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Stocks In The News
Daily Market Highlights
 | 17/May |
Bitcoin sinks after seven weeks of recovery
| ||
 | 17/May | Baidu.com
posts first loss since 2005
| ||
 | 17/May | Nvidia Corp
sales forecast signals gaming computers makers ordering chips again
| ||
 | 17/May | Air Canada
stock hits new high on talks to buy Transat AT
| ||
 | 17/May | Boeing
completes 737 max software update
|
Latest Stock Opinions and Top Picks from Market Call Guests
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
His second largest personal holding. They will report earnings May 28. They have a backlog of $74 million for work. Sales are expected to be $45 million in 2019 -- almost double last year. They think $160 million of additional sales are within reach. Targets for share prices are $2.00-$2.20 he says. They extract methane from garbage plants.read more
Corporate debt level? Companies need working capital to grow. Shareholders want to participate as much as possible, so they prefer the company to use debt. Too much debt can be challenging for cyclical stocks. CLR-T debt service is challenging. With sales growth expected to be lower next year, it too is challenging. Net debt to equity has improved to D+ in his grading. A stretched balance sheet with 2.6 times debt-equity. They seem to have strapped on a lot of debt. He thinks there are better opportunities.read more
It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%.
Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while.
Yield 4.84%read more
Top Picks
This week there were 20 Top Picks and 6 ETF in a wide range of industries: Industrials, ETF, Financials, En...
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BIG WIN
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NORTH AMERICAN - LARGE
Their guidance says profits will increase by 50% in 3-5 years through acquisition and improving operations. They have bought a lot of companies in recent years, so the balance sheet needs work. E-commerce is a strong tailwind which is why he likes it. They are building a global powerhouse and trade at a good valuation. They've stopped raising the dividend so they can make acquisitions.read more
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SUSTAINABLE INVESTING
It is a no brainer that reducing the payout ratio to 80% makes it more sustainable. They have a renewable energy utility. They earn a lot of very stable income. You have to be sure they have enough cash to pay out these ridiculously high yields. They are going to keep the dividend constant while the company grows for a while. The payout ratio is a great metric to keep an eye on. He loves what they are doing. This is a great move on their part. He has no problem owning it.read more
This is a tricky one. Nuclear is a grey area because it is a low carbon energy. Environmentalists are up in arms about nuclear waste. From a financial point he finds plants are very expensive and often go over budget and lock us into an infrastructure for 60 years. You can't generate the energy near where it is consumed so you have high infrastructure costs for transmission. He also does not like commodities. He thinks renewable energy may out-compete nuclear. As batteries get cheaper, renewable gets cheaper than nuclear and transmission lines. This company is excluded from a lot of socially responsible definitions.read more
It will be interesting to see what happens with the acquisition of the Air Transat airline. Everyone is very cost competitive so he does not like airlines. There might be a bump here. If we are serious about climate change, then air travel is a major contributor. There may be a little money to be made short term on the news, but long term he would not touch them. With the Acquisition of WestJet, things are really getting shaken up in the Canadian Airline industry.read more
He loves this company. It is one of his top Canadian companies in this space. They made strategic plays because they have the Brookfield backing. They recently made a deal with TA-T, who know they have to shift away from coal. Brookfield did a clever deal involving a right to hydro assets when contracts are up for renewal. They are going to see benefits for years to come.read more
He really likes them. It has a really nice dividend. They own some natural gas so it is like co-generation. If you want 100% renewables, then this would not fit the bill. But if you want companies going in the right direction, then this is one of them. They are developing new technologies. At the end of the day they will own assets in wind generation in the north sea. They are well positioned in the sector.read more
He really likes it. They touch a lot of market segments. It is in the 95th percentile in terms of sustainable investing. This is how to get exposure to tech. Other tech companies are facing major governance issues. There is a lot of anger directed at those companies. MSFT-Q does not have that problem. They do not have a controlling CEO. Other big tech companies have low corporate governance scores.read more
(A Top Pick Mar 14/19, Up 1%) He would stick with it. We were through a bit of a roller coaster. You will notice there is not a lot of liquidity. It is a new ETF, about 6 months old. He expects it to track the global stock market. He has no problems sticking with it as a core part of doing no evil. Companies need to have a carbon footprint 60% below their industry average. It includes no fast food, or chemicals of concern. It has large cap global companies.read more
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Today's Market Outlook
Robert McWhirter
Market Outlook He thinks we are into the correction part of "sell in May and go away". He is watching long term bond yields, if 10 year yields drop below 2.35% it is a sign that investors are heading for the exits. A break down could take the yield down to 2.00% -- a big boom for bond holders.
