🛢Basic Materials<\/strong><\/p>\n\n\n\n Wheaton Precious Metals (WPM-T)<\/a><\/p>\n\n\n Opinion about WPM-T: Royalties, not mining. Even if gold prices become more volatile, this name is in a very strong position. Exposure to upside -- but with lower costs, more predictable margins, and less execution risk. Clean balance sheet, strong cashflow, no debt.\u00a0Sees ~56% upside, her price target is $257. Yield is 0.65%. (Analysts\u2019 price…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💻 Technology<\/strong><\/p>\n\n\n\n IBM Common Stock (IBM-N)<\/a><\/p>\n\n\n Opinion about IBM-N: Growing from multiple angles, yet valuation still reasonable. Stable and embedded business complemented by new growth drivers. Consulting business helps companies implement AI, and that's where the real spending is. Strong in hybrid cloud, managing data across environments. Quantum computing already being used with potential for energy, healthcare, manufacturing.\u00a0Drop in February due…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Analog Devices (ADI-Q)<\/a><\/p>\n\n\n Opinion about ADI-Q: Quietly becoming a key player in AI infrastructure. Makes components that help move and manage electricity inside data centres. Data centres and related segments are now about 20% of revenue, growing strongly. Also tied into long-term themes of automation, electrification, and industrial recovery.Strong margins. Not a crowded trade. Sees ~25% upside. Ranks…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Microsoft Corp (MSFT-Q)<\/a><\/p>\n\n\n Opinion about MSFT-Q: The street isn't impressed with this tech giant's AI offering, and shares have been punished 23.5% so far this year and lost all its gains in the past 12 months. Are we talking about Alphabet a year ago? No, it's Microsoft today. MSFT is also saddled by the SaaSpoclypse, now slowly fading.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Taiwan Semiconductor MFG. (TSM-N)<\/a><\/p>\n\n\n Opinion about TSM-N: Cornerstone of all things AI. 72% market share. Trades at a discount to its customers, even though it does the hardest work and has a monopoly on future of innovation. Growing 20-40% consistently in next few years.\u00a0Good choice as part of a diversified portfolio. Yield is 1.19%. (Analysts\u2019 price target is $430.31)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Uber (UBER-N)<\/a><\/p>\n\n\n Opinion about UBER-N: They have millions of entrenched customers, plus Uber Eats. They have global presence and are capital-lite. Their platform can spawn other businesses like ads, which would be huge. Also, they have a great balance sheet. (Analysts\u2019 price target is $104.51)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Rocket Lab USA (RKLB-Q)<\/a><\/p>\n\n\n Opinion about RKLB-Q: In the last quarter, the company reported -0.09 USD per share, beating the -0.10 USD estimate by 8.95%. Revenue for the same period reached 179.65 M USD, despite the estimate of 176.83 M USD. For the next quarter, analysts expect -0.07 USD in earnings per share and 190.9 M USD in revenue.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🏛 Financials<\/strong><\/p>\n\n\n\n Visa Inc. (V-N)<\/a><\/p>\n\n\n Opinion about V-N: Theory is that with agentic AI, we don't need V for payment rails anymore. For the past decade, has grown at 10-11% on revenue and that's expected to continue. Trading at a discount to its history, yet business is as robust as ever. Long-term hold. Yield is 0.90%. (Analysts\u2019 price target is…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Manulife Financial (MFC-T)<\/a><\/p>\n\n\n Opinion about MFC-T: He just bought it. Great execution, fine asset management and is a cash cow. Can increase the dividend again. Yields nearly 5% and trades under 10x PE. They will keep buying back stock. Also, they have little credit exposure, so no credit worries. (Analysts\u2019 price target is $56.11)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Citigroup Inc. (C-N)<\/a><\/p>\n\n\n Opinion about C-N: This comeback story has ripped around 55% in the past 12 months compared to JP Morgan at 19% and Bank of America at 12%. It trades at a discount to book value and to peers, while its ROE is climbing. Last January, Citi reported 8% revenue growth, +35% EPS and +14% net…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Bank of Nova Scotia (BNS-T)<\/a><\/p>\n\n\n Opinion about BNS-T: It's charm amongst peers is its relative valuation. Fairly inexpensive at ~1.5x book value. Large Canadian banks have all done well, but this one has lagged. Most international of Canadian banks.\u00a0Strong capital base. Dividends should continue to increase over time. Very strong yield of 4.54%. (Analysts\u2019 price target is $105.29)<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💹 ETF<\/strong><\/p>\n\n\n\n VANGUARD US DIV APPR IDX ETF (VGG-T)<\/a><\/p>\n\n\n Opinion about VGG-T: Stockchase Research Editor: Michael O\u2019Reilly We again reiterate this low-MER ETF offering exposure to US high tech giants along with dividend growing companies, as a TOP PICK.\u00a0 It manages well in good times and holds its value better during market declines.\u00a0 We recommend maintaining the stop at $99, looking to achieve $125…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t iShares MSCI USA Minimum Volatility (XMU-T)<\/a><\/p>\n\n\n Opinion about XMU-T: Stockchase Research Editor: Michael O\u2019Reilly We again 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 $108 -- upside potential over 17%.\u00a0 Yield 1.0%<\/p>\n\t\t<\/span>\n\t<\/div>\n\t iSHARES SP TSX COMP HIGH DIV INDEX ETF (XEI-T)<\/a><\/p>\n\n\n Opinion about XEI-T: High dividend, Canadian focus. Chart looks great. He's been underweight Canada a bit and is looking to catch up as a tactical addition. Canada may get a boost from sustained higher oil prices and the various national projects in the works.A bit of a hedge against high oil prices and gold. This…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Vanguard FTSE ex NA Hh Dividend Yield ETF C$ (VIDY-T)<\/a><\/p>\n\n\n Opinion about VIDY-T: He still has a high weighting in the US. But he's looking to see what else is moving out there and to tap into a broader approach. He's playing defense by avoiding a heavy concentration in the US. Dividends tend to be a good factor to screen for. MER is 0.32%.