The research team at BMO Capital Markets published their Best of BMO quarterly report featuring the top stock ideas arising from the work of both analysts, strategists and economists.
There are some changes.
U.S. energy analyst Phillip Jungworth replaced Baker Hughes Company with ConocoPhillips. John McNulty moved to Dupont over Axalta Coating Systems and Raj Ray replaced Centamin with Endeavour Mining. G Mining Ventures was picked over Osisko Mining and West Fraser Timber replaces Beacon Roofing Supply. In industrials, Devin Dodge moved to Brrokfield infrastructure form Waste Connections and John Gibson now likes RB Global over CES Energy Solutions. Tamy Chen picked Alimentation Couche-Tard instead of the previous quarter’s Maple Leaf Foods, Simeon Siegel picked Bath and Body Works, replacing Nike, and Darling Ingredients was chosen over Pilgrim’s Pride.
The list as it stands is now Cenovus Energy, ConocoPhillips, NuVista Energy, Calibre Mining Corp., Cameco, Capstone Copper, Constellium, Corteva Agriscience, DuPont, Endeavour Mining, G Mining Ventures Corp., Torex Gold Resources, West Fraser Timber, Brookfield Infrastructure, Canadian Pacific Kansas City Ltd., RB Global, Alimentation Couche-Tard, Bath & Body Works, Camping World Holdings, Darling Ingredients, Domino’s Pizza, Premium Brands Holdings, Stride Inc. and Walmart Inc.