Ernest Wong’s Top Picks for May 11, 2026 - BNN Bloomberg
Original article ↗Key figures
The S&P 500 and Nasdaq are at record levels, but the rebound in April has largely been driven by companies related to artificial intelligence (AI), especially data centre suppliers.
The top 20 performers on the S&P 500 this year are all AI-related suppliers like Sandisk, Intel, Micron, and Corning.
Shares have fallen with most of medical technology and from a cybersecurity incident this year, but we think Stryker can grow sales at nine to 10 per cent going forward.
Shares are attractively valued at under 20 times consensus earnings.
Quoted verbatim from the article — not summarised.
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Excerpt from BNN Bloomberg
Ernest Wong, Head of Research and Portfolio Manager, Baskin Wealth Management
Focus: North American large caps
Top Picks: Stryker, MSCI, Waste Connections
MARKET OUTLOOK:
Most companies have reported first quarter earnings, and earnings and outlooks have remained resilient despite Iran and high energy prices, even as markets react quickly to Middle East developments.
The S&P 500 and Nasdaq are at record levels, but the rebound in April has largely been driven by companies related to artificial intelligence (AI), especially data centre suppliers.…
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