TOP PICK

A cloud software company that helps manage problems between businesses and customers, like say BestBuy and a customer having trouble with a TV they bought. They are growing at 40% a year and continue to surpass earnings estimates. Up 5% today alone after positive coverage by an analyst. This'll reach $100 soon and could be a takeover target. (Analysts’ price target is $101.20)

TOP PICK

A cybersecurity company that protects email. He likes their international growth opportunities. They seem to be latching onto Microsoft Office's 365; the more MSFT goes into the cloud, the more customers will need email protection, which is where PFPT comes in. He sees 25% upside in the next 12 months. He's been adding to his position. (Analysts’ price target is $138.92)

COMMENT
After the Dec. 24 low, the market ran ahead and corrected, but stayed above that--that was really positive. This has been a great week, but it will be a little harder. The VIX was up today. Copper and energy stocks aren't participating in the current rally. Bonds are overdone now, but the markets won't take off until copper (connected to China) and energy rev up. Keep an eye on the 10-year rate which influences all, including home mortgages. He doubts we'll see a rate cut from the US Fed in June. We're at a seminal moment. The 10-year yield could increase, likely gradually. The economic backdrop is not terrible; Canada's job numbers are strong and our rate could actually increase.
STRONG BUY
The chart shows a bottoming, reverse head-and-shoulders pattern. If we rise above $45, the chart will likely shoot up to $50. The chart looks positive. His indicators show a strong buy signal. The technicals look really good.
DON'T BUY

On his last appearance, he was concerned with CM around $109, and in May he said that if this fell below $105, there would be troubles. $105 would become resistance. He owns RY, BMO and TD. Unless CM cracks $105, CM will be stuck between $100-105. There are better places to go.

BUY
He loves it. Since 2013, there's been a fine uptrend. You can buy this long-term, buy, forget it and do well. This will continue to rise. Don't wait for a correction.
COMMENT
Gold Gold is hitting resistance now at $1,351, very much linked to the strong USD--the market is telling us to own gold. (Gold) producers usually lead the price of the commodity, both the upside and downside. We have a breakout now in those producers, so he predicts a breakout in gold itself.
DON'T BUY

It's a consumer discretionary stock. Canadian consumption is up 7.7% the last quarter and is hitting a 20-year high. However, CTC is in a steady downtrend. Around $142 is resistance, a problem. His indicators are pointing down on this stock. There's also a lot of overhead supply, too. There must be something fundamental affecting this stock.

BUY
Resistance is at $36.75, but he expects it to breakout to the mid-$40's. Looks pretty good, and all indicators point upward. The USD is the linchpin; if the USD pushes up, gold goes back down. But he's bullish gold.
PAST TOP PICK
(A Top Pick Mar 22/19, Down 6%) One of the best mining stocks. It fell to $24 in October, and recently returned to February lows around $27. The lows are higher, which is reassuring. The deep cyclical stocks aren't moving these days. If it falls below $28, then it will likely return to $26. TECK really ramped up in April during the China-US trade talks, so until there's clarity on those talks, TECK won't go anywhere.
PAST TOP PICK
(A Top Pick Mar 22/19, Up 2%) Resistance at $24 but we'll probably see a push higher as the real estate markets heat up again.
PAST TOP PICK
(A Top Pick Mar 22/19, Up 5%) Been on an uptrend since January. It's making a new high. Buy it--it'll keep making new highs, but if interest rates rise, you don't want to own utilities.
COMMENT

This has had a slow downtrend for the last 12 months. But seasonality kicks in during the summer for oil stocks, and the US dollar will help this dramatically if the USD breaks down. ERF pays a decent yield. Good management. The current price south of $10, we hit it in 2015, and faced resistance in 2016 with several touches in 2017. If it keeps falling, it will fall to $6-7. July should push this to $11, and it could move back to $16.

BUY
He doesn't follow this, but the $31 level is key. NFI has held this for six months. That said, it was well over $60 at the start of 2018. Infrastructure money fell away. $40 is resistance. He has a buy signal this week as indicators are turning up.
HOLD
Monday it saw a big move up, and it rose above $4.59, but it faces resistance at $5, which is a tight band. If it breaks above $5, it'll be clear sailing to $6. If you own this, you're well set-up. If you don't, look at another gold stock. Gold will rise and so will this stock.