The Daily Top Stock Picks. Make More Informed Decisions!

Now more of a pure-play regulated utility company. Takes time to repair investor confidence after previous management's missteps. Likes management, and analysts are finally starting to warm up to the story. Trades at pretty big discount to peers, and that can be closed over time. Lower price means you're pretty well protected on the downside.

Smaller and more nimble now, almost 100% in the US. That provides more opportunity -- either as a takeout, or to grow organically and make smart deals again. Yield is 4.36%.

Complementary to ARX -- it's more of a producer with some infrastructure, whereas PPL is almost 100% infrastructure. Temporarily ran up on news about working with META. Now KKR is selling its minority stake in a JV with PPL, but concern is that PPL is the one who's going to buy it (to the tune of $5-7B). 

He doesn't really care. Company's really well positioned for future LNG in 2027, has great amount of gas processing all throughout the Basin. Power demand from nat gas is on the rise. He continues to buy at full weights in all client accounts. Yield is 5.33%.

Laundry, primarily for hospitals (a guaranteed business, and guaranteed to increase with demographics). Mainly Canada. Made a major UK acquisition (more in hospitality, economically cyclical) earlier in the year, and the equity issue pushed down price of stock. Small, sleepy company. Doesn't usually do a lot of acquisitions or equity issues. 

Last quarter was good, core business doing well. Loves the very solid management team, focused on the work. Yield is 3.34%.

In the world today, he's pretty worried about market valuations. Today's Top Picks won't hurt an investor if markets go down, give you that dividend, and should perform over the long haul. These aren't 1-year picks, but more decade-long or "forever" picks. 

A more conservative name among the precious metals. When a bull market starts, it can go on for a decade in multiple stages. With gold, we're probably in the first one. Mining is a really hard business, so you want to own the leader. 

For years and years, management has done a great job doing what they say they're going to do. Multiple properties in geographically safe jurisdictions. Long-reserve-life assets. 

Balance sheet in great shape. Expect share buybacks. Great cashflow, nice growing dividend. Yield is 0.87%.

If you think there's going to be a mining cycle, it's a given that this name will sell a lot of equipment. 

People are underestimating its big turbine business -- natural gas turbine generators that are smaller than utility-grade generators. This part of the business feeds right into the data centre buildout. Can be used for alternate, backup sources of power. Only 5% of revenue right now, but could grow 10-25% a year over next few years with strong pricing. Yield is 1.12%.

Uranium pricing is moving higher. Great acquisition on nuclear from Westinghouse. First of the uranium companies to break out to new highs a couple of years ago. Giant structural base. Pricing power and volume growth. Core in his portfolio, not speculative. Will benefit over next few years from the environment we're in. Yield is 0.12%.

Phenomenal compounder. It's really 6 companies in 6 different operating subsidiaries. Master of the small deal, and that's how it gets such attractive valuations. They buy things that other people don't know to buy. Really a private equity firm that focuses on software. 

If AI disproportionately affected 1 or 2 of its 1000 businesses, that wouldn't take down the ship. Very attractive multiple. Solid growth. High likelihood of multiple expansion. Yield is 0.14%.

Unique business model as a corporation, retaining cashflow and hunting for acquisitions. One of the best compounders out there, and definitely the best real estate compounder. Targets mid-market, where there's little (or no) competition. 

Trades ~15x PE. Be cautious on the entry and exit. Buy and sell with limit orders, as it's a small-cap with over half of shares owned by insiders. Yield is 0.09%.

Very inexpensive at 19x PE. Great businesses under the hood in terms of aerospace and automation. Catalyst for realizing value over the next 2-3 years is the upcoming spinoff. Post-spinoff, valuations will normalize to what's suitable for the growth of each business according to the industry it's in. Yield is 2.31%.

Largest position in his firm's "dark horse" fund, which is a Canadian small-cap fund. Stock price has been somewhat weak over last number of months, partly due to nat gas prices pulling back. Investors have also been conditioned to expect the return of lots of cash from energy companies, and they balk when a company wants to spend some of it. 

This pressure on the stock price gives him the chance to get involved in the name. The CEO is one of a dozen you can count on to do the right thing for shareholders. Lots of natural-gas-demand tailwinds. Phenomenal balance sheet. Cheap for what he expects to be a high probability of delivering results. Yield is 3.36%.

Consumer and commercial auto services such as oil changes, windshields, car washes. Quick oil changes are the great part of the business, as they're necessary but quick. Recession-proof. Will continue to open up locations and be a formidable player, currently #3. 

Other divisions have been clouding the great story of oil changes. Management will be divesting some businesses, resulting in pure-play oil changes. Heavy balance sheet, but proceeds from asset sales will help pay down debt. If successful, multiple should expand and institutional investors will be more interested. No dividend.

Lots going on in the construction and infrastructure space, and this name will benefit. Trades at significantly lower multiple to peers, but that multiple should slowly increase over time as they get rid of cost-overrun projects. It'll be just in time for large-scale infrastructure and nuclear (where Ontario's at the forefront globally) projects. 

Stars are aligning for a great few years on free cashflow, multiple growth, and investor interest. Yield is 3.10%.