The Daily Top Stock Picks. Make More Informed Decisions!

Screens for high quality -- high ROE, stable YOY earnings growth, and low financial leverage. Includes AAPL, NVDA, LLY, META. Also likes that it comes down into a few mid-cap names. A strong, resilient basket (hardly ticked down during last Friday's heavy hit to technology). MER is 0.34%.

"Growth At a Reasonable Price". At some point, valuation is going to matter again. More of a play on a reversion to the mean. Likes the strategy given what's going on with markets right now. MER is 0.36%.

Pretty sleepy, but good for balance in your portfolio. Via the ETF, they get a better price for bonds than an individual investor could. You get a bit more yield than government bonds, around 3%. A bit of credit risk, but your return is a bit higher. For the very conservative, income-seeking investor. 

Fees are a bit higher, but he's OK with that because he's paying them to add value. Beat tracking index in 9 of last 10 years, despite the management fee. MER is 0.35%.

AI monetization is happening, and AI Mode has been a game changer. Stronger cloud growth (revenue grew 63% YOY last quarter, tremendous), broader monetization across platforms. Search and advertising remain strong, lots of cashflow. Also a great ecosystem. 

Good growth, but relatively decent valuation. Yield is 0.25%.

In the right space to meet rising power demand of AI. About $163B in backlog revenue, which gives great revenue visibility. By 2030, half of US electricity demand growth will come from data centres. Order momentum climbing quickly. Not much competition. Yield is 0.22%.

Canadian investors are too light in international markets. This ETF gives broad EM exposure across all market caps. Very low MER of 9 bps. Pretty diversified at over 2800 holdings -- you want to be diversified with EMs, as they tend to be pretty volatile. He expects GDP for EMs to grow ~3.9% in 2026, compared to developed markets at 1.8%.

Exposure here to Taiwan, South Korea, China, India, and Brazil -- the fastest-growing economies in the world. Taps into growth companies in technology, financials, and consumer discretionary outside NA. Valuation of the EM index is about 35-40% lower than that of the S&P, and it's been outperforming the S&P since early 2025.

Positive structural tailwinds of EMs -- demographics, urbanization, rising wealth, rising domestic consumption.

British semiconductor/software design company. Talking about getting into fabrication. Nice niche in making chips very power-efficient. Good reach around the world. His 12-month price target is $447, nice runway. Buy in thirds here around $343, $325, and then ~$305. No dividend.

Big into AI, huge into quantum. Checks all the boxes. Last earnings (April 22) were a bit of an execution slipup. He has a full position right now (4.5%). Buy here, add around $270, and again at $255. Yield is 2.43%.

Loves it at this price. Being influenced by SpaceX. He's learned with this one that you buy around $350-375, and let it go between $425-450. So many horses in the race. Has EVs, but batteries are an even bigger business (and more revenue), which will themselves be overtaken by Optimus (robotics) later this year. It works for them because it's all vertically integrated. No dividend.