BUY

HD vs. LOW Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed. Current pullback of 15% or so is a good time to buy. Trading at 20x earnings. Secular long-term growth story. Growth will be somewhat muted after last year's blowout.

BUY
A large US fund threw a temper tantrum about the Carrefour deal and blew out the stock. He thought the deal would've been positive. Stock's recovered. Short-term headwind of gasoline margins. Very well run. Very strong financial position. Buy it here, hold for a couple of years, be satisfied with your return.
BUY
Done exceptionally well. One of the best managed in the world. Critical infrastructure. Stock's recovered nicely. Not as cheap as before, but you can buy it here for the dividend. Owns some of the best assets. Yield is around 5.5%.
COMMENT
Top dividend-yielding companies. Canadian bank stocks have great dividends. If you want dividend growth plus earnings growth, look to US bank stocks for the next 2-3 years. With the strength of the CAD, those stocks are on sale for Canadians. Look at BAC, JPM, PNC, or Citi. In Canada, try KEY. Also APR.UN, a bit less liquid but with a yield of around 6.6%, good growth opportunities, very well managed, and a slow and steady player.
DON'T BUY
Anybody's guess where it's going, including Cathie Wood. She plays fast, active management. High growth, highly speculative, they-don't-make-any-money-yet type of trade. Very, very volatile. Too volatile for him. Lots of people betting against her. Make sure it's not more than 5% of your portfolio.
HOLD
Continue to hold it. One of those long-term, secular success stories. Great business model. Revenue stream hinges on adding new stores in a controlled and disciplined manner, which brings in new memberships. Huge cashflow generator, exceptional management. Can continue to build out in NA and globally.
TOP PICK
Huge profits generated from Covid have been used to expand core business, which is scientific measurement equipment. Secret sauce is that you have to use their paper cups and vials, which are being disposed of all the time. Exceptionally well run, highly acquisitive. Trades at 20x, very attractive on the pullback. Great long-term secular grower. Grows earnings at 10-20% historically. Yield is 0.23%. (Analysts’ price target is $549.42)
TOP PICK
Design and consulting for the semiconductor industry. All the big tech firms use them. Consistent long-term grower. Fabulous future. Lots of room to grow. On sale here. No dividend. (Analysts’ price target is $304.46)
TOP PICK
Moving into healthcare, just like others. Keeps adding more services to its Prime membership. Recurring revenues, huge free cashflows. Continues to innovate. Down around 16% from its highs, on sale for Canadian investors right now due to the strong CAD. No dividend. (Analysts’ price target is $4241.64)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly Demand for RVs skyrocketed during the pandemic. Inventories continue to decline despite increased production to the point where order backlogs exceed $14 billion. It trades at 16x earnings, compared to peers at 23x. It pays a smallish dividend, but it is backed by a 35% payout ratio of cash flow. We would buy this with a stop loss at $90, looking to achieve $145 -- upside potential over 22%. Yield 1.42% (Analysts’ price target is $142.33)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly Sales of avocados reached new highs during the pandemic. What slowed revenue growth for CVGW as the decline in food service demand that led to lower product prices. In fact, sales for the first half of 2021 have rebounded back as the economy reopens. Company guidance calls for a 40% increase in earnings. It pays a smallish dividend (which has grown for 9 consecutive years), that should be backed by a payout ratio around 55%. We would buy this with a stop loss at $55, looking to achieve $82 -- upside potential over 20%. Yield 1.69%
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TOP PICK

Stockchase Research Editor: Michael O'Reilly At some point travelers will return to flying. Analysts at Jefferies upgraded the company, calling for $60. They see the exposure to renewed corporate and transatlantic travel as key. Morgan Stanley has them as the only air carrier they recommend to overweight. With EPS projected around $4 next year, it's priced at 12x earnings today. Now is the time step on board. We would buy this with a stop loss at $35, looking to achieve $55 -- upside over 17%. Yield 0% (Analysts’ price target is $54.76)

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PAST TOP PICK
(A Top Pick Feb 11/21, Up 16.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CI has triggered its $245 stop. We recommend covering the balance of the position at this time. Combined with the previous recommendation to cover 50%, this creates a total investment return over 19%
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 20/20, Up 32.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JBHT has triggered its $165 stop. We recommend covering the balance of the position at this time. Combined with the previous recommendation to cover 50%, this creates a total investment return over 26%