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The best way to play copper is Australia's BHP Group, the biggest copper operator in the world with half of its current earnings derived from the mineral. The company just reported. Profits of US$9.8 billion rose 9% over the past year while revenue gained 15% to US$58.8 billion. EBITDA was US$33 billion, while net debt was below US$9 billion.

Earlier this year, the TMX was a victim of both the SAASpocalypse and fears of the prediction market eating the TMX's lunch. Neither has happened nor will happen. The TMX will continue to enjoy high margins in data analytics and its proprietary software. Since bottoming in late June, X-T shares have rallied 20%. Problem is, shares have nearly returned to previous highs. A breakout is possible, but a more likely time to buy is during a pullback.

Carnival, Royal Caribbean and Norwegian are the biggest cruise lines in the world in that order, altogether taking 88% total market share. So, where does this leave Viking?With a 4.2% global share, but roughly 25% of the luxury market. In fact, Viking operates in a luxury niche in cruising, famous for its European river excursions. Ads show wealthy senior couples gazing at the Budapest skyline as their ship floats down the Danube. Last year, 102 ships generated $5.4 billion in revenue at a 95% occupancy rate, with nearly half of those passengers being repeat customers. These are mostly rich travellers 55 years and older who like Viking's bundled shore excursions, no-kids policy and no casinos. Customers aren't looking to party, but to chill and explore. As society grows older, this audience will grow, even though cruise lines are a competitive business.

As one of the world's largest nitrogen producers, CF is well positioned for the continued global fertilizer shortage through 2027.  Recently reported earnings showed strong free cash flow, with growing reserves and shares being aggressively bought back.  Further production expansion is coming to further add to cash flow.  It trades at 13x earnings and supports a robust 39% ROE.  We recommend setting a stop-loss at $109, looking to achieve $160 -- upside potential of 18%.  Yield 1.5%

With quarterly transactions setting a record $4 trillion, we reiterate V as a TOP PICK.  Revenues in advisory and security services grew 34% -- showing more runway for growth.  It trades at 32x earnings and supports a robust 60% ROE.  We recommend trailing up the stop (from $335) to $350, looking to achieve $440 -- 18% potential upside.  Yield 0.7%

We reiterate this property and casualty insurance provider as a TOP PICK.  Recently reported net income hit an all time record high.  Homeowner claims were down 34%.  It trades at 8x earnings, 2.2x book and supports a 31% ROE.  Quarterly cash reserves are growing, while shares are bought back.  We continue to recommend a stop at $17, looking to achieve $24 -- upside potential of 21%.  Yield 1.0%

Our PAST TO PICK with IYT has triggered its stop at $84.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment loss of 2%.  

Our PAST TO PICK with HCRE has triggered its stop at $31.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment loss of 4%.  

Our PAST TO PICK with XLI has triggered its stop at $176.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment loss of 4%.  

Our PAST TO PICK with MAL has triggered its stop at $34.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 50%.