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

The risk is they own a bunchof U.S. real estate tied to medical practices and there were changes in the competitive landscape in some states. They bought a company recently that spiked the stock. He's met and likes the management. But they carry a lot of debt. He believes they'll sail through it, but the…

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…

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’…

The whole group has gotten cheap, but he sees little growth with this one, not until 2020 with some of their U.S. assets. Boasts a 12% discount in its NAV. It's a yield proxy. There are better REITs, but the current price of this is decent.

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.…

Has done plenty of acquisitions. Continue to raise dividend. Bought two companies in the US and it looks good. A great, great company. Solid because they get their management fee even when the market goes down. Could sell themselves 5 years down the road.

Owns a little. Canadian REITs have bounced off the bottom during the last couple of months, in part because of higher oil prices and higher commodity prices. That has benefited the entire sector. This operates in an area where rents are not regulated.

Which sector should I invest in: banks, REITs or pipelines? Banks. They have an oligopoly, earn steady profits, and have exposure to overseaS markets. But diversify. REITs have been neglected for many years due to exaggerated fears about a retail collapse (that Amazon will devour everyone). Retail REITs are trading below book value but have…

Yukon and Brazil. In production in Brazil. So beaten up due to it being a risk of trading time. Waiting for risk appetite to come back before buying.

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 Top Pick January 20/17 Up 11%). Earlier in the year there were concerns the Trump Administration would institute a border adjusted import tax, but this seems to have faded away. They are a low cost producer and he continues to like it. Good company with a great balance sheet.

Really interesting company. Very good job of mastering direct to consumer plus wholesale. Sales going up drastically, high quality products. Worth a hard look at these levels.

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

Every once in a while it present very good buying opportunities. He prefers Telus Corp (T-T).

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.

Been stuck in a trading range the past five years: Buy or wait? In 2008, FFH made a lot of money shorting the market, and in the past year he's taken off those shorts and sold all his bonds till he's sitting in cash. Not a good strategy. The combined ratios in their insurance business…

(A Top Pick Sep. 1/17, Down 6%) It had a nice yield but lost some altitude. Mall REITs have been doing this because of the AMZN-Q tsunami of the retail industry. They are mostly in Quebec now and it is the strongest province we have right now. CUF.UN-T is trading at a nice discount to…

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 bit difficult to value when looking at their assets. Started off as a developer in Red Lake, and everybody speculated that Goldcorp (G-T) would acquire them. That hasn’t happened. The geology just didn’t work out the way the company had expected. The company has now gone and done a bunch of other stuff, and…

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.

The parent owns the majority of the stock has been selling, which is good news. This is much more liquid and you can pick it up. They make rail ties and utility poles which are moving into a major phase of the cycle to replace them. This is more good news. They plan to acquire.

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 a great niche in car security software. Another auto-sensor company was taken out earlier this week. As 5G comes, BB could be a takeover target. You could capture a bit of growth as well.

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.

A relatively small company that guided a little bit lower. The long term outlook is good and they just signed a term agreement within China. A good time to buy or add to your position here.

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…

She owns little Canadian oil in general. The past week oil stocks have recovered to reflect WCS prices rise. Some money has flowed back. She hasn't committed more money in this space yet. Wants to see what global oil will do for the balance of 2019.

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.

They have tripled production. Egypt and Morocco. Production has gone up more than the stock. (Analysts’ target: $1.36).

Has a propane division as well as heating oil in the US, as well as some chemicals. Sold their US construction distribution business, and the balance sheet is better because of that. With a colder weather in Western Canada, he expects them to have good results. Also, expects them to raise their dividend over time.…

There is fierce competition in the entire food sector.

Growth rates have come down. It is a box office name. They have diversified but BO is still 75% of their revenues. in the end they are modeling 11% earnings growth. Trading at 19 times 2019 earnings. Dividend is safe-ish.

He likes liquor retailing in general and Alberta has been in the dumps. However, there’ve been a number of things happening. There was a proxy contest the new management and the board put in place. Feels new management is doing a good job. They've sold some US assets off. They are using those proceeds to…

Has always been skeptical about the D-Box technology. They have had some success in China of late, which is why he thinks the stock has popped.

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%.

(A Top Pick November 6/17 - Down 3%) He likes the fac that you have 30 plus dollars’ worth of real estate there. Rising interest rates has effectively taken up the capitalization rate for the real estate. The retail is doing far worse than expected. Don’t own it anymore. He thinks there is more upside…

Lost $16.5 million last quarter. A big part of that was that they source a lot of their goods in the US, and have to sell them in Canada. When the Cdn$ got killed, that cost them a lot of money. The Cdn$ is coming back to some degree which will help. This past quarter…

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…

(A Top Pick July 8/13. Down 3.85%.) For people trying to collect dividends, preferred shares do sell off in the summer, especially in August but he thinks the selloff has been overdone. For fixed income portfolios, where you are not going to trade, but are going to hold them for perhaps 5 years, this is…

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.

He would not buy this right now. This is good for energy exposure. There is the possibility that we might be looking at stranded assets down the road. We have more oil in prudent reserves then we can actually burn.

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…

They have been paying out too much in dividends so the book value has been slipping. It looks like the company is rolling over. The fair market value is 13% under where it is trading. He sees more downside than upside.

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…