This week there were 26 Top Picks and 3 ETF in a wide range of industries: Consumer, Financials, Industrials, Basic Materials, Telecommunications, Energy, Healthcare, Technology and ETF.
This typically does really well from April to July, but once you get into July, it tends to move lower. We are now past the period of seasonal strength. Stay away from this for now. There are other opportunities.
They recently completed their IPO. It struggle a bit out of the gate and has treaded water ever since. It is a fashion brand that has been out for long time. He does not see the growth here. There are a lot of better places to be in retail. Where is the expansion going to…
These are pawnshops in Mexico and the US. They are more correlated to the price of gold then the GLD ETF has been. They just merged with Cash America and are expanding throughout Mexico, Latin and south America. A lot of upside in terms of geographic growth. Because of the free cash flow, they have…
If he was going to buy a bank it would be this. He's seeking dividend companies. He bought it in December at $39.56 with a 6.6% dividend. It has a good chance of rising above $50 again. Since then, he has bought more. But he wouldn't buy--or sell--it at today's price, though.
5.4% dividend. The fair market value is miles above the current stock price. Everyone fears Canadian bank stocks, but they are bulletproof. The banks are now a buying opportunity. CM has terrific upside. Buy this and don't look at it for years.
The Canadian banks are relatively attractive on a valuation basis. It is trading at 11 times forward earnings. She does not see the Canadian economy going into recession and they will be able to continue growing earnings. Yield 3.9% (Analysts’ price target is $83.54)
The cream of the crop, with fine products and managers. They rose their dividend which has room to grown. Loves JPM. PB and PE are cheap. It's his favourite US bank.
Well-run with earnings in the last report very good. Fine revenue growth as was investment banking. Fixed income fine. The Indonesian lawsuit is a concern, though. Trades at 10x earnings and slightly above book value. He loves it.
A little British company that does protection services. It does CO2 emissions testing, fire alarms, smoke detectors, etc. Their future is really protection and safety, which is a big theme moving forward, because of government regulations, and the need to offset litigation. This is mostly with new builds, non-discretionary income. From a free cash flow…
The key technical support level is more on the downside than upside. It is spending time creating new highs more than anything. It is in a good spot that he would enter.
This has done a phenomenal job of integrating and consolidating their hand tool business. Most of their tools are made in the US, which is going to be loved by Donald Trump. About 55% of sales are made in the US. There are 3 major divisions, hand tools, power tools and security systems. A very…
🛢 Basic Materials
His concern is that the COO (Chief Operating Officer) left at the same time there was a news release that they had reduced the capital. His worry is that the COO left because he didn’t want to own the capital estimate.
A good income stream? He owns Telus instead of Rogers. He is studying the whole rollover of the wireless business in Canada. Prices are starting to drop on increased competitive pressures. It might be early to enter the space. He would prefer BCE-T or T-T.
It's up 11% YTD, and has lagged TC Energy because of line 3 problems in the States. This will resolve itself eventually. Meanwhile, ENB has fixed its balanced sheet in the past year. It pays a 6.14% yield vs. 4% historic yield. (Analysts’ price target is $55.03)
Energy is tricky with a four year bear market. However, valuations are starting to get cheap enough. He does not own this. One of the largest producers. He just sees better opportunities in the space. (Analysts’ price target is $47.55)
(A Top Pick Dec 10/18, Up 3%) He was saved by the dividend. It has not participated in the rally because it had a weak first half. They were all transitory issues. The main attraction is the Heartland Petrochemical Complex coming online in 2021. It should add 30% value to the company with no stock…
A smaller pipeline without cross-provincial problems. It's strictly Alberta, so relatively unharmed by politics. Well-run and has held up very well in this correction. A good stock with a growing dividend. No problems.
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
This is combined entity of Patient Home Monitoring and Biomed. They develop monitor services for the home. They have cleaned up their accounts receivables and it trades at less than 6 times earnings compared to competitors at 13 times. Yield 0% (Analysts’ price target is $0.50)
These guys are focused on extraction in the cannibas space. Over 50% of the US business in this space is focused on extraction and the thinks Canada is headed in this direction. They have signed a number of supply agreements and thinks the stock trades cheap. They have a partnership that produces water-soluable technology which…
This is very involved in treatment for diabetes. Has stayed away because of the pricing of insulin. Insulin prices have increased almost every year sequentially for the last 20 years, which is incredibly difficult to understand, given the strides that have been made in increasing yields in the biotech fermentation process to produce the drug.…
Benefit from the 5G? As run up in the last little while because they've been able to make some very good acquisitions. Thinks they should benefit from 5G.
Sleep at night, buy the company. Expensive but they are growing in their cloud business. Earnings growth is accelerating. they have a 30 multiple into next year. (Analysts’ price target is $144.00)
This company has a better quality picture, and the colours are incredible. It is now getting to the price point where the mass market is picking it up. You are really hitting that hockey stick growth in terms of earnings, cash flow from operations as well as the stock price. They continue to be on…
Good acquisitions. He recently sold it, because of fears of the US dollar weighing on their earnings. He regrets this, because it has since moved up 10%. He likes the company and is looking for a better entry point than the current price. A good growth company.
It's the first ETF that tracks the UN's sustainable development goals. Companies here align with one or more of those goals. You get broad international, including EM, exposure. The holdings aren't perfect (i.e. P&G), but it's the first attempt at an impact investing ETF.
Tracks the broad U.S. market, basically swapping out the S&P, but it's the first ETF to be socially responsible, fossil fuel- and gun-free. Caveat: It haas few assets and limited volume. Use a limit order when buying. Maybe give this a little more time to add more assets. This is good for couch potatoes who…
1-3 year bonds. Bond prices tend to go higher from Mid-May until end of Sept. The economy tends to be stable and interest rates tend to go lower during the summer.