{"id":345514,"date":"2026-10-09T08:16:00","date_gmt":"2026-10-09T12:16:00","guid":{"rendered":"https:\/\/stockchase.com\/discover\/?p=345514"},"modified":"2026-10-09T09:19:13","modified_gmt":"2026-10-09T13:19:13","slug":"this-weeks-stock-picks-bnn-top-picks-summary-now-n-bam-t-and-22-stock-and-1-etf-top-picks-oct-02-08","status":"publish","type":"post","link":"https:\/\/stockchase.com\/discover\/this-weeks-stock-picks-bnn-top-picks-summary-now-n-bam-t-and-22-stock-and-1-etf-top-picks-oct-02-08\/","title":{"rendered":"This Week’s Stock Picks & BNN Top Picks Summary: NOW-N, BAM-T and 22 Stock and 1 ETF Top Picks (Oct 02-08)"},"content":{"rendered":"\n

This week were 22 Stock and 1 ETF Top Picks in a wide range of industries: Technology, Consumer, Utilities, Financials, Basic Materials, Energy, Industrials and ETF.<\/p>\n\n\n\n

Here are this week\u00b4s Top Picks as selected by: Michael O’Reilly<\/a>, Billy Kawasaki<\/a>, Bruce Murray<\/a>, Mike Vinokur<\/a>, Kim Bolton<\/a>, Bill Smead<\/a> and Jamie Murray<\/a>.<\/p>\n\n\n\n

💻 Technology<\/strong><\/p>\n\n\n\n

NVIDIA Corporation (NVDA)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"NVIDIA\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tNVIDIA Corporation (NVDA)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

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

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

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

\n\t\t\t
\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
\n\t\t\n\t\t\t

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

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

Uber (UBER)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Uber\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tUber (UBER-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about UBER-N: (A Top Pick Dec 17\/24, Up 32%) Their self-driving cars have divided investors: either an opportunity or disaster. 170 million use their app and part of their business is advertising. They're getting much more profitable, transforming from a cash burner to a cash machine.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

Cisco (CSCO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Cisco\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCisco (CSCO-Q)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CSCO-Q: Technically, it looks strong and it breaking to new highs. Likes it a lot. But recently it's been consolidating after a big move up. Wait for a pullback.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

Tower Semiconductor Ltd. (TSEM)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Tower\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTower Semiconductor Ltd. (TSEM)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about TSEM: They make analog integrated circuits. Not sexy. They compete with Texas Instruments overseas, and are much smaller. Liquidity is\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

Palantir Technologies (PLTR)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Palantir\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPalantir Technologies (PLTR-Q) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about PLTR-Q: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research PLTR's numbers were solid: 63% revenue growth, high margins, strong balance sheet, and guidance was raised. Business is good. But the stock dropped, on usual valuation concerns. Also, Michael Burry (famous from 'The Big Short') has bet against the company, and this…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

Applied Digital (APLD)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Applied\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tApplied Digital (APLD)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

1 Buy, 0 Hold, 2 Sell \u2014 3 expert ratings on Applied Digital (APLD). Latest rating: TOP PICK (Oct 8, 2026) by The Weekly Buzzing Stocks by Billy Kawasaki.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Meta Platforms, Inc. (META)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Meta\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMeta Platforms, Inc. (META-Q) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

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

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

🛍 Consumer<\/strong><\/p>\n\n\n\n

Aritzia Inc. (ATZ.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Aritzia\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAritzia Inc. (ATZ.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

6 Buy, 3 Hold, 3 Sell \u2014 12 expert ratings on Aritzia Inc. (ATZ.TO). Latest rating: TOP PICK (Oct 2, 2026) by Bruce Murray.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Amazon.com, Inc. (AMZN)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Amazon.com,\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAmazon.com, Inc. (AMZN-Q) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about AMZN-Q: (A Top Pick May 02\/25, Up 33%) He'd put new $$ in today. Blip on the chart from $240 to $210 was when they raised capex on AI spending. Investors have now come around.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

