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Latest Stock Opinions and Top Picks from Market Call Guests
NORTH AMERICAN
Back end of slowing US housing market. He owns Western Forest Products (WEF), which has high-end finishes, and selling into Asia, so demand on pricing is better; almost 4.5% dividend; small debt vs. cash. Whereas Canfor is cyclically linked, so you don't want to own it at this point in the cycle. Costs are up, so margins are squeezed. Wouldn't be looking at these levels.read more
Issue is the short report, though this has been resolved. Issue in general with insurers is they have difficult time making money in low interest rate environment. Trying to grow in Asia. Not expensive, and over 4% dividend yield. Hard to see where sustainable growth will come going forward. Good dividend yield and a bit of growth over time, but not an exciting growth story. It'll be stuck in the 20s.read more
Top Picks
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BIG WIN
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HORIZON
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GLOBAL EQUITIES & TECHNOLOGY
An horrendous chart. One challenge for ING is that in Holland you can get a 30-year mortgage. So, how do you increase net interest margins for banks when mortgage don't re-rate for 25 years or so? Their footprint is much smaller these days, too, after they sold off their insurance business. Other European banks offer more upside and better balance sheets, like HSBC and Santander.read more
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NORTH AMERICAN DIVIDENDS
He likes how they look, but is not holding it yet. He was happy to see the takeover was blocked and that it is remaining in Canada. The new CEO has a global reach and will be a good asset for when the company bids outside of Canada. The valuation is back down and it has a 3.4% dividend, trading at 16 times earnings. You could start to build a long position here.read more
Climate change impacts? With this company there are several factors -- climate change is one. Low interest rates are more detrimental as premiums collected do not generate as much income. This is probably the biggest challenge in the insurance space. ALL-N is one of the better names in the business.read more
This company has its good and its bad. For exposure in oil, this is a defensive holding. It won't correlate to outright oil prices exactly, but it will be more stable if oil prices consolidate. He likes their integrated nature. It you feel oil prices are going higher, you may want to own a producer.read more
This interest rate sensitive utility was hurt hard with rising rates last year. As the Central Bank has reduced fears of further rate increases, these stocks have done well. AQN-T has a good balance between generation and distribution businesses. This makes it have more of a growth profile than other utilities in the space. It trades at 17 times earnings and has a 4.5% yield. He will continue to own it.read more
He likes the name and sees it as an anchor in a portfolio. It has a great dividend and low beta with the market. It will be challenged with adding growth, but has been using acquisitions to do it and add new clients. It is definitely a hold. He would never own more than 5% in a portfolio in any equity.read more
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Today's Market Outlook
Bryden Teich
Speed of US national debt increasing. It's been said that US growth rate has outpaced others. Economy is growing at 2-3%, but the deficit is increasing at 7%. For any other country, the currency would be down 20%. Decent growth, good corporate earnings, but the debt issue is lingering. The only reason they're growing is because of their debt. Tougher to grow late cycle. Not a massive red flag right now, but eventual result will be a lower US dollar. Bid to the US because Europe has been tough for so long.
More market comments
Market Comments
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 25, 2019
Back end of slowing US housing market. He owns Western Forest Products (WEF), which has high-end finishes, and selling into Asia, so demand on pricing is better; almost 4.5% dividend; small debt vs. cash. Whereas Canfor is cyclically linked, so you don't want to own it at this point in the cycle. Costs are up, so margins are squeezed. Wouldn't be looking at these levels.
Back end of slowing US housing market. He owns Western Forest Products (WEF), which has high-end finishes, and selling into Asia, so demand on pricing is better; almost 4.5% dividend; small debt vs. cash. Whereas Canfor is cyclically linked, so you don't want to own it at this point in the cycle. Costs are up, so margins are squeezed. Wouldn't be looking at these levels.
HOLD
HOLD
April 25, 2019
For longer term, if you hold it, not a bad time to be averaging down. Need strong rebound in US housing market to get material lift from here. But don't put new money in.
For longer term, if you hold it, not a bad time to be averaging down. Need strong rebound in US housing market to get material lift from here. But don't put new money in.
