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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by Brooke Thackray

COMMENT

Believes low unemployment rate in the USA (~3.4%) adding fuel to inflation.
Low unemployment rate correlated with under performing stock market.
Unemployment not a good indicator on state of economy.
Thinks economy and stock market in for a tough quarter. 

Unknown
TOP PICK

Consumer staples, a.k.a., "boring business" models performing well.
Current price is demanding a premium, but investors willing to pay.
Excellent way to get exposure to consumer staples.
Good time of the year to buy "defensive names".

E.T.F.'s
TOP PICK

Defensive name that provides exposure to health care sector.
Very strong sector as health care demand not going away.
Excellent prospects for healthcare during summer months.

E.T.F.'s
TOP PICK

Medium term (under 10 years) bond that is a safe/defensive name.
Will perform well during the summer months.
Expecting capital gains on the stock for investors.
Current yield at ~2.25% (expecting to rise).

E.T.F.'s
PAST TOP PICK
(A Top Pick Jan 24/23, Up 5%)

Energy shares struggling first half of 2023.
Not a good pattern for investors. 
Has sold shares.

E.T.F.'s
PAST TOP PICK
(A Top Pick Jan 24/23, Down 5%)

Canadian banks due well over long term.
Banking at top of cycle - as a result- banks not performing.
Financial sector concerns weighing on share price.
Hold on shares.

E.T.F.'s
PAST TOP PICK
Eastman Chemical
(A Top Pick Jan 24/23, Down 10%)

Cyclical business that hasn't performed well.
Seasonality affecting share price (May-October).
Expecting better performance of shares.
Sign that economy is soft.

chemicals
DON'T BUY
Nutrien Ltd.

Would not be buying at current share price.
Past year - has under performed.
Wheat prices negatively affecting business.
Upcoming earnings reports will be pivotal.
Technicals not strong on business.

agriculture
DON'T BUY
Pfizer Inc

Passing Covid-19 pandemic negatively affecting business.
Sales not as strong after pandemic ending.
Betting on recovery of sales (not worth taking).
Would not recommenced shares in company right now.
Wait for share price to fall.

biotechnology / pharmaceutical
BUY ON WEAKNESS
Agnico-Eagle Mines

Likes business - thinks is a fantastic company.
Excellent assets in Canada.
Not "in season" for investors
Would wait to buy in June.

precious metals
BUY ON WEAKNESS
Cenovus Energy

Great company, but share price driven by price oil.
Wait to buy.
Not a good time to be in energy.

oil / gas
TRADE
Tourmaline Oil Corp

Natural gas performs well from March to June.
Not seeing performance this year.
Would own shares for the short term.
Very strong company.

oil / gas
BUY ON WEAKNESS
Lockheed Martin

5 segments within business - has solid diversification. 
50% of business with US government.
Defensive name that is good long term hold.
Current share price high - would wait for shares to fall.

Transportation
DON'T BUY
TD Bank

Recent weakness on share price given banking concerns.
Massive short position on shares.
Shares not performing well.
Earnings coming up soon.
Would wait to invest in business. 

Financial Services
BUY ON WEAKNESS
Stantec Inc

Great company in strong sector.
Shares have performed well the past few years.
Goo long term investment. 
Would wait to buy after seasonality (purchase in September).

consulting
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