The Daily Top Stock Picks. Make More Informed Decisions!
Today's stock picks by Colin Stewart and The Weekly Buzzing Stocks by Billy Kawasaki are SPY-N, GNS-N, WOLF-N, MATR-T, FIH.U-T, BDI-T.
One of his highest-conviction investment ideas. Trades at a discount to NAV. A stock to buy for the next decade. India is the largest democracy on the planet, very young demographic, fast-growing economy. Lots of pro-growth and pro-business reforms happening.
Portfolio of $3.5B worth of different investments, both public and private. Crown jewel is 74% stake in Bangalor Airport, a high-quality global infrastructure asset; its eventual spinout could be a real catalyst for the share price. No dividend.
Traditional workcamp business on oil & gas projects, which might do better going forward with increased infrastructure spend in Canada. Real attraction is modular space business -- portable spaces that they rent out, mainly for construction projects. Portables for schools in NA and Australia. Low valuation. Very high insider ownership of ~24-25%. Not that well known.
Development of Canada's North could also benefit them. Likes management, conservatively run, lots of free cashflow. Yield is 1.32%.
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Premium contentWe reiterate this Vanguard ETF, which focuses on US equities that demonstrate growing dividends over time, as a TOP PICK. What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. We continue to recommend setting a stop-loss at $83, looking to achieve $115 -- upside potential of 18%. Yield 1.1%
Premium contentThis iShares ETF, which focuses on US equities that demonstrate lower volatility over time, is a TOP PICK. What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. We recommend setting a stop-loss at $75, looking to achieve $102 -- upside potential of 18%. Yield 1.1%
Premium contentThis BMO ETF, which focuses on US equities that demonstrate lower volatility over time, is a TOP PICK. What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago. It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018. As it trades in US dollars, it will see further gains if the US dollar continues to weaken. We recommend setting a stop-loss at $34, looking to achieve $49 -- upside potential of 18%. Yield 1.9%
With the idea of building income in a portfolio. Out of the spotlight, but with a catalyst. Everything is bad news around this name. Alliance Pipeline is a very special asset going from Alberta to Chicago area. Contracting issues right now, and stock's slid on the uncertainty. Those issues are fixable 1-2 years from now, it's just not known right now what the fix is.
High quality, lots of prospects. Doesn't issue shares as much as other companies, business plan is tight. Can incrementally grow over the next few years. Might actually drop another $2. He put one leg in, would put another one in if it dropped. Yield is 5.7%.
It's actually natural gas ;) There's an incredibly low gas price, as there's just too much gas in the system. There's an idea that by 2026, there might actually be a tighter gas market for the first time in a long time. Special dividends equivalent to the current yield. Collect your dividends and wait for that catalyst. Incredibly successful Canadian story.
We're now exporting gas to other countries. Highest-quality company he can find while he waits for the catalyst to kick in. Yield is 3.2%.
His firm doesn't usually stray outside NA. He owns names like this from time to time, one at a time. Resource has been found and they're building the mine, and the stock trades at a discount. Knows management, as a couple of people from Roxgold have moved over.
Recent feasibility study. Stock got knocked down on recent financing. Even at this price, you'll have much more transparency a year from now. In the gold space, you have to buy ahead at a good price and imagine what's going to happen 1-2 years from now. (Price target in Australian dollars.) No dividend.
With more spending on defence, especially with the NATO cap moving up, there's an opportunity in defense as well as in commercial. Multiple products and technologies, including underwater batteries that are exclusive to what they do. Robotic vehicles too. Super-strong topline and bottom line growth.
This week, completed a $150M equity raise that shores up balance sheet to satisfy future deal requirements. Looking at acquisitions. No dividend.
Pivoted from oil services to security towers, which has seen explosive growth. Sophisticated AI monitors things all the time. Units are both fixed and mobile. On commercial and industrial job sites. Expanded into US, increased production. Amazing topline and bottom line growth. No dividend.
(Analysts’ price target is $4.82)Exciting prospects. Cost of space has dropped so much it really opens up the market. That sector will have very strong tailwinds over the next several decades. Around for 55 years. Leader in space; satellites, sensors, components, Canadarm. Huge backlog. Great topline and bottom line growth. No dividend.
(Analysts’ price target is $37.69)
What are the best stocks to buy today?
According to Colin Stewart and The Weekly Buzzing Stocks by Billy Kawasaki, the best stocks to buy today are SPY-N, GNS-N, WOLF-N, MATR-T, FIH.U-T, BDI-T.
Major transformation over last few years. Two main businesses: specialty wire & cable, and composite technologies (underground tanks, increasingly used to hold water for data centre cooling). Will benefit from infrastructure investment and electrification. Really likes management.
(Analysts’ price target is $14.00)Many still think of its legacy business of tubing for the oil & gas industry, but that's a much smaller segment now. End of large capex spend on modernizing and expanding facilities, which should increase margins over time. This should lift FCF to be used to pay down debt and buy back shares. No dividend.