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China rare earth firms' stocks soar on trade war speculation
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| 21/May |
Oil edges up on escalating U.S.-Iran tensions, supply outages
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Latest Stock Opinions and Top Picks from Market Call Guests
NORTH AMERICAN - LARGE/MID CAPS
Has had a big run this year, because of less competition due to a merger. Plus, acquisitions this year have investors excited. Not the time to buy now. There's room to keep growing. It's a growing industry, as more technology is impacted with each fender bender. Insurance companies want to deal with companies that have more scale, which also benefits them.read more
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.read more
Hype never lasts for ever, just as great fear doesn't. Stock is up 3x since IPO. Stock has increased likelihood of falling back. A product that can be replicated by others. They're focusing on their brand, and we'll have to see if this works out. The company will continue to do well, but the company and the stock are detached.read more
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NORTH AMERICAN/GLOBAL
They've had some cost issues. Very structured about how they run their business. There is a market for it and Amazon proof to certain degrees. They will continue to do well if they can continue increasing their average price per client. The issue is how much further they can grow. Maybe they need to move to the U.S. but that's a bigger competitve market which may be very difficult for them.read more
Warren Buffett has been criticise in the last little while because his equity portfolio has underperformed the S&P500. Part of that reason is that Berkshire is such a large company now it's hard for them to make a difference. Berkshire is a lot more than Coke and JP Morgan. It's insurance business, utility business, other businesses they've bought such as Burlington Northern, those are things that create value within the company. Thinks people focus a lot on his investments stuff and that's a much more difficult thing. He likes it. Doesn't think they will pay a dividend but they might buyback more shares.read more
Owns it and thinks it's a great company. Very good organic growth, has lots more growth to happen globally. Bought out VISA Europe in 2017 thinks it's going to be fully integrated later part of this year and will add a lot to VISA. Has little or no debt. Tons of free cash flow. You can own it here, or if you get a chance wait when it falls to buy it.read more
Top Picks
Animal healthcare company. Spun out of Pfizer in 2013. From 2001 to 2018, spending on animal healthcare went from $6.2B to $15.5B. Young people all have pets. One of the great thing is that a lot of the costs are out of the pocket, not many insurances companies in the market. Not a lot of generics that compete with the drugs, and getting new drugs approved for animals is faster. Very little debt. Good growth perspective. (Analysts’ price target is $106.33)read more
Medical devices company. Great company. Will continue to grow with the aging population. 73% of the business in the U.S., 23% in Europe and the rest emerging markets. Can grow their business internationally. Very little debt. Great story, great growth and operating margins. (Analysts’ price target is $201.12)read more
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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
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Today's Market Outlook
Teal Linde
What's market telling you right now? It's decently positioned. Canadian market hasn't gone up a lot over the last 5 years. So Canada has more upside than the US, because of valuations. In the current decade, energy and materials represent only 25% of the TSX, a decrease. TSX is neglected among the world indices. Valuations are very attractive. Since 2010, S&P has done 3x better than the Canadian side. Financials are the biggest sector, but are still trading at lower valuations than the norm. International investors have turned their backs on Canada in energy. So this is an opportunity.
More market comments
Market Comments
Signal
Opinion
Expert
WAIT
WAIT
May 21, 2019
Has had a big run this year, because of less competition due to a merger. Plus, acquisitions this year have investors excited. Not the time to buy now. There's room to keep growing. It's a growing industry, as more technology is impacted with each fender bender. Insurance companies want to deal with companies that have more scale, which also benefits them.
Has had a big run this year, because of less competition due to a merger. Plus, acquisitions this year have investors excited. Not the time to buy now. There's room to keep growing. It's a growing industry, as more technology is impacted with each fender bender. Insurance companies want to deal with companies that have more scale, which also benefits them.
DON'T BUY
DON'T BUY
May 21, 2019
Stay away. Have announced a 230B capital expenditure plan. Plans to grow production over 19 years have not panned out. Bought back a lot of stock and dividends have grown. He'd look to buy an oil company in Canada instead. Or even Encana, where 60% of production is in the States.
Stay away. Have announced a 230B capital expenditure plan. Plans to grow production over 19 years have not panned out. Bought back a lot of stock and dividends have grown. He'd look to buy an oil company in Canada instead. Or even Encana, where 60% of production is in the States.
BUY WEAKNESS
BUY WEAKNESS
May 21, 2019
Has a 5 year plan to double the size of the company. Including increasing fresh food offerings, taken from the successful European model. Cigarette and gasoline sales are under pressure. Has run up a lot, so wait for a pullback.
Has a 5 year plan to double the size of the company. Including increasing fresh food offerings, taken from the successful European model. Cigarette and gasoline sales are under pressure. Has run up a lot, so wait for a pullback.
COMMENT
COMMENT
May 21, 2019
SHOP, Canadian vs. US. Can't explain why one is up and one is down, unless it was the recent holidays.
SHOP, Canadian vs. US. Can't explain why one is up and one is down, unless it was the recent holidays.
COMMENT
COMMENT
May 21, 2019
SHOP, US vs. Canadian. Can't explain why one is up and one is down, unless it was the recent holidays.
SHOP, US vs. Canadian. Can't explain why one is up and one is down, unless it was the recent holidays.
COMMENT
COMMENT
May 21, 2019
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.
DON'T BUY
DON'T BUY
May 21, 2019
Hype never lasts for ever, just as great fear doesn't. Stock is up 3x since IPO. Stock has increased likelihood of falling back. A product that can be replicated by others. They're focusing on their brand, and we'll have to see if this works out. The company will continue to do well, but the company and the stock are detached.
Hype never lasts for ever, just as great fear doesn't. Stock is up 3x since IPO. Stock has increased likelihood of falling back. A product that can be replicated by others. They're focusing on their brand, and we'll have to see if this works out. The company will continue to do well, but the company and the stock are detached.
HOLD
HOLD
May 21, 2019
It's a hold. Interest rate sensitives have done well. Line 3 pushed back is an issue. Dividend may need to be cut back a bit. Existing pipelines have become more valuable. Moving from fee-based to take or pay, so this increases value for shareholders.
It's a hold. Interest rate sensitives have done well. Line 3 pushed back is an issue. Dividend may need to be cut back a bit. Existing pipelines have become more valuable. Moving from fee-based to take or pay, so this increases value for shareholders.
BUY
BUY
May 21, 2019
Fabulous company. Grown dividend 17 years in a row. Natural decline rate is about 12%, extremely low. If you had to buy one Canadian oil and gas and hold it for 5 years, this is the one. Better, and more diversified, than Suncor. Management has tremendous track record. Good long-term hold.
Fabulous company. Grown dividend 17 years in a row. Natural decline rate is about 12%, extremely low. If you had to buy one Canadian oil and gas and hold it for 5 years, this is the one. Better, and more diversified, than Suncor. Management has tremendous track record. Good long-term hold.
PAST TOP PICK
PAST TOP PICK
May 21, 2019
(A Top Pick May 28/18, Down 0.1%) Has recovered a lot this year. Most recent quarter was simple and clean. What's holding the stock back this year are the huge capital expenditures. By the end of this year, revenue and EPS should grow. "Checkout" system represents a more seamless interaction from Instagram.
(A Top Pick May 28/18, Down 0.1%) Has recovered a lot this year. Most recent quarter was simple and clean. What's holding the stock back this year are the huge capital expenditures. By the end of this year, revenue and EPS should grow. "Checkout" system represents a more seamless interaction from Instagram.
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