockchase Research Editor: Michael O'Reilly We reiterate this pharma producer as a TOP PICK.  The company just announced a $9.5 billion acquisition that will help foster a pipeline of treatments for inflammation and other disorders that is already paying out growing cash flow.  It trades at 21x earnings and 1.5x book.  Dividend…