Stella-Jones Inc., Apple and 27 Stock Top Picks (Jun 14-20) - This week there were 27 Top Picks in a wide range of industries: Basic Materials, Energy, Technology, Finan...
BCE Inc., Open Text and More at 52-week Highs and Lows (Jun 12-18) - The stock market has been experiencing volatility due to a variety of macro factors. The treasury yield fel...
Top Stocks with Groundbreaking Potential in the DNS Manipulation and Gene-Editing Markets - Bill Gates has known investments in the gene-editing industry. Genetic Engineering is the field of science ...
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Stocks In The News
Daily Market Highlights
 | 21/Jun | Thomson Reuters Corp
to acquire audit services firm Confirmation
| ||
 | 21/Jun | Canopy Growth Corp.
revenues above expectations + big loss
| ||
 | 21/Jun | Slack
: analysts very positive but not a buy just yet
| ||
| 20/Jun | Canopy Growth Corp.
shareholders approve acquisition of Acreage
| ||
| 20/Jun | Slack
debuts on NYSE; +57%
|
Latest Stock Opinions and Top Picks from Market Call Guests
NORTH AMERICAN
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.read more
Why is it flat despite impressive metrics? Yes, he's frustrated too. Why is it flat? MFC remains a show-me story. MFC needs to right the ship in annuities. True, Asia is their growth engine, but MFC needs a higher yield curve; rates are flat or lowering. So, this hurts all lifecos as well as banks. That said, MFC pays a good dividend and it's cheap, so he continues to hold it. Over time, investors will get rewarded, but until then, you will be rewarded by that dividend. MFC is pushing its investment service. Also, they will bring their asset management expertise in India in a new joint venture and this will let them pick up more assets to manage and develop into a new growth engine in the next 20 years.read more
Top Picks
They bought Time-Warner in a huge deal, so the big knock against them is taking on debt to do that. Also, can they blend TW successfully? Another knock is not growing their wireless subscribers; it's been slow and uneven. That said, ATT still generates a lot of free cash flow. Their priority is to pay down that debt, which will bring economic value to shareholders. It's simple math. Expect a 10% return + huge dividend of 6%. (Analysts’ price target is $34.28)read more
The Aetna purchase hasn't officially closed; there's another round of court hearings in July then the judge decides. He expects it to pass. The companies have already integrated. He loves this integration. Low valuation that pays a nice yield just below 4%. (Analysts’ price target is $69.97)read more
They have a big catalyst coming up at the end of the year with the big Deutsche Bucht offshore wind project in the North Sea which will bump up their free cash flow by a third. With this they can raise their dividend (nearly 5% now) or buy back shares. You should get low-teens returns in the next few years. He expects the payout ratio to fall below 60% in 2020. (Analysts’ price target is $27.17)read more
This week there were 27 Top Picks in a wide range of industries: Basic Materials, Energy, Technology, Finan...
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GLOBAL EQUITIES
Proxy in Southeast Asia. Very diversified. Chinese economy is slow, so they're having difficulty. EMs are getting slammed with the US dollar. They've said this year will be sluggish. Not a lot of debt. Generate a ton of cash flow. Yield is around 2.7%. Trading around 12x earnings. Has no problems adding to it at these prices.read more
China sales make up 1/3 of sales. Shortsellers have targeted it. Company says shortseller's information is not true or fair. Starting water treatment business in India. Next year will be sluggish. Plenty of cash available, and they'll buy back shares. Once China gets straightened out, they'll be fine. Could buy a half position today. Yield is about 4.5%.read more
Top Picks
The stock market has been experiencing volatility due to a variety of macro factors. The treasury yield fel...
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ENERGY & ENERGY SERVICE STOCKS
It is a liquids rich player with very high liquids content. The problem is that the market cap is below the radar, and the debt is high. It was a $4 plus stock when we had decent gas prices. They are looking to bring their debt down. He thinks the company will survive. They've been hammered, however.read more
$277 Million market cap. Book value is over $2. They are waiting for two facilities to come on line. Their Q4 production should come up. It is a very cheap stock based on that. You have to take a very long term view on LNG in Canada. Then these will do well. He likes the management team and what they will do. They are doing all the right things operationally.read more
Top Picks
Bill Gates has known investments in the gene-editing industry. Genetic Engineering is the field of science ...
