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Netflix Inc., Toronto Dominion and 20 Stock Top Picks and 7 ETF (Jun 07-13) - This week there were 20 Top Picks and 7 ETF in a wide range of industries: Consumer, ETF, Technology, Finan...
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Stocks In The News
Daily Market Highlights
 | 17/Jun | Airbus
launches long range A321
| ||
 | 17/Jun | Facebook
crypto plans pushes Bitcoin to $9K
| ||
 | 17/Jun | Alibaba Group Holding
proposes stock split
| ||
 | 17/Jun | Walt Disney
getting a rare downgrade
| ||
 | 17/Jun | Canopy Growth Corp.
and Canadian cannabis companies getting ready for new drug formats
|
Latest Stock Opinions and Top Picks from Market Call Guests
NORTH AMERICAN - LARGE & ETFs
When you get a return of capital you are getting some of your own money back. In the next downturn, this will probably lose in the range of 30%. It's a fine ETF and the distributions are bigger than the underlying holdings. He does not like it from a couple of perspectives but there is nothing else wrong with it.read more
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.read more
Top Picks
The stock market opened flat this week as investors wait for the Federal Bank policy meeting outcome. Analy...
read more
CANADIAN LARGE
We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.read more
It is a good buy at these levels. It is under pressure with world oil prices. It is an extremely well run company and internationally diversified. Their payout ratio is on the high side. Debt to cash flow is a little above industry norms but not significant. The dividend is secure, at least for the time being.read more
It has been one of his favourite Quebec companies for some time. It has run to the extent where he is considering taking some profits. We are going to see much more turn-over and replacement for aircraft and that means demand for CAE. Increased pilot retirement will also create more demand for CAE products. (Analysts’ price target is $36.00)read more
They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.read more
Top Picks
They have been undergoing a fair amount of change. Their bakery business is a tiny part of their business but is getting the most focus when people look at them. They have been undergoing a dramatic shift over the last couple of years, rationalizing product lines and building new facilities. He thinks we will see an improvement in profitability. From time to time they have modest dividend increases. He would prefer it a little under $100. (Analysts’ price target is $113.83)read more
There is friction with two US projects, but it is noise in the current environment. They have consistently raised their dividends. You can buy this today with a 6.5% yield and they will be in a position to continue increasing it over the next few years at least. If we had a better environment in Canada for pipelines it would boost this one as well as the other pipelines. (Analysts’ price target is $55.09)read more
This week there were 20 Top Picks and 7 ETF in a wide range of industries: Consumer, ETF, Technology, Finan...
read more
Premium
TOP PICKS
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BIG WIN
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HORIZON
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NORTH AMERICAN - LARGE
It's more weighted to oil, and pays a strong 6% yield. He is light in oil producers now, only 3-5% of his holdings. He doesn't know RDS that well. Oil overall is in decline; there's a perfect storm in oil (Venezuela) and yet oil is not surging higher. RDS itself is a reasonably good company. If you are bullish oil, hold and wait.read more
Is it real estate reflected in its current price? The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Disruption will make it harder for WBA to compete. The real estate is not valued in, but nothing tells him that it should either. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.read more
He likes the midstreams. IPL used to be his biggest oil stock until they started buying storage tanks abroad which he felt distracted from their core business. He didn't like that they went outside Canada to ramp up their earnings. IPL pays an 8.6% dividend which is safe, because they have long-term take-or-pay contracts. He may re-buy this later.read more
(A Top Pick Mar 06/19, Up 7%) He likes the Brookfield family. Brookfield takes care of funding, having investors for global investments. He likes that they're investing in India infrastructure. They can go anywhere in the world and buy strategic assets like water treatment and transmission lines is unparalleled. It continues to do well. Good managers.read more
Top Picks
They continue to make good acquisitions, including in the Caribbean. They get refineries in an area, like the Caribbean, which gives them wholesale pricing which they can run through their retail convenience stores at attractive margins. They generate great recurring cash flow. (Analysts’ price target is $48.91)read more
Dividend stocks are companies that pay out a portion of their revenues to stakeholders. They make for a gre...
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TOP PICKS
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BIG WIN
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HORIZON
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Today's Market Outlook
Larry Berman CFA, CMT, CTA
Market. A lot of people are calling for an emergency rate cut, but we are at full employment. Rate cuts at this point are pushing on a string. They are not going to work. It creates a miss-allocation of capital and bubbles. The Fed is saying they are considering negative interest rates to stimulate. We don’t want this here. The academics need to really rethink policy. There is an 80% chance of a rate hike priced into the market for July.
