Weekly 52-Week Low (or 52-Week High): AMAT-Q, TD-T, CMG-T, MSFT-Q and More 52-Week Highs and Lows (Jun 24-30)

Opinion about AC.TO: He does not really take an interest in airlines. There may be an opportunity now for Air Canada with all the rhetoric around the…

Opinion about AMAT: (A Top Pick Sep 20/23, Up 46%) Still a decent runway ahead. 12-month price target of $258. Has built a moat around the wafer and…

Opinion about CNR-T: CNR vs. CP He'd put $$ in CP for now. Generally, they move in the same direction. CP is more in the driver's seat now, realizing synergies from the KSU acquisition. CNR isn't catalyst-rich for an investment thesis at this point.Prefers UNP.

Opinion about DBM-T: His pick today for an income focus. An analogy would be the way the mid-streamer Pembina operates. It buys lumber from the forestry companies and delivers it to the end retailer, treats it, or cuts it down. So it doesn't take on a lot of the volatile price risk; more of a…

Opinion about NFI-T: (A Top Pick May 06/25, Up 63%) If you still like the company, rough times are a chance to accumulate shares. Long list of problems; hopefully now solutions being implemented. Some competitors have folded up their tents, so competition is less but pricing power is higher. Full order backlog. Supply chain is under…

Opinion about RBA: Global leader in their sector. Earnings and cash flow will be strong for the balance of this year.

Opinion about ADW.A.TO: The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value.…

Opinion about ATD-T: (A Top Pick Feb 12/25, Up 14%)M&A on pause. This announcement wasn't a surprise. Size of previous M&A attempts spooked investors. Today is its investor day, announced EPS growth of 10+% until 2030 -- that they can do this without big deals gives people more confidence. Still owns, would buy today.

Opinion about DBO.TO: He is a fan of this. They have a lot of contracts with companies like Cineplex (CGX-T). They are slowly adding their motion…

Opinion about JWEL.TO: Allan Tong’s Discover Picks Vitamins are defensive, something you need in today’s uncertain markets where the street keeps…

Opinion about AGF.B-T: Over the decades, they made poor acquisitions and should have accepted buy-out offers. It's now a shadow of itself, though is well run and generates cash. The only way to maximize value is to sell it (or raise the dividend each year).

Opinion about BK.TO: Only downside is the fee. Just like an ETF, there are more holdings in the wrapper. For a small account, it makes sense. For a…

Opinion about AGF.B-T: Over the decades, they made poor acquisitions and should have accepted buy-out offers. It's now a shadow of itself, though is well run and generates cash. The only way to maximize value is to sell it (or raise the dividend each year).

Opinion about BMO.TO: Strategy: Sell a call in the money for a stock that's going ex-dividend. After that date, share price will go down. So the call…

Opinion about CM.TO: Owns it in his firm's dividend model. Doesn't expect a stock split, as banks have abandoned the old rule of thumb to split once…

Opinion about CRR.UN-T: Grocery-anchored retail, defensive. Benefits from inflation. Occupancy up last quarter, higher leasing spreads. 14.7x, 10% growth. Price to growth is super-compelling, super-nice dividend. Reasonable balance sheet. Yield is 6.17%. (Analysts’ price target is $18.00)

Opinion about CRT.UN-T: CT vs. Smartcentres CT hold Canadian Tire, while Smartcentres holds Walmart. Both are very stable and low internal growth rates. The latter pays over a 7% dividend, a little more than CT, but the payout ratio is 100%. Therefore, he prefers CT.

Opinion about DFN.TO: They take bank stocks, or insurance and in some case energy companies, and then they split it internally into preferred shares…

Opinion about EQB-T: They struggled through loan-loss provisions, their CEO died suddenly, but they bought PC Financial (14 million hold PC Optimum cards) so they could break into the Canadian bank oligopoly. (Analysts’ price target is $105.11)

Opinion about FFN-T: Leverage allows them to provide such a large dividend. Typically 2:1 leverage, so you get double the bang for the buck. Lots of volatility, big ups and big downs. When markets are working, work great. Up to the board of the fund as to what distribution they pay out.Over 20 years, you'd…

Opinion about FTN.TO: With 14% yield it must be returning some capital. It is a closed-end fund so be careful. Split share companies give the…

Opinion about IAG.TO: The fact that interest rates have been very low had affected the insurance industry. Not an expensive stock. Trading at 9.5…

Opinion about LB-T: Prior to the recent transactions, wouldn't have touched it with a 10-foot pole. This deal is the end of the line for the bank. Doesn't expect a competing bid. The segment that was bought by NA should be accretive.

