Stock Picks for November 2025

Stock Picks for November 2025

Today is November 14th, 2025 and it’s time for some new stock picks!

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What is the market outlook as of November 2025?

October was another good month for stocks with Canadian stocks up about 1% and US and International stocks up about 3%. Markets appear to be topping now. Gold and gold miners after a spectacular rise this year, reached a high in mid October and have pulled back a bit since. Other signs of markets topping would be a small pullback in the NASDAQ and the AI stocks as well as a pullback in bitcoin, which as served as an indicator of whether the majority of market participants are bullish (optimistic) or bearish (pessimistic) about the near future. As equity valuations remain elevated, we would not want to buy all equities indiscriminately, just good businesses at good prices.

Berkshire Hathaway Inc. (NYSE: BRK.B)

My first stock pick is Berkshire Hathaway, symbol BRK.B on NYSE. Berkshire Hathaway is Warren Buffet’s company. It is a conglomerate with operating businesses such as insurance (such as GEIKO), transportation (Burlington Northern Santa Fe railway), re-insurance, utilities, energy, finance and manufacturing. In addition to these operating business Berkshire owns a very large portfolio of stocks and US T-bills.

The market capitalisation of Berkshire is 1.05 trillion dollars. The stock portfolio is worth about 314 billion dollars and the T-bill portfolio about 382 billion dollars so the operating business is currently valued at 354 billon dollars. Operating earnings are about 49 billon dollars so the operating businesses are valued at just over 7 times earnings. That makes this portfolio of operating companies very cheap. While conglomerates can trade at a discount to their break up value Berkshire with Buffet in charge has almost always traded at a premium. As Mr Buffet is slowly stepping down, there is no longer a premium priced in this stock. So if he died tomorrow or completely stepped down tomorrow we won’t be facing a big sell off in the shares due to a Buffet premium disappearing. The main thing to worry about is how his massive estate is going to be liquidated. I am confident there are plans in place to not have too many of his shares hit the market all at once. This is a portfolio of good businesses trading at good prices. Perfect. Buy it!

FactSet Research Systems Inc (NYSE:FDS)

My second stock pick is a financial services company FactSet Research Systems, symbol FDS on the NYSE. FactSet provides research and technology solutions to investment businesses. FactSet has been a very profitable business generating a very high return on equity for a very long time and its shares have traded at a very high price to earnings ratio. Recently however, there have been some earnings disappointments. The stock price is down over 40% over the last 12 months. The CEO is retiring and there concerns about how AI will impact their business.  These are legitimate concerns however the stock is now trading at 15 times next year’s earnings. That compares very well with the average P/E over the last 10 years for this stock of 31 times and the P/E of the overall market of around 21 times. Despite the earnings misses this company is still expected to grow its earnings faster than the overall market yet it trades at a lower valuation. And with the stock down quite a bit, it’s less likely to get sold off a lot if the market corrects. That sounds good to me.

Viper Energy Inc (NYSE:VNOM)

My third pick is Viper Energy Inc, symbol VNOM on the NYSE. Viper Energy engages in the acquisition of oil and natural gas properties. It owns, acquires, and exploits oil and natural gas properties in North America. The company is headquartered in Midland, TX.

This company’s earnings are a lot less stable than the earnings of the two companies above but with oil prices generally being low despite all the inflation we’ve had over the last 5 years potentially gives it more upside if oil and gas as commodities go up in price like metals have over the last year or two. The stock has a dividend yield of 5.7% but it is organized as a partnership in the US which will produce K1 forms which may be a little complicated for some investors to deal with so it may not be suitable for many investors. It should be good to have a smaller position in something like this with good upside potential.

Give Us a Call

As always, if you have questions about whether these stocks fit in your portfolio or if you have any other investment-related questions, give us a call! 604-288-2084

Thank you!

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