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Chief Investment Officer, First Avenue Investment Counsel · BNN Bloomberg Market Call guest
| Ticker | The pick | Picked | Source | Return | Vs. index |
|---|---|---|---|---|---|
| APTX CA | Picked recently-IPO'd Apotex Health, projecting roughly 20% Canadian market share in generic semaglutide as Canada's largest pharma manufacturer.logged retroactively from dated source | 2026-08-07 · $37.38 | BNN Bloomberg, Top Picks — Aug 7 2026 | −11.1% | −10.9 behind |
| ATD CA | Picked Alimentation Couche-Tard at 19x forward earnings, citing its fuel-pricing scale and pursuit of the Zabka Group acquisition in Poland.logged retroactively from dated source | 2026-08-07 · $93.30 | BNN Bloomberg, Top Picks — Aug 7 2026 | −10.7% | −10.5 behind |
| BKNG US | Picked Booking Holdings after a 35% pullback, calling it "a baby thrown out with the bathwater opportunity in this secular grower" near COVID-era valuations.logged retroactively from dated source | 2026-08-07 · $214.42 | BNN Bloomberg, Top Picks — Aug 7 2026 | −26.1% | −26.1 behind |
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.