Air Canada, Couche-Tard & More at 52-week Highs and Lows (Feb 6-12)

Does not own shares.Very tough business with high costs.Recession will not be good for travel industry.Would not recommend buying. 

It has very strong organic growth and Q1 was in line with estimates. It is very good at putting capital to work by buying assets during weakness in the cycle. Its price to growth rate is also very good.. This is good way for retail investors to have investments in private equities which BIP.UN owns.Buy…

Fundamentally a strong company.Recent increase in shares makes name expensive.Waiting for shares to fall before buying.Long term is a good investment.Very strong assets and management. 

Has done well. Classified as an industrial, but it doesn't have cyclicality. Pricing power and acquisitions drive the long-term growth. Operate in a lot of uncontested markets. Should continue growing at high single-digit pace. Zero product obsolescence. Sold, and high-graded his portfolio to WM instead. Both are good.

Customized, prefabricated environmental office interior solutions. High net cash position. Significant upside because of their flexible business model. Surge in office reconfiguration taking place across North America. Top management. No dividend. (Analysts’ price target is $3.46)

Focus on office properties has put pressure on. We won't be working from home forever, but looks that way in the short term. Asset sales should help. Interest rates going up makes borrowing more expensive. Be cautious. Residentials and industrials offer more positive news in the short term.

Allan Tong’s Discover Picks BPY.UN is anchored by diverse holdings across sectors, including industrial, retail and commercial properties, and across countries. Of course, we all know what happened next to the world, which wiped out the retail and office property markets. BYP.UN shares have slid around 7.5% since that call, but the 7% dividend has…

They control Loblaw, which anchors a strong portfolio. Is stable. Hold many industrial warehouses. Solid managers running a solid balance sheet. Pays over a 5% dividend. Shares now are not a bargain, but a solid investment.

Thinks highly of it and management. 92% of rents come from Canadian Tire. Very safe distribution yield, low leverage around 40%. Not concerned about balance sheet. Decent job growing net operating income by 2.6% YOY.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. We still think it is interesting as speculative buy but would not add. We have additional comments posted this morning. Insiders own 9% directly and 14% via holding companies. Through third parties, ECN originates prime and super-prime consumer loans for housing and RV purchases as…

(A Top Pick Mar 21/23, Up 0.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HR.UN has triggered its stop at $11.50.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 9%, when combined with the previous buy recommendation.

Highest immigration to maritime provinces in Canada ever(own lots of properties in maritimes). Excellent dividend yield with discount to net asset value. Superior return to buying a GIC. Would recommend buying.

It is a subject of a takeover and you might consider holding it until the close of the take out transaction. You could also move to another apartment REIT. Your upside is capped from here with NVU.UN-T.

(A Top Pick Apr 28/22, Up 11%) Acquired. Takeover validates the value that's out there today.

This would be a hold for him, if not a sell. It has US grocery stores in small centres. It has an external management contract, which he feels is not in alignment with share holders.

(A Top Pick Jun 14/18, Up 59%) It is another example of an undervalued tech company in Canada. It was taken out by MS-N just over a month ago.

(A Top Pick Mar 06/23, Up 4%) Recently broke out, so it looks good. Thinks it can get back to the old level around $230. Plenty of upside from where it is now around $200. Chart's done a cup formation and a handle, and now it's breaking out. He plans to hold a little while…

It is a very good company with 85% of its business in the warehouse space. It is looking to get out of the office space part and extend the industrial component. Has facilities in B.C. too. It is actively issuing shares to become larger. Consider it a safe hold with a good distribution yield and…

(A Top Pick Feb 01/22, Up 12%) Well-run and positioned to offer e-charging stations given all their stations and locations. Well-financed. Still has a little more upside.

High quality grocery business (largest in Canada).Excellent business fundamentals.Volatile share price - but over the long run is a good business.Price target of $138.Upward trend in share price.Consumers staples a defensive sector with lower risk.

It has done well, but the valuation is not compelling. Shares are always too high for him. Yes, Restaurant is picking up after Covid, but consumers are cutting back on discretionary purchases like coffee.

Allan Tong’s Discover Picks Average daily volumes are only 90,000 shares, but NWC pays a hefty dividend yield of 4.22% (huge among the grocers) and safe based on a 21.88% payout ratio. NWC also offers a super-low beta of 0.62. It is safe and defensive. Performance is also consistent. The company has beaten or met…

There is a lot to like. Q1 was good and it raised estimates. It has good visible growth but is expensive at 18X earnings. There are others which are more exciting on a price to growth basis. Utilities in general or energy infrastructure companies in Canada are pretty good. Two sweet spots are Alta Gas…

A good dividend play. The yield is at 4.6%. People tend to focus on the tech side of green stocks, but this has utilities that have consistent income. They are a potential takeover target for Brookfield so the price has recently shot up. Could get decent returns.

A lot of success is tied to Gaz Metro in Québec, but they also have some wind farms that have recently come online in the last year or 2, and giving good returns to the company. Recent earnings were solid and they raised the dividend by 3.7%, and plan to raise it 4% next year.…

Has done well. More of a smaller, niche company. It's a matter of size and how you want to allocate exposure. CSU is his only software company, other than in the US. He likes the US because of the broader diversification to be had.

Very good company, but share price valued fairly.Will be a good long term business.Recommends buying on weakness. 

