Microsoft Corp, Chevron Texaco and 20 Stock and 3 ETF Top Picks (Mar 10-16)
Pason Systems Inc., Visa Inc. and 24 Stock Top Picks (Archive From Feb 24-Mar 02)
This week were 24 Stock Top Picks in a wide range of industries: Energy, Financials, Industrials, Basic Materials, Healthcare, Utilities, Consumer and Technology.
Here are this week’s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Eric Nuttall, David Burrows, Gavin Graham, Brendan Caldwell and Paul Harris.
Tamarack Valley Energy (TVE-T)
There is more interest and less risk in long life oil and large cap companies within the sector. Tamarack Valley is not a good risk reward investment.
Athabasca Oil Sands Corp (ATH-T)
Trading in a range for some time. Earnings forecasts are slipping, may come under pressure. Not his favourite. Too expensive. See his Top Picks.
Cenovus Energy (CVE-T)
Energy shares on sale right now.Return of capital to shareholders strong business move.Economic slowdown will reduce oil prices.Would not invest in company.
Pason Systems Inc. (PSI-T)
A small-cap that supplies information to oil/gas-drillers. Shares tanked when drilling ceased during early Covid, but have rebounded. They hold $200 million cash in the balance sheet, which is how they survived. Drilling levels have returned to 2015 levels. They have endured. Earning are way up and commands strong market share in Canada with some…
Antero Resources (AR-N)
Antero Resources Corporation is an independent oil and natural gas company engaged in the exploration, development, and production of natural gas, NGLs, and oil properties located in the Appalachian Basin. Headquartered in Denver, Colorado, the Company is focused on creating value through the development of its large portfolio of repeatable, low cost, liquids-rich drilling opportunities…
ENI SPA (E-N)
Stockchase Research Editor: Michael O’Reilly E is an integrated oil and gas company with production over 1.6 million barrels per day operating in Italy. It trades under book value, boasts a ROE of 27%, and PE of 5. Cash reserves are growing while debt is aggressively retired and shared bought back. We recommend setting a…
Sasol Ltd.-ADR (SSL-N)
Stockchase Research Editor: Michael O’Reilly SSL is an integrated chemical and mining company based in South Africa. It trades under 10x earnings, under book value and supports a ROE of 21%. We like how cash reserves are growing while the company is reducing debt aggressively and buying back shares. We recommend placing a stop loss…
Remains solid. Word is that large, stable, money-centre banks have been the beneficiaries of deposits. One of the biggest and the best. Many of the big banks are trading at historically low, relative valuations.
Definity Financial (DFY-T)
Up 30% in one year and the biggest IPO of 2021. Their combined ratio went from 110% to 90%, from losing to making money. Pays a 1.3% dividend. Also they have a pet insurance business, a lucrative space. (Analysts’ price target is $42.95)
Bank of Nova Scotia (BNS-T)
His target is down to $57.30, literalling hanging now and testing that level three times in the last 6 months.
Visa Inc. (V-N)
V vs. MA He prefers Visa, but both are good. MA gives more international exposure, so maybe a bit more growth. Defensive business models. Moving to the Financial sector of the S&P 500, so it will boost performance of that sector.
MGIC Investment (MTG-N)
Stockchase Research Editor: Michael O’Reilly MTG provides private mortgage services in the US. It trades under 10x earnings and under book value. We like that it is building cash reserves, paying down debt and buying back shares. Recently reported earnings showed net income growth of 36% over the year. We recommend placing a stop-loss at…
Making new highs, and there's nothing more bullish. Really positive. Yield is 0.97%. (Analysts’ price target is $87.10)
ATS Automation (ATS-T)
Comfort Systems USA (FIX-N)
Extremely boring. A/C, heating, ventilation, factory systems. Very good earnings, which should grow faster than the market thinks. Popped on earnings, but still room to run based on the reindustrialization of America. PE is 22x. Yield is 0.48%. (Analysts’ price target is $163.33)
🛢 Basic Materials
(A Top Pick Feb 17/22, Down 8%) One of the very best of the golds. Merger with Kirkland created a powerhouse. A must-hold if you're in gold. Don't sell.
PFE vs. ABBV Prefers ABBV. Main overhang to PFE is what happens to the vaccine franchise now that we're on the other side of Covid? PFE will need other engines, it's a show-me story. ABBV is a leader in immunology. Humira is coming off patent, which will compress earnings, but that's well-known by the market.…
Stockchase Research Editor: Michael O’Reilly We again reiterate NPI, and independent power producer with assets worldwide, as a TOP PICK. Recently reported earnings beat expectations as revenue grew 17% and net income tripled. Cash reserves grew substantially and were added by additional shares being released. Combined, this allowed debt to be aggressively retired. We continue…
(A Top Pick Jan 07/22, Up 0%) Continues to own shares.Believes company is very strong.Top Pick on March 17, 2024.Will continue to hold.
Engineering software that can figure out if your prototype's going to work, without you ever having to make the product. Part of his theme of onshoring in America. No dividend. (Analysts’ price target is $311.33)
SalesForce.com Inc. (CRM-N)
Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. Social media mentions are up 91% in the past 24h.
Snowflake Inc. is a cloud computing-based data warehousing company based in San Mateo, California. It was founded in July 2012 and was publicly launched in October 2014 after two years in stealth mode. The company's name was chosen as a tribute to the founders' love of winter sports. Social media mentions are up 92% in…
Apple Inc (AAPL-Q)
Good entry point or wait? He'd like to add in lower, but it holds in so well. One of the best all-weather stocks you can have. Performs well in periods of volatility, element of safety. Main driver will be continuing to get that install base, as services growth is where the story's going to come…
Alphabet Inc Class C (GOOG-Q)
Tech is outperforming all sectors in the current bank-induced rout Tech is merely a momentum trade and won't last. That's why he bought Google this week, and he will keep some of it long-term. Three years from now, stocks will be higher than where they are now. Tech fundamentals no better today than last week.
Use this list wisely to identify buying opportunities.
Happy trading !!!