Torc Oil & Gas Ltd (TOG-T)<\/a> Opinion about TOG-T: (A Top Pick Nov 20\/21, Up 69%) Liked it for assets. Ultimately sold to Whitecap.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Birchcliff Energy Ltd. (BIR-T)<\/a> Opinion about BIR-T: He lkes the size of the company but it has leverage issues. Could be a beneficiary of consolidation in the U.S. He wants to see long term past success of management.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Tourmaline Oil Corp (TOU-T)<\/a> Opinion about TOU-T: (A Top Pick Aug 27\/25, Up 5%) (Note the short timeframe.)\u00a0 He's been legging in a bit at a time for the better part of a year. If you look at a 3-year chart, you can see the swing pattern for trading. You can buy it somewhere near $60, and sell it…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 💡 Utilities<\/strong><\/p>\n Atlantic Power Corp. (ATP-T)<\/a> Opinion about ATP-T: They generate electivity and sell it. As we move in this direction this company will have a foothold and niche. It is a capital intensive business and interest rates rising will be a problem.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🛢 Basic Materials<\/strong><\/p>\n Turquoise Hill Resources (TRQ-T)<\/a> Opinion about TRQ-T: It's in production. The question is how much more capital does it require. It is a good deposit and they have a good partner, but Mongolia is and will be an issue. It is highly levered to copper prices and you still have the geopolitical risk. It is a big asset in…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🏛 Financials<\/strong><\/p>\n Morguard Corporation (MRC-T)<\/a> Opinion about MRC-T: NAV materially higher than share price. Doesn't see catalysts for NAV increasing, so discount will continue. Asset base is mainly retail and office, sectors that are somewhat out of favour. Earnings potential not great. Higher than average cost of debt.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Bank of America (BAC-N)<\/a> Opinion about BAC-N: In the middle tier you have money-centre banks like BAC. It's not as inexpensive as Citi, and doesn't have quite the pedigree of JPM, but positioned well to do very good things on earnings with a steepening of the yield curve. He's overweight the banks.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Wells Fargo (WFC-N)<\/a> Opinion about WFC-N: Sales and earnings beat, some of that was from lower provisions for credit losses. WF cut their full-year forecast. Shares were punished by 5% yesterday. He's sticking by this, though. Trusts the CEO to get things back on track.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 💻 Technology<\/strong><\/p>\n Microsoft (MSFT-Q)<\/a> Opinion about MSFT-Q: (A Top Pick Apr 15\/24, Up 24%) Steady 10-15% earnings growth, and a lot flows through to FCF. Can easily fund a lot of the AI buildout. Can't actually build fast enough to get the GPUs they need to grow the business, so this might be an issue. Azure still growing almost…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Cisco (CSCO-Q)<\/a> Opinion about CSCO-Q: Stock's been performing decently. Technical structure looks OK. Price is above 200-day MA, which is moving higher. 17x forward PE for only 8% earnings growth, where typically in tech you want 10-20%. Not pricey, but not cheap. For growth, you want an NVDA or AMZN.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Intel (INTC-Q)<\/a> Opinion about INTC-Q: No need to go there. Lots of positive news around the name, but it's really just geographic positioning. Floundering, and government buy-in came at the right time -- pure luck. They care in the US, because they want it to be a US manufacturer of chips. NVDA took its crown.Instead, look at…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Apple (AAPL-Q)<\/a> Opinion about AAPL-Q: At this point, pretty fully priced. iPhone 17 seems to have a lot of traction, taking many by surprise. Lots of new features, plus it's in a replacement cycle. If you own it, write some short-dated, 1- or 2-week calls with a strike price of ~$265-270. Not much runway left.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🚚 Industrials<\/strong><\/p>\n General Electric (GE-N)<\/a> Opinion about GE-N: Is up 49% this year. Take some profits. Led by a strong CEO. However, it's possible it could come down after this run.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 👨⚕️ Healthcare<\/strong><\/p>\n Pfizer Inc (PFE-N)<\/a> Opinion about PFE-N: One of the most interesting stocks out there. One of the world's leading pharma companies. Still has a very strong research platform. Earnings have been improving due to cost-cutting. Will probably hit another homerun drug in the next few years. Yield is almost 7%, not in trouble.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🛍 Consumer<\/strong><\/p>\n Comcast Corp (CMCSA-Q)<\/a> Opinion about CMCSA-Q: Stockchase Research Editor: Michael O'Reilly Faced with recently reported loss of customers, CMCSA is taking drastic steps to increase offerings to its customers.\u00a0 Analysts expect this will stem the tide and allow the company to regain growth.\u00a0 Despite all this, cash reserves are growing while shares are aggressively bought back -- albeit…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Coca-Cola Company (KO-N)<\/a> Opinion about KO-N: (A Top Pick Nov 05\/25, Up 4%) Is the gold standard of beverages with a reach into 200 countries. Revenue grew 5% last quarter and volumes are improving again. They have pricing power. Margins are resilient. EPS should grow 7-9% in 2025. Trades at 22x forward PE is stable, paying a 3%…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 📱 Telecommunications<\/strong><\/p>\n AT&T (T-N)<\/a> Opinion about T-N: Long-term outlook is hard to say. Stock's doing well by putting 2 satellite companies together, thereby creating value. He owns a bit. Big run in a short time.