This Week’s Stock Picks & BNN Top Picks Summary: PIPR-N, ELVA-T and 23 Stock and 1 ETF Top Picks (Sep 12-18)

Opinion about ONEX-T: Stock's gone nowhere for a fair bit of time. Latest move from 2023 is quite positive, and broke out above $100. With volatility in the markets, these guys pick up great assets and make something of them. Why not capitalize on their expertise? Global, gives you private equity exposure to companies you…

Opinion about PIPR-N: It is in technology and health care where IPO's have been in a drought. However we are entering a new revived IPO market which need a stable environment for them to do well. IPO's in 2017/2018 had only top line growth but adjustments have happened and that has changed. We should see…

Opinion about KSPI-Q: Stockchase Research Editor: Michael O'Reilly KSPI is the first Kazakhstan based company listed in the US.  It holds a 95% monopoly on online transactions akin to Amazon, Booking.com, and Visa in the region and is expanding into Turkey.  A little off the normal path, which is why it trades at only 7x…

Opinion about URI-N: Has grown earnings 22% annually, on average, for last 10 years. PE is ~20x. Sees lots of runway ahead. Market share is 15% in a highly fragmented business. Operates well. Growth organically and via strategic acquisitions. A company to watch, especially with the 100's of billions of infrastructure $$ floating around. Yield…

Opinion about KKR-N: Global, leading asset manager in private market alternatives. AUM has grown at 18% compound pace, which gives them recurring management fee revenue. Also gets a share of profits on portfolios they manage. Acquired an insurance/annuity company in 2024 to smooth out volatility of private market businesses. About 8-10% off January highs. Catch-up trade…

Opinion about CGI-T: Stockchase Research Editor: Michael O'Reilly The diversified holder of financial equity assets uses leverage to further enhance market returns of its portfolio.  Currently the company holds about 12% debt, which is trending lower.  Its yield is backed by a payout ratio under 15% of cash flow.  It presently trades at 5x earnings,…

Opinion about PPL-T: Likes the technical picture. Trended up, and has been going sideways. A break above that (expects it later in the fall) is quite positive. Right space, which has been beaten up a bit. Good risk/reward plus a nice dividend. If it breaks below the lower channel, then something's wrong with the story and…

Opinion about ELVA-T: A battery maker exposed to high-growth industries like robotics and aerospace/defense. They will triple their output next year, so there will be major topline expansion. They work with Walmart, Toyota et al. and just announced an OEM deal in Japan. Competitors are Chinese battery makers, but US companies won't buy Chinese batteries,…

Opinion about TFII-T: A triple top means that a stock has tried to punch to new highs 3 times. You exhaust the buyers each time this happens, and then there was bad news in early 2025 and it was easy for the stock to fall. That downward move is exaggerated because there are no more…

Opinion about MATR-T: Margin expansion will start next year. Is a diversified industrial with 10% annualized growth in their verticals. Has taken time to transform and are close to it. Expects a rise in cash flow and profits. Lead market share in water tanks, for instance, at gas/EV stations. (Analysts’ price target is $12.93)

Opinion about MATR-T: Margin expansion will start next year. Is a diversified industrial with 10% annualized growth in their verticals. Has taken time to transform and are close to it. Expects a rise in cash flow and profits. Lead market share in water tanks, for instance, at gas/EV stations. (Analysts’ price target is $12.93)

Opinion about DBC-N: Follows an index and weights the different units in it. This index contains all commodities related to oil, natural gas, metals, and agriculture. Now has a big allocation to oil and gas. Bit lumpy, but a trend has been in place since last year. If there's a breakdown, it's time to exit.…

Opinion about FCX-N: To invest in this you need to be positive on copper which he is with the electrification of everything and the build out of data centres. Also global growth, especially China, could push the commodity price up. It has great assets and great jurisdictions. It also has long asset life to get…

Opinion about HROW-Q: It is in the eye care business and focuses on ophthalmology and biotech. One question is how easily can they get drugs to patients. Their first interesting drug is for dry eyes and the second is an anesthetic for surgeries, especially cataract surgery. This one is stable and consistent from patient to…

Opinion about LFVN-Q: Stockchase Research Editor: Michael O'Reilly The company, which produces health supplements which include GLP-1 weight loss products, recently announced a 12% increase in revenues.  It is planning a partnership with Shopify to rapidly enhance its online sales platform.  It trades at 14x earnings and supports a robust 32% ROE.  Cash reserves are…

Opinion about AMGN-Q: One of the oldest biotech companies in the world. Very big portfolio of products. Revenue last quarter up 9%, with 15 products that have double-digit revenue growth in that quarter. Over 20% growth in earnings. Trading ~13x PE. "Sizzle" is with GLP-1 product (injection, but only once per month) in phase 3 testing…

Opinion about RPRX-Q: Stockchase Research Editor: Michael O'Reilly RPRX is the largest buyer of biopharma royalties in the world.  They draw their value from providing innovative financing to pharma partners, while sharing in the top line revenue of the new products developed.  Deloitte just released a study highlighting the importance of royalties in new pharma…

Opinion about PINS-N: Growth rates are impressive, with expectations for mid-teens EPS growth. Well over 500M monthly active users (400M outside NA, which is interesting). A social platform, which all have taken over the world. Big competition, but a lucrative area. Reasonable multiple. No strong opinion against taking a position. However, wonders how wide their standalone…

Opinion about QCOM-Q: Held back by focus on handset market, which hasn't grown in last number of years. Company is moving away from that -- getting into internet of things, automotive, autonomous driving. So its chips have application in new technology areas. Trades at 13x PE, much cheaper than peers. Yield is 2.16%. (Analysts’ price…

Opinion about BBAI-N: BigBear.ai reported a revenue of 32M, which is a -6.6% 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 GNS-N: Genius Group reported a revenue of 1.5M, which is a -80.8% 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…

Opinion about CSU-T: Down ~20% from highs (very rare occurrence), and that's the beauty of it. Acquires vertical integration software niche to a particular industry. Notoriously low-key, but holding a conference call September 22 on AI risk/opportunities. Pullbacks in this name are always buyable, as 2 decades have shown. Yield is 0.13%. (Analysts’ price target…

Opinion about T-T: Best telco in Canada. Dividend sustainable, but will also grow faster than peers; proof is in 7% increase this past year. Price war is fizzling out. More financial strength and optionality than competitors, and less distracted by acquisitions. Plans to monetize $3B of surplus real estate. Yield is 7.55%, elevated relative to…

Opinion about RGS-N: Stockchase Research Editor: Michael O'Reilly The salon operator of the SuperCuts brand recently reported an operating income increase of 15% along with a 22% growth in revenues.  Cash reserves are growing, albeit along with rising debt.  It trades at 11x earnings and trades under book value.  We recommend maintaining a stop at…