Weekly 52-Week Low (or 52-Week High): AI-T, CM-T, NKE-N, DND-T and More 52-Week Highs and Lows (Jul 01-07)

Opinion about AD.UN-T: Excellent CEO. Lends $$ to, largely, private firms. Even when its investments don't work out, somehow manages a very high ROIC. More and more prospects to invest in, especially in US. Payout ratio down to around 40-45% of cashflows. Now investing in smaller-cap companies, and working out very well. Still trading around book…

Opinion about AI-T: (A Top Pick Mar 11/24, Up 14%) More conservative than TF, and he owns both. Core position. Nice dividend. Not trying to shoot the lights out, just want to collect the income and reinvest.

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 CM.TO: Owns it in his firm's dividend model. Doesn't expect a stock split, as banks have abandoned the old rule of thumb to split once…

Opinion about CRR.UN-T: Grocery-anchored retail, defensive. Benefits from inflation. Occupancy up last quarter, higher leasing spreads. 14.7x, 10% growth. Price to growth is super-compelling, super-nice dividend. Reasonable balance sheet. Yield is 6.17%. (Analysts’ price target is $18.00)

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 CSH.UN-T: Great fundamentals including a 4% CAGR, an aging population, boast leading occupancy of 95%, so can raise rents by 4%, while keeping expenses below 4%. Margins are improving. Are in the sweet spot. Sees a lot of upside. (Analysts’ price target is $22.90)

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 DHT.UN.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The royalty focus and the sector is interesting.…

Opinion about EQB-T: They struggled through loan-loss provisions, their CEO died suddenly, but they bought PC Financial (14 million hold PC Optimum cards) so they could break into the Canadian bank oligopoly. (Analysts’ price target is $105.11)

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 GRT.UN-T: High-quality. 25% is leased to auto-part maker MG. Great job navigating tariff noise, geopolitics, and inflation. Warehouse activity had really slowed, but leasing now bouncing back. Now trying to orient its portfolio to Tier 1 markets. Midpoint of its valuation range. You'll do well riding out warehouse recovery into 2027.

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 HOT.UN.TO: He has met with their management a few times. They have transitioned their business from hotels for railworkers and staff,…

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 IIP.UN.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Positive Same-Property Net Operating Income(SPNOI).…

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 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 MI.UN-T: Pricing is stable and more predictable. Canadian company, so you get the dividend tax credit. Has struggled, trading at a large discount to NAV. Can see a rebound happening in the next few years, as these are hard assets to build. Rents should eventually firm up. Could be taken private again.

Opinion about NA-T: Likes it in general. Great platform and franchise. If economy is heading for a contraction (for whatever reason), this name doesn't have the geographic exposure of the other 5 banks. Mainly in Quebec; very small US and international footprint. Extremely good job of growing, so he wouldn't bet against management. It's a…

Opinion about PIC.A-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research PIC.A is a split share corp that invests in stocks of companies operating in the banking sector, primarily the six Canadian banks. The fund also uses financial derivatives, such as a covered call writing strategy, to enhance income generated by the portfolio…

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 PRV.UN-T: Likes it. Wouldn't go smaller, as this one's already quite small. Has a nice industrial component, focused more on Eastern Canada. That market's been very stable. Recent transaction in Winnipeg, and he likes that market. Since Covid, people are working online more; so "secondary" cities such as Halifax, Winnipeg, and Saskatoon are…

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 SGR.UN-T: Likes it. Their assets are all US--Indiana, Illinois--and centered on groceries. The 9% yield is safe. Leverage isn't high. Trades at a 15% discount to NAV. Good growth ahead, at least six months. Problem is few follow this, because it's small. High rent-collection rate.

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 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 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 AFM.V: The largest and highest grade tin deposit in the world. The median grade in this deposit is 5X the average mine grade. A…

Opinion about BB-T: The stock has stabilized and their software is now being used in cars. Wants to see more sustainable growth to make a decision.