Opinion about LBS.TO: Very focused. Have positions in 4 life insurers and they are running a covered call program against the existing long…

Opinion about LFE-T: This is a seasonal period when Lifecos in general tend to do well. This is a special vehicle where they buy a lifeco, split it up and give the capital appreciation to one half, and the dividend to the other half. Dividend yield of 19% is extremely high, and he is having…

Opinion about PIC.A-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research PIC.A is a split share corp that invests in stocks of companies operating in the banking sector, primarily the six Canadian banks. The fund also uses financial derivatives, such as a covered call writing strategy, to enhance income generated by the portfolio…

Opinion about PMZ.UN-T: His pick in the space. Challenging sector due to trade plus interest rates. Attractive valuation. Monetizing its real estate portfolio. Gets to put old Hudson's Bay square footage on the market.

Opinion about PRV.UN-T: Likes it. Wouldn't go smaller, as this one's already quite small. Has a nice industrial component, focused more on Eastern Canada. That market's been very stable. Recent transaction in Winnipeg, and he likes that market. Since Covid, people are working online more; so "secondary" cities such as Halifax, Winnipeg, and Saskatoon are…

Opinion about RY.TO: Canadian banking sector. Outlook is favourable. He owns BMO, RY, and TD. All 3 had good earnings, with TD probably the best. But…

Opinion about SBC-T: He prefers to own the individual banks. If you are in it for diversification, there is no issue with that. He likes the sector.

Opinion about SGR.UN-T: Likes it. Their assets are all US--Indiana, Illinois--and centered on groceries. The 9% yield is safe. Leverage isn't high. Trades at a 15% discount to NAV. Good growth ahead, at least six months. Problem is few follow this, because it's small. High rent-collection rate.

Opinion about SRU.UN-T: Likes real estate in general, sector will benefit from lower interest rates. In particular, likes those that are building their businesses; not the ones that are just collecting rents, paying dividends, and going sideways. A good business run by good people. 

Opinion about TD.TO: Kudos to management. Financials did very well last year, and TD recovered along with them. Trading at high end of valuation…

Opinion about ACO.X-T: Logistics, with main asset being CU. Strong presence in Alberta, Neltume Ports in South America, commercial real estate. Its ubiquitous tin sheds may have a use in modular housing. Recent 40% stake in building a 230-km road north of Yellowknife and establishing a port. We're finally waking up to the fact that our…

Opinion about CPX.TO: (A Top Pick Jun 28/24, Up 69%) Alberta data centres' growth is fantastic, tapping into CPX nat gas power generation. Massive…

Opinion about CU-T: He owns and would add to his holdings. There has been a nice uptrend with a bit of a pause, and a good dividend. It could weather a storm and if we see 2022 again, stocks like these as part of a basket have performed fairly well.Buy 1  Hold 6  Sell 1…

Opinion about EMA-T: Delivers power and that thesis is still going strong, no matter if price of oil drops. Nova Scotia has been tough, but Florida/Mexico is positive. Still getting dividend yield and growth. Will continue to grow steadily, though pace of growth won't be what we've just seen.Hard to buy at these levels, but…

Opinion about FTS-T: One of the largest regulated gas and electric utilities in NA. Q4 earnings beat by ~6%, revenue up 11% YOY. Massive $26B capital plan through 2029 to grow rate base by 6.5% compounding. Not exciting, but reliable.Dividend of 2.3% still solid, grows each year. Bond proxy, not growth story. 22x forward PE…

Opinion about FEC-T: (A Top Pick Jun 15/23, Down 16.7%)Michael O’Reilly Our PAST TOP PICK with FEC has triggered its stop at $10.  To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 18%, when combined with previous recommendations. 

