30 Stocks Top Picks (NOV 16-22)

Opinion about HBC-T: Nicknames it Hit By A Car like its chart. HBC is all about its real estate holdings; that's the reason you own this. Doesn't know if the current rally signals a buy. Can't predict this chart. Even consider selling it.

Opinion about MHK-N: They had a great quarter, but so did Whirlpool and the market didn't pay attention. He prefers Whirlpool.

Opinion about DOL-T: Beat revenue, earnings up. Is pullback of 3.5% today a buy? Believes he heard a comment that its forward guidance is uncertain, and that could be the reason it's pulled back. Earnings are one thing, but the street looks for forward guidance because that's what's going to happen next.Longer-term chart is a…

Opinion about BRB-T: (A Top Pick Jun 18/18, Up 1%) Still likes it. It's well-run. They're growing their brands and they have a big opportunity to get into cannabis beverages which will be legal in Canada in October 2019. BRB is well-positioned for this and this market could be very large.

Opinion about GC-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Takeover offer. Pandemic hit hard. Solid assets, but re-opening slowed. Healthy balance sheet.

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Opinion about FANG-Q: It comes highly recommended with a very strong growth profile. Its size is intermediate to junior. He also commented that a maximum of 10 to 15% of oil and gas companies should be in a portfolio. Utilities, a classic defensive space, would be smaller at 7 to 8% of a portfolio, and…

Opinion about PE-N: (A Top Pick Sep 01/20, Up 56.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PE has resulted in the company being acquired by Pioneer Natural Resources. We are considering the position now closed at the last market closing price of $16.93. Combined with the previous recommendation to cover 50%, the…

Opinion about BTE-T: The commodity is its main catalyst and it has been range bound for at least six months. There are better companies in the space. He quoted the common saying: Let your winners run and cut your losses.

Opinion about VET-T: It is trading where it should. There are headwinds with European gas prices. It has struggled quite a lot but the last quarter was reasonable. You should probably sell it for something with more growth.

Opinion about SGY-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research SGY is quite small at $510M, but the stock is very cheap. With a 10% dividend, a buyer (or privatization) could eliminate the dividend and use internal cash flow to pay for the whole company in about three years. But, that doesn't…

Opinion about CPG-T: Great company. Looking at the chart, big wall of resistance it just couldn't get through. Then it broke out. If you own it, hold. If it pulls back to the neckline, he'd be all over it.

Opinion about TRP-T: (A Top Pick Sep 05/24, Up 30%) Not adding now because it's run up so much. Likes that its growth is now from smaller projects that are more likely to go through with minimal regulatory issues. Still a forever hold.

Opinion about ENB-T: Technical analysts love to give fancy names to chart patterns 😉  The 5-year for this name is showing a cup and handle -- with that rounded bottom, perhaps a little pullback, and then a breakout and consolidation. Also a nice swing trade. Now testing the breakout point, and successfully so. Looks good.

Opinion about ISC-T: (A Top Pick Feb 19/25, Up 20%) (Note the short timeframe.)  Steady business. Lots of FCF, nice dividend. Good run, but still cheap.

Opinion about CME-Q: CME Group is committed to delivering new ways to manage risk and improve efficiency. Whether that means developing product solutions to empower trading strategies, expanding access to unique data insights, seamlessly connecting siloed liquidity pools, or introducing more ways to optimize the time and capital required for world-class risk management, new opportunities…

Opinion about BAM.A-T: You could buy this but it would be better to buy the parent company, Brookfield Corporation (BN) instead, for a long term hold and outlook. BN owns 75% of BAM and has a better valuation. It has had a 15% compounded return over 10 years and expects 17% in compounded earnings. Insiders…

Opinion about WIR.UN-T: (A Top Pick Jan 12/21, Up 48%) Great-managed REIT. Taken out.

Opinion about V-N: Though he's not a fundamental analyst, he can offer a small insight into the credit industry. There's been a lot of talk that's there's probably going to be some reason for the Fed to ease, and that's because the economy is probably slowing down. Purchases will be down, so Visa and the…

Opinion about AAPL-Q: Apple's revenue for the last quarter stood at $94 billion. This reflects a decrease of 1.39% from the previous quarter, indicating some short-term concerns about sustained growth. However, compared to the same quarter last year, there is a promising increase of 9.63%, pointing towards positive year-over-year growth that suggests underlying business strength.…

Opinion about MSFT-Q: The company he'd be owning 5 years from now. Partnership with OpenAI is most consequential company of our time. Totally ahead on AI. Absolute beast when it comes to distribution. Wide-reaching tentacles across every Fortune 500 company. Path of least resistance when it comes to adopting AI -- security platform, Office 365,…

Opinion about ECL-N: Good time to buy. 

Opinion about NTR-T: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3 position. Likes it long term. BHP is bringing on Jansen, but it's behind (and second phase may be mothballed). Good diversifier. Nice yield.For new clients, buying a half position. Ideally, want to buy…

Opinion about SYK-N: He hasn't seen valuations like this since 2020 briefly and 1993. Their big growth driver is orthopedics with robot-assisted surgeries, with growth expected to double over 5 years; robots account for roughly 45% of their orthopedics business. (Analysts’ price target is $429.76)

Opinion about BMY-N: Has never been this cheap. Has high hopes for their new central nervous system drug; it if doesn't work, he will sell BMY.

Opinion about BIP-N: Not really affected by tariffs. In the private equity area. Probably the fastest-growing part of the business. Will continue to be quite a hot area. He prefers BN.

Opinion about SPGI-N: (A Top Pick Jun 13/24, Up 20%) All its businesses are very profitable, with operating margins in 50% range. Recurring revenue stream from subscriptions. Great businesses, very scalable. 

Opinion about H-T: Likes the regulated utilities. 

Opinion about T-T: (A Top Pick Sep 05/24, Up 7%) Picked it because she was worried about the economy (still is), and would be happy with the dividend. Same reason she owns it today for the 7.4% yield. Slower growth, but very defensive industry. Price competition has lessened. Better financial position than peers.

Opinion about BCE-T: Telcos in NA are a mixed bag right now. He'd be a seller. Other things outside of telecom to do with your money.