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Allan Tong’s Discover Picks BAM is no income stock, because it yields only 1.16%. Rather, you’re buying this for share appreciation. Its chart since the market bottomed in March 2009 (during the Great Recession) has climbed from roughly $8 to recent all-time highs above $71. BAM has been compounded annually over 20%, offering total returns as high as 45% in 2019 and 46.45% last year to -2.96% in 2018 as the only negative return in the past decade. True, BAM is down this year, but which stocks outside of commodities are not? A more telling metric is PE, currently right below 20x which is higher than in 2018-19, but far lower than 2021’s 28.13x. A caveat is its high 1.41 beta, and given this market the stock has been choppier than usual. That said, the street targets $78.04 for BAM or 26% higher than current prices, based on four buys. Read 3 Money Stocks to Beat Inflation for our full analysis.

Allan Tong’s Discover Picks Vuitton trades at a 26.7x PE and stable 0.91 beta. It pays only a 1.67% dividend yield, but it’s safe at a 41.82% payout ratio. For the past month,Vuitton has been climbing from its low of $112.04 to around $130. It currently trades above its 50-day moving average of $122.25, which would have been the best time to buy this, but is still far behind its 200-day of $143.39. Read 3 Money Stocks to Beat Inflation for our full analysis.

Macros winds should push ZEB stock higher. Given the fall in commodity prices (i.e. oil, copper), inflation appears to have peaked and market nerves are calming. Certainly, housing and the wider market are slowing down, but it’s no slam dunk that we are marching into a recession. Given these factors, the banks should continue to climb, as they traditionally in the second half of the year, according to seasonality. ZEB stock pays a 3.33% dividend yield, and charges an 0.6% MER. An alternative is to buy one of the stocks held in this basket, though it’s always a case of guessing which bank will come out on top in a given year. ZEB stock avoids that game. Read 3 Money Stocks to Beat Inflation for our full analysis.

We've been through world wars and depression. Further, after these downturns, markets rally strongly. This is the time to buy. He looks for companies with a record of free cash flow generation and earnings.

A great time to buy high-yield bonds, paying over 7%. But Canadians shouldn't buy HYG, because the USD is strong and if it falls, it will hurt you. Instead, buy a bond ETF that's currency-hedged.

No, it's not a European version of GE. Rather, PHG has done well, but their sleep apnea machine has gone into recall and attracted lawsuits. This is weighing on the stock, though long-term this is a good investment. Still happy to own it. But who knows how this or any lawsuit will end, and the overhang will continue over this stock.

Later this year they will complete the sale of a business and the company could (probably) buy back 10% of shares with that cash. Be patient. Trades at only 3-4x earnings. So a buyback will be a big boost to shares. Early on their reports disappointed but lately has been alright. This flies under the radar.

A US regulatory review could stop TD's takeover of a US company TD is in Elizabeth Warren's focus, but doesn't think it's weighing too much on shares. He's a big believer in Canadian banks, which have come down a bit, though not as badly as global banks. TD remains a core holding.

All REITs have come down as interest rates rise. CAP REIT is the largest apartment REIT in Canada and has been incredibly well-run for decades. It offers decent growth because rents are rising. Likes it. Sees growth in share price and dividend. Long term this is a compelling hold.

They get a tiny piece of each transaction. Global presence with great growth potential in Asia. There are recessionary fears, but now is a chance to buy a world-class business as shares have come down. When the economy roars back, so will Visa shares.

Is trading very cheaply, because the market is discounting China's tech stocks. If you already own this, hold and leave it alone. Shares could see upside. China's government may loosen the leash and this could lead to an upside surprise. He's content to hold a small position, but it is a riskier stock.

Investment-grade corporate bonds vs. a bond ETF For the corporate bonds, a retail investor wouldn't be buying them at the same price an investment firm. If you get a reasonable yield, go ahead. Owning an ETF gives you diversification though; an ETF avoids the risk of holding an individual bond, should anything happen to that bond and its value falls. He prefers a bond ETF.