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

Likes this chart and he has recommended buying AC around $32. The Onex-Westjet news pushed this up, but it will trend down a little. A strong chart.

Just pulled back because of near-term concerns on upcoming European regulations, but believes that will ultimately create a tailwind as clients need to adapt a system to manage these new regulations. Trading at a 4-year low. He models a 6% EPS growth. They have an active Buy-back. Good balance sheet. Dividend yield of 3.1%. (Analysts’…

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.

(A Top Pick July 3/15. Down 17.93%.) A really interesting company and is in the early innings of its growth phase. They are really trying to do something brand-new, building interior office solutions. It is now into hospitals, schools, and now even getting into residential. Earnings tend to be fairly lumpy, so he traded out…

Would like to get in at the $6 level. Cash flow positive.

Great company. They have some government-funded assets, but are also expanding more into the private pay. There is a lot of growth there. If you are a REIT investor, you want to have exposure to the seniors living space, because it is going to outperform any of the other REITs over the next cycle.

He likes this stock a lot. It has been making higher highs and higher lows. He thinks another intermediate stock rallies about to begin so would be recommending this "risk-on" investment. He would be patient and buy on weakness near $16.

When interest rates are rising, you want a company with a growing dividend and this one has it – although it is not growing rapidly. The dividend has been growing at about 6% per year. The share price has been falling and he does not see the power sector improving. If you own it for…

The CEO did a stock disposition recently. One of his largest holdings. A leader in off-shore wind energy. Their issue has always been attracting capital. They need to partner or be owned by a pension fund, which they almost did a few years ago. It's odd the CEO founder sold his shares recently as opposed…

Sell Visa to buy more EMA or buy an American utility? He's struggling with what to do with EMA. They just cut their dividend growth to 3-4%. They continue to do good business in the SE U.S. It's stable and steady. He wouldn't buy more Emera or American utilities. If you want exposure to U.S.…

It had a nice run on lower interest rates and the safe haven status. It is probably a better time to take some profits than to buy in. But don't get rid of all your utilities. This is a good time to take some money off the table.

This has been a phenomenal story. The most important thing is free cash and what the companies do with it. This company is diversifying by getting into networking, data storage, and into other markets. Rogers (RCI.B-T) owns 32% of them and he doesn’t think it is properly reflected in Rogers’ stock price. He would buy…

The gas stations and convenience stores have been under pressure by the environmental groups. Although electric vehicles are coming, it is a very small fleet and will remain small for quite some time. He would continue to hold.

A year ago they went through a restructuring and then a big acquisition in Safeway. They were left with a banner that had few discount brands in Western Canada, then tinkered with their loyalty program and that upset consumers. Last quarter the results were not liked. He used to have it but now prefers WN-T…

They have about 40% of the market. They disclosed there are up to 31k subscribers. They just went public in June. They are full of cash and now increasing their distribution facility in Montreal 10 fold. They will open a facility out west next year. It would make sense for a large grocer to acquire…

Threatened by online shopping? He likes it, because it dominates grocers in Canada with good real estate. It's a little vulnerable to online shopping, but grocers like Loblaw won't be affected much. Also, Loblaw has click-and-collect e-shopping where a customer orders groceries online then picks them up. He expects double-digit earnings growth after Loblaw absorbs…

Had owned this for many years. Great operators. It is a duopoly business. The sugar market in Canada is protected, and once in a while they get to export some sugar. More artificial sweeteners are coming into the market, so Rogers has to be aware of that. The balance sheet is not great and the…

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.

He owns this North American pipeline business. He likes the dividend and thinks they will continue to grow it. Two of their lines are in regulatory delays, but he thinks this will be overcome. A delay of Line 5 would actually become an international incident, he thinks, so it has to go ahead. Yield 6.5%

Top pick for many years for him. A quality name. They don't have the headline risk that Enbridge and the others have. The problem is that their growth is slowing and it is getting expensive. Still trading at 9.4% 2023 free cash flow. Nice dividend.

A spin-off from Loblaw; most properties are Loblaw locations. The interesting is the merger with another REIT. Good thing is the wider exposure to other sectors, but the bad thing is losing focus from the grocery retail sector. Overall, the merger is a good thing--it's a more liquid company. Over time, should see higher multiples.

