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A regulated utility and they make green energy. 90% of revenues come from the U.S. It's defensive with a visible cash flow. Their renewable business is supported by long-term contracts. The 4.5% dividend is safe and will continue to rise. AQN recently raised $1 billion to fund their capital program this year into next. They've partnered with Chevron to develop their renewable energy. Last week, they bought a Chilean water utility and may buy the rest of it later. Overall, they're expanding their renewable power space. They have room to grow geographically here and abroad. Strong growth prospects here and an income stock. We're already seeing capital pour into renewable power globally and here in Canada. (Analysts’ price target is $20.59)

electrical utilities
TOP PICK
A diversified healthcare name. The pharma drug pipeline is robust with success launching products that should continue. Strong balance sheet and pays under a 3% yield that they've increased in 50 straight years. The medical devices unit got hit by the lockdown, but surgeries are coming back (they reportedly snapped back to 85% pre-Covid). They are developing a vaccine, but won't make a profit, they say, in the first stage. (Analysts’ price target is $163.63)
biotechnology / pharmaceutical
TOP PICK

Food retailing is defensive. Unlike Empire, Loblaw owns Shoppers which gives it an edge. Loblaw is expanding their health business, entering digital health with a new acquisition. The locations of both Loblaw and SDM are great and boast a 30% market share. People are becoming comfortable using online medical services, a trend that will continue across North America long term. The growth rate in their click-and-collect and grocery delivery may not be that strong, but will continue to rise. Trades at 14x forward earnings, reasonable. The dividend is a moderate 2%. Even if we enter high volatility, this sector and stock will be fine. (Analysts’ price target is $80.82)

food stores
BUY

She prefers JPM to Citi because their managers are strong; they're the cream of the crop among US banks. JPM was very conservative in their provisions in the last few quarters. JPM will bounce back well.

Financial Services
BUY

Blackstone vs. KKR Both good and both are global players. She likes the private equity space, and the way to invest here is through stocks like these. She plays this space through BAM. All have a strong global presence. Private equity will see continued secular growth with interest rates staying near zero. Large institutions are seeking returns in private equity and infrastructure and will invest more here.

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BUY

Blackstone vs. KKR Both good and both are global players. She likes the private equity space, and the way to invest here is through stocks like these. She plays this space through BAM. All have a strong global presence. Private equity will see continued secular growth with interest rates staying near zero. Large institutions are seeking returns in private equity and infrastructure and will invest more here.

management / diversified

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TOP PICK
Stockchase Research Editor: Michael O'Reilly BANF operates 107 commercial banking locations in Oklahoma. Its latest earnings report topped analyst expectations by over 30% and it achieves margins over 23%. EPS has grown on average 8.9% annually over the past five years. The dividend was just raised and pays a decent yield that is backed by a 37% payout ratio. We would trade this with a stop-loss at $39.00. Yield 3.03% (Analysts’ price target is $66.00)
banks