Weekly 52-Week Low (or 52-Week High): CU-T, ALA-T, ACB-T, DND-T and More 52-Week Highs and Lows (Jun 10-16)

Opinion about ACO.X-T: Logistics, with main asset being CU. Strong presence in Alberta, Neltume Ports in South America, commercial real estate. Its ubiquitous tin sheds may have a use in modular housing. Recent 40% stake in building a 230-km road north of Yellowknife and establishing a port. We're finally waking up to the fact that our…

Opinion about BIP.UN-T: Owns no Brookfield names, not enthralled by the pieces. If he were to own any of the names, it would be this one -- better potential growth long-term, and is more of a traditional operating company.

Opinion about CU-T: He owns and would add to his holdings. There has been a nice uptrend with a bit of a pause, and a good dividend. It could weather a storm and if we see 2022 again, stocks like these as part of a basket have performed fairly well.Buy 1  Hold 6  Sell 1…

Opinion about FTS-T: One of the largest regulated gas and electric utilities in NA. Q4 earnings beat by ~6%, revenue up 11% YOY. Massive $26B capital plan through 2029 to grow rate base by 6.5% compounding. Not exciting, but reliable.Dividend of 2.3% still solid, grows each year. Bond proxy, not growth story. 22x forward PE…

Opinion about ALA.TO: (A Top Pick Feb 07/25, Up 19%) (Note the short timeframe.) Plays right into the gas theme. Exciting part is the Washington Gas…

Opinion about ARX-T: Deal means roughly $8 a share in cash, rest as pro-rated SHEL shares. If you own ARX in a registered account, your capital gain is not taxed. If you own it in a taxable account, you'll be dealing with any consequences in March 2027.You'll have to look at the cost base on…

Opinion about KEY.TO: (A Top Pick Apr 09/18, Up 66%) Always felt it didn't get the credit it deserved. Great business. If Canada wants to be able to…

Opinion about PPL.TO: 15% of the investor's portfolio. Weighting is always a difficult thing. When you have a high-weight position and it works, it's…

Opinion about AMAT: (A Top Pick Sep 20/23, Up 46%) Still a decent runway ahead. 12-month price target of $258. Has built a moat around the wafer and…

Opinion about DRX-T: It is an industrial engineering company. The stock ramped way up and fell right back down to an attractive multiple. The stock is not where it should be considering the fundamentals, valuation and growth potential. It is riskier and cyclical.

Opinion about EIF-T: Continues to work. In the sweet spot. The analyst covering it likes it, as does Javed. Technicals look good, though it's a bit extended. Does a lot of unique things, especially Arctic surveillance for Canada. More upside. Most compelling is that it's in the industrial wheelhouse, one of the leadership areas in…

Opinion about SOBO.TO: Likes Keystone Part 2. A play on moving oil from Canada to the US. Risky, and it might not happen -- needs partners. Current…

Opinion about TWM.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Recent earnings: EPS was a loss of 7c versus an expected…

Opinion about WEF-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WEF has rallied with interest rates, which help the sector, but is still down 26% for the year and 37% over 52 weeks. Note the dividend was cancelled in November 2023 and none is paid currently. This week WEF announced it would…

Opinion about ATZ-T: He'd loaded up, but trimmed yesterday to bring the position back in line. Still loves the outlook for the stock, one of his major weightings. US expansion going extremely well, lots of runway. Price target in 2-3 years might be $75-85. If $75, don't buy now. If $85, could buy a bit…

Opinion about DBO.TO: He is a fan of this. They have a lot of contracts with companies like Cineplex (CGX-T). They are slowly adding their motion…

Opinion about RSI.TO: An income stock. There is not a lot of growth and high tariff issues. He would not strongly endorse it but it pays a nice dividend.

Opinion about WN-T: Holding company that owns Loblaw. When you go up a level to a holding company, you introduce other variables such as a holding company discount -- he tends to avoid them and go closer to the source. WN is buying shares of Loblaw to increase its ownership.He prefers ATD.

