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

He is reluctant to invest in the airlines. There is an inverse relation to oil price. He believes in the long-term story of the air line world and the rise of the middle class. He fly with them but doesn't own it. (Analysts’ price target is $41.50) (Mike S. Newton, CIM FCSI)

They sold a big part of their financial side last year, so they have a lot of cash. They increased their dividend. Otherwise, how will they deploy this capital? It can't only be share buybacks. They dominate in legal, accounting and finance, though the latter had depressed margins for a long time as they competed…

15 years in a row of positive shareholder returns. They have the secret sauce to acquisitions. For instance, they bought Progressive Waste Solutions in 2016 and has doubled that division's profits. Amazing. (Analysts’ price target is $116.58) (Barry Schwartz)

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)

(A Top Pick Mar 27/18, Up 13%) Second biggest after Chartwell. Safe, defensive play in a volatile market. Attractive growing dividend in low interest rate environment. Trading at a huge, unwarranted discount to the apartment sector. Conservative stock for your portfolio, reasonably priced. Demographic tailwind. Not too much government regulation. (Stephen Takacsy, B. Eng, MBA)

This interest rate sensitive utility was hurt hard with rising rates last year. As the Central Bank has reduced fears of further rate increases, these stocks have done well. AQN-T has a good balance between generation and distribution businesses. This makes it have more of a growth profile than other utilities in the space. It…

A meat and potatoes business, trading at 16 times earnings, 5.7% dividend with a 7% growth in dividends yearly, and low payout ratio. Yield 5.7% (Analysts’ price target is $31.32) (Kash Pashootan)

He owns more of AQN. The companies in this space are pricey, because investors are moving away from fossil fuels and buying these renewables. Yes, these stocks can get pricey, so don't buy at the top and buy more than one like AQN or BLX, which are better than NPI. (Michael Decter)

Yes. It's taken a backseat to Fortis, but they go back and forth. The problem is EMA makes acquisitions, then pays down debt as they are currently. They have a major construction business in Tampa, so they're investing back in the business. He owns both companies, both good dividend-payers, both good buyers in the States.…

$37.56 is his target price. He'd buy it at $39, $10 below the current price. We might see that. Not a fan of this. (Brian Acker, CA)

(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.…

Circle-K is their brand. They are linked to convenience stores and gasoline sales. There has been consolidation in the gasoline retailer space and margins in the space have been great. He would continue to hold. (Norman Levine)

(A Top Pick Jul 24/18, Up 15%) They are doing well in a tight competitive space and a candidate for purchase again. He does not own it today. (Robert McWhirter)

One of fastest growing companies on TSX. About 45% market share. Subscriber base and revenues have quintupled, but the price hasn't gone up as much. Valuation today is less than a year ago. Expects subscriber base to rise 150% over the next year. The stock has a lot higher to go. No dividend. (Analysts’ price…

Is George Weston a better investment? Weston is a beneficiary owner of Loblaw (50%). He prefers Loblaw. They have some difficulties in terms of increased minimum wage, food inflation and the uncertainty with trade with the US. Many of their goods are imported. They are focusing on the digital side now. They are trying to…

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)

The uranium sector. He's watching Cameco, but it's too expensive for him and have too many problems. They will probably win their Japanese lawsuit, but close their major operation in Saskatchewan, costing them $7/month. Uranium will have its day in the sun. (Benj Gallander)

He was previously bearish on the name. He does not expect significant price appreciation. The dividend is good. He does not feel the recent share price increase is based on positive actions by management, but rather due to interest rate increases slowing. This is really a yield play. (Kash Pashootan)

He sold it a year ago because it got fully valued. They've made some good acquisitions. Now, it's fully valued. Hold. (Bruce Campbell (1))

It was a spin-off from L-T originally. They merged with CREET, who is a long standing super successful REIT with one of the best management teams out there. The marriage of these two brought a stellar portfolio together with a management team that knows how to operate through full cycles in a conservative manor. It…

(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)

2020 looks promising with success in U.S> multi. (Greg Newman)

(A Top Pick Oct 01/18, Up 25%) It's apartments in Toronto, Ottawa and Montreal. They've done an excellent job buying properities and refurbishing them. Margins are way up. They bought some apartments in Montreal recently. Pays only a 2% yield, but they consistently raise it. (Gavin Graham)

A cheap stock that pays a 5.5% yield, It's re-rating higher. They are pivoting away from malls to mixed-use properties with condos on top--high-density buildings. (Analysts’ price target is $27.50) (Brian Madden)

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)

(A Top Pick Apr 05/18, Up 25%) An example of a name in retail. Around 60% Ontario and the rest around the country. Now growth might be muted. He would still buy it for the yield. (Mike S. Newton, CIM FCSI)

Technology is doing quite well. This one is at a new high. They recently announced an all cash acquisition to broaden their footprint and increase sales. You can't overemphasize new highs. Usually they move to even more new highs. (Analysts’ price target is $91.03) (Hap (Robert) Sneddon FCSI)

Earnings estimates are $0.11 per share making this trading around 14 times earnings. Their recent acquisition has been successful and he believes there is more upside to come. (Analysts’ price target is $2.50) (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 loves gold as an asset class, and he expects a 20% swing upward in 6-12 months. KL has performed well, but he prefers diversification instead of a specific gold stock, like the ZGD-T ETF. (Larry Berman CFA, CMT, CTA)

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 Top Pick Oct 16/18, Up 38%) A royalty company that's growing. They've been acquiring royalties wich assets that come into production in 6-12 months, so they'll hit their cash flow quickly. Brent Cook: They also own a hot deposit in Turkey that will come into play. (Joe Mazumdar)

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 Top Pick Oct 16/18, Up 38%) A royalty company that's growing. They've been acquiring royalties wich assets that come into production in 6-12 months, so they'll hit their cash flow quickly. Brent Cook: They also own a hot deposit in Turkey that will come into play. (Joe Mazumdar)

(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)

He likes the diversification components. It avoids the overweight on energy and Banks stocks. It's done fine. (John Hood)

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)

Breakout was pretty substantive. Looking at the price action, this suggests that rates aren't going to surge higher and cause people problems. Stability here. Not a huge upside, but risk/reward is really, really good. More of a core position. A year from now, this pick will still be good. Yield is 4.32%. (Hap (Robert) Sneddon…

ZWC-T & ZWU-T. He loves ZWU-T as a defensive holding. ZWC-T is a broad TSX with a covered call overlay to enhance yields. Canada should underperform the world for a long time as a quarter of the index is the banks. The best two growth areas in the world for a couple of decades are…

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)

He likes the name and sees it as an anchor in a portfolio. It has a great dividend and low beta with the market. It will be challenged with adding growth, but has been using acquisitions to do it and add new clients. It is definitely a hold. He would never own more than 5%…

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's researched this a lot. He's disappointed with all its write-offs and he's very negative about this. The market still doesn't like some things on its balance sheet. This isn't ready to return to highs yet--but he'll keep his eye on it. (Brian Acker, CA)

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)