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TOP PICK
Just bought it. Well-run. They do laundry for hotels and hospitals. They lost the latter during the early days of Covid, but the latter they recouped and it's contracted long-term with inflation protection. He likes this medium/long-term. A small company,so it can be a takeover candidate. Pays a 3.5% dividend. Stable. (Analysts’ price target is $51.79)
other services
TOP PICK
The oil producers haven't come off. What hurts the stock more is the uncertainty over the CEO transition. Pembina misstepped in recent years with their PHP facility getting mothballed. But they have an extension natural gas network in western Canada and are doing a carbon capture project with TC Energy. Pays a 6.5% dividend with some growth. (Analysts’ price target is $43.87)
pipelines
TOP PICK
It's getting too cheap to ignore. Supply chain issues and lower guidance have pressured the stock, but everybody is suffering the former. Before that, they did an equity issue to shore up their balance sheet; the market didn't like that. NFI is the only North American producer of green-power buses while transit companies are under pressure to green their fleet, and the costs of running those fleets is positive. The secular trends favour NFI long term. (Analysts’ price target is $29.20)
Automotive

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TOP PICK
Stockchase Research Editor: Michael O'Reilly This specialty home decor retailer, who has benefitted through the pandemic as lockdowns, is reiterated as a TOP PICK. It reports on earnings this week, so we will recommend a tight stop -- trailing up from $17 $19. It continues to trade at good value compared to its peers (9x earnings compared to peers at 18x). We also like that they have been building up cash reserves, while buying back stock. We continue to see upside potential towards $36 -- upside potential over 65%. Yield 0% (Analysts’ price target is $36.33)
specialty stores

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate MFC, a Canadian based financial and wealth services provider, as a TOP PICK. It pays a strong dividend backed by a payout ratio of 33% of cash flow. It trades only 7x current earnings, compared to peers at 12x, and it is valued right near book value. We recommend trailing up the previously recommended stop (from $17) to $21 looking to achieve $30 -- over 29% upside. Yield 4.7% (Analysts’ price target is $30.00)
insurance

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate DRVN as a TOP PICK. The company operates 4300 auto service centers in the US and 14 other countries, and services over 50 million cars annually, generating over $1 billion in revenues each year. Auto maintenance demand continues to jump during the pandemic. We like that the company is using cash reserves to pay down debt. We recommend keeping the stop at $27, looking to achieve $42.50 -- upside potential over 35%. Yield 0% (Analysts’ price target is $42.12)
Automotive
TOP PICK
He's bullish on Alberta. Next year, he expects unemployment rate to be lower than it was pre-Covid, pretty remarkable. With higher oil prices and more diversified economy, Alberta's a winner next year. Lowest multiple yet highest earnings growth, a powerful combination. Highest cap rate in its sector. Very bullish if concessions are removed and they can lease up space, with a potential unit price of $75-90. Yield is 1.76%. (Analysts’ price target is $60.32)
property mngmnt / investment
TOP PICK
Went public in July at $28. Focus on sunbelt grocery-anchored shopping centres in the suburbs. Better internal growth than peers. Blackstone recently reentered the shopping centre market. Big discount to NAV. Yield is 3.33%. (Analysts’ price target is $35.71)
0
TOP PICK
Multi-family apartment REITs in Montreal, Toronto, Ottawa. Set up for low double-digit growth next year. Trades at discount to NAV. Yield is 2.02%.
property mngmnt / investment
TOP PICK
A major with great price momentum and still cheap valuation. Like many of the energy companies, it is trading at 6x EBITDA. 13x earnings. Hitting a number of metrics. Their latest deal is accretive for them immediately. A safer way to play a continuation in the energy bull market. Relatively early days he thinks. (Analysts’ price target is $63.02)
oil / gas
TOP PICK
A special, arbitrage situation. Uranium is one of the greenest sources of energy. It has been dead money for while since 2011. European, Japanese and Chinese governments are pushing back into uranium energy. Probably has a long way to go. Buy below or at NAV. Trade with a hold bias.
0
TOP PICK
Thematically likes copper. Should continue to do well. Has been sideways in the last 6 months following a run up. Demand is still strong. Relatively low supply. Cheap. BC based with Australian mines. 3.4x free cashflow, 3.5 EBITDA, 7.5x to earnings. High return on equity. Good balance sheet. (Analysts’ price target is $5.10)
Mining

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate RDS.A as a TOP PICK as a way to play the global recovery in oil and gas, while avoiding the pipeline drama in North America. The company is working to become carbon neutral by 2050, is one of the largest producers in the world, and is investing in renewable energy. It trades at book value and is priced at 7x forward earnings. It pays a good dividend, backed by a payout ratio under 30% of next year's cash flow. We like how they are increasing cash reserves, while paying down debt and buying back shares. We continue to recommend keeping a tight stop at $41, with upside to $59.50 -- potential over 33%. Yield 4.34% (Analysts’ price target is $59.49)
integrated oils

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We once again reiterate MU as a TOP PICK. The memory and storage technology company trades at 17x earnings compared to peers at 77x. With good earnings growth prospects it trades with a PEG ratio under 1.0 and is presently valued at just over 2x book value. It pays a small dividend, backed by a payout ratio under 10% of cash flow. We like that it is buying back shares and paying down debt. We recommend trailing up the stop to $70, looking to achieve $103 -- upside potential over 19%. Yield 0.47% (Analysts’ price target is $102.93)
computer software / processing

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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate IGM, a $10 billion Canadian financial services business (with brand names including IG Wealth Management and Mackenzie Investments) as a TOP PICK. It trades at 13x earnings and a PEG ratio under 1.0. It is currently valued at just under 2x book value. It reinstated its dividend with an excellent yield that is backed by an expected payout ratio under 60% of cash flow. We recommend trailing up the stop (from $35) to $45, looking $57.50 -- upside potential over 15%. Yield 4.55% (Analysts’ price target is $57.25)
investment companies / funds
Showing 1 to 15 of 29,483 entries

What are the best stocks to buy today?

According to Ryan Bushell and The Panic-Proof Portfolio (Stockchase Research), the best stocks to buy today are RDS.A-N, MU-Q, IGM-T, KBL-T, PPL-T, NFI-T, KIRK-Q, MFC-T, DRVN-Q.