This Week’s Stock Picks & BNN Top Picks Summary: PPL-T, NU-N and 17 Stock and 1 ETF Top Picks (Oct 17-23)

Opinion about AQN-T: He looks at peaks and troughs. What you may be seeing right now is a higher trough. Now the stock needs to take out the last peak, around $9. If it moves above $9, the technical point of view tells you that the sellers who didn't like the stock are being taken…

Opinion about PPL-T: Really likes it. If you have a bit higher risk tolerance, you get a lot more upside. Yield is similar to that of ENB, but with a lot more growth. LNG project will come online in BC in 3-4 years. Potential META power centre. A play on the still-very-strong outlook of nat…

Opinion about TSLA-Q: Tesla reported a revenue of 22.5B, which is a 16.3% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood…

Opinion about EIF-T: Passenger, cargo, and MedEvac air services. Intelligence and surveillance flights for Canada and other countries. Leasing and airline parts sales. Mainly in Canada's North, a play on growth there. Should benefit from increased defense spending. Traditionally a mishmash of businesses. Now coming together more cohesively. Attractive multiple of 7x EV:EBITDA. Yield is 3.41%.…

Opinion about KBL-T: Laundry, primarily for hospitals (a guaranteed business, and guaranteed to increase with demographics). Mainly Canada. Made a major UK acquisition (more in hospitality, economically cyclical) earlier in the year, and the equity issue pushed down price of stock. Small, sleepy company. Doesn't usually do a lot of acquisitions or equity issues. Last quarter…

Opinion about CASH: You can have all the opinions you want, but his firm uses quantitative measurements. He posts the "Bear-o-meter" on his blog every month (takes into account trend, breadth, momentum, sentiment, valuations, and seasonality and delivers a reading of risk as low, medium, or high). It's been very accurate in the past (he's…

Opinion about RKT-N: Vertical integration of mortgage services and online real estate listings. Plays very well into lower interest rates and more activity in the real estate market. Well priced, well positioned. No dividend. (Analysts’ price target is $19.86)

Opinion about SNV-N: High-quality, trusted regional bank. Merging with Pinnacle, showing good promise for even short-term growth. Trades at a good multiple. Loan growth is good. Yield curve is steepening, with short-term interest rates falling, and that's very good for banks. A fair bit of capital markets business is also happening. Yield is 3.40%. (Analysts’…

Opinion about NU-N: Dominates Brazilian fintech market. Winning large share of new loans made in that market. Estimated 25-30% growth for next few years. Operations also in Colombia and Mexico. Long-term growth involves expansion to more countries. Digital, no branches, very high consumer satisfaction. Started by helping those who couldn't get a traditional bank account, now…

Opinion about NWH.UN-T: Hospital and medical offices around the globe, very strong assets, some with 10- or 20-year leases. Hit hard in 2022 with higher interest rates on too much debt. Replaced CEO. One of the cheapest REITs on the market. Chairman owns about 10% of the stock, just through open-market purchases. He likes management that…

Opinion about EWJ-N: North American markets are quite overcooked, so he's been divesting into foreign markets. Japan's a major market, and in an uptrend. Fiscal stimulation is supportive. Chart breaks out, then settles out, over and over. Rather than going parabolic. And he likes that. Good-looking chart. He's been legging in for the better part of…

Opinion about AA-N: He really likes commodities. There's a major commodity secular movement happening. Gold, silver, and uranium have all popped, and there's a rotation within the commodity space. All that AI stuff involves either rare earth or base metals. This name is a base metal. Aluminum trade was soft for a while, but has picked…

Opinion about ELV-N: Health insurance is an integral part of the overall health solution in the US. Much of the participation comes via employment. Inexpensive, trading at about half the valuation of UNH, but with comparable growth rates. About 2/3 of commercial business is a fee-based, rather than risk-based, model (so the employer takes on…

Opinion about ABXX-NE: Built a commodities and futures exchange in an area that no one else has contract on -- LNG and carbon credits. Investors include some big names in finance. Rolled out in the summer, and volume continues to increase. Also has blockchain technology that applies to stocks and real estate transactions. No dividend.…

Opinion about TNZ-T: 18 months ago, acquired undeveloped oil & gas assets in the North Sea; uniquely financed it with cashflow from the asset to be acquired. Just did another one. Can now go looking to make deals with bigger companies for more of their orphaned or neglected assets. In no time, is going to…

Opinion about HBFG-CSE: Buys small (but growing) businesses in the restaurant/quick service/consumer products segment, and then rolls out more locations. Low-capex model. A lot of the costs are often paid by the franchisee, while Happy Belly collects a royalty on topline sales. Really hot space right now. No dividend.

Opinion about BYND-Q: Beyond Meat reported a revenue of 75M, which is a 9.1% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit…

Opinion about GME-N: GameStop reported a revenue of 972M, which is a 32.7% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood…