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Latest Stock Opinions and Top Picks from Market Call Guests
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
The stock market has been experiencing volatility due to a variety of macro factors. The treasury yield fel...
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BIG WIN
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CANADIAN SMALL & MIDCAPS
He likes this well managed company. They typically acquire companies at good valuations and expand the margins. They say the acquisition pipeline still has great opportunities. They just completed a $200 million bought deal. Some of their margins have tightened, which has impacted their share price recently.read more
They deal with nuclear and biomedical waste with high degree burners. They just have not been able to find their niche. They are not ramping up growth to justify investing. They announced a $20 million contract that continues to be pending and the market is not that excited. He wonders if it is a one-time contract. Not quite there yet.read more
Top Picks
They are focused on retail and restaurant sector. A great example of a Canadian growth company that does not get enough interest. One of the highest growth companies on the TSX. A good software company with high recurring revenues. Cheaper than Shopify. Yield 0% (Analysts’ price target is $29.20)read more
They purchased the Brick a while ago. They are sitting on a nice cash flow position -- about 12% free cash flow yield. Payout ratio on the dividend is 38%. All they need to do to be successful going forward is buy back some shares and increase the dividend. Yield 3.68% (Analysts’ price target is $18.00)read more
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NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.read more
Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.read more
Dividend safe at 7.5%? CGX has an unsustainable 167% payout ratio to free cash flow. Their PE is pricey. They've spent a lot of non-movie ventures, but movies still account for 45% of business plus 25% in concessions. They need people coming into movie to attain growth. You can buy a little of this like around $23. It's an okay name, but has risk.read more
Pros and cons. Yes, they won the trial, but there remains a litigation overhang (they should win their appeal). They just had a good quarter, but it was driven by Asia--is this sustainable? He expects 9% EPS growth and 10% annual dividend growth. Trades around 7x. It's outstanding value, but all insurance companies are hurt by falling interest rates. MFC has done a great job diversifying away from that, though.read more
For an RRSP? The bad news is that he expects only 3% EPS growth (vs. 6% for this space). Yes, it's cheap vs. its peers and pays a solid dividend. But CM remains tethered to Canadian real estate, a headwind. The banks will be market performers; he prefers TD or RY or BMO. CM is okay long-term.read more
Top Picks
A recession-resilient business that's growing well. It's cheaper than its peers and pays a growing dividend. They have a number or pojects driving growth, which he forecasts at 11% and 10% annual dividend growth, at 16.3x earnings (cheaper than Fortis and Emera). Has a steady payout ratio, so the dividend is safe. The dividend will pay you well in a recession. This is a long-term play on clean energy. (Analysts’ price target is $17.08)read more
Recession-proof. People will always buy their fast food. They have an ambition plan to grow from 26,000 stores to 40,000 over 8-10 years. It's a capital-lite model, so this allows free cash flow. Terrific managers turning around Popeye's, Burger King and likely Horton's. Pays you 3% to wait, though it's a little pricey at 22x. Buy on a pullback. They've added new products. The last few quarters should promise. (Analysts’ price target is $97.03)read more
The stock market opened flat this week as investors wait for the Federal Bank policy meeting outcome. Analy...
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Today's Market Outlook
Josef Schachter
Market. He sees a risk that oil goes below $50. There is the inventory build in the US, the battle with China over trade and sanctions with Iran. But the EIA report was favourable this time and the news with Iran and the drone today. The G20 will involve Trump and the Chinese leader having an extended discussion. He thinks the G20 will not come to the solution that everyone thinks. Trump won't want to solve it until Q1 of 2020 because of the election. The US may already be in recession. People are throwing out the number that maybe the Fed will cut by 50 basis points. This is the longest economic recovery in history and we are beginning to see signs that there may be some problems. If the trade issue does not get resolved in July we may see the price of oil back off.
More market comments
Market Comments
Signal
Opinion
Expert
BUY
BUY
June 20, 2019
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.
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.
HOLD
HOLD
June 20, 2019
People need to realize that because of the construction season, the price of ACO is $0.05 and nobody can make money at that. It is a very cheap stock. They are right on the fairway to fill the LNG Canadian needs. He would stay with it. They have sufficient cash flow.
People need to realize that because of the construction season, the price of ACO is $0.05 and nobody can make money at that. It is a very cheap stock. They are right on the fairway to fill the LNG Canadian needs. He would stay with it. They have sufficient cash flow.
PAST TOP PICK
PAST TOP PICK
June 20, 2019
(A Top Pick Jun 18/18, Down 94%) The whole thing about low energy prices and the debt restructuring meant the stock got beat up. He will be adding to this position. People need to see that they can service the debt and then see the price of nat. gas firm up.
(A Top Pick Jun 18/18, Down 94%) The whole thing about low energy prices and the debt restructuring meant the stock got beat up. He will be adding to this position. People need to see that they can service the debt and then see the price of nat. gas firm up.
PAST TOP PICK
PAST TOP PICK
June 20, 2019
(A Top Pick Jun 18/18, Down 8%) He hoped Trinidad would do the deal and be in the pockets of PD-T, but it did work out. Ensign's offer won in the end. It worked out for him.
(A Top Pick Jun 18/18, Down 8%) He hoped Trinidad would do the deal and be in the pockets of PD-T, but it did work out. Ensign's offer won in the end. It worked out for him.
PAST TOP PICK
PAST TOP PICK
June 20, 2019
(A Top Pick Jun 18/18, Down 7%) They disenchanted the Canadian shareholders. They just wanted European shareholders. This stock is gone now and he does not hold it.
(A Top Pick Jun 18/18, Down 7%) They disenchanted the Canadian shareholders. They just wanted European shareholders. This stock is gone now and he does not hold it.
HOLD
HOLD
June 20, 2019
$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.
$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.
HOLD
HOLD
June 20, 2019
It has a dividend yield of 6.3% and is involved in drilling rigs that are helicoptered in. They have a service rig business in Canada and the US. They are large on both sides and building their US side. This one has a dividend so there is more support than others is the space.
It has a dividend yield of 6.3% and is involved in drilling rigs that are helicoptered in. They have a service rig business in Canada and the US. They are large on both sides and building their US side. This one has a dividend so there is more support than others is the space.
BUY
BUY
June 20, 2019
This and CNQ-T are the two trophy stocks in Canada. The company is a cash generating machine. If you are looking for total return then stay with it. You will see good returns if you are patient.
This and CNQ-T are the two trophy stocks in Canada. The company is a cash generating machine. If you are looking for total return then stay with it. You will see good returns if you are patient.
BUY WEAKNESS
BUY WEAKNESS
June 20, 2019
It is one of the two main trophies. It has gone sideways since 2008. It goes up 50% and down 50%. This is a very volatile sector. You have to take advantage of the lulls when the stock is cheap.
It is one of the two main trophies. It has gone sideways since 2008. It goes up 50% and down 50%. This is a very volatile sector. You have to take advantage of the lulls when the stock is cheap.
BUY
BUY
June 20, 2019
He loves it. 84% liquids and trading at a significant discount to book. 8% dividend paid monthly. His target is $7 in 12 months. By the time we get to next winter we could get above $76 for oil. Oil-based companies should be able to raise their dividends. He would take advantage of this one and own it.
He loves it. 84% liquids and trading at a significant discount to book. 8% dividend paid monthly. His target is $7 in 12 months. By the time we get to next winter we could get above $76 for oil. Oil-based companies should be able to raise their dividends. He would take advantage of this one and own it.
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