This week’s new 52-week highs and lows … (Jan 30-Feb 5)

Like the railroads in the '90s, the airlines are getting cleaned up. Unions are now onside with what is going on. He likes it. It just broke out. He would not get a full position here. If it pulls back, then buy more. It is now one of the better airline stocks. He likes it…

They liquidated half their business. They made a large stock buyback and that helped the stock price. It is a dividend play and he holds it just for that. The excitement is over. (Bruce Murray)

Well-run. Best-in-class cash flow. Waste collection is still a fragmented space which will continue to consolidate. This space correlates to gas prices, to some degree. Likes WCN. (Mike S. Newton, CIM FCSI)

It's stronger than a few years before. They have innovative technology used in construction and design. They're big in healthcare and office design. The new managers must aim for less volatility and diversify their customer base, which he believes they are executing. Given their 30-40% growth rate and trading at 17x, this isn't expensive. Also,…

Rather bad couple of days. Was down substantially, outside of a range. Consolidated. It broke down and is more likely to go down. $1.50 on the downside. (Jeff Parent B. Eng. FCSI CIM)

Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is…

(A Top Pick Feb 13/18, Up 19%) It has some growth with 25% of revenues from renewables. 90% of earnings comes from the US. Pays it dividends in US dollars. She still likes it and calls it a defensive holding. Yield 4.2%. (Christine Poole)

Outperformed last year. Little growth here so not one of his favourites. Among stable utilities, he prefers Fortis and Emera--bigger with better reputations and dividend growth. Nothing wrong this this, but there are better stocks in this space. They had a good year in 2018, so take money here. Also the political picture in Albera…

A renewal energy company with a $4 billion market cap. A dividend payout ratio of 58%. Forecast earnings growth of 40% is expected. They have created free cash flow of $325 million. A PE of 15.5, which drops to 10.5 in 2020 and higher earnings growth. Yield 5.3%. (Analysts’ price target is $25.73) (Robert McWhirter)

A utility that will offer less risk in the near term. Dividend payout ratio of 33%. Cash flow growth is increasing. A 5% earnings increase is expected. Yield 5.3% (Analysts’ price target is $46.87) (Robert McWhirter)

FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom…

(A Top Pick Jun 28/17, Down 16%)  It was a disappointment.  It has a reasonable combination of price, price momentum and he sold it.  It still has good return on equity but it missed on earnings due to a problem with integrating a new SAP system.  There is always a chance that Rogers takes them in.…

Great growth by acquisition story for decades. Stumbled a bit in the last year and a half, nothing serious. Earnings flatlined. You'll see acceleration again. Competitors have reported good earnings on gasoline. Expecting a good number, and you'll see the multiple increase. Still $10 left in this stock. (Veronika Hirsch)

He was very impressed by what they are doing when he met with them last week. They bought Farm Boy recently. They are looking carefully at their online strategy. They ran into problems with Safeway but have now turned around same store sales with it. The easy turnaround has been done and from here it…

Third largest holding. They have a 45% market share. They deliver proportioned meals to your door. There is zero wastage. It reduces your carbon footprint. All the packaging is recyclable. Margins are much healthier. They are growing quickly and the stocks is reasonably priced. (Stephen Takacsy, B. Eng, MBA)

It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the…

Involved in a duopoly in Canada. They bought a maple syrup company and debt levels went up. Sugar in Canada is a slow growth business and he is concerned about their payout ratio. (Michael Simpson, CFA)

They won the first round against the Canadian government over a tax issue and they may win the second. They also have litigation in Japan that they will likely win. Uranium prices are doing better than better. He likes CCO but it's too expensive right now. It's a contrarian play for sure. (Benj Gallander)

Have to do your homework on the DRIP. Doesn't own it because of the debt load, unlike TransCanada. Stock going sideways because need more positive information coming out, such as pipeline approved and debt is being paid down. Otherwise, affects credit rating. (David Driscoll)

This is her infrastructure Top Pick. They are well positioned in the Canadian shale plays of Montney and Duvernay. They bought Verasan about a year ago, bringing allow some high quality assets in Western Canada and the prospect of a LNG facility. Stable cash flow anchored by take or pay contracts. Yield 4.9%. (Analysts’ price…

Nice breakout above $12.50 in 2016 to 2018, then went below. That support level becomes resistence to the upside. He needs to see it break through this level again. Until then, lighten your position. (Elliott Fishman)

(A Top Pick Dec 15/17, Up 4%) They are buying back their shares -- $265 million. The company still trades below book value and now the stock is starting to move higher. Growth projections are still on track. (Peter Hodson)

