The Daily Top Stock Picks. Make More Informed Decisions!

Canada's largest producer of base metals. Geographically diversified. Cleaned up and greened up. Sold its coal business and oil sands. Likes the merger with Anglo, making it a global top 5 copper producer with 6% global market share. That'll put it on the radar of more investors. Likes organic growth prospects. 

Arbitrage spread of 9% between current share price and value of the merger price. Good margin of safety. Secular tailwinds for copper demand in the face of a very difficult supply picture. Copper's approaching all-time highs and will probably push through. Yield is 0.52%.

World's third-largest retailer. High traffic, repeat business, superior same-store sales growth in high single digits. Likes the recurring membership fees, with ~92% retention rate. Likes the procurement clout and narrow assortment of goods. Pretty good gross margins of 11%, and ~30% ROE. 

Seems to trade at a high multiple, and this scares people. But it's compounded at 17-18% since the IPO in 1985. Any day that ends in "y" is a good day to buy. Yield is 0.64%.

Another AI baby thrown out with the bathwater. Nonsense that vibe-coding will replace professionals with an iron ring. In a diversity of areas. Robust backlog of $20B in contracts. Strong visibility and demand in core markets, which are global. We have an infrastructure deficit, ongoing buildout of AI and data centres. Catalysts from environment and sustainability. 

Leading and active consolidator of globally fragmented engineering services. Hunting big game. Trading at a mid-teens multiple. Pullback is very buyable. Yield is 0.82%.

Software built for developers. Agentic design agents that you can embed to help design chips. Big clients are the designers. 12-month price target of $411. An $86B company, huge. No dividend.

12-month price target of $171. Great example of an e-commerce company that's harvested the power of agentic AI. Caters to small- and medium-sized companies, who can't do agentic AI themselves. But they can go to SHOP, who can spend the $$ and then recoup it via its massive consumer base. 

Excellent liquidity. Negligible debt. Great ROE of 15.5%. High valuation of 104x PE, but it reflects the great growth rate. No dividend.

Hyperscaler. Ran into issues with a series of announcements that amounted to running up a bill of $80B. So then they had to get financing and raise $20B in stock issuance. Reports next week. Price target of $258, and you won't find a much longer runway. Yield is 1.35%.

Court trials and big settlements are largely done. Valuation today pretty attractive. Its data centre buildout is the reason to own. One of the most under-earning data centre companies out there, as they decided to keep excess capacity for themselves. That capacity can either be used to develop great products (adds revenue), or to rent out (again, adds revenue). 

Trades at 14-15x PE. Yield is 0.35%.

Clean AI exposure. AWS is the biggest beneficiary of AI in absolute dollars. Painfully stuck in a range that leaves a lot for future upside valuation. Trades at 20x PE, growing almost 20%. Compounds at scale. No dividend.

Regulated utility, so can add stability to your portfolio. Interest rates have hurt. Trades at 17x PE, grows pretty consistently at 7-8% per year. About 10% total return. If long bonds really start coming back in, and Scott Bessent gets Operation Twist working, you'll have a bit of upside along with a compounding engine. Yield is 3.37%.