Opinion about BK.TO: Only downside is the fee. Just like an ETF, there are more holdings in the wrapper. For a small account, it makes sense. For a…

Opinion about BMO.TO: Strategy: Sell a call in the money for a stock that's going ex-dividend. After that date, share price will go down. So the call…

Opinion about BNS-T: All banks are expected to report good numbers this week. BNS has jumped from $65 to $96. Is the turnarounds story in Canadian banks. Trades at 13x PE. The plans by the new CEO are starting to work. Likes it here. Pays a 4.5% dividend, higher than peers.

Opinion about CF-T: Management wants to buy it out but there are two conflicting groups of shareholders. The employee shareholders want the lowest price possible while the outsider shareholders want the highest price possible. This type of conflict is not good. Value it as a whole, not on the split-up of parts.

Opinion about CRT.UN-T: CT vs. Smartcentres CT hold Canadian Tire, while Smartcentres holds Walmart. Both are very stable and low internal growth rates. The latter pays over a 7% dividend, a little more than CT, but the payout ratio is 100%. Therefore, he prefers CT.

Opinion about DF-T: 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.

Opinion about DFN.TO: They take bank stocks, or insurance and in some case energy companies, and then they split it internally into preferred shares…

Opinion about DGS-T: A vehicle where they split out appreciating assets from the dividend. They pay the dividend stream of income to another holder, and you get a leveraged play on the dividend stocks without the dividend. Not a very good idea to own one of these in a down market. When you think markets…

Opinion about FFN-T: Leverage allows them to provide such a large dividend. Typically 2:1 leverage, so you get double the bang for the buck. Lots of volatility, big ups and big downs. When markets are working, work great. Up to the board of the fund as to what distribution they pay out.Over 20 years, you'd…

Opinion about FTN.TO: With 14% yield it must be returning some capital. It is a closed-end fund so be careful. Split share companies give the…

Opinion about GWO.TO: All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only…

Opinion about IAG.TO: The fact that interest rates have been very low had affected the insurance industry. Not an expensive stock. Trading at 9.5…

Opinion about KMP.UN.TO: Will it do well after a Covid vaccine emerges? They've been collecting all their rents. Good managers. He likes apartment…

Opinion about LB-T: Prior to the recent transactions, wouldn't have touched it with a 10-foot pole. This deal is the end of the line for the bank. Doesn't expect a competing bid. The segment that was bought by NA should be accretive.

Opinion about LBS.TO: Very focused. Have positions in 4 life insurers and they are running a covered call program against the existing long…

Opinion about LFE-T: 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…

Opinion about MFC-T: His preference is to own SLF and MFC in the sector. Likes their growth in Asian asset management.

Opinion about NXR.UN.TO: Focuses on industrial real estate. On path to 90% industrial properties this year. 50% asset growth this year. Focus on…

Opinion about PLZ.UN-T: Most assets are in Quebec and the Maritimes. Strip plazas in smaller markets. Historically stable, not a lot of growth. Difficult to raise rents in these small markets, but high construction costs have prevented tenants from moving. So cashflow is growing faster than it has in a long time. Low-risk optionality to…

Opinion about POW.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research It is hard to ignore the strong momentum shares of POW…

Opinion about RY.TO: Canadian banking sector. Outlook is favourable. He owns BMO, RY, and TD. All 3 had good earnings, with TD probably the best. But…

Opinion about SBC-T: He prefers to own the individual banks. If you are in it for diversification, there is no issue with that. He likes the sector.

Opinion about SLF-T: Their last quarter was penalized due to some stop-loss insurance on their books and a small impairment from an investment in Vietnam and softer flows at MSF, their US investment arm. Is now in a range worth buying. This and MFC remain core holdings of his. It yields a safe 4.13% (Analysts’…

Opinion about SRU.UN-T: Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building their businesses; not the ones that are just collecting rents, paying dividends, and going sideways. A good business run by good people. 