This company is in a stage now where their balancer sheet is well positioned. They have a lot of strength ahead of it. It is trading at fair value. (Joshua Varghese)

Always liked it. It's the best in class, dealing in the industrial space in Canadian cities. They have executed very well. They beat their last quarter and outperform the market. But it trades at a pricey 26x AFFO which gives him pause. It rents small office space that's attracting tech companies. This is in the…

They own locations in the larger cities, primarily grocery anchored shopping centres. They are managed by a good focused real estate team. They like to buy the best locations in urban areas. He will look at it on a pull back. It is a good long term hold. (Michael Simpson, CFA)

He is not too familiar with them, but feels it is a premier REIT. Overall, this space has been an out performing sector. The yields are strong, he believes. He looks more for growth stories, so does not own many REITs. (Peter Imhof)

Apartments in Southern Ontario and Montreal. They had a good 2018. The fundamentals for apartments are quite good. There is a lot of immigration into Southern Ontario. 67% payout ratio. Expect dividend increases in coming years. They will not do as well in 2019 as 2018. (Michael Simpson, CFA)

He only owns one REIT -- in international healthcare. He thought with interest rates going higher, the valuations are possibly going to be too high. (Tim Regan)

Wish he had owned this much earlier. Beautiful chart and dividend over 5%. They flattened then shares started lifting when interest rates looked less hawkish. It's been doing quite well. He just bought it after the new year. (Analysts’ price target is $10.14) (Mike S. Newton, CIM FCSI)

Loves it. Has long owned it. The typical Canadian has been in 3 of 4 of the stores they own in the last month. Very well-diversified. The death of retail (malls) has passed them well, and Smart has performed well. (Mike S. Newton, CIM FCSI)

CGI vs Open Text? He would like to own both of these. Having some growth in your portfolio is good -- especially if the economy is going to slow. He likes the yield of Open Text. He likes the predictably of earnings with CGI, so slightly favours it. (Brian Acker, CA)

They are internet phone protocol specialists. They have a 40 times PE, but the 2020 PE is estimated at 12 times. Technically it recently broke through resistance near $12. Great technology and cheap stock and he thinks it is getting traction. (Robert McWhirter)

(A Top Pick Oct 18/19, Up 4%) Investors are appreciating the steady cash flow. Some day they will be an acquisition target. They have a great niche in the market. They have the ability to grow, although it is not a giant market. (Peter Hodson)

He does not trade gold stocks. They are a flight-to-safety stock. This would be the absolute champ if he wanted to buy a gold stock. It has cash flow and a good return on equity. It is not cheap but they beat recently. (Jason Mann)

Take profit here? He would take profit at these levels. He worries about issues with trade with China. He still sees possibly another 50% upside, but thinks it prudent to take profit here. (Brian Acker, CA)

A royalty and streaming company. Selling for half of what it's worth, due to them buying 30% of a Turkish mine that'll be operating in four years--but will double the stock price. (Analysts’ price target is $7.83) (Rick Rule)

It's really hard to find a silver deposit, so that's probably why they moved away from silver operations. (Brent Cook)

Company prospects for land, stakes it and then gets other companies to do the major work at their expense. Because they have so many properties, long-term they should get a discovery. (Jean-Francois Tardif)

A smart group of guys.  They are putting a fair bit of work into proving their concept is right.  They seem to be backing up their thesis.  It is looking like it is working so far. (Brent Cook)

(A Top Pick Nov. 3/17, Up 11%)  They came in on time and under budget with the expansion.  It has a lot of potential.  They have debt that they had to take on to expand. (Benj Gallander)

It is Canadian domiciled and European focused and does not attract a lot of investors from either continent.  He likes it. (Rick Rule)

A royalty and streaming company. Selling for half of what it's worth, due to them buying 30% of a Turkish mine that'll be operating in four years--but will double the stock price. (Analysts’ price target is $7.83) (Rick Rule)

(A Top Pick Aug 31/18, Up 0.4%) Yields 2.15%. As he raised cash before seaonal volatility in September and October, he parked that cash here. As the market plunged, he was 50% cash in August. (Jon Vialoux)

This protects against interest rate volatility. It's awkard for retail investors to buy bonds directly, but you can buy them this way. It's safety. You park your money here. Low MER. (John Hood)

We’ve all fallen in love with income investing because interest rates are so low, so everybody is looking afield for income. He would caution people to not just stick to Canada, but also look further afield. This ETF has done incredibly well. As interest rates have declined, there are some issues in terms of Cap…

