Hot Picks

Explore the investment case for Delta, United and Southwest as higher fuel costs put pressure on U.S. airline earnings.

Ari Rosa discusses opportunities in UPS, Saia and C.H. Robinson after a transportation stock sell-off driven by economic concerns.

Maxim Sytchev discusses three industrial stock picks and his approach to finding opportunities across the sector.

Anthony Chukumba discusses Dollar Tree, Ollie’s and Savers Value Village as higher-income shoppers turn to value retailers.

Three U.S. stock picks span SharkNinja, Dynatrace and Amer Sports, with a focus on consumer spending and AI software.

Talen Energy, Flex and MonotaRO offer exposure to data-centre power, infrastructure equipment and industrial growth.

Three tech stocks offer exposure to AI models, networking infrastructure and growing data storage demand.

Three health-care stocks could benefit as innovation, clearer regulation and increased dealmaking revive interest in the sector.

Constellation Software, SS&C Technologies and Thomson Reuters could benefit from specialized data, embedded systems and AI adoption.

McDonald’s, Dutch Bros and Chipotle pursue growth as restaurant chains respond to competition and changing consumer preferences.

Agnico Eagle, Alamos Gold and Aris Mining offer expanding production profiles as gold prices stabilize near record levels.

Walmart, Costco and Philip Morris offer defensive growth as consumers face higher costs and retailers navigate tariff uncertainty.

Oil prices, LNG disruptions and AI-driven power demand are reshaping opportunities across the energy sector.

Walmart, Costco and Richemont offer retail opportunities tied to value, technology, membership loyalty and resilient luxury spending.

Vikram Bagri discusses First Solar and Nextpower as solar stocks tied to tariffs, manufacturing and storage growth.