This Week’s Stock Picks & BNN Top Picks Summary: SIA-T, GIL-T and 19 Stock and 6 ETF Top Picks (Sep 26-Oct 02)

Opinion about SIL-N: ETF of silver miners. If you're bullish on AI, you have to be bullish on how AI happens. Silver is both a precious metal and a consumable industrial metal. Solar panels, electronics, data centres. Supply is tight following years of underinvestment in mining. More volatile than gold, and even than stocks at…

Opinion about NLR-N: AI buildout will require more power. Nuclear is round-the-clock energy, whereas solar and wind are not. Clean and carbon-free, unlike natural gas. This ETF has torque to some mining companies, as well as to some of the utility operators. A broader play on the power bottleneck that's emerging.

Opinion about VEE-T: Low-cost exposure to all the emerging markets in the world. These markets are less expensive than the US. Probably a lot of the next decade's growth will come from them -- driven by better demographics, rising middle classes, industrialization, and realignment away from China.Most investors are probably underweight EMs. Great opportunity to…

Opinion about XMU-T: Stockchase Research Editor: Michael O'Reilly We reiterate this iShares ETF, which focuses on US equities that demonstrate lower volatility over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10%…

Opinion about ZLU.U-T: Stockchase Research Editor: Michael O'Reilly We reiterate this BMO ETF, which focuses on US equities that demonstrate lower volatility over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10%…

Opinion about VGG-T: Stockchase Research Editor: Michael O'Reilly We again reiterate VGG, a low-MER ETF offering exposure to US high tech giants along with dividend growing companies, as a TOP PICK.  It manages well in good times and holds its value better during market declines.  We recommend trailing up the stop (from $90) to $99,…

Opinion about DIR.UN-T: Focuses on the small- and mid-bay sector of 20-100k square feet. 2/3 of portfolio in Canada, 1/3 in Europe (mainly in Netherlands and Germany). Great value, lots of growth built in, limited downside. Very wide discount of 27% to NAV. Sector's had concerns on tariff impact; but those are mainly on manufacturing and…

Opinion about GO.U-T: Very niche, Upper East Side of Manhattan. Very high end, luxury apartment buildings. Just went public on the TSX, even though it owns only US assets (we've seen this before). Digestion phase, as it went public at $15 but now trades around $11.85. Just to close that gap is 27% upside. Best multi-family…

Opinion about EFN-T: They delivered another strong quarter: cash flow, steady earnings and managers buying back shares. Are moving into smaller fleets and a new platform involving AI to make fleet management more efficient. Is a steady compounder. Now is a good entry point. (Analysts’ price target is $41.80)

Opinion about COF-N: COF is a darling of investors at 4 buys and two holds with 16.7% potential upside. Earnings growth is expected to be 14% this year, and the company actively buys back shares. The last four quarters have seen slam-dunk earnings beats.

Opinion about CSH.UN-T: A rare winner in the battered REIT space. It's rallied nearly 30% over the past 12 months and over 33% so far this year. Aging demographics and a shortage of new retirement homes continue to drive this chain. Its occupancy rate is now 93% and will likely touch 95%. CSH continues to…

Opinion about SIA-T: Aging demographics continue to be a tailwind, but prefers Chartwell. Scores 7 for value and 5 for fundamentals. The 5% dividend could be stable. They operate across Canada in many markets and constantly add new properties.

Opinion about MLTX-Q: Financial Highlights for MoonLake Immunotherapeutics in Q2 '25. Gross Profit stood at -740,000, marking a -96.3% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Cost of Revenue was 740,000, a 96.3% difference from the previous quarter. A rising cost of revenue may suggest increased production…

Opinion about GIL-T: A cheap, vertically integrated supply chain gives them an edge and moat. They grow by simplifying their products, optimizing factories and keeping prices sharp. This has expanded margins as peers struggle. Are a defensive play. Sees 16% upside. (Analysts’ price target is $92.10)

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 at…

Opinion about HON-N: Has lagged the market, but has AI exposure in aerospace automation and advanced materials. They supply US defence and cybersecurity. Is still trending higher with 20% upside. Is oversold now. (Analysts’ price target is $251.88)

Opinion about CSU-T: Rolling over a bit here. Part of the trend of capital rotating out of big-cap names. He came out of it in the summer as it started to weaken. Fairly sizable correction in last couple of months, not sure bottomed out yet. Still in downtrend of lower highs. He'd at least want…

Opinion about GE-N: Is up 49% this year. Take some profits. Led by a strong CEO. However, it's possible it could come down after this run.

Opinion about SFTB-NEO: Aside from gold stocks, #1 in his international RSI ranking. Involved in technology and communications. The CDR gives you international (here, Japan) exposure via the Canadian market.

Opinion about TVE-T: Great little company. Has now seen 6 consecutive quarters of beats and some raises. Intermediate oil producer busy consolidating in Clearwater, one of the hottest plays in Canada. Production has grown ~10% YOY on average. Reduced net debt by 17% and share count by 6%. High-efficiency wells, strong FCF. Very good netbacks.Looking…

Opinion about SIG-X: All the senior golds have re-rated over the last couple of years. This company is in the Yukon. Yukon suffered an image issue with Victoria Gold's mine contamination in 2024 and subsequent bankruptcy. Things are starting to turn around. Very large drilling program this year, which will see a combination of new discoveries…

Opinion about WGO-X: Revenues have turned a corner. Small-cap gold exploration in Yukon. Interesting neighbours like AEM and NGT. AEM owns just under 20%. Revaluation of the asset base and ramp up in activity could significantly increase the resource and make it a takeover candidate. No dividend.

Opinion about ABX-T: Has lagged peers forever, now starting to get noticed. Started picking up and breaking out. Next resistance is ~$50-55. Looks incredible technically. Yield is 1.75%. (Analysts’ price target is $46.55)

Opinion about LAC-T: Gross Profit stood at -10,000, marking a 16.7% change since the last quarter. Gross profit showcases the efficiency in production and sales processes.Cost of Revenue was 10,000, a -16.7% difference from the previous quarter. A rising cost of revenue may suggest increased production or sales costs, which can impact margins. However, if…

Opinion about CURA-T: And now for something completely risky. Though listed on the TSX, this is an American company that produces weed in that country and across Europe. As everyone knows, U.S. states have been legalizing ganja for several years and there's always speculation of whether this president or that will legalize weed for the…