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Global X 0-3 Month T-Bill ETF CAD (CBIL-T)<\/a><\/p>\n\n\n Opinion about CBIL-T: For anyone who's nervous, between moves, or keeping $$ on the side. Goes up, pays a dividend, goes back down. MER is 0.1%.One neat feature of this ETF.... If you're looking to exchange currency on a hefty amount of money (say, from selling property in the US), you can buy this as…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t iShares Global Infrastructure E.T.F. (IGF-Q)<\/a><\/p>\n\n\n Opinion about IGF-Q: Stockchase Research Editor: Michael O\u2019Reilly Inflation, global energy infrastructure and even AI data center interest make IGF a TOP PICK candidate. \u00a0It holds 110 electric, natural gas, pipeline, road and airport management companies worldwide. \u00a0It offers a good yield that has seen the dividend grow by 15% annually over the past five…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Global X Copper Miners ETF (COPX-N)<\/a><\/p>\n\n\n Opinion about COPX-N: Stockchase Research Editor: Michael O\u2019Reilly Inflation, global energy infrastructure and even AI data center interest make COPX a TOP PICK candidate.\u00a0 It holds 47 copper mining companies worldwide, including Canada, Chile and China.\u00a0 It offers a good yield that has seen the dividend grow by 30% annually over the past five years.\u00a0…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Global X Uranium ETF (URA-N)<\/a><\/p>\n\n\n Opinion about URA-N: Stockchase Research Editor: Michael O\u2019Reilly Inflation, global electricity\u00a0 and even AI data center growth make IGF a TOP PICK candidate.\u00a0 It holds uranium mining\u00a0 companies worldwide - 23% of which is held in Cameco.\u00a0 It offers a good yield that has seen the dividend grow by 35% annually over the past five…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🛍 Consumer<\/strong><\/p>\n\n\n\n Dollarama Inc. (DOL-T)<\/a><\/p>\n\n\n Opinion about DOL-T: When they reported their Q4 last week, same-store sales missed estimates and shares plunged nearly 8%. Are things that bad? Canadian same-store sales increased 1.5% and not the expected 2.8%, and fell 1.6% in traffic though rose 3.1% rise in basket size. Keep in mind that parts of Canada (i.e. Ontario) suffered…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t ⚡ Energy<\/strong><\/p>\n\n\n\n Vermilion Energy Inc (VET-T)<\/a><\/p>\n\n\n Opinion about VET-T: TSX-listed, yet international in scope. France, Netherlands, Germany, Ireland, Australia, plus Canada. Demand for energy in Europe growing quite rapidly. A number of years back, Europe shut down a lot of coal, nuclear, etc. -- a strategy based on hope. With wars in Ukraine and Middle East, Europe's realizing it needs more…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t W&T Offshore, Inc. (WTI-N)<\/a><\/p>\n\n\n Opinion about WTI-N: In the last quarter, the company reported -0.14 USD per share, beating the -0.12 USD estimate by -21.74%. Revenue for the same period reached 121.71 M USD, despite the estimate of 124.20 M USD. For the next quarter, analysts expect -0.14 USD in earnings per share and 126.71 M USD in revenue.…<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💡 Utilities<\/strong><\/p>\n\n\n\n![\"Wheaton](\"https:\/\/data.wealthica.com\/api\/securities\/WPM-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![\"IBM](\"https:\/\/data.wealthica.com\/api\/securities\/IBM-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![\"Analog](\"https:\/\/data.wealthica.com\/api\/securities\/ADI-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![\"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![\"Taiwan](\"https:\/\/data.wealthica.com\/api\/securities\/TSM-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![\"Uber](\"https:\/\/data.wealthica.com\/api\/securities\/UBER-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![\"Rocket](\"https:\/\/data.wealthica.com\/api\/securities\/RKLB-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![\"Visa](\"https:\/\/data.wealthica.com\/api\/securities\/V-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![\"Manulife](\"https:\/\/data.wealthica.com\/api\/securities\/MFC-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![\"Citigroup](\"https:\/\/data.wealthica.com\/api\/securities\/C-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![\"Bank](\"https:\/\/data.wealthica.com\/api\/securities\/BNS-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![\"VANGUARD](\"https:\/\/data.wealthica.com\/api\/securities\/VGG-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![\"iShares](\"https:\/\/data.wealthica.com\/api\/securities\/XMU-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![\"iSHARES](\"https:\/\/data.wealthica.com\/api\/securities\/XEI-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![\"Vanguard](\"https:\/\/data.wealthica.com\/api\/securities\/VIDY-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![\"Global](\"https:\/\/data.wealthica.com\/api\/securities\/CBIL-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![\"iShares](\"https:\/\/data.wealthica.com\/api\/securities\/IGF-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![\"Global](\"https:\/\/data.wealthica.com\/api\/securities\/COPX-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![\"Global](\"https:\/\/data.wealthica.com\/api\/securities\/URA-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![\"Dollarama](\"https:\/\/data.wealthica.com\/api\/securities\/DOL-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![\"Vermilion](\"https:\/\/data.wealthica.com\/api\/securities\/VET-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![\"W&T](\"https:\/\/data.wealthica.com\/api\/securities\/WTI-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
![\"Atco](\"https:\/\/data.wealthica.com\/api\/securities\/ACO.X-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![\"Tesla](\"https:\/\/data.wealthica.com\/api\/securities\/TSLA-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