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Today's Market Outlook
John Kim
All US stocks vs. GDP since 1971 to determine whether the value of the whole market is supported by underlying economic growth: there were peaks in 1999 (dot-com bubble), 2007 (before the crash) and especially now which is extremely high. This means we are at elevated levels, so we need to be cautious. Caution is necesarry. Also, growth has outperformed value for a decade. Before then, they were basically in line (based on the Russell 1000 growth vs. Russell 1000 value charts). He's looking for value in companies that are still growing modestly below 10x earnings and growing in dividends because their cash flows are still growing.
More market comments
Market Comments
Signal
Opinion
Expert
HOLD
HOLD
June 21, 2019
It has done phenomenally well. There are high expectations of them still buying companies. If you're a long-term holder, don't sell, but taking light profits is not a bad idea. It's had a monster run in the past year. ATD plans to grow their presence in North America and Europe.
It has done phenomenally well. There are high expectations of them still buying companies. If you're a long-term holder, don't sell, but taking light profits is not a bad idea. It's had a monster run in the past year. ATD plans to grow their presence in North America and Europe.
COMMENT
COMMENT
June 21, 2019
Or buy gold itself? He's not a gold bug. FNV is unique because it is a gold royalty company and not concerned with the daily price of gold. It's better to own this than actual physical gold, because it's less volatile, untouched by geopolitical headlines. Otherwise, invest outside gold.
Or buy gold itself? He's not a gold bug. FNV is unique because it is a gold royalty company and not concerned with the daily price of gold. It's better to own this than actual physical gold, because it's less volatile, untouched by geopolitical headlines. Otherwise, invest outside gold.
HOLD
HOLD
June 21, 2019
A tremendous holding since their IPO. Now, there's a lot of scrutiny in the tech space as the US government investigates the tech giants to clean up YouTube searches. This is a slight caution, but at the end of the day advertisers won't abandon YouTube. Hold.
A tremendous holding since their IPO. Now, there's a lot of scrutiny in the tech space as the US government investigates the tech giants to clean up YouTube searches. This is a slight caution, but at the end of the day advertisers won't abandon YouTube. Hold.
PARTIAL BUY
PARTIAL BUY
June 21, 2019
He doesn't follow the Chinese stocks much. The decline in this and Alibaba stem from ongoing trade tensions, blocked from growing by the U.S. So, once the trade war ends then Tencent will revive. You can buy this long-term.
He doesn't follow the Chinese stocks much. The decline in this and Alibaba stem from ongoing trade tensions, blocked from growing by the U.S. So, once the trade war ends then Tencent will revive. You can buy this long-term.
DON'T BUY
DON'T BUY
June 21, 2019
He doesn't follow the social media companies, but the issue with Twitter is them struggling with monetizing user engagement. Compare this to Google and Facebook, which knows how. Twitter has ups and downs in terms of usage.
He doesn't follow the social media companies, but the issue with Twitter is them struggling with monetizing user engagement. Compare this to Google and Facebook, which knows how. Twitter has ups and downs in terms of usage.
BUY
BUY
June 21, 2019
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
HOLD
HOLD
June 21, 2019
Why is it flat despite impressive metrics? Yes, he's frustrated too. Why is it flat? MFC remains a show-me story. MFC needs to right the ship in annuities. True, Asia is their growth engine, but MFC needs a higher yield curve; rates are flat or lowering. So, this hurts all lifecos as well as banks. That said, MFC pays a good dividend and it's cheap, so he continues to hold it. Over time, investors will get rewarded, but until then, you will be rewarded by that dividend. MFC is pushing its investment service. Also, they will bring their asset management expertise in India in a new joint venture and this will let them pick up more assets to manage and develop into a new growth engine in the next 20 years.
Why is it flat despite impressive metrics? Yes, he's frustrated too. Why is it flat? MFC remains a show-me story. MFC needs to right the ship in annuities. True, Asia is their growth engine, but MFC needs a higher yield curve; rates are flat or lowering. So, this hurts all lifecos as well as banks. That said, MFC pays a good dividend and it's cheap, so he continues to hold it. Over time, investors will get rewarded, but until then, you will be rewarded by that dividend. MFC is pushing its investment service. Also, they will bring their asset management expertise in India in a new joint venture and this will let them pick up more assets to manage and develop into a new growth engine in the next 20 years.
BUY
BUY
June 21, 2019
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
COMMENT
COMMENT
June 21, 2019
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
DON'T BUY
DON'T BUY
June 21, 2019
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
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