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1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Brianne Gardner

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COMMENT

The focus has shifted from tariffs to rate cuts. The Canadian and US central banks have delivered cuts that kicked off a new cycle. Initial reaction was mixed, but that's not unusual as investors recalibrate the path and pace of future cuts. We could see a bigger pullback from all-time highs, but not a break from this uptrend, led by the tech giants, consumer discretionary and utilities. On the TSX, materials and financials continue to lead. Bank stocks are climbing (she's bullish). Industrials lag, waiting for a clear outlook.

BUY

Owns ATD instead. They just announced a strategic loyalty rewards with Tim Horton's, a big step. They beat estimates last earnings. Have a growing loyalty ecosystem, but is concerned with big ticket items and the effect of tariffs. Sees 6% upside.

PARTIAL BUY

Sees more upside, very bullish. Owns many shares. Q2 reported record revenues. Is still dominant in AI chips. Boasts high margins. A high PE, yes. Don't buy all in now, but be tactical. She trims when the stock price runs up, so you need to actively manage this.

BUY

Still owns gold through ETFs. Rates 9/10 in her book. Shares enjoy a great upward trend. Continues to hold this.

DON'T BUY

Scores 6 in value and 7 for fundamentals. Still have dominant market share, but negative publicity over pricing can hurt brand trust as well as regulatory oversight. The market sees 16% upside. Doesn't know why there was a big drop-off this year, something to do with product pricing and customer loyalty.

HOLD

Scores 6/10 in fundamentals. TD is up 50% this year vs. BNS 22%. BNS also lags over 20 years, with RY and NA being the best performers. She owns Royal instead. BNS is the leading Canadian bank. Maybe BNS will catch up to peers. They continue to have a footprint in Latin America, continue to invest in technology, and their Q2 showed steady loan growth and stable credit quality. Continue to hold if you own.

WEAK BUY

Aging demographics continue to be a tailwind, but prefers Chartwell. Scores 7 for value and 5 for fundamentals. The 5% dividend could be stable. They operate across Canada in many markets and constantly add new properties.

WEAK BUY

Scores 9 for fundamentals, and 4 for value. The street targets 24% upside. Q2 reported record revenue though gross profit margins dipped due to input costs. Could be vulnerable to rising raw materials costs and supply chain disruptions. They still lead in their industry with a dominant footprint. Data centre demand could be a driver.

PAST TOP PICK
(A Top Pick Nov 05/25, Down 18%)

Demand from biopharma and research labs is improving. Core business has a healthy outlook. Have a big backlog and smoother execution are a growth engine. Is trading below historic valuations. Has 19% upside.

PAST TOP PICK
(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% dividend. Sees 195 upside.

PAST TOP PICK
(A Top Pick Nov 05/25, Up 15%)

Despite volatile energy prices, they have held their margins. Their US business accounts for 70% of revenue. Net debt is under 1x EBITDA, leaving room for buybacks. Valuations are attractive. Sees 12% upside.

SELL

She sold as headwinds mounted and too many leadeship changes. Berkshire's stake renewed attention in this name, but shares dropped again after an earnings miss and guidance cut.

HOLD

Scores 7 for fundamentals. The street targets 44% upside. Revenues are up 42% and net income 67%. Continue to hold and ride it out. Has a strong tech platform that's expanding to the UK. Non-prime lending is a little risky. 

BUY

Offers growth, focusing on industrials and e-commerce. A good growth runway.

BUY

Is stable, with apartments remaining strong with steady rent growth.

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