Ticker Take

Stock picks for 2026 - What top Ticker Take guests are watching: Jon Erlichman

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We reviewed the ideas shared by guests on Ticker Take in the past year and invited our strongest performers to highlight one name for the year ahead!

What stocks should investors buy in 2026?

To find out, we reviewed the ideas shared by guests on Ticker Take over the past year and invited our strongest performers to highlight one name for the year ahead.

The result is a list that spans gold, utilities, clean energy, crypto mining, aerospace, technology and telecom. One guest even shared a stock idea recommended by AI.

This is not financial advice. Always do your own research.

Here are ten stocks chosen by our top guests, in alphabetical order.

Agnico Eagle Mines (AEM)

Ticker Take: David Burrows, Barometer Capital Management

David Burrows is sticking with Agnico Eagle after calling it correctly last year. He believes gold has a long runway ahead and sees Agnico as one of the strongest operators in the sector. He highlights its cash flow potential, decades of dividend consistency and broad analyst support.

Better Home and Finance (BETR)

Ticker Take: Eric Jackson, EMJ Capital

Eric Jackson has made headlines this year for bold calls on stocks such as Opendoor. Increasingly though, he has focused on Better Home and Finance. He thinks the stock is under-appreciated and will benefit from both lower mortgage rates and the company’s use of AI.

CleanSpark (CLSK)

Ticker Take: Adam Johnson, Bullseye American Ingenuity Fund

Adam Johnson likes CleanSpark for its position at the crossroads of bitcoin mining and AI infrastructure. He notes the company’s low mining costs, its excess power capacity and what he views as an attractive valuation. He sees a compelling setup as both themes gain momentum.

Exchange Income Corporation (EIF)

Ticker Take: Andrew Pink, LDIC

Andrew Pink is looking for stability in 2026 and sees that in Exchange Income Corporation. He highlights the company’s combination of aviation and manufacturing businesses, recurring demand and strong customer relationships. He views the stock as a defensive option for a potentially uncertain year.

First Solar (FSLR)

Ticker Take: Doug Clinton, Intelligent Alpha

Doug Clinton uses AI to help select stocks. His models have been pointing to First Solar. Clinton says the company’s valuation is reasonable. With other power sources receiving plenty of attention, from natural gas to nuclear, he says don’t discount solar, which will remain a crucial part of long-term energy infrastructure.

MDA Space (MDA)

Ticker Take: John Zechner, J. Zechner Associates

John Zechner is turning to MDA Space after a significant pullback. He believes recent contract losses have overshadowed the strength of the underlying business. He still sees MDA as a leading Canadian space technology company with exposure to a fast-growing industry.

NiSource (NI)

Ticker Take: Sam Stovall, CFRA Research

Sam Stovall sees continued potential for utilities in 2026. He notes that sectors which outperform in strong years such as 2025 often continue that trend in the following year. With supportive rate expectations and steady infrastructure demand, he views NiSource as a reliable opportunity.

Pinterest (PINS)

Ticker Take: Teal Linde, Linde Equity Fund

Teal Linde sees Pinterest as a mispriced growth opportunity. He highlights strong user momentum, improving monetization, expanding international adoption and increasing use of AI to improve recommendations. He believes the stock offers faster growth at a lower valuation than many major technology names.

Tesla (TSLA)

Ticker Take: Kim Bolton, Black Swan Dexteritas

Kim Bolton is focused on Tesla’s long-term technology roadmap. He points to progress in areas such as autonomous driving and robotics. Despite all of the attention Tesla’s stock receives, Bolton believes these businesses remain under-appreciated by the market and represent meaningful long-term growth.

TELUS (T)

Ticker Take: Greg Newman, Newman Group at ScotiaMcLeod

Greg Newman sees TELUS as a defensive pick for 2026. He points to an attractive valuation following tax loss selling and notes the appeal of its dividend yield. He believes improvements in the company’s core businesses could support a recovery.

For the full conversation and deeper discussions on each pick, you can watch the entire video on the Ticker Take YouTube channel and on the BNN Bloomberg YouTube channel.

Jon Erlichman is a BNN Bloomberg contributor and the host of Ticker Take on YouTube.