The Daily Top Stock Picks. Make More Informed Decisions!

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%.

Beaten up a bit, as has the whole space by the Trump administration. Chart shows fantastic trend. Came off a bit, but finding its legs at the lower part of the channel. Hint: on a down day, what goes down less than the market is usually (not always) where the action might come from first. 

These guys look at the hard diseases with unmet needs. Executes really well. Fantastic pipeline, and that's what the drug companies are all about. The most money is made buy sitting on your hands; once you take your initial position, just sit back, and in 10 years, you'll be a happy investor. Yield is 3.23%.

The uptrend action on the chart was quite positive, as it broke the downtrend. Renewables plus regulated utilities (where their focus is now, to come up the quality stream and become a more robust and growing business). This move would improve balance sheet and increase stability. Fantastic name to hold for the long term. Yield is 4.44%.

Theme for today is predictability. This ETF holds all the big names, safer than trying to pick just 1 name. Chart's a bit choppy, wants to see it break out, but it has held its lows. Insurance is reasonably predictable, though does get shocked from rising costs or natural disasters. But, really, the whole sector's pretty stable. Adopting AI should improve the claims process.

Fits the evolving themes of convenience and last-mile logistics. Controls about 65% of the US food-delivery market. Evolving into a broader commerce platform -- groceries, convenience, retail. Loyalty drives higher order frequency. Margins and profitability improving. Using AI to improve order flow. 

Expected earnings growth going forward is very strong at 30-35%. There is competition, but being the leader counts for a lot. And because the market's expanding, there's room for everybody to grow. No dividend.

Global travel powerhouse. Owns some of the biggest brands. Bookings continue to be very steady, so there's growth there. Rising margins. Solid free cashflow. Unlike cruise lines, no heavy capex required. Strong loyalty program is boosting travel. 

Benefiting from aging demographics plus hybrid-remote work flexibility. AI analytics provides dynamic pricing that increases margins. Since pandemic, business travel has not picked up but leisure travel has exploded. Sees ~18% earnings growth. Yield is 0.74%.

Social media giant. One of the mega-caps that's not that expensive. Sees ad demand continuing to grow. Using AI to target ads, which enhances ad performance. Personalizing content to users, which improves user engagement. Technology is very scalable. Expected earnings growth of over 17%, cashflow continues to be very strong. 

Hasn't monetized WhatsApp yet. VR hasn't been a big winner yet, but could be the future. AI is very important to a name like this. Yield is 0.29%.

The theme today is connectivity in the data centres. Data centres have so many GPUs that they run really hot, so they need a lot of cooling. Leader in air and liquid cooling. Partnerships with all the big firms. It's all about the picks and shovels. 

12-month price target of $198. Buy in thirds here, more at ~$155, and then ~$145. Yield is 0.09%.

The theme today is connectivity in the data centres. This pick concerns getting sufficient power (and power for cooling) and whether you can get on the grid. Portable nuclear reactor portals, which are hooked up to the back of data centres. Frantically building out, and (not surprisingly) NVDA has given them billions of dollars to do so.

Not profitable yet, which creates a lot of volatility. 12-month price target of $165; buy some here ~$139, add ~$132, and the last third around $124. No dividend.

The theme today is connectivity in the data centres. A favourite of his for quite a while. Has become a darling, especially on the AI-driven networking side of high-bandwidth and low-latency infrastructure. Buy 1/3 here around $150, more at $142, and the final third ~$133. No dividend.