This Week’s Stock Picks & BNN Top Picks Summary: MSFT-Q, CNR-T and 24 Stock Top Picks (Sep 19-25)

Opinion about NBIS-Q: AI data centre market, along with 4-5 other divisions. Stock's moving now because of AI. Lots of experience in data centres. Last week, won $19.5B contract from MSFT. They also raised $4.5B in capital. So market cap's gone from $2-3B to $20B. Not a slam dunk, but the MSFT deal gives them…

Opinion about MSFT-Q: If offers the most diversified distribution of software technology around the world. Not really an AI company, but a distribution platform for the Fortune 5000. Not a compelling bargain today, more of a hold. You have to look long term for 5-10 years -- it will have a role to play, no…

Opinion about OSPN-Q: Stockchase Research Editor: Michael O'Reilly We reiterate OSPN, developer of financial platforms providing security for electronic transactions with operations in Europe and the Middle East, as a TOP PICK.  It trades at 14x earnings, 2.5x book and supports a ROE of 19%.  We recommend trailing up the stop (from $10.00) to $12.00,…

Opinion about LSEG-LON: An AI "loser" right now, but over time should come out neutral or ahead in the AI conversation. Stock's been weak because of desktop business, but that's only 10% of profits. Other 90% is data. As you need more data, it's in the best position to provide that. A tactical opportunity. A…

Opinion about HOLO-Q: The support levels are price points where the stock has shown a tendency to rebound, while resistance levels are where it has faced selling pressure. As of 2025-06-17 (and analyzing the closing stock prices over the last 6 months), the key support level for HOLO is around $4.3, observed from recent lows.…

Opinion about AAPL-Q: Apple reported a revenue of 94B, which is a -1.4% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. A decline in revenue can be concerning, as it might indicate reduced sales or challenges in the market. It's important to investigate further…

Opinion about ELF-N: Company enjoying tailwinds with demand for beauty products. Viral marketing and middle of the road pricing very good for business. Management increasing earnings estimates. Consensus is for $140 stock price. Seeing meaningful upside in stock. Demand for beauty products not slowing, even if recession occurs. 

Opinion about MSI-N: Before all the other phone companies there was Motorola. It has done well in communications and security where you must have things work properly. It is number one in communications for police and many kinds of government agencies as well as the military. Security is a growing business.         …

Opinion about TKO-N: The combined entity created by the merger will have a loyal and global fan base. The merger is a partnership of real fighting and entertainment fighting. It is a very big business - sport has become a business like no other and so is TKO. The opportunities to grow the business are…

Opinion about CECO-Q: Basic industrial things such as water filtration, water management, dust control in factories. Also has an electrification management business. Solid, relatively small, under $2B market cap. Last quarter sales grew by 35%, but backlog and order grew by 95%. Future revenue visibility is quite substantial. Starting to become very profitable. Dust control is…

Opinion about ULS-N: It does product testing which could be considered boring but is also necessary and has its place. There are two themes: on-shoring and outsourcing. With more products being made in the US because of on-shoring there is more demand for testing of these products so we should continue to see growth. Nobody…

Opinion about CNR-T: Attractive today. Makes sense in the narrow sandbox of Canada. Assets are pretty robust. Prince Rupert expansion should help volumes.However, take a closer look at UNP.

Opinion about ARE-T: Their last quarter boasted a record backlog. By end of this year, the legacy projects that have held them back will disappear. If there are a lot of expansion projects, ARE will certainly benefit and profits will rise in coming years. Pays a 3.3% dividend, not bad. (Analysts’ price target is $23.27)

Opinion about HPS.A-T: Growing demand for energy to build AI will definitely benefit Hammond who make transformers. He said some shares at $150, but is now at a level he would buy for the long term. (Analysts’ price target is $150.00)

Opinion about CRH-N: Ready-mix concrete, cement, and aggregate (the crown jewel). UK company that's re-listing in the US as its primary listing. Undiscovered gem in US market. High quality. Taps into aging infrastructure of USA. Needed for activity around data centres and energy generation. Creates more demand for an already-tight supply market.The environment will give…

Opinion about TSLA-Q: Tesla reported a revenue of 22.5B, which is a 16.3% 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 mentions…

Opinion about ATRL-TO: Today he's trying to choose beneficiaries of big themes, and Carney's national projects are a big theme. This name is on fire. Beat last quarter by 3% in engineering services, 20% in nuclear. Margins improving. Involved in Darlington in Ontario, one of the favoured "major projects". Mission is to meet demand for low-carbon…

Opinion about CPA-N: Stockchase Research Editor: Michael O'Reilly We reiterate CPA, a leading Latin American provider of passenger and cargo services in North, Central, and South America and the Caribbean, as a TOP PICK.  Recently reported earnings showed a 24% increase in net income and EPS and August load factors continue to edge up --…

Opinion about XP-Q: Stockchase Research Editor: Michael O'Reilly We reiterate XP, a provider of financial and advisory services to clients primarily in Brazil, as a TOP PICK.  It trades at 12x earnings, 2.7x book and supports a 22% ROE.  We like that recently reported earnings showed strong cash flow, allowing for cash reserves to grow…

Opinion about APO-N: Projected 19% earnings growth in 2026, yet trades at only less than 15.5x PE 2026.

Opinion about KEY-T: Last quarter, infrastructure continues to see really good growth. Another really big beat. Beneficiary of LNG ramping up in Canada and getting offshore. At 2x EBIT:EBITDA, very low leverage compared to peers. Very low payout ratio of 48% (like a bank payout ratio). Volume growth driving better returns on existing assets. Nice potential…

Opinion about TOU-T: Spooked the market a bit in terms of production spend, so stock came down. Company's trying to time production increase to coincide with the growing LNG business. Natural gas is needed for years to come -- cleaner energy, plus a bridge to the future. Largest nat gas guys in Canada. Prices have been…

Opinion about OVV-T: Stockchase Research Editor: Michael O'Reilly We reiterate OVV, with production assets in the prolific Montney, Permian and Anadarko basins, as a TOP PICK.  Their business is modelled on $55 WTI and $2.75 /mmbtu natural gas.  They are generating $1.65 billion in free cash flow.  It trades at 19x earnings and 1.1x book. …

Opinion about ARDT-N: Stockchase Research Editor: Michael O'Reilly We reiterate ARDT, an operator of over 280 urgent care clinics and 30 hospitals in the US, as a TOP PICK.  They recently announced the addition of 18 additional care clinics for 2025.  It trades at 7x earnings, 1.5x book and supports a ROE of 25%.  We…