🏛 Financials<\/strong><\/p>\n\n\n\n GO Residential REIT (GO.U.TO)<\/a><\/p>\n\n\n Opinion about GO.U-T: They own ultra-luxury apartments in Manhattan where there's only 1% vacancy and good rent growth. This just went public. Trades at a wide discount to NAV. (Analysts\u2019 price target is $15.81)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 3i Group plc (III.L)<\/a><\/p>\n\n\n Opinion about III-LON: Investment company run in a private-equity style -- buy a company, lever it up, sell at (hopefully) 2-3x what they paid. But uniquely, all capital is only internal shareholder capital -- no funds, no outside investments. (Price target in pounds.)\u00a0Largest investment (about 75% of company value) is in Action, a discount store…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Brookfield Corp (BN.TO)<\/a><\/p>\n\n\n Opinion about BN-T: It's been basing since last September. Pays a decent dividend. As long as it holds $60, this won't revisit $49. Should be a core holding you hold for a long time.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Firstservice Corp (FSV.TO)<\/a><\/p>\n\n\n Opinion about FSV-T: They grow by buying companies and by organic growth. Are disciplined with good hurdle rates in buying. Are a large player in the US, but the industry remains fragmented by mom-and-pop operations. Has never traded cheaply and pays a low dividend. But it's great as they continue to buy companies and grow.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Canadian Imperial Bank of Commerce (CM.TO)<\/a><\/p>\n\n\n Opinion about CM.TO: The chart shows a V-shaped recovery since April's tariff worries. In Canada, interest rates have been cut aggressively, so the\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 Globe Life Inc. (GL)<\/a><\/p>\n\n\n Opinion about GL-N: Stockchase Research Editor: Michael O\u2019Reilly We reiterate this steady insurance provider as a TOP PICK. \u00a0A good holding during a \u201crisk off\u201d period. It trades at 10x earnings, 2x book and supports a ROE of 20%. \u00a0It is prudently using some cash reserves at it aggressively buys back shares and retires debt.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💻 Technology<\/strong><\/p>\n\n\n\n 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 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 Datadog, Inc. (DDOG)<\/a><\/p>\n\n\n Opinion about DDOG: Will be profitable in Q4. $107.75 is his target. He loves this stock. It develops and monitors solutions for operations in\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t BCE Inc. (BCE.TO)<\/a><\/p>\n\n\n Opinion about BCE-T: Stockchase Research Editor: Michael O'Reilly The recent announcement for 700 layoffs is viewed by analysts to be a true efficiency and cost-cutting move, rather than signs of competitive weakness.\u00a0 It trades at 12x earnings, 1.6x book and supports a robust 37% ROE.\u00a0 The dividend is backed by a payout ratio under 50%…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t NVIDIA Corporation (NVDA)<\/a><\/p>\n\n\n Opinion about NVDA: He's watching it, but hasn't bought, because his entry point is more than 10% lower than today's price. He's concerned about\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🚚 Industrials<\/strong><\/p>\n\n\n\n Siemens AG (SIEGY)<\/a><\/p>\n\n\n Opinion about SIEGY-OTC: Are streamlining, having spun off their energy business and will spin off their healthcare division. Are focusing on high-margin automation, where they are a leading player, and electrification which enjoys strong demand from the data centre build. They have the biggest mobility business. Pays a 2.4% dividend. (Analysts\u2019 price target is $180.00)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Caterpillar (CAT)<\/a><\/p>\n\n\n Opinion about CAT-N: If you think there's going to be a mining cycle, it's a given that this name will sell a lot of equipment.\u00a0People are underestimating its big turbine business -- natural gas turbine generators that are smaller than utility-grade generators. This part of the business feeds right into the data centre buildout. Can…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💹 ETF<\/strong><\/p>\n\n\n\n BMO Global Infrastructure ETF (ZGI.TO)<\/a><\/p>\n\n\n Opinion about ZGI-T: Stockchase Research Editor: Michael O'Reilly ZGI manages a portfolio of 49 utilities, energy processing and other infrastructure companies of $500 million market cap and higher.\u00a0 Holdings are worldwide, but company shares trade in the US and Canada.\u00a0 Since inception, it has achieved an annual return over 11%.\u00a0 We recommend setting a stop-loss…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t CI First Asset Canadian REIT ETF (RIT.TO)<\/a><\/p>\n\n\n Opinion about RIT-T: First asset has a number of covered calls. Likes them. A well-established company that does well.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 👨⚕️ Healthcare<\/strong><\/p>\n\n\n\n Harvest Big Pharma Split Corp. (PRM.TO)<\/a><\/p>\n\n\n Opinion about PRM-T: Stockchase Research Editor: Michael O'Reilly PRM hold a portfolio of 10 of the world's largest pharmaceutical and biotechnology companies.\u00a0 The fund managers use a balance of the underlying shares with dividends and options to create an enhanced yield.\u00a0 We like that recent earnings show healthy and growing cash reserves.\u00a0 The shares held…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Eli Lilly & Co. (LLY)<\/a><\/p>\n\n\n Opinion about LLY: Last 3 months have started to see some improvement in the sector, and almost immediately this name went to a new high. Quickly got\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t ⚡ Energy<\/strong><\/p>\n\n\n\n Tourmaline Oil Corp (TOU.TO)<\/a><\/p>\n\n\n Opinion about TOU.TO: He's been buying this at the bottom of the range. Pays a bit of a dividend. It's trying to break out of this range at $70, and\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t![\"GO](\"https:\/\/data.wealthica.com\/api\/securities\/GO.U-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t![\"stockchase.com\"](\"https:\/\/stockchase.com\/assets\/favicon.png\")
\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"3i](\"https:\/\/data.wealthica.com\/api\/securities\/III-LON\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Brookfield](\"https:\/\/data.wealthica.com\/api\/securities\/BN-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Firstservice](\"https:\/\/data.wealthica.com\/api\/securities\/FSV-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Canadian](\"https:\/\/data.wealthica.com\/api\/securities\/CM-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n![\"Royal](\"https:\/\/data.wealthica.com\/api\/securities\/RY-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Globe](\"https:\/\/data.wealthica.com\/api\/securities\/GL-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Microsoft](\"https:\/\/data.wealthica.com\/api\/securities\/MSFT-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Servicenow](\"https:\/\/data.wealthica.com\/api\/securities\/NOW-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Datadog,](\"https:\/\/data.wealthica.com\/api\/securities\/DDOG-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n![\"BCE](\"https:\/\/data.wealthica.com\/api\/securities\/BCE-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"NVIDIA](\"https:\/\/data.wealthica.com\/api\/securities\/NVDA-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n![\"Siemens](\"https:\/\/data.wealthica.com\/api\/securities\/SIEGY-OTC\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Caterpillar](\"https:\/\/data.wealthica.com\/api\/securities\/CAT-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"BMO](\"https:\/\/data.wealthica.com\/api\/securities\/ZGI-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"CI](\"https:\/\/data.wealthica.com\/api\/securities\/RIT-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Harvest](\"https:\/\/data.wealthica.com\/api\/securities\/PRM-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n![\"Eli](\"https:\/\/data.wealthica.com\/api\/securities\/LLY-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n![\"Tourmaline](\"https:\/\/data.wealthica.com\/api\/securities\/TOU-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t\t\tStockchase\t<\/div>\n<\/div>\n\n\n\n
![\"Canadian](\"https:\/\/data.wealthica.com\/api\/securities\/CNQ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t