{"id":345166,"date":"2026-07-03T08:17:00","date_gmt":"2026-07-03T12:17:00","guid":{"rendered":"https:\/\/stockchase.com\/discover\/?p=345166"},"modified":"2026-07-03T11:18:42","modified_gmt":"2026-07-03T15:18:42","slug":"this-weeks-stock-picks-bnn-top-picks-summary-mal-t-et-t-and-12-stock-and-5-etf-top-picks-jun-26-jul-02","status":"publish","type":"post","link":"https:\/\/stockchase.com\/discover\/this-weeks-stock-picks-bnn-top-picks-summary-mal-t-et-t-and-12-stock-and-5-etf-top-picks-jun-26-jul-02\/","title":{"rendered":"This Week’s Stock Picks & BNN Top Picks Summary: MAL-T, ET-T and 12 Stock and 5 ETF Top Picks (Jun 26-Jul 02)"},"content":{"rendered":"\n

This week were 12 Stock and 5 ETF Top Picks in a wide range of industries: Industrials, Technology, Consumer, Financials and ETF.<\/p>\n\n\n\n

Here are this week\u00b4s Top Picks as selected by: Michael O’Reilly<\/a>, Billy Kawasaki<\/a>, Andrey Omelchak<\/a>, Chris White<\/a>, Bruce Murray<\/a> and Ivana Delevska<\/a>.<\/p>\n\n\n\n

🚚 Industrials<\/strong><\/p>\n\n\n\n

Badger Infrastructure (BDGI.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Badger\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBadger Infrastructure (BDGI.TO)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about BDGI.TO: Billy Kawasaki\u2019s Insights - Billy\u2019s most-liked answers from 5i Research. Any energy recovery would be good for the company.\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"Stockchase\"\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n

Delta Air Lines Inc (DAL)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Delta\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tDelta Air Lines Inc (DAL-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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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<\/span>\n\t<\/div>\n\t

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💻 Technology<\/strong><\/p>\n\n\n\n

Magellan Aerospace (MAL.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Magellan\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMagellan Aerospace (MAL-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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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

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Celestica Inc. (CLS)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Celestica\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCelestica Inc. (CLS)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CLS: Haven't likes this for a while. Demand for electronics has shrunk. More competitive. A tough business.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"Stockchase\"\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n

Servicenow (NOW)<\/a><\/p>\n\n\n

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\n\t\t\t\t\n\t\t\t\t\t\"Servicenow\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tServicenow (NOW-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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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

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Evertz Technologies Ltd. (ET.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Evertz\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tEvertz Technologies Ltd. (ET.TO)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ET.TO: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research EPS of 20c missed estimates of 22.5c. Sales of $125.8M\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"Stockchase\"\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n

Astera Labs (ALAB)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Astera\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAstera Labs (ALAB)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ALAB: IPO at beginning of March. Priced at $32, opened at $58, shot up into the $80s, dropped into $60s with the general pullback.\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"Stockchase\"\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n

KLA-Tencor (KLAC)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"KLA-Tencor\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tKLA-Tencor (KLAC)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about KLAC: Geopolitical risk. Fantastic semi manufacturer. Leaders in a number of segments. Well positioned. Cyclical sector, so a huge\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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Cloudflare (NET)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Cloudflare\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCloudflare (NET)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about NET: A lot of tech companies are down significantly from highs. Cybersecurity is a desirable area right now. High growth has to expect\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"Stockchase\"\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n

🛍 Consumer<\/strong><\/p>\n\n\n\n

Civeo (CVEO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Civeo\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCiveo (CVEO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CVEO: In the States, Canada, and Australia but listed in Canada. Cheapest modular housing company he's come across. Very high FCF yield\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"Stockchase\"\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n

🏛 Financials<\/strong><\/p>\n\n\n\n

Robinhood (HOOD)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Robinhood\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tRobinhood (HOOD-Q) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about HOOD-Q: In the last quarter, the company reported 0.66 USD per share, beating the 0.63 USD estimate by 4.61%. Revenue for the same period reached 1.28 B USD, despite the estimate of 1.35 B USD. For the next quarter, analysts expect 0.51 USD in earnings per share and 1.26 B USD in revenue.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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Equitable Group (EQB.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Equitable\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tEquitable Group (EQB-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about EQB-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

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💹 ETF<\/strong><\/p>\n\n\n\n

BMO Low Volatility US Equity ETF (US dollars) (ZLU.U.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"BMO\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBMO Low Volatility US Equity ETF (US dollars) (ZLU.U.TO)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ZLU.U.TO: Stockchase Research Editor: Michael O'Reilly This BMO ETF, which focuses on US equities that demonstrate lower volatility\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"Stockchase\"\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n

iShares MSCI USA Minimum Volatility (XMU.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"iShares\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tiShares MSCI USA Minimum Volatility (XMU-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about XMU-T: Stockchase Research Editor: Michael O'Reilly We reiterate XMU, a low volatility ETF holding US equities as a TOP PICK and a good defensive holding.\u00a0 We continue to recommend a stop at $83, looking to achieve $103 -- upside potential over 17%.\u00a0 Yield 1.0%<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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ISHARES EDGE MSCI MIN VOL GBL IDX ETF (XMW.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"ISHARES\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tISHARES EDGE MSCI MIN VOL GBL IDX ETF (XMW-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about XMW-T: Stockchase Research Editor: Michael O\u2019Reilly We reiterate XMW, an iShares ETF focused on global equities (60% North American) - providing excellent market diversification - as a TOP PICK.\u00a0 It targets companies that demonstrate lower volatility over time along with growth potential. \u00a0We recommend maintaining a stop-loss at $55, looking to achieve $69…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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iShares Cdn Div Aristocrats ETF (CDZ.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"iShares\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tiShares Cdn Div Aristocrats ETF (CDZ-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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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<\/span>\n\t<\/div>\n\t

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Canadian Utilities Preferred 4.6% Perpetual (CIU.PR.A.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Canadian\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCanadian Utilities Preferred 4.6% Perpetual (CIU.PR.A-T)\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CIU.PR.A-T: Stockchase Research Editor: Michael O'Reilly The parent company, CU, is a diversified utility provider that trades at 15x earnings and under 2x book value.\u00a0 The company has been prudently using cash to aggressively retire debt.\u00a0 The preferred shares -- with a high credit rating (Pfd-2) -- have declined below their $25 par…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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<\/p>\n\n\n\n

Use this list wisely to identify buying opportunities.
Happy trading !!!<\/p>\n\n\n\n

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Discover What's Inside<\/p>\nToggle<\/span><\/path><\/svg><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n