Opinion about GEI-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Payout on earnings is 124%. On cash flow 57%. Debt is still very high, which adds risks, but we would not view the dividend as in jeopardy. The dividend was last raised in February. While we consider it OK for income, we…

Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…

Opinion about BB-T: The stock has stabilized and their software is now being used in cars. Wants to see more sustainable growth to make a decision.

Opinion about KSI-X: Their digital cloud platform replaces a lot of medical paperwork. Shares are down on 2 quarters of slight revenue misses. Expects them to execute going forward. (Analysts’ price target is $6.60)

Opinion about MU-Q: In the last quarter, the company reported 4.78 USD per share, beating the 3.96 USD estimate by 20.67%. Revenue for the same period reached 13.64 B USD, despite the estimate of 12.91 B USD. For the next quarter, analysts expect 8.67 USD in earnings per share and 19.01 B USD in revenue.…

Opinion about PANW: Other names in the space are more geared to large enterprise. This one does large, medium, and small companies. Cybersecurity is…

Opinion about LLY: Very resilient name, especially compared to peers such as NVO. Global pharma leader -- obesity, diabetes, oncology, neuroscience.…

Opinion about UNH-N: Pretty optimistic on it. Recent moves down have more to do with some of its competitors than UNH itself. As a whole, insurance industry not as good as it used to be. But that doesn't mean that this stock in the $300s is priced correctly for the next 5 years. Costs have started…

Opinion about CMG-T: Spiked up on the close last week. Everything looks really good about this for the long term, everything says you should own some. RSI against S&P since 2022 has been really good, up and to the right. Buy some today with a partial position, then add a second component on a further breakout,…

Opinion about DND.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think DND is quite cheap given the quality of the…

Opinion about MSFT: Is unsure what their AI strategy is and the risk to their subscription base. Expert opinions on Microsoft Corp (MSFT) — buy,…

Opinion about NFLX-Q: Always look to where the fires and disasters are. Street kept selling and selling, and his firm kept buying to a 5% position. Great company, fantastic library, great position. Not the end of the world to not get WBD, and Paramount needs NFLX for distribution. Profits are growing.

Opinion about PLTR: Though up 148% this year, it still has room to run. It just entered a terrific contract with the US Navy to build better…

Opinion about T-T: Investor's down 20%. His firm has a small position. They're holding on and doing more homework. Bought lots of things that seemed to make sense, but weren't integrated properly. Asset base is great, just not performing well financially.New CEO on July 1 -- very astute, high calibre, ran CIBC. Expect lots of…

Opinion about ERD.TO: They are active in several concessions in Mongolia. Any one of their projects could be a major mine. Should do well over the long term.

Opinion about LGO.TO: Has a deposit in Brazil very close to production. Continues to be challenged here. You have to hang in with this one. Small cap…

Opinion about PTM.TO: Doesn't particularily believe in junior companies trying to develop out their own exploration targets. 1 in 3,000 anomolies…

Opinion about CVV.V: His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Early stage. Have a lot of…

Opinion about DEF.V: A silver play in Mexico, one of the last great potential silver discoveries, i.e., an extension of the vein in terms of the…

Opinion about MJS.V: His Top Picks today are speculative and high risk and fairly illiquid, so don't use "Market Orders". Early stage in China. Very…

Opinion about BRVO.V: Highly speculative stock. Platinum metals discovery in Brazil. Appears that company may have found gold in recent drilling…

Opinion about GMV.V: Thinks there is another mine in this company. This is a story that is going to unfold and he likes it.

Opinion about WLF.V: Good prospects in the Red Lake area. Expert opinions on Wolfden Resources Inc (WLF.V) — buy, sell, or hold ratings from Canadian…

Opinion about MCDS-NE: Bought this in the summer as a value play. It was trading well below its fundamental value. Less economically sensitive.…

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Opinion about WSP.TO: Tremendous job over the years, good organic growth. Big fan of the CEO. More room to keep growing and keep making accretive…

Opinion about OGI.TO: Stockchase Research Editor: Michael O'Reilly OGI is a cannabis producer serving the Canadian market. Recent earnings…

Opinion about TAO.TO: Just did a $65 million financing and the core NAV is about $1-$1.50, so there is a huge amount of froth built on oil shale…

Opinion about WED.V: Was Flat panel business but now is insurance. This was the dog of the century in the old days. It has motorcycles, skidoos and…