💹 ETF<\/strong><\/p>\n\n\n\n BMO MSCI USA High Quality ETF (ZUQ.TO)<\/a><\/p>\n\n\n Opinion about ZUQ.TO: Has done well. It is up 16.2% over the last 12 months. This is heavily into the US, but doesn\u2019t think it is hedged in\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Invesco S&P 500 GARP ETF (SPGP)<\/a><\/p>\n\n\n Opinion about SPGP: It focuses on the U.S. market. It trades in U.S. dollars and is a core position for clients. It provides good exposure to a\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Global X Active Cdn Municipal Bond ETF (HMP.TO)<\/a><\/p>\n\n\n Opinion about HMP.TO: Pretty sleepy, but good for balance in your portfolio. Via the ETF, they get a better price for bonds than an individual\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🛍 Consumer<\/strong><\/p>\n\n\n\n Booking Holdings Inc. (BKNG)<\/a><\/p>\n\n\n Opinion about BKNG-Q: (Chart looks like a double-black-diamond ski slope because of the stock split of 25:1.)\u00a0New addition to Dividend Growers portfolio in March. Global, best in class. Sophisticated online AI booking and payment engine. Concerns that AI will disrupt its moat is a case of baby out with the bathwater. Shares have compounded at…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Thomson Reuters Corp (TRI.TO)<\/a><\/p>\n\n\n Opinion about TRI.TO: Valuation always excessive -- over 20x operating cashflow for single-digit growth. Now, that's changed with the pullback, so it\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💻 Technology<\/strong><\/p>\n\n\n\n Meta Platforms, Inc. (META)<\/a><\/p>\n\n\n Opinion about META-Q: In the last quarter, the company reported 8.88 USD per share, beating the 8.21 USD estimate by 8.13%. Revenue for the same period reached 59.89 B USD, despite the estimate of 58.46 B USD. For the next quarter, analysts expect 6.63 USD in earnings per share and 55.36 B USD in revenue.…<\/p>\n\t\t<\/span>\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<\/span>\n\t<\/div>\n\t SalesForce.com Inc. (CRM)<\/a><\/p>\n\n\n Opinion about CRM: 2025 saw strong outperformance in semis. The relationships between semis and software could see a mean reversion trade. Some of\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Nebius Group (NBIS)<\/a><\/p>\n\n\n Opinion about NBIS-Q: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research We continue to like the name but given the run it has had, some volatility should be expected. They have significant growth ahead, are signing contracts and most of the backdrop in the sector seems to indicate that demand remains strong for…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Servicenow (NOW)<\/a><\/p>\n\n\n Opinion about NOW-N: In the last quarter, the company reported 0.97 USD per share, beating the 0.97 USD estimate by 0.04%. Revenue for the same period reached 3.77 B USD, despite the estimate of 3.75 B USD. For the next quarter, analysts expect 0.96 USD in earnings per share and 3.86 B USD in revenue.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🏛 Financials<\/strong><\/p>\n\n\n\n Berkshire Hathaway Inc. (B) (BRK.B)<\/a><\/p>\n\n\n Opinion about BRK.B: Warren Buffet's last day as CEO A great investor and great human being. His main claim to fame is using coming sense when making\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Royal Bank (RY.TO)<\/a><\/p>\n\n\n Opinion about RY-T: Sell EQB, buy RY? He's a big fan of EQB. Phenomenal CEO, who'll take company to new heights. Will most likely outperform in next 3-5 years. Organic growth will be higher. A more agile and flexible organization. Digitally native, so it's built to adapt. Very conservative provisioning.You buy RY for stability, its…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t E-L Financial (ELF.TO)<\/a><\/p>\n\n\n Opinion about ELF-T: Solid company. Reasonable yield.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Banco Latinoamericano De Comercio Exterior SA (BLX)<\/a><\/p>\n\n\n Opinion about BLX-N: Stockchase Research Editor: Michael O\u2019Reilly Following the recent release of earnings, showing a 22% increase in deposits, we reiterate this Latin American bank based in Panama as a TOP PICK. \u00a0It trades at 8x earnings, 1.1x book, and supports a 15% ROE. \u00a0The robust dividend is backed by a payout ratio under…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Sprott Uranium Physical Trust (U.UN.TO)<\/a><\/p>\n\n\n Opinion about U.UN.TO: Cameco question Sprott Uranium Physical Trust (U.UN-T which he owns) which buys spot uranium which Sprott recently took over\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Kingstone Companies Inc (KINS)<\/a><\/p>\n\n\n Opinion about KINS-Q: Stockchase Research Editor: Michael O'Reilly We reiterate this casualty and insurance provider in the US Northeast as a TOP PICK.\u00a0 Recently reported earnings showed a 52% increase in net income, along with a 14% increase in premiums collected.\u00a0 Cash reserves are growing and the holding company is debt free.\u00a0 It trades at…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Canadian General Investments (CGI.TO)<\/a><\/p>\n\n\n Opinion about CGI-T: Stockchase Research Editor: Michael O'Reilly We reiterate CGI as a TOP PICK.\u00a0 The company holds a portfolio of companies with over 50% dedicated to industrial, energy and technology companies including Franco-Nevada, NVIDIA, and Cameco).\u00a0 It trades at a 35% discount to NAV and is leveraged only to 11% of assets.\u00a0 We continue…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t KKR & Co. LP (KKR)<\/a><\/p>\n\n\n Opinion about KKR-N: One of the largest private equity firms in the world, a troubled sector these days. But redemption requests at KKR are very low. Has a great growth profile in unique asset classes which are tough to replicate. Are gaining market share. The PE has fallen to 15x, cheap. Earnings could double in…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Mainstreet Equity Corp (MEQ.TO)<\/a><\/p>\n\n\n Opinion about MEQ-T: Unique business model as a corporation, retaining cashflow and hunting for acquisitions. One of the best compounders out there, and definitely the best real estate compounder. Targets mid-market, where there's little (or no) competition.\u00a0Trades ~15x PE. Be cautious on the entry and exit. Buy and sell with limit orders, as it's a…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🚚 Industrials<\/strong><\/p>\n\n\n\n Canadian Pacific Rail (CP.TO)<\/a><\/p>\n\n\n Opinion about CP-T: The only rail he owns. Best in the space. Interconnected railway between US-Mexico-Canada. Underlying business doing fairly OK. Threat of tariffs affects it, so we need some certainty on trade. Not bad to hold now.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Magellan Aerospace (MAL.TO)<\/a><\/p>\n\n\n Opinion about MAL-T: High insider ownership, so company is relatively undiscovered. One investor owns more than 50% of the company -- so it doesn't screen well for institutional investors. Business is booming.\u00a0Defense (~30% of its business, and he anticipates 45-50% in future) and aerospace. Good backlog. Seeing record requests for proposals, especially on defense. Huge…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🛢 Basic Materials<\/strong><\/p>\n\n\n\n North American Construction Group (NOA.TO)<\/a><\/p>\n\n\n Opinion about NOA-T: It's diversified phenomenally well internationally over the last few years (should really change the name of the company \ud83d\ude09\u00a0 Used to be oil sands (now only 10% of revenue), now into mining and construction. Big operations in Australia.\u00a0At 4x operating cashflow, much cheaper than peers. Unloved, unknown. Growth area. Yield is 2.13%.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t ⚡ Energy<\/strong><\/p>\n\n\n\n![\"BMO](\"https:\/\/data.wealthica.com\/api\/securities\/ZUQ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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