{"id":43224,"date":"2019-02-08T15:17:55","date_gmt":"2019-02-08T15:17:55","guid":{"rendered":"https:\/\/stockchase.com\/discover\/?p=43224"},"modified":"2019-02-08T15:17:55","modified_gmt":"2019-02-08T15:17:55","slug":"23-stock-top-picks-and-5-etf-feb-01-07","status":"publish","type":"post","link":"https:\/\/stockchase.com\/discover\/23-stock-top-picks-and-5-etf-feb-01-07\/","title":{"rendered":"23 Stock Top Picks and 5 ETF (Feb 01-07)"},"content":{"rendered":"

This week there were 23 Top Picks and 5 ETF in a wide range of industries: Consumer, Financials, Industrials, Technology and ETF.<\/p>\n

Here are this week\u2019s Top Picks as selected by: Bruce Campbell<\/a>, Chris Stuchberr<\/a>, John O\u00b4Connell<\/a>, Hap (Robert) Sn<\/a>, Gerard Ferguson<\/a>, Colin Stewart<\/a>, Gordon Reid<\/a>, Cameron Hurst<\/a>, Terry Shaunessy<\/a> and David Burrows<\/a>.<\/p>\n

🛍 Consumer<\/strong><\/p>\n

Walt Disney (DIS-N)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Walt\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tWalt Disney Co. (DIS)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about DIS: Though a streamer like NFLX, they are in very different businesses. The opportunity in DIS is their succession plan which should\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Stryker Corp. (SYK-N)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Stryker\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tStryker Corp. (SYK)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about SYK: Good products, good reputation. Good long-term investment in the medical device area. If you own it, keep holding. Her exposure to\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Maple Leaf Foods (MFI-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Maple\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMaple Leaf Foods (MFI.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about MFI.TO: Meat segment has been doing well. Plant segment is a new and emerging area, and is #2 in NA. Trades at a significant discount\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

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

Opinion about LEN: Cash flow yield of 11% and strong technicals. Expert opinions on Lennar Corp. (LEN) \u2014 buy, sell, or hold ratings from Canadian and\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Home Depot (HD-N)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Home\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tHome Depot (HD)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about HD: Was down 1% today. It needs deeper interest rate cuts than 25 points as announced today to get this stock rallying. The stock will\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

🏛 Financials<\/strong><\/p>\n

Toronto Dominion (TD-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Toronto-Dominion\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tToronto-Dominion Bank (TD.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about TD.TO: (A Top Pick Feb 12\/25, Up 62%) Shows what sentiment can do to a stock. Multiple expansion has really driven the total return.\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Progressive Corp Ohio (PGR-N)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Progressive\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tProgressive Corporation (PGR)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about PGR: Good fundamentals with support at $59. It can move into into the $70s again. (Analysts\u2019 price target is $74.06)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Fairfax Financial (FFH-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Fairfax\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tFairfax Financial (FFH.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about FFH.TO: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

The Real Estate Select Sector SPDR Fund (XLRE-US)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"The\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tThe Real Estate Select Sector SPDR Fund (XLRE-US)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about XLRE-US: He likes the outside exposure to data centres and towers. This opens the door to participate in 5G. Yield 3.27%<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Canadian Apartment Properties (CAR.UN-T)<\/a><\/p>\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 Apartment Properties (CAR.UN.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CAR.UN.TO: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

🚚 Industrials<\/strong><\/p>\n

Canadian National R.R. (CNR-T)<\/a><\/p>\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 National R.R. (CNR.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CNR.TO: Great business, always expensive, so he doesn't own. Oligopoly along with CP, and those businesses aren't going away. With\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

WSP Global Inc. (WSP-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"WSP\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tWSP Global Inc. (WSP.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about WSP.TO: Core holding. Great executional track record with M&A and organic growth. CAGR of 20%. With the global trade war unleashed,\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Raytheon (RTN-N)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Raytheon\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tRaytheon (RTX)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about RTX: (A Top Pick Dec 14\/23, Up 47%) Share had dipped because contaminants had gotten into a system, so he put during that momentary\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Canadian Pacific Rail (CP-T)<\/a><\/p>\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 Pacific Rail (CP.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about CP.TO: He likes the rails. It's a high-quality industrial with huge barriers to entry. The KC merger gave it synergy. It trades at a\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Air Canada (AC-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Air\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAir Canada (AC.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about AC.TO: Stockchase Research Editor: Michael O'Reilly If you can wrap your head around buying at the time of a potential labour strike -\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

