This Week’s Stock Picks & BNN Top Picks Summary: MTZ-N, CRWD-Q and 22 Stock Top Picks (Jul 11-17)

Opinion about MATR-T: Major transformation over last few years. Two main businesses: specialty wire & cable, and composite technologies (underground tanks, increasingly used to hold water for data centre cooling). Will benefit from infrastructure investment and electrification. Really likes management.Many still think of its legacy business of tubing for the oil & gas industry, but…

Opinion about MGRC-Q: Stockchase Research Editor: Michael O'Reilly MGRC provides rentals of storage containers and modular structures, like those used for schools.  Tariff uncertainty slowed container rentals last quarter, yet the company still reported 23% increase in EPS and was able to aggressively retire debt without drawing cash reserves.  It trades at 18x earnings, 2.5x…

Opinion about FIH.U-T: One of his highest-conviction investment ideas. Trades at a discount to NAV. A stock to buy for the next decade. India is the largest democracy on the planet, very young demographic, fast-growing economy. Lots of pro-growth and pro-business reforms happening. Portfolio of $3.5B worth of different investments, both public and private. Crown jewel…

Opinion about SYZ-T: It is Calgary based but the management team is in the U.S. It is involved in government education and charity software. It has had some difficulties in the past but is back to being undervalued and growing with the management team change. He is looking for revenue growth of 20 to 30%.…

Opinion about GL-N: Stockchase Research Editor: Michael O'Reilly GL is exactly the kind of investment Warren Buffet likes -- a steady cash producer, established in a necessary industry, collecting premiums that won't be paid out until decades later.  We like that it trades at 10x earnings, under 2x book, and supports a 20% ROE.  Its…

Opinion about HCI-N: Stockchase Research Editor: Michael O'Reilly HCI is a property and casualty insurance company based in Florida.  Its recent earnings showed a 17% beat in a EPS of analyst expectations and a 23% growth in margins over the year.  It trades at 14x earnings, under 3x book and supports a 28% ROE.  Cash…

Opinion about MTZ-N: An industrial in infrastructure (power grid, pipelines). Growing fast with an 18-month backlog, which is growing 10%. Revenue growth will rise rapidly too. (Analysts’ price target is $180.12)

Opinion about KINS-Q: Stockchase Research Editor: Michael O'Reilly KINS has been providing property and casualty insurance in the US NE since 1886 and is the 12th largest provider in NYC.  It has just recently been added to the Russell Index of small-cap companies, which should add some buying support.  It increased its catastrophic re-insurance level…

Opinion about BDI-T: Traditional workcamp business on oil & gas projects, which might do better going forward with increased infrastructure spend in Canada. Real attraction is modular space business -- portable spaces that they rent out, mainly for construction projects. Portables for schools in NA and Australia. Low valuation. Very high insider ownership of ~24-25%.…

Opinion about YETI-N: It trades at 12X forward earnings or cash flow. In the past they have over-performed or under-performed giving an average of 15%. The main core business is mature with a 60% margin. It is trading like an ex-growth consumer products company, but the rest of the business is growing at 15% or…

Opinion about GAP-N: Stockchase Research Editor: Michael O'Reilly As consumer spending steadies, analysts expect GAP to benefit thru its many well recognized brands.  Meanwhile it has been quietly accumulating cash, while buying back shares.  It trades at 9x earnings, 2.3x book and supports a robust 29% ROE.  Its dividend is backed by a payout ratio…

Opinion about CHG-ETR: It is based in Germany. Its acquisitions are doing well and the company is growing. It is incubating organic growth. Two to three years ago the new CEO decided to concentrate on permanent capital and got rid of under-performing businesses. Its valuation is good so there is lots of upside.Buy 1 Hold…

Opinion about AAPL-Q: Apple Inc. is one of the world's largest and most influential technology companies, known for its innovative products such as the iPhone, iPad, Mac computers, and its growing ecosystem of services including Apple Music, Apple TV+, and iCloud. With a market capitalization exceeding $2 trillion, Apple has a significant presence in every…

Opinion about CRWD-Q: Trades at a high PE, but they lead cybersecurity, a massively growing business. He bought in June 2024 at $306, then they caused a massive outage to plunge shares to $230, so he bought more. (Analysts’ price target is $485.37)

Opinion about CSCO-Q: Another play in Edge AI. Kinetic for Cities is Edge AI that you can put on sensors around a city for water, traffic, air, everything. Poster child for this application is Singapore. King of routers and switches, but Edge AI will be very intriguing for them. His 12-month price target is $75.50.…

Opinion about TXN-Q: The big deal in Edge AI is the embedded processors. Longest customer list of anyone in the semiconductor industry, because of its analog business and its embedded division. The analysts he follows have an average 12-month price target of $249. Yield is 2.55%. (Analysts’ price target is $193.38)

Opinion about AMD-Q: Likes to watch the semiconductors as an indicator for economic expectations. This group has led the rally over the last number of years, regularly checking back to the 200-week MA (as in March/April of this year). Rallied nicely since then. NVDA is obviously the leader and making new all-time highs. Semi index…

Opinion about AMZN-Q: Amazon.com, Inc. (NASDAQ: AMZN) is a global e-commerce giant, renowned for its vast selection of goods, swift delivery, and digital services. Founded in 1994 by Jeff Bezos, the company has diversified into various sectors including cloud computing via Amazon Web Services (AWS), media streaming, artificial intelligence, and more. Amazon's Market Capitalization ranks…

Opinion about GE-NE: His premise is to own good and getting better: growing, but you can get multiple expansion as people come to understand what's changing for the better. Powers 3 out of 4 commercial flights with their engines. Engines plus service. Global fleet is as old as it's ever been, partly because waiting for…

Opinion about HRMY-Q: Stockchase Research Editor: Michael O'Reilly HRMY is a bio-pharma company that has developed cannabis based CBD gels in the US.  It is making potentially great strides on developing a treatment for narcolepsy.  It trades at 14x earnings, 2.8x book and supports a 24% ROE.  Cash reserves are growing, while debt is retired. …

Opinion about AEM-T: Great way for most people to get exposure to precious metals, which has a multi-year bull market in front of it. Generates a ton of cash. This year will see ~30% growth in cashflow generation over last year, even assuming lower gold prices from where they are now. Paying down debt; once it…

Opinion about IMO-T: Oil & gas sector has been consolidating. This name is breaking out to new highs, and that's a great tell. 25 years of reserve life. Three separate issuer bids, with another right now. Very high quality. If the commodity cycle goes on, energy will likely participate. These stocks should normally be weak…