Weekly 52-Week Low (or 52-Week High): BAM-T, IAG-T, ONC-T, CCB-X and More 52-Week Highs and Lows (Oct 02-08)

Has done fairly well recently, but still thinks there's more that can come from it. Has diversified its investment holdings. Doing better and better. As it gets larger, seems to have more opportunities to make substantial additions to its portfolio. Yield's not what it used to be, but still pretty good and expects increases.

Would recommend selling. Dividend rising too fast. Earnings not quality. Better options for investors. Current price presenting value to sell. Brookfield a better option. 

Lots of "brick and beam" properties, very beautiful. Redevelopment of those heritage buildings is much more difficult. Smaller square footage actually hurt them more from Covid, as many decided they didn't even need an office. Rental dynamics have changed since Covid.

Good move recently. Benefiting from capital infrastructure spends in Ontario, and this will continue to increase. Nothing wrong with the name, but there are cheaper plays like ATRL and NOA. See his Top Picks.

The preferred shares, Series E Has a rate reset spread at 330 basis points, and pays a dividend yield of 15%. Something happened to the dividend last August. Doesn't know this name well. They are selling some retail assets to add stability to the stock.

Has done quite well, as has that whole space. Under nice, steady accumulation. Solid uptrend.

(A Top Pick Nov 06/23, Up 63%) There's still upside. CIGI has benefited from rate cuts, since CIGI is in real estate. Peer CBRE announced strong results two weeks including double-digit revenue growth. There seems to be pent-up demand in the market. They use economic downturns not only to buy companies, but hire top talent.…

CIX vs. BAM Are very different asset managers. CI's balance sheet is not good. Prefers BAM, but shares have risen to a high valuation. Great managers and earnings stream (asset management fees).

National Bank is buying it. Price of shares of CWB has risen because of National's performance. NA is paying more than fair value for CWB. Is confident the deal will happen.

Dividend 15 Split Corp. (DFN-T) or Dividend 15 Split Corp. II (DF-T)? Both are Split shares. The preferred share is the low risk preferred share dividend. He wouldn’t buy both, because you are looking for either growth or income. He would use one or the other and build that in your portfolio.

Royalty models do better in bear markets. Costs are nil, so it's a stable business. Well run. Mr. Lube over time has taken market share. Stock's pretty illiquid, make sure it's covering the dividend. Hold or buy. Yield around 8%.

Leading fleet manager throughout the globe. Continues to grow towards ~$10 billion market cap. Demand for services within growing tech companies like Amazon. Ability to operate cheaply with high margins - top decile. Built a very strong business that is growing organically. 

It is a basket of common stocks including big U.S. companies. He is not sure about it but it is doing well for the caller. Income is the focus.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We cover EQB and we have also had it in our growth model portfolio for some time now. We are quite comfortable with the name - the management team is strong, the business is expanding into new product lines, and it is overall gaining market…

(A Top Pick Nov 13/23, Up 55%) Insurance doing exceptionally well. Recently bought ZZZ. Things are chugging along well. Dividend raised from $10 to $15, significant increase. Still at a discount on price to book. In client TFSAs. Very keen on it.Just as with BRK, its insurance business takes in premiums, which get invested in…

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

(A Top Pick Nov 13/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.

Rich valuation, but can't deny how well it's done. Consistently profitable on combined ratio (premiums in, minus claims and expenses). Huge market share. He owns CB instead.

(A Top Pick Sep 10/24, Up 32.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IGM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $39) to $43 at this time.

This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having trouble with that.…

Financials have recently been doing well in anticipation of an improving NA economy. Instead of a recession, looking like a soft landing with potential for upside. In Canada, the #1 ranked financial services company in his rankings. Its gain, which started about a year ago, has been very consistent and well supported. Yield is 3.6%.…

Lending in real estate finance. Very interest-rate sensitive. If you think interest rates are going to rise, as in 2022, then it will underperform significantly. Will do better if rates fall. Thinks the BOC has a bit more to go on that, so there could be a bit more upside.But the stock's already rallied back…

If you're in a bull market, you want to own the strongest stocks you can find. He prefers "good, getting better", some kind of positive change that could add to the valuation, and where other people agree with him. He owns RY, CM, and NA; firing on all cylinders.

One of the most attractive REITs on the TSX right now. Coming out of poor fundamental operations where capital allocation was mismanaged. New CEO cut dividend, sold properties. Prepared either way if interest rates fall or rise. Payout ratio will fall closer to 80%. Stock may have fallen recently because that new CEO is retiring…

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

2023 was a bottom-cup formation that broke out. It's rising, but not parabolically. Pretty healthy-looking chart. Fine on pullbacks.

Yield is ~6%. Looking at a 5-year chart, getting close to its 5-year high. Nice breakout above $10. If you take the height of the consolidation pattern (resistance was $10 - support of $7 = $3), and add it up again, you get ~$13, at least to start. That's what we're looking for over the shorter…

Sawmills and other building material sites in Canada and US. Building out larger US presence through acquisition. Earnings were fine, but stock dropped. Revenue far below expectations, but cashflow in line. Great job managing inventory and cash to pay dividend. Homebuilding should remain strong. He's looking to top up his position.

(A Top Pick Nov 08/23, Up 29%) Getting into intelligence and surveillance globally. Manufacturing is weak now due to macro environment, but sees it turning around. Likes it for yield and growth.

Pretty small, not profitable. Only a 23M market cap. Radar based technology for the mining industry. Recently certified by the aviation industry. It must prove that it can be cash flow positive.

Most recent addition to portfolio. Believes lots of opportunity in energy services. Active in well construction (cheaper & safer). Attracted to the new product line that will offer recurring revenues. Expecting a re-rate on the stock price as a result. Pristine balance sheet, good management. Expecting further share price appreciation. 

The chart has been steady despite plunges in the timber price. Impressive. But he wouldn't enter this now.

Some people own it for M&A takeover potential. He doesn't like to do that. It's a market where interest in small caps remains very low. Not hitting enough radar screens currently. Pursuing growth, so more modest cashflow. 

Great-looking chart. Had a long base of 2-3 years, which was ripe for swing trading. But now it's broken out, and that's good news. Parabolic move in a very short time, from $7.50 to $12.50, and it will take a break. When it does, that would be another great entry point as it might pull…

(A Top Pick Aug 31/23, Up 42%) Excellent company with very strong assets. Skilled management team that is able to allocate capital well. Market starting to recognize value of company - expecting 20-30% upside. Dividend very safe. 

He's bullish on nat gas, with the proviso that it depends on the weather (always the Achilles heel). Lots of positives:  AI, data centres, US doubling LNG export capacity between now and 2030. Really good acquisition recently -- a natural fit, bringing down costs, hedged price of nat gas. Trades at material discount to US peers.…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…

(A Top Pick Nov 27/23, Up 37%) Steady eddy. Lots of downside protection, which is what he's looking for right now. He even added some recently. Defensive, low valuation, growth potential. More east to west, rather than north to south (which may see some volatility with the new US administration).Likes the pipeline names, and this…