More market comments
Market Comments
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 17, 2019
During extremely volatile periods it can rally massively, however in the long run you are going to lose significant amounts of value. It works great when you buy it and then the markets go down. He does not recommend it except for the most extreme professional market timers.
During extremely volatile periods it can rally massively, however in the long run you are going to lose significant amounts of value. It works great when you buy it and then the markets go down. He does not recommend it except for the most extreme professional market timers.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
$4.780
Unknown
COMMENT
COMMENT
June 17, 2019
When you get a return of capital you are getting some of your own money back. In the next downturn, this will probably lose in the range of 30%. It's a fine ETF and the distributions are bigger than the underlying holdings. He does not like it from a couple of perspectives but there is nothing else wrong with it.
When you get a return of capital you are getting some of your own money back. In the next downturn, this will probably lose in the range of 30%. It's a fine ETF and the distributions are bigger than the underlying holdings. He does not like it from a couple of perspectives but there is nothing else wrong with it.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
$6.860
Unknown
SELL STRENGTH
SELL STRENGTH
June 17, 2019
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.
It is the most overvalued sector but AAPL-Q does not fall into that. It still has massive amounts of cash and from that prospective is quite cheap. The issue is the Chinese trade deal because a lot of their growth (1/3rd) is from international. He would be thinking about lightening up, selling rallies. It is unlikely that this bull in it will continue.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
$193.890
Unknown
BUY
BUY
June 17, 2019
[Is there something better?] He likes international: ZWE-T or ZWP-T depending on currency exposure preference. They are taxed higher than in Canada. He likes European dividends.
[Is there something better?] He likes international: ZWE-T or ZWP-T depending on currency exposure preference. They are taxed higher than in Canada. He likes European dividends.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
$86.000
Unknown
DON'T BUY
DON'T BUY
June 17, 2019
We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.
We are beginning to see a little bit of a war in the telecommunication industry. We may be into a little bit of a price war. They have not competed to date as well with BCE's fiber to the home. When these guys fight for market share that is the time to look at cash flow. He'd be hesitant to invest in this one if going into the group.
BUY
BUY
June 17, 2019
It is a good buy at these levels. It is under pressure with world oil prices. It is an extremely well run company and internationally diversified. Their payout ratio is on the high side. Debt to cash flow is a little above industry norms but not significant. The dividend is secure, at least for the time being.
It is a good buy at these levels. It is under pressure with world oil prices. It is an extremely well run company and internationally diversified. Their payout ratio is on the high side. Debt to cash flow is a little above industry norms but not significant. The dividend is secure, at least for the time being.
BUY
BUY
June 17, 2019
There is a bit of friction between the various providers. We are seeing the introduction of new and bigger data plans with more reasonable pricing. It is one of the ones he would look at within the industry.
There is a bit of friction between the various providers. We are seeing the introduction of new and bigger data plans with more reasonable pricing. It is one of the ones he would look at within the industry.
PARTIAL SELL
PARTIAL SELL
June 17, 2019
It has been one of his favourite Quebec companies for some time. It has run to the extent where he is considering taking some profits. We are going to see much more turn-over and replacement for aircraft and that means demand for CAE. Increased pilot retirement will also create more demand for CAE products. (Analysts’ price target is $36.00)
It has been one of his favourite Quebec companies for some time. It has run to the extent where he is considering taking some profits. We are going to see much more turn-over and replacement for aircraft and that means demand for CAE. Increased pilot retirement will also create more demand for CAE products. (Analysts’ price target is $36.00)
BUY
BUY
June 17, 2019
He likes them as a company. He likes how management has organized the company and all of its arms. The dividend is not great but overall if you are a long term believer in the development of infrastructure, it is a good overall macro entity to hold.
He likes them as a company. He likes how management has organized the company and all of its arms. The dividend is not great but overall if you are a long term believer in the development of infrastructure, it is a good overall macro entity to hold.
DON'T BUY
DON'T BUY
June 17, 2019
They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.
They have been an amazing company in terms of expansion in terms of both acquisition and organic growth. We have seen significant increases in pricing they have at convenience stores. On the other hand, their multiples are getting high. He'd be careful just based on valuation at this juncture.