Opinion about TD.TO: Kudos to management. Financials did very well last year, and TD recovered along with them. Trading at high end of valuation…

Opinion about GUD-T: The superstar CEO with a great track record raised a pile of cash, but didn't do anything with it. He had a short position on this 6 months ago, and covered that recently. GUD has poor price momentum, though little volatility, and no real earnings. PE is high, though a strong balance…

Opinion about ALS-T: The market is a little ahead of itself and this one has been ignored. They are high quality allocators of capital. It is a very high quality name. Management is seasoned. FFH-T is making a large investment in them. (Analysts’ target: $15.00).

Opinion about MU-Q: In the last quarter, the company reported 4.78 USD per share, beating the 3.96 USD estimate by 20.67%. Revenue for the same period reached 13.64 B USD, despite the estimate of 12.91 B USD. For the next quarter, analysts expect 8.67 USD in earnings per share and 19.01 B USD in revenue.…

Opinion about ACB-T: Avoid the sector. High risk, speculative. Doesn't see catalysts to drive the sector higher, especially if Republicans succeed in the US election.

Opinion about OGI.TO: Stockchase Research Editor: Michael O'Reilly OGI is a cannabis producer serving the Canadian market. Recent earnings…

Opinion about DM-X: It is now focusing on Mobile EV charging. It had previously sold Covid test kits. Has a $32 million market cap. It is a difficult business to make money in, is not profitable, and there are better options. (Analysts’ price target is $0.12)

Opinion about PHA.V: They are like an Uber for healthcare staff: allows hospitals to quickly hiring nurses for hospitals, and PHA transports patients…

Opinion about ADBE-Q: Is -30.5% in Q1 and one of the worst performers on the S&P. The street expects AI to displace their software. Trades at only 10x PE, very low.

Opinion about ALYA-T: Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on acquisitions. Interesting, because they're picking out smaller and mid-size, and they have a long runway.

Opinion about CRM: SAAS faces the fear that AI will replace these companies' services and make them obsolete. In most, not all, cases good businesses…

Opinion about DND.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think DND is quite cheap given the quality of the…

Opinion about UBER: Bought a year ago at $75, went to $100 in November, now $70. Drawdown related to AI pressures on software. Looks relatively…

Opinion about CBLU.V: Light stands for solar driven lights. The real opportunity is in Africa. It is a relatively illiquid stock.

Opinion about ZOMD.V: Communication device for doctors relaying prescriptions to the pharmacy. Not in his database. Big installed base in Quebec and…

Opinion about DIAM-T: They have option agreements with major partner Rio Tinto, but these have been under dispute for the past year. It's worth tens of millions of dollars. The stock has fallen because of this battle; investors have lost patience. He owned this before the legal battle and didn't want to wait for it…

Opinion about ERD.TO: They are active in several concessions in Mongolia. Any one of their projects could be a major mine. Should do well over the long term.

Opinion about LGO.TO: Has a deposit in Brazil very close to production. Continues to be challenged here. You have to hang in with this one. Small cap…

Opinion about LUC.TO: Operated by the Lundine family. This has been a truly outstanding Canadian success story. It mines and markets some of the…

Opinion about MJS.V: His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Early stage in China. Very…

Opinion about MTS.V: A great young team. It’s too early to say what sort of success they’re going to have. Their early implementation of…

Opinion about SBMI.V: He can find what he wants in Tier 1 or strong Tier 2 deposits. Very small-cap exploration company.

Opinion about WRLG.V: Principal asset went into bankruptcy. A very determined friend of his is involved, and this gives him hope about the…

Opinion about STN.TO: A true compounder in Canada. Respects management, but it's fallen from its summer peak due to profit-taking. It's a buying…

Opinion about WSP.TO: Tremendous job over the years, good organic growth. Big fan of the CEO. More room to keep growing and keep making accretive…