This week’s new 52-week highs… (Nov 28-Dec 04)

Very strong business - founder led & owned. Exception creator of wealth the past ~20 years. Has owned shares since 2014. Very good consolidator of convenience stores. High quality capital allocation skills. Recent 7-Eleven M&A is interesting, but depends on the final price that is settled on. Would recommend holding and/or buying. 

(A Top Pick Jul 12/24, Up 15%) It's broken out since mid-July in a solid run. We're late in the overall cycle in which energy, materials and staples thrive, because this is when inflation comes back. Unfortunately, he expects inflation to return in 2025. Staples can pass on inflation to consumers.

They have gone through cycles and problems and have handled them. It should probably do OK in the long term.

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.

Stockchase Research Editor: Michael O'Reilly We reiterate DLR as a TOP PICK.  This ETF holds high interest savings and short-term t-bills in USD converted to CAD.  It is a good holding to hedge USD exposures with a low MER.  We recommend trailing up the stop (from $13.25) to $14.00 -- looking to achieve $17.50 --…

He prefers corporate bonds because they yield more than government bonds. Prices will probably continue to fall. You are getting a bigger yield payment than the yield to maturity on the bonds themselves. CBO-T would be the replacement for this ETF.

(A Top Pick Nov 15/22, Up 4%) Look at your portfolio and make sure you're balanced appropriately. Do you have enough fixed income? If a 20% decline in the TSX or S&P, how does that make you feel? Still likes it as first line of defense in portfolio diversification.

De-risking 40% of a portfolio at age 59. Likes the idea of PSA. TLT, he believes, is a leveraged play on the bond market and wouldn't do that. BNS high interest savings, for example, pays 4.75% for optionality and no risk. For an ETF filled with 1-year bonds that's very low risk, look at ZST.L. Pays…

Parking cash, plus safety. Laddered corporate bonds. Gives you a bit more interest rate risk, but not necessarily much more incremental yield.

(A Top Pick April 7/16. Up 0.09%.) This is a short duration portfolio of bonds in Canada. A good defensive place to be.

Short provincial ETF. With Provincial bonds you get a little bit of pickup vs. Federal. He prefers ZPL-T for long provincials as opposed to short. He wants more long bond exposure.

(Past Top Pick on Feb. 15, 2018, Up 29%) An acquisition last year accelerated their move into the Cloud which is higher growth. The market didn't appreciate this move until MNW announced a few solid quarters. Then it was announced a private equity company would acquire MNW. Currently, they're in a period where MNW can…

No exposure to telcos at this stage. Pretty decent, high-quality name, yet stock continues to suffer. 200-day MA is falling, and stock price is below that. Stock hit 52-week low today. Technically, not a name to be involved in.May seem cheap on PE, but not a name he likes. As well, he's more a growth…

(A Top Pick March 2/17, Up 9%) Sold it, but then the stock got too cheap, so he bought it back. He was unhappy with their inability to solve metallurgical problems in Eritrea. The stock sold off because their Serbian deposit won't produce cash for a while. There were alleged human rights abuses in Eritrea.

(A Top Pick Mar 05/19, Down 33%) A copper play in Serbia. It has three joint ventures including Newport. They still have a large land package that could lead to other projects. They also have assets in Bulgaria. He will continue to hold it.

A good dividend play. The yield is at 4.6%. People tend to focus on the tech side of green stocks, but this has utilities that have consistent income. They are a potential takeover target for Brookfield so the price has recently shot up. Could get decent returns.

FTS vs. EMA EMA is his choice. Bumps along the road, but the price has appreciated. Rates coming down have helped EMA's profit. Over time, expectation is that EMA will be the better choice over FTS. 

Up 17.5% YTD. Very much technology-driven in have-to-have services in accounting, law, and other areas. Gaining penetration in its industries. Problem now is the high multiple, has become more like a growth stock. Better places to look.It never hurts to take a profit, because you never really make money until you actually realize it. Overall,…

Powerful brand, great loyalty program, flights seem full. Concerns around trade war and cancelling US trips. Hurt by weak CAD, so concerns around input costs and margins. Buying back stock. Low valuation, decent time to look at it.

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.

Has pulled back a lot. It holds US medical property. It has suffered inflationary pressures, but will diminish in 2023 and the stock will recover. Don't sell it in the current Dutch auction.

The Brookfield stocks have done well recently. BAM can be decent for calls. You can sell the $60 call to April for $1.20; you're adding 2% yield and still leaving upside.

Good company, but dividend too high. Mature company. Better growth companies out there. Well run, and stable business. Lots of mortgage exposure but overall a good business. 

Would recommend holding. Majority of portfolio in sunbelt states like Arizona and Texas. Would expect income to increase as more people move to warmer Southern areas. Good balance sheet that allows company to maintain dividend payouts. Expecting better times for company ahead. 

Not entirely clear to him what future of back-to-the-office is. Not sure we'll have the same office boom we did pre-Covid. Lower 10-year yield in Canada is helpful, but other sectors in the space are preferable.

(A Top Pick Jan 23/24, Up 3%) Benefiting from the Freedom Mobile purchase. Able to expand in Ontario and Western Canada without deploying too much capex. Very high ROE and free cashflow, allowing them to lower debt and obtain investment-grade rating on bonds. Aggressively buying back shares. Best-performing telecom stock this year.