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\nA well-run oil producer that has a good management team. They are generating positive cash flows. They usually underpromise and over-deliver. The dividend is considered safe. Their yield is 6 per cent.<\/p>\n![\"Torc](\"https:\/\/data.wealthica.com\/api\/securities\/TOG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA Canadian natural gas company. It has done well and is generating cash flow. The balance sheet is in good shape and they are paying off some debt. They also raised dividends last quarter.<\/p>\n![\"Birchcliff](\"https:\/\/data.wealthica.com\/api\/securities\/BIR-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA natural gas producer. The company is adding more liquids and are looking to have more cash flow. Signs point to a dividend raise or a stock buyback.<\/p>\n![\"Tourmaline](\"https:\/\/data.wealthica.com\/api\/securities\/TOU-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA power generation and distribution company. The company has assets in the U.S. and Canada. As consumers rely increasingly on electricity, the business has a good niche. A lowering of interest rates will help this company\u2019s stock price rise.<\/p>\n![\"Atlantic](\"https:\/\/data.wealthica.com\/api\/securities\/ATP-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA mineral exploration and development company. They have one of the best copper deposits in the world. RioTinto owns about 51 per cent of the company. This company is sensitive to copper prices.<\/p>\n![\"Turquoise](\"https:\/\/data.wealthica.com\/api\/securities\/TRQ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA well-run real estate company that holds a diverse portfolio of properties across North America. They buyback stocks with their free cash flow. There is not a lot of volume but is at a good price right now.<\/p>\n![\"Morguard](\"https:\/\/data.wealthica.com\/api\/securities\/MRC-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey are well positioned to increase dividends or buy back stocks. It is quite cheap although it\u2019s gone sideways for the last year. They are reducing cost and changing their capital ratios.<\/p>\n![\"Bank](\"https:\/\/data.wealthica.com\/api\/securities\/BAC-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nIt\u2019s selling at a discount to other U.S. banks. They were hit with a sanction for front running customers and other corporate malfeasance. The Fed is now monitoring them so tread carefully.<\/p>\n![\"Wells](\"https:\/\/data.wealthica.com\/api\/securities\/WFC-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nTheir software as a service with subscriptions is doing very well. The cloud department is growing. The margins are high and it is a more defensive name in the tech sector. They are turning the company into a utility in some sense.<\/p>\n![\"Microsoft](\"https:\/\/data.wealthica.com\/api\/securities\/MSFT-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA company that will benefit from 5G. The software earnings are also doing well. There are some concerns over the trade war as their hardware might be subject to tariffs.<\/p>\n![\"Cisco](\"https:\/\/data.wealthica.com\/api\/securities\/CSCO-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey\u2019re in a mature market and the gross margins are not expanding. The stock showed some weakness with the new China tariffs.<\/p>\n![\"Intel](\"https:\/\/data.wealthica.com\/api\/securities\/INTC-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA leader in the market and has more cash on the balance sheet than some countries. There are concerns over consumer privacy and slowing iPhone sales but the company is not going away.<\/p>\n![\"Apple](\"https:\/\/data.wealthica.com\/api\/securities\/AAPL-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThe beleaguered company had its first quarter of beating expectations. The management is doing its best to survive but the company has been evolving so rapidly that it is hard to say how it will go. This has become more and more a speculative stock.<\/p>\n![\"General](\"https:\/\/data.wealthica.com\/api\/securities\/GE-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThe largest pharmaceutical company. It is holding and is more of a protective play. They have successfully acquired some companies and have promising drugs. There are only a few products coming off patents so it is a pretty safe pick.<\/p>\n![\"Pfizer](\"https:\/\/data.wealthica.com\/api\/securities\/PFE-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey have a U.S. market penetration of 45 per cent. They have low volatility and pays a good dividend. The largest broadcasting company and are somewhat protected from Netflix streaming as they provide the internet network to consumers.<\/p>\n![\"Comcast](\"https:\/\/data.wealthica.com\/api\/securities\/CMCSA-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA defensive play. A consumer staple name that is diversifying away from their main product and getting more into sports drinks. They also recently purchased a coffee company with a lot of growth.<\/p>\n![\"Coca-Cola](\"https:\/\/data.wealthica.com\/api\/securities\/KO-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA major telecommunications company in the U.S. They are selling off assets to pay off debt. A company in a tough environment that made big bets on acquisitions. Their dividend is high but the stock has been range bound.<\/p>\n![\"AT&T](\"https:\/\/data.wealthica.com\/api\/securities\/T-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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