💡 Utilities<\/strong><\/p>\n\n\n\n

talen energy (TLN)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"talen\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\ttalen energy (TLN)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Expert opinions on talen energy (TLN) \u2014 buy, sell, or hold ratings from Canadian and US analysts on Stockchase.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Constellation Energy (CEG)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Constellation\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tConstellation Energy (CEG)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

5 Buy, 0 Hold, 0 Sell \u2014 5 expert ratings on Constellation Energy (CEG). Latest rating: TOP PICK (Aug 28, 2026) by Brianne Gardner.<\/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

EMCOR Group (EME)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"EMCOR\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tEMCOR Group (EME-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about EME-N: Building of data centres will grow 23% this year as tech companies race to build them. EME is in construction, specializing in mechenical and engineering systems (HVAC, plumbing).\u00a0 Revenues are up, $25 EPS and trading at 25x PE, a little high, but they outperform and buyback shares. (Analysts\u2019 price target is $775.20)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

Lennar Corp. (LEN)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Lennar\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tLennar Corp. (LEN)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

3 Buy, 1 Hold, 3 Sell \u2014 7 expert ratings on Lennar Corp. (LEN). Latest rating: TOP PICK (Oct 7, 2026) by Bill Smead.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Fifth Third Bancorp (FITB)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Fifth\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tFifth Third Bancorp (FITB)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about FITB: Based in Cincinnati. Remember the Silicon Banking debacle of 2023? Banking took a swoon, and his firm picked up this one in\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

Brookfield Asset Management (BAM.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Brookfield\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBrookfield Asset Management (BAM.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

12 Buy, 3 Hold, 2 Sell \u2014 17 expert ratings on Brookfield Asset Management (BAM.TO). Latest rating: TOP PICK (Oct 8, 2026) by The Panic-Proof\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

Aon Corp. (AON)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Aon\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAon Corp. (AON)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about AON: Insurance broker, lumped in with AI losers. AI risk is not there. A commercial insurance broker, not just home and auto. Volume\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

Primaris REIT (PMZ.UN.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Primaris\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPrimaris REIT (PMZ.UN.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about PMZ.UN.TO: Largest enclosed mall operator in Canada. Strong niche -- not the highest-end mall, and not the lowest. Good acquisition\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

🛢 Basic Materials<\/strong><\/p>\n\n\n\n

Agnico-Eagle Mines (AEM.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Agnico-Eagle\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAgnico-Eagle Mines (AEM-T)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about AEM-T: (A Top Pick Jan 31\/25, Up 119%) Gold continues to remain in play, and gold stocks as a group continue to broadly lead. At the margin, we're seeing a race for resources. Globally, we're seeing a bit of anarchy and a movement away from law and order -- this is typically when…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

Alamos Gold Inc (AGI.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Alamos\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAlamos Gold Inc (AGI-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about AGI-T: Has come off with the price of gold. This name, along with AEM, is the best-run gold company in Canada, if not in the world. Both continually replace mines with fresh, high-quality reserves.\u00a0Production forecasts are spectacular. Stepped back to just below his downside target of $54. He's waiting for it to grip…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div>\n\n\n\n

⚡ Energy<\/strong><\/p>\n\n\n\n

Cenovus Energy (CVE.TO)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Cenovus\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCenovus Energy (CVE.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CVE.TO: On his farm team list of names he'd like to own. If RSI in energy were to turn higher, certainly a potential target for his\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

🚚 Industrials<\/strong><\/p>\n\n\n\n

CDW Computer Centers (CDWC)<\/a><\/p>\n\n\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"CDW\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tCDW Computer Centers (CDWC)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CDWC: Stockchase Research Editor: Michael O'Reilly CDW provides IT solutions to companies, government, healthcare and education groups\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

💹 ETF<\/strong><\/p>\n\n\n\n

iShares Bitcoin ETF (IBIT)<\/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 Bitcoin ETF (IBIT)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

5 Buy, 0 Hold, 0 Sell \u2014 5 expert ratings on iShares Bitcoin ETF (IBIT). Latest rating: TOP PICK (Sep 3, 2026) by The Panic-Proof Portfolio\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

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

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

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