💻 Technology<\/strong><\/p>\n\n\n\n Celestica Inc (CLS.TO)<\/a><\/p>\n\n\n Opinion about CLS.TO: With it trading around $509 today, you have to chuckle at the average analysts' price target. If you own it, hold, but use\u2026<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Circle Internet Group (CRCL)<\/a><\/p>\n\n\n Browse all companies covered on Stockchase \u2014 searchable index of stocks with expert buy\/sell\/hold opinions from Canadian and US analysts.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Hubspot Inc (HUBS)<\/a><\/p>\n\n\n Opinion about HUBS-N: It is similar in its business model to Salesforce which caters to large companies and has moved away from small and mid cap companies. This has created an opportunity for Hubspot since its system is similar to Salesforce. There is an 18% expected growth rate in revenue and earnings this year. Trades…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Broadcom (AVGO)<\/a><\/p>\n\n\n Opinion about AVGO-Q: AVGO vs. MRVL AVGO is like the smaller cousin of NVDA. Built GOOG's AI program, increasingly making waves with Anthropic (owns Claude). Interesting, but not a shoot-the-lights-out opportunity. He'd buy.MRVL is trying to take a share of the chips that go into GOOG, and is already involved with AMZN cloud. Be careful.…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Advanced Micro Devices (AMD)<\/a><\/p>\n\n\n Opinion about AMD-Q: In the last quarter, the company reported 1.53 USD per share, beating the 1.32 USD estimate by 16.03%. Revenue for the same period reached 10.27 B USD, despite the estimate of 9.67 B USD. For the next quarter, analysts expect 1.27 USD in earnings per share and 9.85 B USD in revenue.…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t CrowdStrike Holdings (CRWD)<\/a><\/p>\n\n\n Opinion about CRWD: CRWD vs. Cybersecurity ETF They had a global outage when they did a failed update. Shares plummetted. You could own the HACK\u2026<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Microsoft Corp (MSFT)<\/a><\/p>\n\n\n Opinion about MSFT-Q: Buy on pullback today, or it that catching a falling knife? Pullback is great time to enter. She'd buy more, but she's already overweight this name. Still one of the most diversified, mega-cap tech companies in the world. Last night's numbers were spectacular, pushback is on the capex spending.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🛍 Consumer<\/strong><\/p>\n\n\n\n Dollarama Inc. (DOL.TO)<\/a><\/p>\n\n\n Opinion about DOL-T: When they reported their Q4 last week, same-store sales missed estimates and shares plunged nearly 8%. Are things that bad? Canadian same-store sales increased 1.5% and not the expected 2.8%, and fell 1.6% in traffic though rose 3.1% rise in basket size. Keep in mind that parts of Canada (i.e. Ontario) suffered…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t WW International Inc (WW)<\/a><\/p>\n\n\n Opinion about WW: It had a huge run when Oprah was involved. It has bounced reasonably well this year, but it is still over valued at this point. He\u2026<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Alimentation Couche-Tard (ATD.TO)<\/a><\/p>\n\n\n Opinion about ATD.TO: Has done nothing over 3 years, small loss in TFSA. Be patient, or move on? Owns it, but not a large weight. Not one of her top\u2026<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🏛 Financials<\/strong><\/p>\n\n\n\n Colliers International Gr (CIGI.TO)<\/a><\/p>\n\n\n Opinion about CIGI-T: Everyone knows it for its real estate business. Based in Toronto, but global. Asset management business south of the border, but it's not commercial real estate.\u00a0Its third arm is engineering services. Buying lots of smaller engineering companies. This division looking to double revenue in next 5 years.