Recently bought the stock. This is the 1st day that Element Financial shares are formally split into 2 companies, ECN Capital (ECN-T) and Element Fleet Management (EFN-T). Thinks both are undervalued. He tends to do this in terms of the Price to Book ratio. The BV is more or less about $4, so if you…

When this IPO’d, it was primarily dependent on Magna (MG-T) accounting for well over 90% of its net operating income. Management’s objective was to reduce Magna’s exposure to less than 50% NOI within 3 years by making additional acquisitions by using their under leveraged balance sheet. Management has not done that in a very aggressive…

(A Top Pick June 23/15. Up 13.18%.) Usually an outperformer, but the market has been up at the same time by about 11%. Has added more just recently. Still has growth going forward. Very urban focused, Class I office with retail components.

Retail focused, but it owns a lot of Yorkville and assets in areas of high income. They came out with a perfect quarter, raised guidance, and the stock dropped 5%, so he was buying aggressively that day. This is a rare opportunity to buy a very high quality high end retail at a very reasonable…

At these levels the valuation looks attractive. The dividend is safe. They don’t have as high a dividend growth outlook as other REITs though. A good hold for a diversified portfolio.

(Top Pick Nov 13/14, Up 12.48%) Just raised their yield 5%. He believes in their markets, such as Hamilton.

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

Loves the industrial space. It is easy to build it so more supply could come on line. Properties are a little low quality, but your income is safe.

There is a lot of debate about the REIT sector. He is not at the point where he thinks it is time to step in. There is a lot of competition in the holding of retail assets and with the potential of retail shop closures. He owns WPT-T instead, which is more warehouse related.

Worried about the market and U.S. politics. There's some progress in China-US trade and both sides need a resolution. But don't over-emphasize the politics like the U.S. Government shutdown; the economy will still march ahead as recent strong unemployment numbers demonstrate. The wall and shutdown are noise. Be more positive on the market, and corrections…

Continues to like this company. Provides connectivity software and hardware solutions in wide area networking. Tremendous growth. Expect them to earn $.10 to $.11 this year.

Dead money for quite a few years. The technology was tied to laptops but now everyone is using tablets. Thinks earnings will come through with earnings from Samsung agreement.

The no. 1 performer on the TSX in 2018, up 85%. They have great mines in Ontario and Australia, both stable areas. They keep increasing production targets: produce 1 million ounces of gold a year by 2021. There's a place for precious metals in your portfolio when we hit the inevitable recession and return to…

It had a decent rise on Chinese demand. You are about where you were about 10 years ago. If US infrastructure picks up then shipment will be cheaper to the US than China.

With the uncertainty of the gold space, she would tend to gravitate towards higher-quality names such as Franco-Nevada (FNV-T). The last couple of deals they have done have caused some investors to step back.

(A Top Pick Jan 24/14. Down 11.04%.) He really likes this story. 80% of silver production comes from a by-product from copper mines and from mines that are really shutting down. Pure silver plays are rare. Located in Argentina which is probably why the price has been hurt a little more, but it hasn’t hurt…

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.

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.

Located in Turkey is one of the major dangers, because of their elections and that they are not getting along with Russia. Thinks the US$ is high, so when that comes down the gold price should go up. The company has zero debt and they make money. Thelr “all in” sustaining costs is $600+. Have…

This was formerly a closed-end fund of junior resources but changed its method of operations and now has two gold projects in Bulgaria and hope to produce as much as 500,000 ounces in 3 years. Also have exposure in several other junior stocks. Cheap.

With the uncertainty of the gold space, she would tend to gravitate towards higher-quality names such as Franco-Nevada (FNV-T). The last couple of deals they have done have caused some investors to step back.

All this does is to invest in high interest deposit accounts. It is a constant steady stream of income. He hates recommending cash, but this is essentially a place to park your cash during the summer. You will at least get your 1% annual income.

DEX Floating Rate ETF (XFR-T) or Vanguard Cdn. Aggregate Bond ETF (VAB-T)? If interest rates rise, which would you Buy? The aggregate bond is a little bit longer in duration with an average of 6 or 7 years and might be a little bit more sensitive to interest rate hikes so this one might be…

Something you want to be careful of when looking at REITs is that interest rates will eventually move up. This is why you are seeing some weakness in the REIT market in Canada. On top of that when you pile on what is happening with oil prices and what is happening in Western Canada, and…

A lot of people are chasing yield but utilities are not in favour this time of year. Technicals are not favorable right now. Stay away from this and go toward the cyclicals. Get in in July.

