New 52-Week Highs and Lows (Nov 14-20)

(A Top Pick Dec 11/17, Up 21%) Pays over 7% dividend. This stock could really go. They own little surgical hospitals and outpatient clinics. They have a deal where doctors own the real estate and manage, while they share in the profits with DR. A very good model

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.

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

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.

(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…

They have an outstanding CEO. The deal with Blackstone at 11.5 EBIDTA was expensive. Long term it will be a volatile stock (especially for the next few months) with the company going through transition. At these prices it is getting more interesting. Yield 3.4%.

No, retail is not going out of fashion. HR will work out okay and will grind out a slowly growing dividend. The fear out there is that Amazon will destroy all retail--but that's unfounded. Also, HR diversifies into building condos too. A safe dividend, but with modest growth prospects.

Recent IPO that he did not participate in. He was concerned with some of the tenant concentration and, one building in particular, where there was a head lease on the building which meant that the occupancy and the rents were being guaranteed, even though they were operating at well below what the company considered normalized.…

(Top Pick Oct 25/13, Down 8.17%) He still recommends it. They made two acquisitions that look good and they raised their dividend. No one has really heard of them. People just weren’t paying attention.

(A Top Pick Jan 21/16. Up 22.52%.) He chose this because it was very cheap at the time. He was looking for catalysts Halifax occupancy to turn and for them to change from a corporation into a REIT, giving them more liquidity. He still likes the name and the growth rate. It is cheap for…

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.

Vanadium producer in Brazil. Because of their nature of this rare earth, it commands a high price. Also, have a rare earth property in the Yukon. The whole environment for rare earths has come down quite a bit.

AQN-T vs. NPI-T. He likes the sector. It is not a pure utility play. AQN-T has a nice upward trend. They have come off a little bit. They diverged since July. He is looking at whether they will come off a little more. Sept and Oct tend to be the worst performing months.

He would be wary of this stock. They have had a pattern of disappointing earnings, and not likely out of the woods yet. There is political unrest in Nicaragua where they operate.

A good trend with an uptrend. Support is at $50 and he expects testing at $60. But it is enjoying higher highs and lows.

Videotron 7.125% Jan 15, 2020 Bond. Credit metrics of an investment grade bond. They are the cable providers of Quebec. They have to push their profits up to QBR.B-T, but in the case of any insolvency of QBR, Videotron is made whole. The biggest risk is that they would be the 4th big player out…

A very defensive space, telcos. Not a growth stock, but pays income. He prefers BCE, because it just finished a big capex cycle and pays a higher dividend. Also, wireless penetration in Canada is limited, which in turn limits growth. That said, all the Canadian telcos are good for the long-term. Buy for the dividend,…

Market Call Minute. There is not a lot of earnings momentum on this, and they have to do a lot internally to get their business model going.

Their core P&C insurance business has improved in recent years. They now have a lot of cash. You're betting on Prem Watsa's investing acumen who will put that capital to work. Trading close to book value for the first time in six years. (Analysts’ price target is $748.46)

Real estate is mostly in Quebec, a stable market, and Montreal is seeing an uptick. They own shopping meals. He likes it. Great dividend. They have new and better management.

He has never invested in it. When the company was raising funds, it was doing so at sizable discounts, which caused some concern. He does not yet understand how this technology will play out, so they are sitting on the sidelines. He is not sure this company could be a long term sustainable crypto-miner. He…

High risk/high reward situation. If the drill bit does come through in the Lytham prospect in the North Sea, you could be over the old time highs.

He wants to caution people on this. It is a small-cap company, and he hates recommending small caps on BNN. It is an exploration company. They drilled a spectacular hole in Flin Flon Manitoba, which traditionally has been a good place for zinc VMS deposits. They have a wonderful, deep, geophysical whole, but now need…

He wants to caution people on this. It is a small-cap company, and he hates recommending small caps on BNN. It is an exploration company. They drilled a spectacular hole in Flin Flon Manitoba, which traditionally has been a good place for zinc VMS deposits. They have a wonderful, deep, geophysical whole, but now need…

So far he hasn't seen anything to make him buy the stock.

