Stockchase Research Editor: Michael O'Reilly WJX is an integrated distribution company that provides rentals, sales, parts and services of heavy equipment to the major industrial sectors. They will benefit from the return to normal infrastructure development during the pandemic recovery in Canada. Not a massive growth stock, but provides an excellent dividend that is backed by a payout ratio less than 65% of cash flow. It trades at just 1.2 times book value and at 13x earnings, compared to its peers at 48x. We would buy this with a stop-loss at $14, looking to achieve $25 -- 25% upside. Yield 5.09% (Analysts’ price target is $21.00)

Stockchase Research Editor: Michael O'Reilly Recently reported revenues were up 26% over the year for the $215 billion market-cap company. Expansion of their cloud based services has been instrumental. Trading at 42x earnings, it is still cheap compared to its peers at 65x. Earnings are expected to grow another 18% this year. Over 80% of the stock is held by institutions, who have strong staying power. We would buy this with a stop loss at $400, looking to achieve $565 -- upside potential over 20%. Yield 0% (Analysts’ price target is $565.37)

Stockchase Research Editor: Michael O'Reilly TMO is a $173 billion market-cap company that provides scientific instruments and consumables to companies involved in COVID-19 testing, treatment and vaccine production. Management expects another 50% increase in EPS this year, following last year's 74% boost. The company grew its cash position by over $7.5 billion company and it plans to use this to further invest in new technologies. It pays a small dividend, backed by a 5% payout ratio. We would buy this with a stop loss at $390, looking to achieve $560 --upside potential over 23%. Yield 0.20% (Analysts’ price target is $559.16)

(A Top Pick Nov 10/20, Up 22.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PHM as achieved its $52 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop (from $35) to $43.50. This would all but guarantee a return on investment of 12%.

(A Top Pick Jan 12/21, Up 29.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DHI as achieved its $89 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop (from $59) to $75. This would all but guarantee a return on investment of 19%.

(A Top Pick Dec 10/20, Up 385%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with VUZI has triggered its stop at $20. To be disciplined, we recommend covering the position. Combined with the previous recommendation to cover 50%, this achieves a combined return on investment of 212%.

Are a U.S. homebuilder in 40-50 markets with a long track record. He really likes their 1.4x price to book value vs. peers around 2.1x. Likes their built-order model which offers better pricing power and wider margins. KBH good value. No, he doesn't see a Canadian housing crash. Rather, there's a supply shortage, particularly in cities like Toronto and Calgary, restricting more single-family homes. Eventually, the government will welcome more immigrants which will exacerbate supply further. That said, borrowing costs remain historically low.