More market comments
Market Comments
Signal
Opinion
Expert
WATCH
WATCH
May 17, 2019
Push to talk radios for trucks and deliveries as well as first responders. They have agreements with a large number of US carriers. He does not own them now, but will be watching them.
Push to talk radios for trucks and deliveries as well as first responders. They have agreements with a large number of US carriers. He does not own them now, but will be watching them.
BUY
BUY
May 17, 2019
Q1 earnings were good. He sees 20% organic growth. There has been a pick up in business with China -- finally. He sees additional contacts there. He has bought this in the past two weeks. It offers real time GPS locations for aircraft.
Q1 earnings were good. He sees 20% organic growth. There has been a pick up in business with China -- finally. He sees additional contacts there. He has bought this in the past two weeks. It offers real time GPS locations for aircraft.
BUY
BUY
May 17, 2019
His second largest personal holding. They will report earnings May 28. They have a backlog of $74 million for work. Sales are expected to be $45 million in 2019 -- almost double last year. They think $160 million of additional sales are within reach. Targets for share prices are $2.00-$2.20 he says. They extract methane from garbage plants.
His second largest personal holding. They will report earnings May 28. They have a backlog of $74 million for work. Sales are expected to be $45 million in 2019 -- almost double last year. They think $160 million of additional sales are within reach. Targets for share prices are $2.00-$2.20 he says. They extract methane from garbage plants.
WATCH
WATCH
May 17, 2019
They deal in both Canada and the US with Bell and Telus. He thinks there is a large US opportunity that could unfold in the next couple of months.
They deal in both Canada and the US with Bell and Telus. He thinks there is a large US opportunity that could unfold in the next couple of months.
COMMENT
COMMENT
May 17, 2019
A company that provides robust data storage, split into different locations. Great for utilities.
A company that provides robust data storage, split into different locations. Great for utilities.
DON'T BUY
DON'T BUY
May 17, 2019
Corporate debt level? Companies need working capital to grow. Shareholders want to participate as much as possible, so they prefer the company to use debt. Too much debt can be challenging for cyclical stocks. CLR-T debt service is challenging. With sales growth expected to be lower next year, it too is challenging. Net debt to equity has improved to D+ in his grading. A stretched balance sheet with 2.6 times debt-equity. They seem to have strapped on a lot of debt. He thinks there are better opportunities.
Corporate debt level? Companies need working capital to grow. Shareholders want to participate as much as possible, so they prefer the company to use debt. Too much debt can be challenging for cyclical stocks. CLR-T debt service is challenging. With sales growth expected to be lower next year, it too is challenging. Net debt to equity has improved to D+ in his grading. A stretched balance sheet with 2.6 times debt-equity. They seem to have strapped on a lot of debt. He thinks there are better opportunities.
DON'T BUY
DON'T BUY
May 17, 2019
It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%.
Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while.
Yield 4.84%
It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%.
Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while.
Yield 4.84%
HOLD
HOLD
May 17, 2019
They produce sonar technology for use in submersibles. They have some new contracts going forward. He does not own it.
They produce sonar technology for use in submersibles. They have some new contracts going forward. He does not own it.
PAST TOP PICK
PAST TOP PICK
May 17, 2019
(A Top Pick May 18/18, Down 21%) A increase in commodity prices has been offset by lack of market access. He does not own any energy stocks currently.
(A Top Pick May 18/18, Down 21%) A increase in commodity prices has been offset by lack of market access. He does not own any energy stocks currently.
PAST TOP PICK
PAST TOP PICK
May 17, 2019
(A Top Pick May 18/18, Down 19%) He still sees good opportunity going forward. He owns this personally as well. Yield 2.2%
(A Top Pick May 18/18, Down 19%) He still sees good opportunity going forward. He owns this personally as well. Yield 2.2%
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