Time to invest in the Utility Sector? The sector should do better than 2018 with the expectation of flat interest rates. If rates to up it will be negative for this space. He would prefer to own a select few strong companies, rather than a diluted ETF. The ETF yields about 4.6%. (Chris Stuchberry)

ZWU-T or ZLB-T vs. covered call ETFs ZWC-T or ZWH-T. From a technician's point of view ZLB-T has established a double bottom. It has better upside tendencies relative to covered call strategies. These are the right area to approach the market in if you want less volatility. (Sid Mokhtari)

ZUT-T vs. ZWU-T. As we go into a recession, bond rates are dropping. ZUT-T is an equal weight exposure to traditional Canadian utilities. ZWU-T includes telcos and pipelines. He is always more in favour of diversification. (Larry Berman CFA, CMT, CTA)

Stock vs. Stock.  FIE-T vs. CMR-T.  CMR-T is a money market fund.  FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility.  When markets are up go into CMR-T and FIE-T when they are down. (Larry Berman CFA, CMT, CTA)

Has a whole bunch. Price moves very little. Has held it for years. Good place to park money. Dividend around 2.25%. (John Hood)

He doesn’t know this, but assumes it is an actively managed bond fund. If so, the question you are going to have is the duration of the bond fund at any given time. You can usually get that information from the people who market this ETF. If you have a duration of 10, then you…

4.9% yield.  Holds exposure to a high yield index so you get a high yield return.  There are risks.  It is very similar to the volatility of the market. (Larry Berman CFA, CMT, CTA)

VNQ-N in the US is a read on the index in the US.  It has been in a pretty reliable trading range for a year or so but we broke out of it.  Then look at ZRE-T and it is a different picture.  There is much more risk in the Canadian REITs here.  Even with…

He likes it because there are many US utilities there. He sold many in December because he wanted the pure play when the market dropped. (John Hood)

He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec. (Stephen Takacsy, B. Eng, MBA)

Blue chip. One of the premium dividend payers. One of the issues is that pricing power is not quite there. Not a growth story, but you can 100% hold it as a dividend play. Nothing to propel earnings higher in next 2-3 years, so she's not excited about it. No chatter about future acquisitions. Great…

He does not like this name. He is worried about its balance sheet and value. It makes sense to own Tel Co’s in a portfolio, but there are better names to own. It is trading at a 37 X P/E. He does not expect much growth in this name. (Rob Tetrault)

He would not buy it at this point. He has been short for a few years. It has fallen too far too fast. It has too much cash and not enough cash flow. (Jason Mann)

BBI-X is the old ticker. The merger involves a 10 for 1 split. PIPE-X shows a couple of weeks of trading and that is what to go by. They are coming on with new production facilities soon. By the end of the year, they will go to 10 times that. He thinks it is cheap…

Involved in the UK North Sea. In the process of drilling a well with the Lundins that is very important. In about 1 month will start working with Husky (HSE-T) in the North West Territories. Between the winters of 2008 and 2009, you will have a good shot if they have any kind of drilling…

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. (Robert Lauzon)

They have cut back and preserved capital. They do not have a debt issue. They are a gas play. If gas prices stay strong, they should do well. She anticipates their 4th quarter production being lower. She is not buying it today, but the future looks good. (Joanne A. Hruska, CFA)

Have to be careful with tech companies in this space. Something becomes a darling, and the market thinks everything will move in this direction. Doesn’t see this happening. Doesn’t want to bet on one technology here. Natural gas is seen as a bridge fuel. But with energy moving in a greener direction, what will happen…

He would like to see a couple of good quarters out from them.  It is thinly traded.  You have to be prepared to watch it quarter by quarter. (Bruce Campbell (2))

Zinc in Utah.  This could go into production by itself.  We could see this thing scale bigger in terms of tonnage.  There is a lot more to be found.  It is in an area where there are reduced environmental objection, just south of the Military testing grounds over the Salt Flats. (John Kaiser)

Intelligently run diamond exploration company. Has yet to see that they have economic pipes. Also into nickel but he has not been following this. (Brent Cook)

The best of the small cobalt companies in North America.  It has an asset that is alive and well.  It will be raising money for it while next door a mine is being decommissioned.  (Michael Smedley)

Located in Venezuela, which is a problem. If they have a major discovery there is a chance they could be expropriated. (Jaime Carrasco)

A Levearge ETF.  He advised to steer clear of these kinds of investment.  They are trading vehicles the are intended to be watched daily. D (Daniel Straus)

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…

Reverse head and shoulders now? The problem is that the second one is lower than the first one. It's trending lower, but at least it has established a support level around $11. (Elliott Fishman)