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

(A Top Pick Feb 01/22, Up 12%) Well-run and positioned to offer e-charging stations given all their stations and locations. Well-financed. Still has a little more upside.

Very expensive, trading up near maximums. Be patient, let things fall to something that will give you a better rate of return.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.  GIL has performed well amid a challenging macro outlook, and is now trading at a 10.5x forward P/E. In the 4Q, GIL’s revenue declined 8% to $720M, missing estimates of $761M and EPS of $0.65 slightly missing estimates of $0.68. GIL’s management expects margin pressure in…

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.

How do DLR and DLR-U work? One bets on the US dollar, and the other bets against it. They're currency plays. He prefers betting on it, the DLR, because the USD is on the upside.

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 Jan 22/20, Down 1%) Not the best returns, but better than pure aggregate bond exposure with its 7-8 year durations.

It is backed by bank accounts or deposit accounts at chartered banks, in other words a quasi money market fund.It is pretty stable with only the credit risk of individual banks. It has similar yield to a previous caller's suggestion - HSAV.

In a rising rate environment, you might want to stick to a shorter term. ZCS is a short-term, corporate, investment-grade ETF. Had drawdowns, but not as bad as a typical aggregate bond or high-yield ETF.

(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…

3% dividend, but perhaps a more robust growth rate and more diversified income stream than others. A better bet than Telus.

(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.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. FTS has raised its dividend every year of the past 50+.It does have a lot of debt, but it is in a regulated industry, with consistent and stable cash flow, regardless of economic conditions.We cannot guarantee future increases, but we can say  it is a…

Fundamentally a strong company.Recent increase in shares makes name expensive.Waiting for shares to fall before buying.Long term is a good investment.Very strong assets and management. 

It's consumer discretionary and we're heading into a recession. Lord knows what'll happen to fuel prices. Too many unknowns. Ottawa is limiting flights into Pearson to relieve that airport's congestion. Flying AC is very less pleasant now and frustrating.

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.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Lower interest rates are certainly more helpful to the Brookfield group. The company has a massive amount of capital to deploy. If valuations continue to fall, we would expect a lot of deals. Higher rates of course lower the potential return on deals, but if valuations are lower…

It’s slowly moved up from $28. The pullback is a natural phenomenon after the pop. Lots of volume. He would buy it here.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Repositioning property portfolio for growth. Good yield of 4.4%. Reduced debt balance. Repurchasing units at a discount to NAV. Unlock Premium - Try 5i Free

Way off from highs. Covid has changed how and where we work. What is your conviction level that office occupancy will revert to the pre-Covid mean? What's the timeline for that? He doesn't have the answers. It's in the "too hard" pile. If looking for a similar yield, try BCE.

Freedom Mobile will be a good purchase so it will diversify the business away from legacy cable into mobile phones, and the deal will be approved after a long wait. They're underexposed to wireless, which is why this trades at a lower PE vs. peers.