Get the Sunday Recap
Scoreboard moves — the pundits' and ours — every Sunday. Free.
President & CIO, Baskin Wealth Management · frequent BNN Bloomberg Market Call guest
| Ticker | The pick | Picked | Source | Return | Vs. index |
|---|---|---|---|---|---|
| BRK-B US | Picked Berkshire Hathaway, expecting improved capital deployment under CEO Greg Abel via bigger buybacks and stronger operating-business performance.logged retroactively from dated source | 2026-08-19 · $499.62 | BNN Bloomberg Market Call, Top Picks — Aug 19 2026 | +1.3% | +1.1 ahead |
| ATD CA | Picked Alimentation Couche-Tard, citing fuel-price-swing capture and its acquisition of "over 13,000 convenience stores in Poland and Romania."logged retroactively from dated source | 2026-08-19 · $87.98 | BNN Bloomberg Market Call, Top Picks — Aug 19 2026 | −6.8% | −7.1 behind |
| COST US | Backed Costco for sustained "double digit" earnings growth from comp sales, digital expansion, and fuel market-share gains.logged retroactively from dated source | 2026-08-19 · $956.99 | BNN Bloomberg Market Call, Top Picks — Aug 19 2026 | −4.3% | −4.5 behind |
| CSU CA | Picked Constellation Software as one of the undervalued technology businesses he favors amid strong earnings growth.logged retroactively from dated source | 2026-06-09 · $2975.35 | BNN Bloomberg Market Call, Top Picks — Jun 9 2026 | +1.6% | −4.5 behind |
| NA CA | Picked National Bank as an overlooked large-cap offering value in the current market environment.logged retroactively from dated source | 2026-06-09 · $207.27 | BNN Bloomberg Market Call, Top Picks — Jun 9 2026 | +5.1% | −1.0 behind |
| META US | Picked Meta as part of high-quality North American businesses that had lagged the rally, favoring software/IT/healthcare/media/insurance names.logged retroactively from dated source | 2026-06-09 · $584.59 | BNN Bloomberg Market Call, Top Picks — Jun 9 2026 | +5.5% | +1.0 ahead |
| TDG US | Picked TransDigm despite Boeing/Airbus production weakness, calling it "an attractive opportunity to buy a high-quality compounder."logged retroactively from dated source | 2026-05-01 · $1154.45 | BNN Bloomberg Market Call, Top Picks — May 1 2026 | +0.7% | −6.1 behind |
| FICO US | Picked Fair Isaac (FICO), saying VantageScore concerns were "overblown" for the credit-scoring leader with "98 per cent market share for mortgages, auto, and credit card loans."logged retroactively from dated source | 2026-05-01 · $1035.50 | BNN Bloomberg Market Call, Top Picks — May 1 2026 | −10.0% | −16.7 behind |
| FFH CA | Called Fairfax "a disciplined insurer that has done a good job investing the float at consistent returns," comparing it to Berkshire Hathaway.logged retroactively from dated source | 2026-05-01 · $2170.28 | BNN Bloomberg Market Call, Top Picks — May 1 2026 | +5.9% | −1.9 behind |
| NFLX US | Picked Netflix, citing 8% subscriber growth in 2025 and management guidance of 13% sales growth and 20% profit growth for 2026.logged retroactively from dated source | 2026-02-02 · $82.76 | BNN Bloomberg Market Call, Top Picks — Feb 2 2026 | −5.5% | −16.1 behind |
| MSCI US | Picked MSCI, pointing to 10% revenue growth, "strong inflows into MSCI's international ETFs," and buybacks near 5% of shares in 2025.logged retroactively from dated source | 2026-02-02 · $624.75 | BNN Bloomberg Market Call, Top Picks — Feb 2 2026 | −8.3% | −18.9 behind |
| MSFT US | Picked Microsoft after a 10% pullback on a minor Azure-growth shortfall he attributed to "capacity shortages rather than a demand issue."logged retroactively from dated source | 2026-02-02 · $423.37 | BNN Bloomberg Market Call, Top Picks — Feb 2 2026 | +18.0% | +7.4 ahead |
Picks are public statements, logged with sources and scored against the pick’s market index (TSX Composite for Canadian picks, S&P 500 for US). Price return only. Corrections: contact us.