The Daily Top Stock Picks. Make More Informed Decisions!

It is an enterprise software company which establishes an enabler layer between hardware and end users. To get to the data you need the pipes and that is what Service Now does. It is very well run and the CEO has tremendous experience as a great operator. It is not just SaaS but into the cloud, It helps enterprises to automate and streamline whole digital workflows.       Buy 47  Hold 3  Sell 1

It has been an ADR holding it back. He has been writing some calls against it. There are four units with one in healthcare which it is spinning out. It does not have much of a premium and is not that volatile. Some catalysts should help it break out eventually.      Buy 3  Hold 0  Sell 0

If you're in the cloud with all the data enablers Datadog is like the lifeguard and it is running things efficiently. It has expanded and diversified into security with a $1 billion revenue run rate per year with security platforms.       Buy 47  Hold 2  Sell 1

Went public last year. High-end residential properties in New York. Trades at significant discount to NAV (when you add up all its properties, the total comes to $23.70 USD). That implies it's trading at a 58+% discount. Well insulated from regulatory risk, as most units are "free market" or above rent thresholds. Stock's been under pressure from pro-tenant statements from New York's new mayor.

In NY, rental demand is at peak levels with vacancy rates less than 1%. US is driving a "renter-by-choice" behaviour. Key catalyst is the plan to list publicly in US late 2026. Attractive yield of 6.87%.

Three durable growth engines:  Azure, enterprise software, AI monetization. Key is that it keeps turning its installed base into higher-value subscriptions and usage-based revenue, while preserving margins and cash generation. Market's concerned that margins and cash will be pressured as Gen AI gets rolled out through competitors.

Azure remains the clearest growth driver. Key competitive advantage with enterprise software is that one stack bundles infrastructure, security, identity, and data/productivity tools. Raises costs to switch, which provides pricing power. Yield is 0.93%.

Investment company with private-equity holdings. Stock weak since November 2025 when Action stores (making up 75% of its NAV) saw a big slowdown. Action is like a Dollarama. As a whole, Action is growing quickly in Europe, with 3000 stores in Europe across 13 countries. Company sees potential for almost 5000 more stores. 

He expects a recovery over next 18 months. (Target price in pounds.) Yield is 3.25%.

Provides networking components, one of the areas she's most excited about. Controllers that let you access and share memory, which can address the big memory shortage. Currently, it's a small part of the company; when it starts growing, will lead to significant upside. 

Stock's underpriced. Buy on today's drop. No dividend.

One of the leaders in semiconductor equipment. Capacity's extremely tight on several fronts right now, including memory and, incrementally, CPUs. So a pretty big cycle is forming, with strong visibility for the next 3 years (and possibly beyond). Yield is 0.36%.

Favourite cybersecurity play, as it operates on several fronts. Protects the entire internet; it'll benefit from change as robots become the main users. New channel is helping websites monetize their content. Main business is on the Zero Trust side. Also acts as a platform for developers to develop new AI businesses. No dividend.

Is a market darling and once grew at 20-25% compounded, then got hit by the decline AI, though they maintained earnings growth. They have introduced AI (with Accenture) into their business, one of the first to do this. They will be an AI winner.

They have $500 million in sales and no debt. Pays a nice 5% dividend plus a special one at the end of the year. Are a market leader. 10% of their business was defence last year. Sees big upside.

One of Canada's top gold companies. A northern Ontario mine is better than expected, finding high grade gold. Unfortunately, they blasted another mine that created a problem, and shares fell. But he expects a recovery.