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Latest Stock Opinions and Top Picks from Market Call Guests
CANADIAN SMALL & MIDCAPS
It highlights the pharma industry. In Canada there are a lot of tax credits that are applicable to Canadian Pharma companies. You can't say this is predictable. They went through the trials and it did not work. Phase three is for that. They still have some cash and some science. Stocks in this position usually flat lines for a while. He feels it is better to come out and get back in later.read more
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The TSX retreated from highs with energy, industrial and financial sectors pulling back. Secular trends con...
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CANADIAN LARGE & PRECIOUS METALS
Top Picks
Last month, I wrote about international stocks outside Canada. After all, Canadian investors suffer from “h...
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ETF's
A core iShares offering. It has only a 0.1% MER. It holds Canadian and foreign Canadian-denominated bonds (Maple bonds). It offers some diversification, but it will not shoot the lights out. It is short duration and high quality holdings and acts as a good defensive holding. This is fine for most Canadian investors.read more
ZWP vs ZWE? Both of these give virtually the same exposure into European dividend payers with a covered call writing strategy overlayed. The SWE is currency hedged to the CAD dollar. You would want the currency hedged product if you think the foreign currency was going to weaken compared to the CAD. Today, with the Bank of Canada holding rates steady in Canada, he believes traders will see weakness for the CAD and so you may want to be un-hedged on the currency side (i.e. hold ZWP instead). He cautions that a covered call will pay a higher dividend (as it collects premiums by selling call options), but it tends to limit the upside. Yield 7%read more
ZWP vs ZWE? Both of these give virtually the same exposure into European dividend payers with a covered call writing strategy overlayed. The SWE is currency hedged to the CAD dollar. You would want the currency hedged product if you think the foreign currency was going to weaken compared to the CAD. Today, with the Bank of Canada holding rates steady in Canada, he believes traders will see weakness for the CAD and so you may want to be un-hedged on the currency side (i.e. hold ZWP instead). He cautions that a covered call will pay a higher dividend (as it collects premiums by selling call options), but it tends to limit the upside. Yield 7%read more
These both have very wild swings and should be considered as speculative -- not to be held as part of a nest egg. SEED is an actively traded portfolio, whereas HMJR is a passive index. There can be a strong case for active management in this case as it can time entry and exit and hold cash when appropriate.read more
These both have very wild swings and should be considered as speculative -- not to be held as part of a nest egg. SEED is an actively traded portfolio, whereas HMJR is a passive index. There can be a strong case for active management in this case as it can time entry and exit and hold cash when appropriate.read more
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The first quarter earnings for many companies are starting to trickle in, and investors will be looking clo...
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Today's Market Outlook
Peter Hodson
Market. The whole renewable cycle will happen but play it over decades. Millenials are going to be the next portfolio managers and energy stocks may just fade away. It is a sector that needs some help.
More market comments
Market Comments
Signal
Opinion
Expert
HOLD
HOLD
January 23, 2020
They reduced their debt and have a pretty good long term history. There is good growth potential there. It is definitely ownable.
Show full opinionHide full opinion
They reduced their debt and have a pretty good long term history. There is good growth potential there. It is definitely ownable.
SELL
SELL
January 23, 2020
It highlights the pharma industry. In Canada there are a lot of tax credits that are applicable to Canadian Pharma companies. You can't say this is predictable. They went through the trials and it did not work. Phase three is for that. They still have some cash and some science. Stocks in this position usually flat lines for a while. He feels it is better to come out and get back in later.
Show full opinionHide full opinionIt highlights the pharma industry. In Canada there are a lot of tax credits that are applicable to Canadian Pharma companies. You can't say this is predictable. They went through the trials and it did not work. Phase three is for that. They still have some cash and some science. Stocks in this position usually flat lines for a while. He feels it is better to come out and get back in later.
BUY
BUY
January 23, 2020
Easy financial is their big growth driver. It is a business and it is legal. The company is growing very, very fast. It has been a consistent performer for many years.
Show full opinionHide full opinionEasy financial is their big growth driver. It is a business and it is legal. The company is growing very, very fast. It has been a consistent performer for many years.
DON'T BUY
DON'T BUY
January 23, 2020
It is a heavy oil play and needs a lot of capital. They have not created any shareholder value since going public. MEG-T is a preference.
Show full opinionHide full opinionIt is a heavy oil play and needs a lot of capital. They have not created any shareholder value since going public. MEG-T is a preference.
BUY
BUY
January 23, 2020
The whole auto space is a little weak these days. This one is lower than the group. One day the growth will be back. There is nothing wrong with this one. It could be taken out.
Show full opinionHide full opinionThe whole auto space is a little weak these days. This one is lower than the group. One day the growth will be back. There is nothing wrong with this one. It could be taken out.
COMMENT
COMMENT
January 23, 2020
They are still sitting on a lot of cash. They are still in a patent litigation. It has not done a whole lot and last year it finally went up. Legal fees were a big drag on this company and they have reduced this. It is not a bad name but it is not that great.
Show full opinionHide full opinionThey are still sitting on a lot of cash. They are still in a patent litigation. It has not done a whole lot and last year it finally went up. Legal fees were a big drag on this company and they have reduced this. It is not a bad name but it is not that great.
WATCH
WATCH
January 23, 2020
Their spending budget exceeds cash flow. He likes the management team. There is the possibility of a reserve write down. It is probably interesting at this level. But he would let it settle out for a while and not get involved.
Show full opinionHide full opinionTheir spending budget exceeds cash flow. He likes the management team. There is the possibility of a reserve write down. It is probably interesting at this level. But he would let it settle out for a while and not get involved.
HOLD
HOLD
January 23, 2020
They have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters.
Show full opinionHide full opinionThey have done nothing but disappoint for the last couple of quarters. He kept it because the valuation changed and no one expects anything from this company. He is going to give it a couple more quarters.
COMMENT
COMMENT
January 23, 2020
They bought Newfoundland Capital. It is a radio operator now. Debt is high but they keep increasing their dividend. People see them as background music in a retail environment. It is an okay stock and he would like it a lot better with a lot less debt.
Show full opinionHide full opinionThey bought Newfoundland Capital. It is a radio operator now. Debt is high but they keep increasing their dividend. People see them as background music in a retail environment. It is an okay stock and he would like it a lot better with a lot less debt.
PAST TOP PICK
PAST TOP PICK
January 23, 2020
(A Top Pick Feb 20/19, Up 162%) It is growing fast. It is a benefactor of the fear of missing out. There is a lot of momentum out there and it is a pretty expensive stock. They are trying to complete with AMZN-Q with same day shipping. He has been selling it all the way along. He has a 5% position. It will take a big hit if the market cracks.
Show full opinionHide full opinion(A Top Pick Feb 20/19, Up 162%) It is growing fast. It is a benefactor of the fear of missing out. There is a lot of momentum out there and it is a pretty expensive stock. They are trying to complete with AMZN-Q with same day shipping. He has been selling it all the way along. He has a 5% position. It will take a big hit if the market cracks.
