This Week’s Stock Picks & BNN Top Picks Summary: MRU-T, V-N and 22 Stock Top Picks (Sep 15-21)

Stress on consumers will benefit low cost retailers. $100 billion in sales very strong base.Margins improving as supply chain difficulties improve.Current share price a good place to buy.

He sold this a while ago and has now added it back. As a defensive stock it is one of the better plays over the next one or two years.. It has done a good job of re-vamping its stores and most of its capital spending is done.     Buy 1  Hold 10  Sell 0…

It has good penetration into the New Canadian population which is leading to explosive population growth. There has been a lot of noise over the SHAW acquisition but it looks like the integration of the acquisition is going well. It sits at an attractive valuation.    Buy 15  Hold 3  Sell 1 (Analysts’ price target…

(A Top Pick Sep 20/22, Down 6%) Chosen for defensive income. All telecoms have faced headwinds from interest rates, regulatory concerns, and increased competition. No one's gone super price-competitive yet. Immigration a positive. Capital spending on fibre should trend down next couple of years. Happy to hold. Yield just over 7%.

Stockchase Research Editor: Michael O'Reilly The company markets pulmonary hypertension treatment drugs.  Recently reported earnings rose 117% on the year, beating estimates by 18%.   Cash reserves are growing.  The company trades at 12x earnings, under 2x book and supports a ROE of 17%.   We recommend placing a stop-loss at $190, looking to achieve $284 --…

The Procter & Gamble Company is an American multinational consumer goods corporation headquartered in Cincinnati, Ohio, founded in 1837 by William Procter and James Gamble. Social media mentions are up 250% in the past 24h.

Stockchase Research Editor: Michael O'Reilly We reiterate ATD, operator of over 14,000 convenience stores in 25 countries, as a TOP PICK.   It supports a ROE of 24% and trades at 18x earnings.  Quarterly cash reserves are growing, while stock is bought back and debt is retired.  We recommend trailing up the stop (from $63) to…

#1 global share in biscuits; #2 in chocolate, and growing its share. Very little private label competition in biscuits and chocolate, huge brand loyalty. A name to own for the decade. Increased both prices and volume. EM is higher growth, but cyclical. Divesting and redeploying capital. Raised EPS guidance to 12% YOY. Reasonable multiple. Yield…

Financial information services. Highly profitable. Very high margins of 45-46%. Scalable. 72% recurring revenues. Great growth story for the longer term. Yield is 0.95%. (Analysts’ price target is $446.86)

Has a huge retail and commercial lending base and cushions the company when investment banking and wealth management are weak. Has a big international reach.

Rents are rising like crazy. CAR.UN holds a blend of rent-controlled and not-controlled apartments. They can also build units. He expects city governments will face enough pressure to chance zoning laws and allow apartment buildings. Pays a decent dividend and run by superb managers. 

Stockchase Research Editor: Michael O'Reilly This US homebuilder will benefit from calming inflation and interest rate movements.  Management expects gross margins to be just under 25% and are guiding towards a 10% growth in sales next year.  They have a good land position yet cycle through inventory effectively.  We like that cash reserves are growing,…

A good recession-proof choice, when you're not sure if we're going into a slowdown or recession. 12-month price target of $281.50. July results beat on top and bottom. Payments growth is 10%. International transactions up 15% just in the last quarter. Collaborations are increasing and enhancing its reach. Yield is 0.74%. (Analysts’ price target is…

Stockchase Research Editor: Michael O'Reilly We reiterate this US retirement and insurance provider, with over $370 billion in assets under management, as a TOP PICK.  It trades at 5x earnings, 1.2x book and supports a ROE of 21%.  Deposits and premiums grew over 40% over the year to almost $10 billion.  Cash reserves are growing,…

Spend the last ~20 years consolidating scientific/diagnostics tools market.Very strong demand for health care products.Strong pipeline of R&D.Expecting a 5-7% revenue growth & double digit earnings growth.Great compounding business for long term shareholder.

AbbVie Inc. is a pharmaceutical company headquartered in North Chicago, Illinois. It is ranked 6th on the list of largest biomedical companies by revenue. Their primary product is Humira (adalimumab) ($21 billion in 2022 revenues, 37% of total), administered via injection. It is approved to treat autoimmune diseases including rheumatoid arthritis, Crohns disease, plaque psoriasis,…

Commodities His favourite is natural gas. Solar is at the mercy of the sun, and suffers on cloudy days. Nat gas you can turn on and off at will. The more solar and wind power, there will be more nat gas demand with nat gas as a back-up. He read a book that says that…

Stockchase Research Editor: Michael O'Reilly This Missouri based ag company has entered into a merger that will expand its global footprint.  Recently reported earnings were up 25% on the year.  We like that cash reserves are growing, while the company aggressively retires debt.  It trades at 9x earnings and 1.6x book, while supporting a 19%…

spirit airlines (nasdaq: save) is the ultra-low cost airline of the americas and home of the bare fare. spirit’s fares are unbundled; they simply reflect the cost of taking customers to their destination without any extras. every customer gets frill control: the ability to choose what perks and options they’d like to add to the…

12-month price target of $156.60. International. Most recent earnings beat on top and bottom. Launching multi-billion dollar R&D platform, which is driving semiconductor innovation side. Yield is 0.93%. (Analysts’ price target is $159.29)

5-10 years ago, it was the king of the hill, but then it just wasn't delivering. Now the CEO is executing and delivering. Lots of good things happening. Both design and manufacture, which is unusual. New chip will be very competitive with that of NVDA. Tremendous buy around $34-36. 12-month price target of $49.50. Yield…

Core income stock. Time to build a position. Reaffirmed annual dividend growth of 4-6% until 2028. Investment-grade balance sheet. More than 50% of revenues are from US. Reasonable payout ratio. Yield is 4.3%, and grows every year. (Analysts’ price target is $57.95)