A problem with low-vol ETFs is that people want this at once, which drives the prices up. That said, they are normally a good way to go, but watch the price.

Allow Puts to be bought for protection? This could be an interesting idea, but the problem is that this ETF doesn’t have options. What you could do to protect gains is to just put in a Stop order.

For short-term investors such as money market types. Simple way to get broad, low cost diversified money market exposure.

(A Top Pick June 11/15. Down 0.16%.) He uses this as a way to park cash. You are not at much risk of interest rates rising.

For a 2-3 year hold in an RRSP? This was launched 4-6 months ago and has been fairly well received, but the performance, as you might imagine, has been middling. All income investing in Canada is a reverse beauty contest. You are just trying to be the least ugly. In this environment where rates are…

Floating rate high yield. Chart is almost flat. You are waiting for central banks. You will wait for another year. It is dead money for a while.

When you look at the real estate market, you want to look at where interest rates are moving. In Canada we had a bit of a curve ball with the interest rate drop. REITs are still looking somewhat attractive to yield hungry investors. This particular one gives you a pretty decent yield in the 3%-4%…

This is electrical utilities, pipelines, and telecommunications ETF. It has gone sideways in this market environment. It is a good place to park your money. Good diversification with this ETF. Yield = 6.3% : Expense ratio = 0.7%

It started to roll over and get soft. $25.22 would be the support. We are at a 16 week low.

There is a bit of friction between the various providers. We are seeing the introduction of new and bigger data plans with more reasonable pricing. It is one of the ones he would look at within the industry.

(A Top Pick Oct 13/16, Up 19%) There is concern about how much they have to spend to build out the Wind network. He decided to take his profits.

Oil in two years He can't predict oil. He won't touch this, not even at $4. They've made their balance sheet worse. His model price $5.31. There are more write-offs--and pain--to come.

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…

They are waiting for Husky, the operator, to make some announcements. Land issues in the area. Also working on some UK deals to get them farmed out. A fabulous story for business risk oriented accounts. Use a 3/5-year investment time horizon.

Chart shows this has taken quite a dip in the last while. Changes in management because of production mishaps. Need to look at these from both a production standpoint and a commodity standpoint. Have a constrained balance sheet and not a lot of room to raise CapX for growth. More linked to oil than to…

Hoping to be acquired. Feels the assets are worth a lot more than where the stock is trading. Can't see who would want all of the company's assets. If it was sold in 2 or 3 different pieces, they could probably get more value.

Uses natural gas to boost the efficiency of large engines. He has been hearing how great they are for at least 22 years. The company has done a really poor job in bringing out shareholder value. They like to raise money and have raised a lot over the years, but have never been profitable and…

A fairly new start-up company. Management has worked for different apparel companies in the past. Doesn’t follow this closely. They are billing themselves as kind of an upstart between Under Armour (UA-N) and Lululemon Athletica (LULU-Q) in that they have athletic wear for both women and men. Hasn’t done a lot of work on this,…

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.

Up 19% year-to-date. Drilling results have been good. They have 11 projects and 2,000,000 acres of land in the Northwest Territories. There is a lot to do between finding diamonds and mining them.

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.

Venezuelan gold that just announced 48,000 ounces from the last quarter and talking 500,000 ounces by 2012. Very good project in very good company and trading at a discount. Issue is Venezuela and is in part controlled by Russians.

Double leveraged fund. You only use it for short term holds. The seasonal period starts right now until the end of June, getting a return of 12% typically. We are starting to see some flatness in the chart now. HUN-T is not leveraged. There is less volatility.

If you like gold... Getting 2 times leverage as gold price decreases. Gold is a play on the U.S dollar. Makes money if the price of gold stock goes down.

$300 million in cash and less than 9 times earnings. They just can’t get any love. It had a bit better execution in terms of earnings and they could get recognized. They buy back stocks. Leverage on their operations is quite high and it has not performed yet. (Analysts’ target: $14.87).