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PUNDIT SCORES · TRACKED SINCE 2026
Brian Madden
Chief Investment Officer, First Avenue Investment Counsel · BNN Bloomberg Market Call guest
3
Picks on record
0/3
Beating their index
−10.7
Avg vs index · small sample
| 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 | −10.0% | −10.4 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 | −12.1% | −12.5 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 | −9.8% | −9.3 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.