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. The stock drifted along under $12 through 2022 to August when it moved up to about $16 which held to the start of November when it fell to its month-end close of $13.24. ABST is a leading provider of self-healing endpoint and secure access solutions.…

(A Top Pick Feb 25/21, Up 15.3%)Stockchase Research Editor: Michael O’Reilly With the recent completed acquisition by AEM now official, we now consider this position closed. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 22%.

One of the most senior producers of silver. Silver is better than gold, as the bulk of silver production comes from copper mines. Silver just crossed $24, and there's lots of upside. SSRM has a $28 price target. He wants something that will benefit once inflation is realized.

An interesting one. Brazil. They have some high-grade veins that they have done some work on. They are drilling and it will prove it one way or the other. There will be lots of entry points coming up.

It is backed by bank accounts or deposit accounts at chartered banks, in other words a quasi money market fund.It is pretty stable with only the credit risk of individual banks. It has similar yield to a previous caller's suggestion - HSAV.

XRE vs. IYR Totally different products because of the country, given XRE is Canada and IYR is the US. XRE top 31% investments are in retail. IYR has only 9% retail. For residential, it's 25% XRE and only 15% IYR. Largest holding in IYR is AMT. IYR is more diversified, less exposed to retail which…

In a rising rate environment, you might want to stick to a shorter term. XSH is a short-term, corporate, investment-grade ETF. Had drawdowns, but not as bad as a typical aggregate bond or high-yield ETF.

XUT is market cap, ZUT is equal weighted. ZUT gives you more exposure to smaller players. HOG gives you more pipeline and energy services business, which acts similarly to utilities. It also hedges you on the downside. Could be a compliment to the other utility ETFs.

Basically it's an ETF version of a mutual fund. All fixed-income and pays a yield over 3%. You can park money here until you figure what to invest in next.

ZJK-T vs. ZHY-T. High yield is a sexy name for junk bonds. They are the worst quality bonds. In a downturn these companies will not be able to pay back their bond holders first. If equities fall 20%, high yield bonds fall 13%. There is more risk for a portfolio.

(A Top Pick May 04/22, Up 13%) Waiting to buy Freedom Mobile, a good transaction that adds diversification. A value play. Deeply discounted compared to other telco names. Continues to buy here.

It comes down to the Rogers deal, which the street thinks will happen, but this is the fourth deadline extension. The deal has been priced into shares, so there isn't much upside. Better to buy Rogers or Telus than Shaw.

Shale gas in the US. A spin out from Bankers Petroleum (BNK-T). There is a lot of potential excitement but it just doesn't have the same management quality team. Just too risky in the market at this point.

Cheap valuation, high free cashflow, aggressively buying back stock. Downside is inventory depth, but recent acquisition and drilling have rectified this. Can see the allure of this name much more than 3-4 months ago.

He stayed away because they went to the states to make acquisitions. He did not know why the Americans would not already take these assets. He stays away from it.

One of North America's largest logistics providers.Defensive name that is good for low risk investors.Large & diversified business.Better names in the sector - but not a bad investment for the long term.Record Q1 revenue with ~4% dividend yield.

Motley name, he wouldn't own. Tightly held by private equity. Disappointing wells. Cheap valuation. Only hope for stock to go up is for company to be bought. He can buy something with better quality, longer inventory, but equal valuation.

Sees no change to the dividend theory. The 3 Irish business millionaires actually control the company and are holding it long-term for the dividends. The company has some costs going on disadvantaging it. The diamond sector itself has not produced really stellar performance. This is a “wait and see”.

They have a done a deal with a private equity company, effectively taking the company private. Their hard rock lithium project is challenged due to the infrastructure constraints -- including rail and power. They needed more money, creating an opportunity for the private equity company.

It looks interesting, but is too small for his funds. It has under-performed for the past few years. They are in the right place at the right time, but we need to see some good drill results soon.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have been growing their top-line quickly over the last quarters. Net profit margins are improving. Although debt is quite elevated, they have cash balances and equity positions that are decent. Valuation is cheap and future growth estimates are good.A smaller size so could see…

He covers the stock and owns it. The business is doing well. They are a leader in their space. There was a big investor out of China that fell on hard times and has had to sell shares. It may be poised for a turnaround.

Has an old mine outside of Los Angeles that was run in the 1930s. Closed down during the Second World War and they are doing open pit mining in the area. Has some issues, but at these gold prices, it will probably start to work again. Under followed. Highly speculative.

They made wood pellets which are used in biomass generation facilities. He has owned this, but it's volatile due to management and operational issues. Wood pellets are vulnerable to fire, which is what happened last year. Their backlog in Japan and Korea is robust is good, but he doesn't like their concentration risk in a…

All asset managers are being decimated. This trades at a premium. It no longer trades with the gold price. But he likes this sector, though prefers Sprott's peers like AGF. Now is not a bad time to enter this space.

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)

A play that could be triple / quadruple. Optical chips for next, next generation. 100 Gig data rates. High risk.

Where you talk about a bear or bull ETF that is levered, they have no future. You are supposed to trade them on a day to day basis or possible a weekly basis. They are guaranteed to lose over the long term because of the way the gains are translated over night. These are a…

More of a short-term trading instrument. Definitely don't just park money in it, money gets lost in it every time there's a move. Instead, play via a TOU or even some of the US pure-play nat gas producers.