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

They sell non-discretionary items like the morning coffee and gasoline. The operate in Canada and abroad. They use their size to smartly price gas. Customers then spend in their gas stations things like candy bars which boast high margins. Really likes it and continues to buy it.

Top investment idea. Earl: Theme of return of capital and on capital. Solid balance sheet. Good, not aggressive, growth plans. Nice margins on the pharma side. Converting some stores to discount brands. You want a retailer that's focused on staples for the regular cashflow.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS beat estimates by 16c at 76 cents. Revenues also beat estimates at $784M. Dividends were also raised 10%. Their stock buyback continues as well. Sales rose 14%, with free cash flow at $116M. Good results. Unlock Premium - Try 5i Free

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.

XSB, ZUB, NRGI. For the U.S. he recommends a more integrated portfolio approach such as XUM. Seek a low volatility portfolio in case of growth shock which is bad for banks and oil and gas

Good vehicle to park some money while interest rates are high. Would expect yield to be around 2% in 3 to 4 months. Safe place for cash holdings.

Short-duration of 3-4 years corporate bond index. Has held up better than aggregate bonds, but still not great. Short bonds or inflation-protected ones are the right strategy, as they don't carry the same rising interest rate risk. Much of the damage is done for downward movement in bonds, though there might be more to come.…

(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…

Question is whether the Shaw deal will close. Competition Bureau is lukewarm. Rogers keeps making more concessions, and the deal keeps getting pushed out. Don't invest today. Prefers BCE for stability.

(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.

Totally defensive which you need now. 98% of their revenue is rate-regulated utilities, so there's little risk. It has been growing for a long time. They deploy capital to wisely build their grid or repair their infrastructure. They grow their capital base, earnings and dividend by 6% annually. Shares yield close to 4%. That's a…

Great defensive company. Subscription-based services to legal, accounting, and tax. Even in a recession, those sectors need access to data to do their jobs. It's all about owning it at the right price. Strong numbers last quarter. Always trades expensively. Intellectual assets have high returns with low capex. Not a bad entry here around $125.…

Airlines have struggled through pandemic. Expecting recovery with post pandemic travel. Lots of pent up demand for travel. First quarter was a loss for the company. Stock is down 15% YTD. Lifting of Federal mask mandate is good for the business.

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.

(A Top Pick Aug 25/21, Down 14%) It is in the U.S. and has hit 2X Book Value. It is acting like a tech stock but the demand for surgeries is still there. In general the U.S. healthcare business is an expensive market.

Stock down 24% this year. Current share price is a good entry point. Over $750 billion in assets under management. Expecting a 1 Trillion portfolio in a few years. Lots of inflation linked assets. Renewable business will be promising going forward.

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

Likes transition company is making into many assets. Looking into USA sunbelt and industrial assets. Selling office spaces and re-developing others. Work in progress and success will depend on management execution. Hold shares if already own.

Focused on office space in Canada. Challenging sector with Covid-19 and shift in work preferences. Trading at wide discount to net asset value. Steering clear of office space (not sure on future of demand). Stuck at 45% utilization rate in office space. Company does have good buildings (if alternative uses are found).

Defensive telecom and cable. Regional. Dominant cable operator. New cell phone competitor with 21% market share, but the fastest growing. Small sports/entertainment division. No commodity exposure and minimal wage inflation, as it's capital- and tech-intensive. Strong balance sheet. Interesting reinvestment catalysts out of Rogers-Shaw deal. Yield is 4.11%. (Analysts’ price target is $35.31)