ATS Automation (ATA-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"ATS\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tATS Automation Tooling Systems (ATS.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about ATS.TO: AI is a really hot theme that's being chased. Operating fundamentals not as strong as he would have thought, in terms of profit\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

💻 Technology<\/strong><\/p>\n

Box, Inc. (BOX-N)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Box,\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBox, Inc. (BOX)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about BOX: They manage Cloud content for Fortune 500 companies, like helping you look for specific data using AI. Big companies aren't hiring\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Alphabet Inc. (A) (GOOGL-Q)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Alphabet\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAlphabet Inc (GOOG)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about GOOG: Thinks it'll be a winner. The Mag 7's are tired, but you need to have some exposure from a portfolio diversification perspective.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Baylin Technologies (BYL-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Baylin\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBaylin Technologies (BYL.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about BYL.TO: They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Kinaxis Inc (KXS-T)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Kinaxis\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tKinaxis Inc (KXS.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about KXS.TO: Nice niche. SaaS in the cloud, but caters to supply chains with a rapid response platform. An example of SaaS that can\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Facebook (FB-Q)<\/a><\/p>\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)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about META: recent lawsuits Lawsuits take many years. They are a dominant platform that executes. Is watching it. He nearly bought it a few\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Servicenow (NOW-N)<\/a><\/p>\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)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about NOW: Business software stocks have been hammered by the market feeling that they will taken over by AI, but we haven't seen this in the\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Mastercard Inc. (MA-N)<\/a><\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Mastercard\t\t\t\t<\/span>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMastercard Inc. (MA)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about MA: Yesterday off by 5.5%, and that's continuing today. Pretty big reversal from high of around $591. See how it plays out. Volume on\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

💹 ETF<\/strong><\/p>\n

iShares MSCI Emerging Markets (XEC-T)<\/a><\/p>\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 Emerging Markets (XEC.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about XEC.TO: (A Top Pick Feb 04\/19, Up 4%) Correlated to the commodity play (and China). Likes it long term. China has been a crappy place\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

iShares MSCI Brazil ETF (EWZ-N)<\/a><\/p>\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 Brazil Index Fund (EWZ)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about EWZ: (Top Pick May 3\/17, Down 10%) His picks are always month by month. Brazil was moving nicely and then suddenly unpredicted\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

iShares DJ Medical Devices E.T.F. (IHI-N)<\/a><\/p>\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 DOW JONES US MEDICAL DEV.(ETF) (IHI)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about IHI: (A Top Pick Jul 11\/18, Up 19%) A great example of demographic and diabetes trends that has created huge growth in demand. A sad,\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

iShares Core Bal. ETF (XBAL-T)<\/a><\/p>\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 Core Bal. ETF (XBAL.TO)\t\t<\/a>\n\t<\/div>\n\t
\n\t\t\n\t\t\t

Opinion about XBAL.TO: You buy it once and you don't have to do anything else if you buy it in a registered account. You don't have to think. MER is\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t

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

Invesco Euro 350 ETF (EQE – NEO)<\/p>\n

Use this list wisely to identify buying opportunities.
\nHappy trading !!!<\/p>\n","protected":false},"excerpt":{"rendered":"

This week there were 23 Top Picks and 5 ETF in a wide range of industries: Consumer, Financials, Industrials, Technology and ETF. Here are this week\u2019s Top Picks as selected by: Bruce Campbell, Chris Stuchberr, John O\u00b4Connell, Hap (Robert) Sn, […]<\/p>\n","protected":false},"author":9,"featured_media":22893,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cwp_meta_box_check":"","cwp_rev_product_name":"","cwp_rev_product_image":"","wppr_links":[],"cwp_rev_price":"","wppr_options":[],"wppr_pros":[],"wppr_cons":[],"footnotes":""},"categories":[9],"tags":[42],"class_list":["post-43224","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top","tag-top-picks"],"wppr_data":[],"_links":{"self":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/43224","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/comments?post=43224"}],"version-history":[{"count":0,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/43224\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media\/22893"}],"wp:attachment":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media?parent=43224"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/categories?post=43224"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/tags?post=43224"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}