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Daily Market Highlights
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closes men's-only stores
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will build smaller bike in China
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Canada launches Mastercard Rewards
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gave away 500,000+ orders of french fries during Raptors playoffs
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Latest Stock Opinions and Top Picks from Market Call Guests
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
The stock market has been experiencing volatility due to a variety of macro factors. The treasury yield fel...
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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 Sieenna 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 Sieenna 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
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TECHNICAL ANALYSIS
The stock's uptrend has recently broken down. He likes the longer term up channel that has formed since early 2018 with higher significant lows, but thinks it may take time before it regains its momentum to the upside. The TMX announcement later today may impact the share price significantly.read more
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Today's Market Outlook
Ryan Modesto
Market Outlook Earnings are always what drives the market. Q1 earnings dropped over the year and only 38% of companies reporting beat estimates. The sectors of growth are limited making growth slow going forward. Companies will get through it, but the short to mid-term outlook will face head winds. Real estate may plod along, but will not likely be a growth sector. Tech is the most promising, but it is so thin with opportunities in Canada.
More market comments
Market Comments
Signal
Opinion
Expert
HOLD
HOLD
June 19, 2019
Involved in sports gambling. They made an acquisition that gave them a foot hold into Europe and eventually into the US. Strategically they are setting themselves up well. They will figure things out. It is trading below book value.
Involved in sports gambling. They made an acquisition that gave them a foot hold into Europe and eventually into the US. Strategically they are setting themselves up well. They will figure things out. It is trading below book value.
HOLD
HOLD
June 19, 2019
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.
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.
DON'T BUY
DON'T BUY
June 19, 2019
The name doesn't excite him much. They own 50% of Hiram Walker distillery, but nothing that is going to grow their top line. There are better names out there. Yield 4.9%
The name doesn't excite him much. They own 50% of Hiram Walker distillery, but nothing that is going to grow their top line. There are better names out there. Yield 4.9%
WATCH
WATCH
June 19, 2019
They make bandage products. They are developing new products all the time. A big contract in the Middle East is creating a chunky quarter result and raising concerns about Saudi Arabia geopolitics. Over the next six months revenues should increase so you want to watch for a while.
They make bandage products. They are developing new products all the time. A big contract in the Middle East is creating a chunky quarter result and raising concerns about Saudi Arabia geopolitics. Over the next six months revenues should increase so you want to watch for a while.
HOLD
HOLD
June 19, 2019
Lumber company with a good dividend and low payout ratio of 70%. The dividend looks safe. He does not expect a lot of capital returns. There are some cyclical risks with housing markets. There are 45% owned by Brookfield. A good income holding. Yield 6%
Lumber company with a good dividend and low payout ratio of 70%. The dividend looks safe. He does not expect a lot of capital returns. There are some cyclical risks with housing markets. There are 45% owned by Brookfield. A good income holding. Yield 6%
HOLD
HOLD
June 19, 2019
It trades at low earnings multiple, which is typical for a cyclical trucking company. They consistently do share buybacks and dividend increases. It may go sideways for a short term, but he sees good US opportunities as long as the economy keeps chugging along.
It trades at low earnings multiple, which is typical for a cyclical trucking company. They consistently do share buybacks and dividend increases. It may go sideways for a short term, but he sees good US opportunities as long as the economy keeps chugging along.
DON'T BUY
DON'T BUY
June 19, 2019
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.
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.
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick May 24/18, Down 44%) They are transforming from a printing company to a packing company. They made an acquisition that still has not created traction. They spin off a lot of free cash flow -- about 17%. The valuation is only 5 times earnings -- very cheap. You could hold or wait to see some upside momentum to add new cash.
(A Top Pick May 24/18, Down 44%) They are transforming from a printing company to a packing company. They made an acquisition that still has not created traction. They spin off a lot of free cash flow -- about 17%. The valuation is only 5 times earnings -- very cheap. You could hold or wait to see some upside momentum to add new cash.
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick May 24/18, Down 12%) He still likes them. The recent quarter saw revenues grow by 35%. They are investing in the future by adding square footage, so earnings will be a little chunky. It trades 16 times earnings and they have 10 year contracts to manage casinos and there is no real competition.
(A Top Pick May 24/18, Down 12%) He still likes them. The recent quarter saw revenues grow by 35%. They are investing in the future by adding square footage, so earnings will be a little chunky. It trades 16 times earnings and they have 10 year contracts to manage casinos and there is no real competition.
PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.
(A Top Pick May 24/18, Up 63%) A well run company and great management team. Since 2009 they have hardly issued any shares. Their 5 year dividend growth averages 25% annually. One of the few retail stocks in North America doing well. It trades at 18 times earnings. He continues to like to hold it.
