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He doesn't know it well. Their ROE has been good for the last three years, but negative during 2009-2015 (doesn't know why--management change, product issue?). Point is, ROE is inconsistent and that's a dealbreaker for him.

Always a top pick for him. Hold these types of companies for a long, long time and add on weakness, like now. (Analysts’ price target is $1997.50)

AUD $6.89 Has picked this before. It's the first company to bring the A2 protein-only milk to market, which is supposed to be better for digestion. They struggled during Covid, because a major revenue generator were Chinese students and tourist buying A2's infant formula and re-selling them in China. He feels this is a short-term issue and A2 will recover. Shares have been beat up, so he's been adding to it. It occupies 2% of his portfolio, so keep your holding small. Prospects are excellent.

An in-licensing/marketing company to get pharmaceutical products to doctors and consumers. It had a huge run-up five years ago, but has since gone sideways. A growth company, so earnings and revenues have been increasing nicely. The CEO owns 17% of stock. They have no debt, are net cash. They launched some new products that the market needs to pick up on. Well-run. The valuation is now attractive. Now is the time to start a position. (Analysts’ price target is $8.00)

Allan Tong’s Discover Picks Bay Street is sticking by Chorus. Analyst signals remain at four buys and two holds for CHR stock. The new $5.18 price target amounts to more than 10% upside. With flights expected to resume sometime this summer, this PT is reasonable. Chorus’ management has steered the company well through the Covid turbulence, so they deserve the benefit of the doubt going forward. However, there’s still no word on when the company will restore its dividend. Read 3 Hot Canadian Summer Stocks for our full analysis.

Allan Tong’s Discover Picks Air Transat is less desirable. Not exactly beloved by Canadian consumers, Transat isn’t receiving much affection from investors either. Last week, CIBC lowered its target on the hapless airline from $4.00 to $3.00 to underperform. Currently, there are three sells and one hold, with a $3.48 price target that is about 35% below current share prices. Surprisingly, Transat shares climbed 15% in May. Maybe that’s not so surprising, because those shares tanked over the winter. Read 3 Hot Canadian Summer Stocks for our full analysis.

Allan Tong’s Discover Picks WBR stock is a small-cap, so beware of volatility, trading only 22,000 shares per day. It pays a 1.49% dividend, far smaller than a few years ago. The big reason is that share prices have soared. In the past 12 months, WBR has run from $2.98 the way to $7.99 as of Monday’s close. It trades at 95x earnings, but remember that the industry average is 272x. The gross margin is slightly below its peers of 25.7%, but Waterloo’s profit margin is 3.46% vs. the industry’s -1.07%. Waterloo boasts the highest ROE in the industry at 8.88% compared to 3.23%. Read 3 Hot Canadian Summer Stocks for our full analysis.