Stock picks
Picks is a personal list of stocks that trade below their estimated worth, each with research and a dated history of every change: information, not advice.
Picks gives general opinions about stocks, including a "Top pick" label. They are not tailored to your needs, goals or risk tolerance. Kevin is not a registered adviser and relies on the general-advice exemption in Canadian securities law (NI 31-103 s.8.25). Do your own research, or ask a registered adviser. Kevin may hold any stock on this site. Read the Disclaimer.
644 stocks · Updated
Latest note ·
The list grew by 178 companies, and outlooks went up
From November 9 to November 11, 178 companies were added to the list. On November 11, the list had 513 active companies. In the reports from November 7 to November 11, 10 of 14 decided tests passed, and Petrobras, Honda and Infineon raised their outlooks. 36 picks report from November 12 to November 20, with 10 on November 19.
Read the note →- est.PCGCPUC proposed decision on Kincade and Dixie fire cost recovery
- WFRDRedomestication to Delaware closes
- ACMFiscal 2026 results: cash flow and fiscal 2027 guidance
- APPLead-plaintiff deadline in the securities class action
- BEKEQ3 2026 results
- BIDUQ3 2026 earnings: search decline and AI cloud
- NKEInvestor Day: next phase of growth and the financial plan
- est.VYLRForm 10-Q for Q3 2026: first results as an independent company
Earnings calendar
All picks
644 picks
Star , Own or Pass a company to sort it.
| $ | $ | 0.3%12 months 0.3% | Far below intrinsic value | Very bullish | Top pick | Jan 28, 2027 (est.) | ||
| $ | $ | 0.8%12 months 0.8% | Far below intrinsic value | Very bullish | Top pick | Dec 10 (est.) | ||
| $ | $ | 4.0%12 months 4.0% | Far below intrinsic value | Very bullish | Top pick | Feb 25, 2027 | ||
| $ | $ | 3.6%12 months 3.6% | Far below intrinsic value | Very bullish | Top pick | Feb 17, 2027 | ||
Structural gap (US-China tension and a weak Chinese consumer keep a country discount on Yum China that its own results cannot remove.) | $ | $ | 2.4%12 months 1.8%Fewer payments or a raise | Far below intrinsic value | Very bullish | Top pick | Feb 3, 2027 (est.) | |
| $ | $ | 0.6%12 months 0.3%Fewer payments or a raise | Well below intrinsic value | Very bullish | Top pick | Nov 17 | ||
Structural gap (Strong results can close the execution part, but the market will probably keep a discount for Taiwan-China risk that TSMC cannot control.) | $ | $ | 1.1%12 months 0.9% | Well below intrinsic value | Very bullish | Top pick | Jan 15, 2027 (est.) | |
| $ | $ | No dividend data | Well below intrinsic value | Very bullish | Top pick | Feb 5, 2027 (est.) |
Prices and market caps are in each pick's own currency (US$ or CA$). Sorts do not convert them.
Discount map by sector
637 of 644 picks. 6 picks have no market cap yet, so they are not on the map. 1 pick has no discount category, so it is not on the map.
Each box is one pick on the map, and a bigger box is a bigger company. The color shows how the price compares with the analysts' intrinsic value: the greener the box, the further the price is below it. The boxes are grouped by sector. Choose a box to open the company. The boxes too small to choose are listed by sector under the map, and each box shows its name as a tooltip where the device has one. Market caps are in each company's own currency, US or Canadian dollars.
- Deep below intrinsic value
- Far below intrinsic value
- Well below intrinsic value
- Below intrinsic value
- Close to intrinsic value
- Pricey
- Far above intrinsic value
Small sectors: 1 Utilities, 2 Real estate. The list under the map has every sector.
Small sectors: 1 Real estate. The list under the map has every sector.
List the picks on the map by sector
Technology (87)
Consumer (126)
Financials (94)
Healthcare (72)
Industrials (95)
Communication (34)
Energy (33)
Materials (36)
Utilities (30)
Real estate (30)
Recent updates
- BNBrookfield Corporation
Next earnings date moved to Feb 12, 2027; next earnings date is now an estimate; the company overview was rewritten; the investment thesis was rewritten; the listed risks were updated; the balance sheet was rewritten; checkpoint passed: BN Q3 2026 results: distributable earnings and carry; checkpoint moved to Dec 1, 2026: Merger with Brookfield Wealth Solutions closes; new checkpoint: Q4 2026 results: distributable earnings and carry; recent events were updated.
- CTVACorteva
Next earnings date moved to Feb 11, 2027; next earnings date is now an estimate; the company overview was rewritten; the investment thesis was rewritten; the listed risks were updated; the balance sheet was rewritten; checkpoint failed: Q3 2026 results: first stand-alone report and outlook; new checkpoint: Q4 2026 results and 2027 outlook; recent events were updated.
- MBGLMobility Global
Next earnings date moved to Feb 12, 2027; next earnings date is now an estimate; the company overview was rewritten; the investment thesis was rewritten; the listed risks were updated; the balance sheet was rewritten; checkpoint passed: Q3 2026 results: first full standalone quarter; checkpoint moved to Feb 12, 2027: Q4 2026 results and 2027 guidance; recent events were updated.
- TEXTerex
New checkpoint: New leader for Environmental Solutions; recent events were updated.
- LNTAlliant Energy
The investment thesis was rewritten; the listed risks were updated; the balance sheet was rewritten; recent events were updated.
No longer picks
These companies left the list. Their pages and history stay, and a company can come back if its price falls.
KVUEKenvueNo longer a pick since November 2, 2026
Kimberly-Clark completed its purchase of Kenvue on November 2, 2026, and the shares no longer trade.
CEGConstellation EnergyNo longer a pick since October 11, 2026
The discount is gone, and the Crane restart may slip to 2031.
COSTCostco WholesaleNo longer a pick since October 11, 2026
The price is above both the analysts' value and the AI estimate, so there is no margin of safety.
DNNDenison MinesNo longer a pick since October 11, 2026
The price is far above the AI estimate, it has no moat, and it produces nothing before mid-2028.
MDAMDA SpaceNo longer a pick since October 11, 2026
The price is above the AI estimate, it has no moat, and its free cash flow is negative.
OUSTOusterNo longer a pick since October 11, 2026
The price is far above the AI estimate, it has no moat, and it still loses money.
QCOMQualcommNo longer a pick since October 11, 2026
The price is above both the analysts' value and the AI estimate, and the thesis needs AI chip revenue that has not started yet.
VNOMViper EnergyNo longer a pick since October 11, 2026
The price is at the analysts' value and the AI estimate, and Viper does not control where its wells get drilled.