WATCH

Their technology extracts diesel (renewable). But they've never reached their production targets. Is watching the recent change in management. If they reach those number, this means they can build plants across the world and become very profitable.

WATCH

They use AI to detect weapons on attendees at a large event; it's faster than metal detectors. Could be used as stadiums and schools. Is watching them to see if they sign more contracts and raise profits. Could be a hockey stick of a stock if this tech catches on.

BUY ON WEAKNESS

An historic compounder that pays a good dividend. They buy businesses, invest in them and grow them organically. Done very well this way. But shares have sold off and haven't recovered as he expected. Maybe their deals with airlines are a factor. Fine managers over 20 years ago.

WATCH

Volatile, but are doing a great job growing their brand with lots of expansion ahead. Stores are busy, but they've challenges in inventory and customer spend. Any economic slowdown will challenge ATZ, but if same-store sales hold and store expansion continues, then shares will rise. Wait till earnings next week.

WATCH

A good company, but margins are vulnerable to environment factors like weak sunlight. They pivoted a few quarters by introducing cannabis to their products; they hold a big share of the non-craft cannabis market in Canada. Cannabis, not vegetables, gives them leverage, especially in the US. Any signs of legalizing down there will boost this stock. They have greenhouses in the US and are excellent growers.

BUY ON WEAKNESS

You can't go wrong owning this. Is a long-time compounder. They continue to find opportunities inside and outside Canada, and those acquisitions expand margins.

COMMENT

Retail stocks will tick up if we avoid a recession, inflation continues to fall, and if interest rates decline. CTC has done great acquisitions. Well-run.

TOP PICK
no price target

Their AI-driven camera helps cities manage traffic. Are growing revenues 35% annually. Announced a bond offering to expand their business. They could win more contracts from cities. Are paid on a SAAS basis.

(Analysts’ price target is $4.50)
TOP PICK

A fintech that allows shift-workers like Uber Eats deliverers to get paid as soon as they complete their shift so the could spend that money. PAY makes money on interaction fees. They have enough cash flow to meet their growth plans. They have 1.2 million out of 70 million gig workers out there, so there's lots of room to grow.

(Analysts’ price target is $10.50)
TOP PICK

A top compounder since 2012 when they became a non-prime lender. They continued to raise their dividend. They're moving into car loans, which is underserved in Canada. In recent years have done a great job reducing their debt. Trades at a low PE. The only caveat is a recession. Howeer, 41% of their loans are secured by assets.

(Analysts’ price target is $183.11)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate DAL as a TOP PICK as it expects 9 million passengers to have flown this holiday season with November setting a record high.  It trades at 8x earnings, under 3x book and supports a 49% ROE.  Quarterly cash flows were up, while debt was being reduced.  We continue to recommend a stop at $30, looking to achieve $53 -- upside over 25%.  Yield 0.5%

(Analysts’ price target is $53.47)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate this energy infrastructure LP, where the company holds a strong market position.  It trades at 13x earnings, 1.4x book and supports a 12% ROE.  Cash reserves are growing, while debt is aggressively retired and it maintains a brilliant dividend.  We continue to recommend a stop at $13, looking to achieve $17 -- upside potential of 21%.  Yield 8.9%    

(Analysts’ price target is $17.75)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

As sector e-commerce sales have returned to pre-pandemic levels, we reiterate this online payment fintech as a TOP PICK PICK.   It trades 18x earnings, supports a ROE of 18%, and trades at 3.4x book.  We like that quarterly cash reserves are growing, while shares are bought back.  We recommend trailing up the stop (from $50) to $53, looking to achieve $74 -- upside potential of 20%.  Yield 0% 

(Analysts’ price target is $74.82)