It is more of a defensive position with a bit more yield on it. It is like a monopoly. Their company, Trayport, which does energy trading and has some growth. There has been some consolidation in their space and they are trading at a material discount to their peers. They report earnings tonight. (Analysts’ price target is $126.86)
It is more of a defensive position with a bit more yield on it. It is like a monopoly. Their company, Trayport, which does energy trading and has some growth. There has been some consolidation in their space and they are trading at a material discount to their peers. They report earnings tonight. (Analysts’ price target is $126.86)
They're doing amazing by transforming their business by doing data analytics, which is more recurring revenues. Also, 30% of revenues are outside Canada. They're trading at a deep discount to other stock exchange providers. 2.8% dividend. Great management. This stock is undervalued. (Analysts’ price target is $96.20)
They're doing amazing by transforming their business by doing data analytics, which is more recurring revenues. Also, 30% of revenues are outside Canada. They're trading at a deep discount to other stock exchange providers. 2.8% dividend. Great management. This stock is undervalued. (Analysts’ price target is $96.20)
Owns the TSX. But more importantly. They are branching off to the subscription services for data. Very undervalued. New management has done a wonderful job.
Owns the TSX. But more importantly. They are branching off to the subscription services for data. Very undervalued. New management has done a wonderful job.
Would you buy this for the long term? For sure. Core holding for his clients. The Toronto Stock Exchange. Involved in derivatives and selling data. It is exciting that they bought in Europe a company called Trailed Corp which is called the Bloomberg of the commodities trading. It gives them diversification outside of Canada which it is very good for them. Valuation is very reasonable.
Would you buy this for the long term? For sure. Core holding for his clients. The Toronto Stock Exchange. Involved in derivatives and selling data. It is exciting that they bought in Europe a company called Trailed Corp which is called the Bloomberg of the commodities trading. It gives them diversification outside of Canada which it is very good for them. Valuation is very reasonable.
(A Top Pick March 1/17. Up 4%.) This one is completely baffling. It should be a $100 stock. They should be making so much hay with the marijuana law, the trading and the amount of new issues and the secondary offerings. Trading at 13X earnings. It has a monopoly on trading in Canada on new listings. Just made an acquisition of a commodities platform in Europe. 50% of their business is going to be recurring revenues.
(A Top Pick March 1/17. Up 4%.) This one is completely baffling. It should be a $100 stock. They should be making so much hay with the marijuana law, the trading and the amount of new issues and the secondary offerings. Trading at 13X earnings. It has a monopoly on trading in Canada on new listings. Just made an acquisition of a commodities platform in Europe. 50% of their business is going to be recurring revenues.