DON'T BUY
DON'T BUY
April 25, 2019
Issue is the short report, though this has been resolved. Issue in general with insurers is they have difficult time making money in low interest rate environment. Trying to grow in Asia. Not expensive, and over 4% dividend yield. Hard to see where sustainable growth will come going forward. Good dividend yield and a bit of growth over time, but not an exciting growth story. It'll be stuck in the 20s.
Issue is the short report, though this has been resolved. Issue in general with insurers is they have difficult time making money in low interest rate environment. Trying to grow in Asia. Not expensive, and over 4% dividend yield. Hard to see where sustainable growth will come going forward. Good dividend yield and a bit of growth over time, but not an exciting growth story. It'll be stuck in the 20s.
DON'T BUY
DON'T BUY
April 25, 2019
Sector has faced headwinds. What does growth in e-cigarettes mean for growth? Getting a dividend yield of 4-5%. Wouldn't buy here. Likes Molson-Coors better, it's been washed out, 3% dividend, room for growth.
Sector has faced headwinds. What does growth in e-cigarettes mean for growth? Getting a dividend yield of 4-5%. Wouldn't buy here. Likes Molson-Coors better, it's been washed out, 3% dividend, room for growth.
COMMENT
COMMENT
April 25, 2019
Own debt rather than the stock. Acquisition from 2016-17 got delayed, too much debt, management changes. Core focus has to be on what core assets are in US. Not top of his list in the space. Have to get the debt down and sell assets. For dividend investors, it's at an OK level.
Own debt rather than the stock. Acquisition from 2016-17 got delayed, too much debt, management changes. Core focus has to be on what core assets are in US. Not top of his list in the space. Have to get the debt down and sell assets. For dividend investors, it's at an OK level.
WAIT
WAIT
April 25, 2019
Merger made sense. Over short term, difficult weather environment in US, so growing season will be under pressure. Bounced back nicely since December. Trading about 7x EBITDA, so not expensive, but he'd be looking to buy lower. Well run.
Merger made sense. Over short term, difficult weather environment in US, so growing season will be under pressure. Bounced back nicely since December. Trading about 7x EBITDA, so not expensive, but he'd be looking to buy lower. Well run.
DON'T BUY
DON'T BUY
April 25, 2019
Numbers last quarter weren't the greatest. Lots of debt. Media and telco space in US has a lot going on, very competitive. Trying to find a way to monetize the distribution. Prefers BCE, which operates in the much safer business environment in Canada, and has a good dividend of 5%.
Numbers last quarter weren't the greatest. Lots of debt. Media and telco space in US has a lot going on, very competitive. Trying to find a way to monetize the distribution. Prefers BCE, which operates in the much safer business environment in Canada, and has a good dividend of 5%.
WEAK BUY
WEAK BUY
April 25, 2019
Had been on a really good run, but then the differentials ran out a year ago. Went from a sleepy name, to one with really attractive assets which boosted the stock. Could grow incrementally, with some small M&A. Not expensive. It's at an attractive level, and he wouldn't be against buying it here, though he doesn't have room for it in his portfolio.
Had been on a really good run, but then the differentials ran out a year ago. Went from a sleepy name, to one with really attractive assets which boosted the stock. Could grow incrementally, with some small M&A. Not expensive. It's at an attractive level, and he wouldn't be against buying it here, though he doesn't have room for it in his portfolio.
PAST TOP PICK
PAST TOP PICK
April 25, 2019
(A Top Pick Aug 17/18, Up 2%) Still likes. Recent acquisition about a month ago. E-commerce friendly space. Good way for Canadian investors to get access to US industrial space. Good institutional partners. Yield just over 5%.
(A Top Pick Aug 17/18, Up 2%) Still likes. Recent acquisition about a month ago. E-commerce friendly space. Good way for Canadian investors to get access to US industrial space. Good institutional partners. Yield just over 5%.
PAST TOP PICK
PAST TOP PICK
April 25, 2019
(A Top Pick Aug 17/18, Up 31%) Thesis of great investments in the business, de-leveraged, great growth internationally. Sold out about 2 months ago, having met his return targets. Over next few years, estimates are a bit aggressive, and airlines can be fickle.
(A Top Pick Aug 17/18, Up 31%) Thesis of great investments in the business, de-leveraged, great growth internationally. Sold out about 2 months ago, having met his return targets. Over next few years, estimates are a bit aggressive, and airlines can be fickle.
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