\u00a0Management's great. Believes CEO just purchased…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Blue Owl Capital (OWL)<\/a><\/p>\n\n\n Opinion about OWL-N: It is oversold because of fears over credit markets. It is a big lender in the private lending field. Pays a 5 1\/2% dividend and trades at less than 17X earnings which is less than the typical private investment firm. It has a separate fund to invest in private credit and insiders…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Rithm Capital Corp (RITM)<\/a><\/p>\n\n\n Opinion about RITM: We don't know what it owns. Too risky. Expert opinions on Rithm Capital Corp (RITM) \u2014 buy, sell, or hold ratings from Canadian\u2026<\/p>\n\t\t<\/a>\n\t<\/div>\n\t JP Morgan Chase & Co (JPM)<\/a><\/p>\n\n\n Opinion about JPM-N: Largest and most diversified of the US banks. Leadership in retail, wealth management, and capital markets. Capital markets recovery is underway. Lots of investment in payment technology (automation, analytics), which is driving operating leverage. AI should be very beneficial to financials -- better customer experience and more efficiencies for employees.Less regulation and…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Evercore Partners (EVR)<\/a><\/p>\n\n\n Opinion about EVR: Companies have been working their way through dividend increases and share buybacks and still have very strong balance sheets. As\u2026<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 💹 ETF<\/strong><\/p>\n\n\n\n Vanguard FTSE Cdn High Div Yd. (VDY.TO)<\/a><\/p>\n\n\n Opinion about VDY-T: Stockchase Research Editor: Michael O'Reilly VDY is a low-MER ETF (0.22%) which holds 56 100% Canadian dividend paying companies.\u00a0 The portfolio average PE is 15, is under 2x book value, supports a 12% ROE and has average annual earnings growth of 13% over the past five years.\u00a0 It is tax efficient for…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t iShares Cdn Div Aristocrats ETF (CDZ.TO)<\/a><\/p>\n\n\n Opinion about CDZ-T: Stockchase Research Editor: Michael O'Reilly We reiterate CDZ as a TOP PICK.\u00a0 An ETF of over 90 holdings of Canadian dividend paying stocks that have consistently raised their dividends over the past five years.\u00a0 We recommend continuing to hold a stop at $38, looking to achieve $48 -- upside potential of 18%.\u00a0…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Vanguard FTSE All-World ex Canada (VXC.TO)<\/a><\/p>\n\n\n Opinion about VXC-T: Stockchase Research Editor: Michael O'Reilly VXC is a low-MER ETF (0.22%) which holds over 11,500 individual holdings from around the world - excluding Canada.\u00a0 It provides instant diversification and broad market coverage.\u00a0 The portfolio average PE is 22, has a ROE of 18%, and seen average earnings growth over 20% for the…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🚚 Industrials<\/strong><\/p>\n\n\n\n Bombardier Inc (B) (BBD.B.TO)<\/a><\/p>\n\n\n Opinion about BBD.B.TO: Demand is off the charts. Bump in the road right now is about tariffs on parts, steel, aluminum. Much different business than\u2026<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Delta Air Lines Inc (DAL)<\/a><\/p>\n\n\n Opinion about DAL-N: Stockchase Research Editor: Michael O'Reilly The international air carrier announced plans to add 31 wide body jets to expand its international foot print into larger margin destinations.\u00a0 It trades at 9x earnings, 2.2x book and supports a ROE of 27%.\u00a0 We like that cash reserves are growing, while debt is retired.\u00a0 We…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🛢 Basic Materials<\/strong><\/p>\n\n\n\n BHP Billiton (BHP)<\/a><\/p>\n\n\n Opinion about BHP-N: It is one of the world's largest diversified mining companies. Iron ore, copper and metallurgical coal are its main products. Global demand for copper is expected to increase 70% by 2050. Revenue is about $55 billion US. Iron ore adds more scale, resilience and cash flow stability. Also in China there is…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t ⚡ Energy<\/strong><\/p>\n\n\n\n Tamarack Valley Energy (TVE.TO)<\/a><\/p>\n\n\n Opinion about TVE-T: Strong, and getting better. 90% of production coming from the Clearwater, which has very low decline and high return. Aggressively shifting wells to new technology earlier in the life cycle. Has an edge in the industry.\u00a0Paying down debt using 60% of cashflow, now close to zero. Increasing shareholder returns.\u00a0Believes it can grow…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 👨⚕️ Healthcare<\/strong><\/p>\n\n\n\n Mettler-Toledo International Inc (MTD)<\/a><\/p>\n\n\n![\"Celestica](\"https:\/\/data.wealthica.com\/api\/securities\/CLS-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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