This Week’s Stock Picks & BNN Top Picks Summary: CAT-T, ORCL-N and 14 Stock and 1 ETF Top Picks (Oct 10-16)

Opinion about AMGN-Q: 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…

Opinion about AQN-T: 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…

Opinion about IAK-N: 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,…

Opinion about TOU-T: 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…

Opinion about DRVN-Q: 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…

Opinion about ARE-T: 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)…

Opinion about CAT-N: If you think there's going to be a mining cycle, it's a given that this name will sell a lot of equipment. People are underestimating its big turbine business -- natural gas turbine generators that are smaller than utility-grade generators. This part of the business feeds right into the data centre buildout. Can…

Opinion about CSU-T: Phenomenal compounder. It's really 6 companies in 6 different operating subsidiaries. Master of the small deal, and that's how it gets such attractive valuations. They buy things that other people don't know to buy. Really a private equity firm that focuses on software. If AI disproportionately affected 1 or 2 of its 1000…

Opinion about HON-N: Very inexpensive at 19x PE. Great businesses under the hood in terms of aerospace and automation. Catalyst for realizing value over the next 2-3 years is the upcoming spinoff. Post-spinoff, valuations will normalize to what's suitable for the growth of each business according to the industry it's in. Yield is 2.31%. (Analysts’…

Opinion about ORCL-N: Oracle Corporation is a leading multinational computer technology corporation headquartered in Redwood Shores, California. Oracle specializes in developing and marketing database software, cloud engineered systems, and enterprise software products. Known for their extensive database offerings and technology infrastructure, the organization plays a pivotal role in various sectors, including finance, telecommunications, and retail.…

Opinion about RGTI-Q: Rigetti Computing is a pioneer in the field of quantum computing, involved in building and deploying full-stack quantum computing solutions. Leveraging their own quantum processors, they aim to accelerate the development of quantum software applications. The company is positioned in a rapidly evolving market and has taken significant strides to gain a…

Opinion about BITF-Q: Bitfarms Ltd. is a cryptocurrency mining company that operates one of the largest publicly-traded crypto mining for Bitcoin. The company is focused primarily on achieving large scale setups optimized for cost and energy efficiency. Bitfarms operates mining farms in Canada and South America, leveraging favorable climate conditions and energy sources to keep…

Opinion about MEQ-T: Unique business model as a corporation, retaining cashflow and hunting for acquisitions. One of the best compounders out there, and definitely the best real estate compounder. Targets mid-market, where there's little (or no) competition. Trades ~15x PE. Be cautious on the entry and exit. Buy and sell with limit orders, as it's a…

Opinion about AEM-T: A more conservative name among the precious metals. When a bull market starts, it can go on for a decade in multiple stages. With gold, we're probably in the first one. Mining is a really hard business, so you want to own the leader. For years and years, management has done a great…

Opinion about CCO-T: Uranium pricing is moving higher. Great acquisition on nuclear from Westinghouse. First of the uranium companies to break out to new highs a couple of years ago. Giant structural base. Pricing power and volume growth. Core in his portfolio, not speculative. Will benefit over next few years from the environment we're in.…