Opinion about CRWD: They reported Tuesday. Annual recurring revenue should be strong. The AI agent security tool should work well. Options are…

Opinion about PANW: Other names in the space are more geared to large enterprise. This one does large, medium, and small companies. Cybersecurity is…

Opinion about QTRH.TO: It has gone through tremendous changes in the past 6 months. He teamed up with others to buy 10% of the company and forced the…

Opinion about AC.TO: He does not really take an interest in airlines. There may be an opportunity now for Air Canada with all the rhetoric around the…

Opinion about BBD.B-T: Doing very well. Best player in private aviation. Last week's White House tweet is a TACO Trump opportunity. Made US acquisition today, so it's not retrenching. Likes it.

Opinion about BDT.TO: Recent addition into portfolio. Stock not as cyclical as perceived. Backlog of work projects very good. Work and revenue is…

Opinion about CNR-T: CNR vs. CP He'd put $$ in CP for now. Generally, they move in the same direction. CP is more in the driver's seat now, realizing synergies from the KSU acquisition. CNR isn't catalyst-rich for an investment thesis at this point.Prefers UNP.

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 GEV: This space is the place to be. But you have to remember that at some point in time, it's going to cool off. That's what makes him…

Opinion about MAL-T: Stockchase Research Editor: Michael O'Reilly We reiterate MAL as a TOP PICK.  Recently reported earnings demonstrated growing cash reserves, while debt was retired and shares bought back.  Purchasers of their airplane components have large backlog orders from 2025 leftover and spending on defense aviation is expected to grow.  We recommend trailing up…

Opinion about BLX-T: Renewable energy, mostly offshore wind. France, Canada, elsewhere. Growth projects are on the go, and there's always risk. Once you finish building, input costs are zero. Likes valuation of 9x operating cashflow. Not a US play, which is the hardest place to have renewable projects. Decent dividend yield. 

Opinion about PIF.TO: Sentiment on renewables has taken a nosedive. Number of projects likely to be consummated in next 3-6 months, including…

Opinion about EXE-T: This space is now all the rage. A tough business. We are underbuilt, and the demographic wave is coming through. But all that's already in the share price. Be careful, especially with stocks that go parabolic on the chart. There are some very-well-financed private equity players that are hiding supply.He owns SIS…

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 SIS-T: Constant demographic push for this stock. Tends to spike up and then consolidate. If not owned, step in by thirds. Buy 1/3 now, another 1/3 lower down, and then the final 1/3 actually higher than the first (as you know momentum is supporting you).

Opinion about UNH-N: Pretty optimistic on it. Recent moves down have more to do with some of its competitors than UNH itself. As a whole, insurance industry not as good as it used to be. But that doesn't mean that this stock in the $300s is priced correctly for the next 5 years. Costs have started…

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 SES-T: (A Top Pick Mar 07/25, Up 65%) A great management team, buying back stock. He sold this last month to raise cash, not because the company did anything negative. He should have held on a little longer.

Opinion about NKE: They lacked the technological innovation to drive the brand into different, younger markets. They were complacent.

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 T-T: Investor's down 20%. His firm has a small position. They're holding on and doing more homework. Bought lots of things that seemed to make sense, but weren't integrated properly. Asset base is great, just not performing well financially.New CEO on July 1 -- very astute, high calibre, ran CIBC. Expect lots of…

Opinion about IVN-T: He's a very large shareholder going back many years, and the stock's treated him very well. You need to be able to take some political and operational risk. Seismic event and subsequent flooding in its primary asset. Flooding has been handled, but it'll be 6 months before the seismic event is understood.Meanwhile,…

Opinion about NVO-X: They are a developer, early stage, and looked to be on to a big discovery. Now it looks like a lower grade but economic mine. If you look at the valuation, it still looks like they are onto a high grade discovery. He would move on.

Opinion about CVV.V: His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Early stage. Have a lot of…

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 FL.V: A smallcap that's done well for him as lithium prices have jumped, fuelled by the boom in e-cars that will continue for the…

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 TLRY: It reports Friday. He expects them to make a bold announcement about the U.S. legalization of cannabis. Shares are so low. For…