Dominance of Humera on revenues had given them pause. Since then, it acquired Allergan, which diluted the concentration of Humera. Metrics are wonderful. 12% free cash flow yield. Trades at less than 10x earnings. Great dividend. Lots of runway ahead. Elective surgeries will come back. Anticipate $12.50 EPS this year, and more next. Yield is 5.42%. (Analysts’ price target is $109.35)

Structural materials for commercial aerospace. If you believe that aerospace will come back, and he does, this will be a good opportunity. No dividend. (Analysts’ price target is $40.53)

Came out of Kraft, as the snack piece. Growing well organically, 6.3% y/y. Prides itself on stability. Snacks are evolving; there are healthy options. Worldwide opportunity for expansion, sub-20x earnings, good dividend. The side of the barbell that gives stability to counteract the octane of tech. Yield is 2.21%. (Analysts’ price target is $62.96)

Stockchase Research Editor: Michael O'Reilly As the market valuations continue to be priced at perfection this is a defensive Top Pick. This low MER ETF tracks US 7-10 year Treasuries -- a safe haven during market down turns. What makes this interesting as well, from an Canadian investor's perspective, is that it is priced in Canadian dollars. This will add another kicker in a market down turn as we expect a flight to the US dollar safety at some point. We would buy this with a $60 stop-loss. Yield 0%

Stockchase Research Editor: Michael O'Reilly MRK is one of the largest pharma companies in the world. It trades at a 13 PE compared to 22 PE for the S&P500. The pandemic has slowed some elective procedures, and that has slowed sales in the latest quarter by about 9%. However, management still opted to raise its 2020 guidance showing confidence that things should improve for the balance of the year. The company also has three drugs moving through various COVID-19 vaccine test trials. It pays a good yield, backed by a 58% payout ratio. We would buy this with an upper target towards $96 as the first objective and use $77 as a stop-loss. Yield 2.95% (Analysts’ price target is $95.94)

Stockchase Research Editor: Michael O'Reilly In the search for a pandemic vaccine, JNJ is a potential winner. Leveraging off their proven technology with their Ebola, HIV and other vaccines, the company continues to develop a COVID-19 vaccine that presently shows strong immunity response in 99% of trials. It is also the only option that is testing a single-dose vaccine. Revenues have dipped 10% in the latest quarterly earnings, but that can be attributed to a slow down in elective procedures. It pays a good dividend backed by a 67% payout ratio. We would trade this with a stop-loss at $132. Yield 2.75% (Analysts’ price target is $165.06)

Focused on single-family rental homes in US and multi-family apartments in Toronto. The latter class has benefitted from the work-from-home trend as well as millennials looking for more space as they start families. Offers affordable middle-market homes at lower rents than high-rise apartment buildings. Still trades at a discount to NAV despite at a 98% occupancy. Loves management and its capital allocation plan. (Analysts’ price target is $2.28)

He's one of the biggest owners of this. They operate in the US sunbelt, like Dallas and Austin where the population is outpacing the country. A good operator. They offer growth and stability. Rents are affordable to target the middle market. Pays a good yield. Trades at a discount to NAV.

Price target: 1.57 pounds Dublin becoming a tech hub and there's a housing shortage, so rents have been doubling there where North America has rent control. CAP REIT formed this years ago. Ireland has been a tax haven for foreign tech companies, so Ireland should benefit when these foreign workers return here.

It is the dominant dollar store in the US. They feel they can add a thousand stores a year for the next decade or more. The ROI on these stores is two years. It is a growth story. (Analysts’ price target is $222.76)

The dominant health insurance company in the US. It is the first one to integrate the pharmacy, benefits and insurance payer all into one. They are generating a lot of good will during COVID. (Analysts’ price target is $344.96)

Own the designer of the chips rather than the cell phone. If you want to be in the tech space, this is the one. (Analysts’ price target is $398.55)

Natural gas focus and infrastructure assets that are contracted on a long-term basis makes this a good opportunity. The dividend is well-covered on a sustained basis. Energy demands is poised to rise for a little while. It should return to pre-covid levels eventually. A quality company. (Analysts’ price target is $39.36)