(A Top Pick Nov 2/10. Down 0.42%.) Gold deposit in Armenia with about 1.4 million ounces at just under a gram. They should resource out this month. This will be a very low cost, high margin deposit in the 2 million ounce range.

Iron ore in Labrador. Thinks the price of iron ore will go up between 30% and 50% this year. One of the few juniors that has a legitimate iron ore play.

(A Top Pick Jan 16/14. Up 27.92%.) Has just become a producer in Nevada. Nice cash flow generator. Short mine life of about 1.5 years, and might generate close to $100 million during that time. Also, thinks they will have about $100 million in cash by the end of the year. They bought Mercedes from…

Project generator company, finds good early exploration projects and then has other companies come in to spend the high-risk dollars. Long term play with very solid, cost conscious management. Operating mostly in Mexico, but have a project in Arizona that has 1.2 million in historical ounces. The latter alone justifies its market cap.

(Past Top Pick, August 22, 2017, Up 0.55%) It's had ups and downs the past year with problems in inventory and pricing. Their last forecast expected prices to improve a lot. He agrees that demand for railway ties is robust.

The guys behind this have had great success in Mexico. They've had not bad results to date. Anything in the silver area is probably going to do well.

Manufactures highly specialized envelopes. 55% market share in Canada. Just made an acquisition. Very focused on reducing costs.

Likes it. Idaho. Sunshine mine is back in production and silver is going up and these guys are starting to make some serious money.

They have done some smart things on the software and autonomous driving side. They have just fallen off the radar for the big investment managers. He likes to be a buyer at $8.50, but there is just not the momentum from the money managers.

They do oil/gas fluids. Profitable company and revenues are growing by leaps and bounds. They have a lot of debt and have taken on quite a bit of debt and have virtually no cash in the bank. Just did a $10 million raise and sold 6.6 million shares, which they needed to pay down some…

On his Watch List and he might be buying soon. The oil/gas seismic is part of their business, but they have had more of a growth in the trucking area where they have a solution for fleet management and tracking. This adds a lot of efficiencies.

Nice little tech company and nice tendency to surprise investors. OK to hold and not worry about the short-term fluctuations. Where it is now, at 20x forward earnings, is a reasonable price.

A compliance platform for bit coin processing. He sold. It is the only bit coin play that is publicly traded and so the valuation is way ahead of the fundamentals. He is skeptical of the concept.

In an environment where the appetite for energy is still nonexistent and large investors want only 1 or 2 names, this company is not going to hit the radar screen for some time to come. They have liquids rich exposure and gas exposure but there is still exploration risk on their acreage.

If you are a retiree and looking for income, this is a company that you definitely should look at. She has a lot of respect for the management team. Have done very well by investors historically. They are doing a rights offering to existing shareholders to bring some equity into the business, because they essentially…

It still has an ancient stigma, but that's old history. It trades at a 20% free cash flow yield, and trading at 70% of its liquidation value. Land interests total $1.1 billion. or 50% of its market cap. They're marketing some infrastructure assets. If they take one-third of that to pay down debt they can…

He is quite bearish on the broader markets, but the sentiment in the energy sector in Canada has been so negative that he thinks it is undervalued. They have no debt and has 900 prime low-cost Montney drilling locations with significant infrastructure and only about 10% of it is dry gas. CEO owns about 30%…

Has a higher volume compared to Kelman or Acis. The five-year average operating margin is 24%. Looks like it's moving sideways. Has had 10 consecutive quarters of positive earnings but starting to get a little flat.

(A Top Pick Nov. 9/17, Up 14%) It is also a Top Pick today.

They just had a solid quarter in all segments, and upped their guidance a percent higher than the midpoint for 2016. He is modelling cash flow growth at 11% from 2016 to 2018, compounded annually. 61% payout ratio of cash flow. The generous dividend of 6% looks safe. Their balance sheet might be a little…

He is very comfortable with it and has a yield over 6.5%.

