The Daily Top Stock Picks. Make More Informed Decisions!
Today's stock picks by Brianne Gardner and The Weekly Buzzing Stocks by Billy Kawasaki are MU, C, TFII.TO, MSFT, META, NBIS.
Latest quarter very strong -- record revenue driven by investment banking, trading, and treasury services. What she likes most is the turnaround. Becoming a leaner, more profitable bank. Raised dividend by 12%, major share buybacks. She sees 18% upside. Ranks 8/10 on fundamentals. Yield is 2.02%.
(Analysts’ price target is $155.00)
Brianne Gardner
Freight cycle has started to recover. Record earnings. Management sets it apart. Key has been buying smaller companies and making them stronger. Its success allows it to keep increasing the dividend and buying back shares. Ranks 9/10, upside potential of ~30%. Yield is 1.41%.
(Analysts’ price target is $246.92)Brianne Gardner;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium content
The stock is trading around $445.33 USD, having posted an impressive daily rally of over 11% on Thursday, July 30, 2026. Prior to Wednesday afternoon's report, MSFT had undergone a significant correction for the year (-19% in 2026), hitting weekly lows near $381.40 USD. Social media mentions are up 369% in the past 24h.
Premium content
It has been an extremely negative and highly volatile week for Meta Platforms, with shares plunging more than 17%. The decline intensified following the release of its second-quarter financial results. The stock fell from over $647 at the start of the week to around $534.28, hitting lows not seen in months. It reported earnings of $6.18 per share, missing the market consensus of $7.19 by 14%. Social media mentions are up 518% in the past 24h.
Premium content
After starting the week above $212, the stock suffered consecutive daily declines, sinking to a closing price of $148.22. This was driven by a broad spike in credit default swap costs that hit the cloud-based AI infrastructure sector hard. The share price surged sharply rising more than 20% intraday on Thursday, July 30 and recovered to around $189.12. Social media mentions are up 111% in the past 24h.
Premium content
We reiterate this global pharma company, as a TOP PICK. The healthcare sector has been a steady performer with recent market volatility and GSK is a key player in the space. Recent earnings growth was reported at 7%. It trades at 11x earnings, 5.6x book and supports a robust 43% ROE. We continue to recommend a stop at $50, looking to achieve $62 -- upside potential of 18%. Yield 3.3%
(Analysts’ price target is $54.31)
Premium content
We again reiterate MAL as a TOP PICK. The company is front and centre on defense projects in Canada, including maintenance for the new Swedish fighter jets and development of light anti-tank weapons for the Canadian Federal government. Cash reserves are growing while debt is retired and shares bought back. We continue to recommend a stop at $29, looking to achieve $42 -- upside potential of 18%. Yield 0.5%
(Analysts’ price target is $41.50)Premium content
Following recently reported earnings, we reiterate V as a TOP PICK. Consumers are spending and at higher rates than analysts expect -- including growth in travel spending despite geopolitical uncertainty. Cash reserves are growing as shares are aggressively bought back albeit with a slight increase in debt (not an issue as free cash flow is at five year highs). It trades at 29x earnings and supports an amazing 66% ROE and annual dividend growth has exceeded 15% over the past five years. We continue to recommend a stop at $325, looking to achieve $430 -- upside potential of 18%. Yield 0.7%
(Analysts’ price target is $404.18)
(The theme of today's Top Picks is cybersecurity, which is going to be a big deal. All the AI systems will have to be made more secure. Each of today's picks has already had a good run.)
Security for the cloud as customers build, use, and share data there. A bit pricey. Don't buy it all today, you have to tier in your position by thirds. Buy a bit here, more at $250, and finally around $240. His 12-month price target is $294. No dividend.
Kim Bolton
(The theme of today's Top Picks is cybersecurity, which is going to be a big deal. All the AI systems will have to be made more secure. Each of today's picks has already had a good run.)
Identity and endpoint security. Like the Home Hardware of cybersecurity. Suite of products for small- and medium-sized companies. Sweet margins. Price target of $337, runway's not that long. Buy a third here, another ~$300 (you'll get your chance over the next year), and the final third ~$285. No dividend.
Kim Bolton
(The theme of today's Top Picks is cybersecurity, which is going to be big deal. All of the AI systems will have to be made more secure. Each of today's picks has already had a good run.)
12-month price target of $192. Scale in and buy some here today, some more in the low $170s, and the final tranche in the low $160s. Very competitive area, but its advantage is its global reach. No dividend.
Kim Bolton
He wants to own the parent. That's where management has all its shares, and that's where you're going to get the value. Brookfield is doing a lot of great things including consolidating. Bringing in a lot of money. A juggernaut. Firing on all engines, valuation still reasonable. Huge runway, in all the right spaces with the proportionate amount of risk. Yield is 0.67%.
(Analysts’ price target is $74.64)
Tim Regan
One of the two biggest lock and key makers in the world. Earnings were less than analysts were expecting, so stock came down. Great opportunity today. Lots of recognizable brand names, as well as electronic locks for buildings. A ton of value at 15x PE, and 20% ROIC. 50% of revenue is after market, so not tied exclusively to construction cycle. A great infrastructure play. Yield is 1.38%.
(Analysts’ price target is $175.73)Tim Regan
Bought just a couple of months ago. It's the data that counts. AI needs data to actually populate the answers. Lawyers and accountants still have a fiduciary duty when they use the AI data. Not going anywhere soon. AI will actually help people find things more efficiently, and they're doing that today. Yield is 2.45%.
(Analysts’ price target is $165.67)Tim Regan'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
Popular Articles
Most popular stocks on Stockchase
- Toronto-Dominion Bank (TD.TO)
- Enbridge (ENB.TO)
- BCE Inc. (BCE.TO)
- Manulife Financial (MFC.TO)
- Bank of Nova Scotia (BNS.TO)
- Apple Inc (AAPL)
- Suncor Energy Inc (SU.TO)
- Microsoft Corp (MSFT)
- Canadian Natural Rsrcs (CNQ.TO)
- Royal Bank (RY.TO)
- Telus Corp (T.TO)
- TC Energy (TRP.TO)
- Alphabet Inc (GOOG)
- Canadian National R.R. (CNR.TO)
- Crescent Point Energy Corp (CPG.TO)
- Amazon.com, Inc. (AMZN)
- Teck Resources Ltd. (B) (TECK.B.TO)
- BlackBerry (BB.TO)
- Fortis Inc. (FTS.TO)
- Canadian Imperial Bank of Commerce (CM.TO)
- Bank of Montreal (BMO.TO)
- NVIDIA Corporation (NVDA)
- Bank of America (BAC)
- Bombardier Inc (B) (BBD.B.TO)
- Algonquin Power & Utilities Corp (AQN.TO)
- Pembina Pipeline Corp (PPL.TO)
- Meta Platforms Inc (META)
- Walt Disney Co. (DIS)
- Sun Life Financial Inc (SLF.TO)
- Arc Resources Ltd (ARX.TO)
More room to run and grow over the longer term. Two main areas: data centres plus photo storage on devices. Still one of the biggest winners from the AI boom. Pullback is normal and healthy. Long-term agreements with customers are making the business more predictable. Trades at just 6x forward PE. Sees upside of ~80%. Yield is 0.07%.
(Analysts’ price target is $1589.48)