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

This has fallen again. The issue is that they own 6 surgical centres in the US and there is competition coming into these markets. All the things that people worry about are in place and he is using this as an opportunity to get a position. They do own the buildings. Dividend yield of 8.46%.…

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’…

This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

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.…

When markets start going well, people start taking money from under their mattress and putting it in and that benefits companies like this. Stock price had a tremendous ride. Returns to investors were not all that great. The question is how they will attract people in the future. Expect that people who manage money will…

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.

A very well-managed REIT. Has a portfolio of basically Walmart anchored tenants for its plazas. Has a good development team in place, so he expects they will continue to see growth. Very reasonable dividend at just over 5%. A name that you could buy over the next several years.

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.

A summer play from May-August, but it's still trending higher. Investors are risk-averse with this. Pays a 4.2% dividend.

(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.

It has been a good IPO story. He sold after the IPO. It is a premier retailer and believes they can defend their margins. This jacket is in demand globally, so he sees more growth to come. It is just too expensive right now for him to re-enter.

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

This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.

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.

(Past Top Pick Sept.29, 2017, Up 8%) They sold their majority stake in their Asian insurance business. It does suffer lumpy earnings, but they write profitable insurance. Made a big purchase in Allied World last year. Some of their investments, like the Toronto Star, may or may not work out, but Prem Watsa is a…

Cut their distribution by 37%. Assets are going to shrink. He thinks 2019 they can grow 13%. They have a plan to internalize construction. There are more compelling REITS. It is probably a turnaround story here.

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.

They own it and like it very much. Leader in railway ties and utility poles, not the most exciting businesses but very profitable. They are expanding in other verticals such as residential lumbers in the U.S. in particular. 6% free cash flow yields on 2018 numbers. Management has a great track record. Opportunities for growth…

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.

This is a company where the valuation is still quite high based on a turnaround. The problem is that their technologies are still quite early stage. (Analysts' price target: US$9.65)

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.

Provides extremely precise temperature measurement systems for semiconductor construction/manufacturing. All 5 of the large semiconductor makers are clients. New management streamlined the company. They have increasing orders, lots of cash and high expected future earnings. However, semiconductors are a cyclical business and cellphone sales have been slowing significantly. They are being brought into more aspects…

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.

(A Top Pick April 24/14. Down 36.76%.) Still a core holding. This company stands out as one of the best capital allocators in Calgary. They have a track record going back to 1998 of delivering exceptional returns to shareholders. A very disciplined company, and he considers it a cornerstone of his portfolio.

Obviously, it's a tough sector that's fallen at least 50%. CPG should be worth more than what it's trading at. CPG is starting to do a better job and no longer issuing shares. Rather, they're buying back shares. Until this sector takes off, CPG won't make a huge move either. He doesn't think the oil…

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.

This year will be a very big year for them. They do business in Morocco, which is a great place to do business this year. They sell energy in Morocco for much higher prices than Canada and the United States. They also had a discovery in Egypt and expect government approval to bring this onstream…

(Market Call Minute.) Wouldn’t chase this one too much.

There is fierce competition in the entire food sector.

Excellent management team – they have done all the right things. It got expensive and then the stock came down. The box-office has been very stable for decades. They added a lot of services. Now is a time to buy it. The game centers are where the growth will come from. It is at a…

He said several years ago to stay away because they needed such renovation of their stores. They are now reestablishing their western Canada presence and selling off their US stores. Cannabis may or may not be the savior of the stores.

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%.

It's modestly undervalued now. Restructuring has borne some fruit, though the market hasn't responded to HBC in kind. Them getting out of luxury lines makes sense at this stage in the economy with limited discetionary spending. He prefers placing this in the retail, and not real estate, space. This is a consumer discretionary stock late…

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…

Doesn’t like preferreds. You are getting bond yields for stock risks, which doesn’t make sense. On this one you had negative resets when the rates went down, so they got clobbered. Yields are pretty good, but he is not a big fan of that asset class.

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

(A Top Pick April 12/16. Up 2.96%.) This is a classic seasonal play. Historically the energy sector in Canada does well from the 3rd week in January right through until the middle of June. If you own, continue to Hold until around the middle of June.

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…

Pays a decent dividend, but not loads of growth. You'll see 2-4% earnings growth. Also, this is interest-rate sensitive. Over 10 years, their chart has been sideways, and the next five years will likely be like the past five.

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…