He owned in the past. He got stopped out. Yield is 7%. 1700 screens and 165 theaters. They don't have control over the film slate but they do have control on the 70 million people that come every year and diversifying the offering and they are doing that with the rec rooms and so forth.…

Is this a buy over the next 1-2 years? He thinks the buy in by Aurora was interesting. Their existing business is going through transformation and they are working at trying to improve on or sell assets – especially in Alberta. He is on the fringe of wanting to own it.

Powered seats for movie theatres. They have deals with companies like Cineplex, large market theatre chains. He likes the longer-term growth, but because it doesn’t get a whole lot of coverage, it is quite volatile. They have developed massive inroads in China, and just did a deal with a company who has to purchase so…

They make bikes, baby furniture, baby equipment, car seats, etc. The family that is involved in it owns a significant stake. He sees better days ahead. It is trading at a reasonable valuation. Dividend yield of about 4%.

Up until today, US retailers have all come back from the death spiral. So that will happen here. It has so much going for it, believes this company will bounce. Yield is 0.7%. (Analysts’ price target is $12.10)

They are sound financially and always have been. They are hurting from foreign competition. Same store sales are down and they are trying to manage the decline. He would not step in here. Even a good management team is struggling.

They recently completed their IPO. It struggle a bit out of the gate and has treaded water ever since. It is a fashion brand that has been out for long time. He does not see the growth here. There are a lot of better places to be in retail. Where is the expansion going to…

Sold his holdings as he felt the company wasn't sufficiently forthcoming. If you own, continue to hold for the long-term, three years. Fully priced.

A controversial stock and maybe one that people don’t pay much attention to anymore, because it fell on such hard times. Have been undergoing a major transformation of shifting from print to digital. More than 50% of their business is now digital. Trading at a very, very low valuation multiple. Some risk, but a lot…

The preferred share market is not liquid. You should buy a small basket of preferreds with the assistance of an advisor. You can’t use an ETF in an illiquid market.

Why such a large correction? Preferred shares are a big part of this fund, and they took a hit because of higher interest rates.

Has been beaten up and you are getting double gearing to basket of producers. You are not taking single company risks.

He would rather have direct access to floating rates. In Canada there are very few original floating rate preferreds left. One of the highest quality is the Brookfield BAM Preferred B or Preferred K and generally they are in the market and trading 17, 18, so they are at a big discount to their par…

Natural Gas Bear+ ETF. Wouldn't be trading this but would use the Natural Gas Bull+ ETF instead. Natural gas chart shows a very long and steady decline but the recent increase looks quite good but thinks there is limited upside. You could have a short-term trade on natural gas from $4.50 to $5, which is…

The pain in the preferred share market was mostly the result of the huge number of Reset Preferreds that came onto the market within the last 5 years, so a lot of these preferreds did not reset their dividend for 5 years, and a lot of them did it this year because it was their…

New Launch. Always had it in the US, now in Canada. Hedged. About 5%. Investment grade bonds in emerging markets.

Doesn’t think this is worth buying, as he doesn’t expect the price of oil is going to change much from its $50 range. Whenever the price gets high, the Americans turn on the taps and the price goes back down again.

Will the rise in value of this ETF continue? The TD Bank and Bank of Montréal launched some structured products into the market that were linked to the payouts of the preferreds, and they were wildly successful. The demand for these preferreds went through the roof. He doesn’t think this is sustainable and he sold…

It's been beaten up, but the technicals look really good. It's broken a downtrend. Everything is lined up from a fundamental and technical perspective. If it breaks $8, then it should have no resistence to reach $10. Nice dividend above 6%. (Analysts' price target: $8.83)

He does not buy companies that have not been around for 10 years. He does not dip into Marijuana stocks. You need to look at management and look at their track record. Many of these companies are going to fail.

An employee benefits consulting company. It does not require a lot of capital. They have made some nice tuck in acquisitions. It is up 40-60%+ in the in the past year. He sees it as an acquisition target. It is thinly traded, but now more investors will start to pay attention to it because of…