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Latest Stock Opinions and Top Picks from Market Call Guests
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
Top Picks
It’s been a positive week for the stock market and many stocks are rising higher than their 52-week high. O...
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BIG WIN
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HORIZON
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NORTH AMERICAN - LARGE & ETFs
Is George Weston a better investment? Weston is a beneficiary owner of Loblaw (50%). He prefers Loblaw. They have some difficulties in terms of increased minimum wage, food inflation and the uncertainty with trade with the US. Many of their goods are imported. They are focusing on the digital side now. They are trying to have better royalties programs. You will be fine with it.read more
A laggard. Only 10% is in the managed care. Like clock word every election period, these stocks go under a lot of pressure. He mentions an article from the WSJ thus weekend that suggest that the sector has gone through enough of a correction that now it shows good value. Doesn't have enough yield.read more
Top Picks
Nothing to do with pagers. Their systems looks into the entire IT network and notifies the IT people that there is a problem. It is created by three Amazon guys. It has been around since 2009. They have big names as clients. It is for the more riskier accounts. (Analysts’ price target is $28.10)read more
Last year, the U.S. Supreme Court allowed regulation to be taken charge by States instead of the Federal Go...
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NORTH AMERICAN - LARGE
Well-run with many assets in America, making single-family rentals (they're a leader in this). They just acquired into multi-family units to diversify. The stock has gone sideways in recent years, but trading at a reasonable discount to NAV and pays a 2.5% dividend. A good idea to own a stable real estate stock during volatility.read more
Top Picks
It's well-run. Their insurance side has improved a lot and is more profitable. Their investment portfiolio has been challenging in the last two years, but their long-term record is exceptional, so he has faith in it. The stock is trading close to its book value and the lowest in 7 years. He expects its coming quarter report to be strong, because their investments like BlackBerry have moved up a lot. (Analysts’ price target is $756.20)read more
A safe, defensive investment. They have 1,100 stores, so they're by far the leader in Canada which is less competitive than the US. The share price is down a lot, but is trading at 19X earnings now instead of the previous 30x. They could buy Dollar City in Latin America (an option for them in 2020). Good runway of growth. (Analysts’ price target is $39.85)read more
The share price from its $270 peak last year due to fears of slowing global growth, but long-term they are well-positioned to benefit from increasing global trade and e-commerce. It trades at only 12.5x earnings. The US postal service is struggling, so e-commerce companies like Amazon will need to look elsewhere like to FedEx. (Analysts’ price target is $208.54)read more
Many big energy companies, such as Husky Energy (HSE-T) , Imperial Oil (IMO-T) and Vermilion Energy Inc (VE...
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Today's Market Outlook
Kash Pashootan
Market Outlook In Canada, debt is running at 170% of income with investors. The US is only about 110%. This high household debt level does not leave much room for a family to absorb interest rate hikes. Unless Canadian start earning a lot more in income, he thinks there could be more defaults ahead. This have been build over the past decade. Unfortunately, there is no single government policy to deal with the risk. He thinks investor complacency at high levels, with volatility plummeting. Now another correction is likely coming.
More market comments
Market Comments
Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
April 24, 2019
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.
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.
COMMENT
COMMENT
April 24, 2019
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.
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.
HOLD
HOLD
April 24, 2019
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.
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.
HOLD
HOLD
April 24, 2019
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.
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.
HOLD
HOLD
April 24, 2019
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.
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.
DON'T BUY
DON'T BUY
April 24, 2019
He views this differently in the space, due to its high level of debt. They have made big bets on acquisitions. They have $170 billion in debt -- at some point this will bring risk. Its high dividend is also at risk to a future cut, he feels.
He views this differently in the space, due to its high level of debt. They have made big bets on acquisitions. They have $170 billion in debt -- at some point this will bring risk. Its high dividend is also at risk to a future cut, he feels.
DON'T BUY
DON'T BUY
April 24, 2019
He was previously bearish on the name. He does not expect significant price appreciation. The dividend is good. He does not feel the recent share price increase is based on positive actions by management, but rather due to interest rate increases slowing. This is really a yield play.
He was previously bearish on the name. He does not expect significant price appreciation. The dividend is good. He does not feel the recent share price increase is based on positive actions by management, but rather due to interest rate increases slowing. This is really a yield play.
PAST TOP PICK
PAST TOP PICK
April 24, 2019
(A Top Pick May 17/18, Down 8%) The HellyHansen acquisition was thought too expensive by the street. Despite their past history of incorporating brands well, he is not concerned it has taken a while to get going. He will continue to hold it.
(A Top Pick May 17/18, Down 8%) The HellyHansen acquisition was thought too expensive by the street. Despite their past history of incorporating brands well, he is not concerned it has taken a while to get going. He will continue to hold it.
PAST TOP PICK
PAST TOP PICK
April 24, 2019
(A Top Pick May 17/18, Down 9%) A regional bank that he still likes. It is conservatively run and selectively open new locations in the New Jersey area. He will continue to hold it.
(A Top Pick May 17/18, Down 9%) A regional bank that he still likes. It is conservatively run and selectively open new locations in the New Jersey area. He will continue to hold it.
PAST TOP PICK
PAST TOP PICK
April 24, 2019
(A Top Pick May 17/18, Down 41%) They had challenges that spooked investors. He thinks it is cheap at 9 times earnings and does not feel the dividend of over 5% is at risk. He will continue to hold it. It is cheap here.
(A Top Pick May 17/18, Down 41%) They had challenges that spooked investors. He thinks it is cheap at 9 times earnings and does not feel the dividend of over 5% is at risk. He will continue to hold it. It is cheap here.
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