Weekly 52-Week Low (or 52-Week High): BAM-T, IAG-T, ONC-T, CCB-X and More 52-Week Highs and Lows (Oct 02-08)

Has done fairly well recently, but still thinks there's more that can come from it. Has diversified its investment holdings. Doing better and better. As it gets larger, seems to have more opportunities to make substantial additions to its portfolio. Yield's not what it used to be, but still pretty good and expects increases.

Would recommend selling. Dividend rising too fast. Earnings not quality. Better options for investors. Current price presenting value to sell. Brookfield a better option. 

Dark horse candidate. Former market darling. Trades at 0.4x book value. Office and retail in Toronto. 6M square feet of space in Montreal; 3M across Vancouver, Calgary, Ottawa and Kitchener. 17% compound growth rate total return since IPO, until their Covid fall. Yield is 10%, very sustainable. (Analysts’ price target is $20.03)

Good move recently. Benefiting from capital infrastructure spends in Ontario, and this will continue to increase. Nothing wrong with the name, but there are cheaper plays like ATRL and NOA. See his Top Picks.

The preferred shares, Series E Has a rate reset spread at 330 basis points, and pays a dividend yield of 15%. Something happened to the dividend last August. Doesn't know this name well. They are selling some retail assets to add stability to the stock.

Has done quite well, as has that whole space. Under nice, steady accumulation. Solid uptrend.

(A Top Pick Nov 06/23, Up 63%) There's still upside. CIGI has benefited from rate cuts, since CIGI is in real estate. Peer CBRE announced strong results two weeks including double-digit revenue growth. There seems to be pent-up demand in the market. They use economic downturns not only to buy companies, but hire top talent.…

CIX vs. BAM Are very different asset managers. CI's balance sheet is not good. Prefers BAM, but shares have risen to a high valuation. Great managers and earnings stream (asset management fees).

Bought into the arbitrage. Upon closing will own NA, which is a really good bet for the long term.

Dividend 15 Split Corp. (DFN-T) or Dividend 15 Split Corp. II (DF-T)? Both are Split shares. The preferred share is the low risk preferred share dividend. He wouldn’t buy both, because you are looking for either growth or income. He would use one or the other and build that in your portfolio.

Royalty models do better in bear markets. Costs are nil, so it's a stable business. Well run. Mr. Lube over time has taken market share. Stock's pretty illiquid, make sure it's covering the dividend. Hold or buy. Yield around 8%.

How could you not like this chart? It's not gone parabolic. Doing a nice little roundover, may pull back a tiny bit more due to market volatility. See where it is compared to the 200-day MA; if it's 15% or more then worry, and if it's under that don't.

It is a basket of common stocks including big U.S. companies. He is not sure about it but it is doing well for the caller. Income is the focus.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We cover EQB and we have also had it in our growth model portfolio for some time now. We are quite comfortable with the name - the management team is strong, the business is expanding into new product lines, and it is overall gaining market…

Amazing business, extremely well run. The case can be made that they can continue growing book value per share by 15% annualized for years to come. Combined ratio has been good. Sitting on excess capital to deploy. Trades at only 1.2x price to book.

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

(A Top Pick Nov 13/20, Up 33%) Has started buying back shares and paying dividends. Financials should do well as the yield curve steepens. Valuation is not as compelling as before. Middle of the pack. Has moved to US banks and non-financial banks in Canada.

Rich valuation, but can't deny how well it's done. Consistently profitable on combined ratio (premiums in, minus claims and expenses). Huge market share. He owns CB instead.

(A Top Pick Sep 10/24, Up 32.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with IGM is progressing well.  To remain disciplined, we recommend trailing up the stop (from $39) to $43 at this time.

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 trouble with that.…

The CEO, retiring next year, is doing a fine job, selling unprofitable product lines, and growth resumed in Hong Kong. MFC is now fully valued. She owns another insurer, though.

Lending in real estate finance. Very interest-rate sensitive. If you think interest rates are going to rise, as in 2022, then it will underperform significantly. Will do better if rates fall. Thinks the BOC has a bit more to go on that, so there could be a bit more upside.But the stock's already rallied back…

Can't go wrong buying this one. One of his favourites in the space, along with BMO.

One of the most attractive REITs on the TSX right now. Coming out of poor fundamental operations where capital allocation was mismanaged. New CEO cut dividend, sold properties. Prepared either way if interest rates fall or rise. Payout ratio will fall closer to 80%. Stock may have fallen recently because that new CEO is retiring…

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

Believes fundamentals will remain sound for 2025, so makes sense to add. Not looking at an imminent recession, at least not one that will impact this name. Reasonable value here.

Recent pullback along with the market. Support around $10.50, which it is approaching. Unless that breaks materially (more than just a few cents, and more than just a few days), stay with it. You get your dividend, and chart looks fine.

Sawmills and other building material sites in Canada and US. Building out larger US presence through acquisition. Earnings were fine, but stock dropped. Revenue far below expectations, but cashflow in line. Great job managing inventory and cash to pay dividend. Homebuilding should remain strong. He's looking to top up his position.

Beat on aviation in Q3, raised 2025 guidance on the back of their latest acquisition of Spartan. Lumpy, not as steady a compounder as BIP.UN. Always kind of cheap, now 13x PE for 2026 and growing 17%. Nice dividend, which will probably be boosted; payout ratio is fine. Not for everyone. Small cap that gets forgotten,…

Pretty small, not profitable. Only a 23M market cap. Radar based technology for the mining industry. Recently certified by the aviation industry. It must prove that it can be cash flow positive.

Most recent addition to portfolio. Believes lots of opportunity in energy services. Active in well construction (cheaper & safer). Attracted to the new product line that will offer recurring revenues. Expecting a re-rate on the stock price as a result. Pristine balance sheet, good management. Expecting further share price appreciation. 

It is up 20% from July. The price today is pricing in expected improvements for three years from now. Interest rates in the U.S. are still high so lumber prices may not improve that much. If investing in the lumber industry he would look at Interfor.

Some people own it for M&A takeover potential. He doesn't like to do that. It's a market where interest in small caps remains very low. Not hitting enough radar screens currently. Pursuing growth, so more modest cashflow. 

Great-looking chart. Had a long base of 2-3 years, which was ripe for swing trading. But now it's broken out, and that's good news. Parabolic move in a very short time, from $7.50 to $12.50, and it will take a break. When it does, that would be another great entry point as it might pull…

(A Top Pick Aug 31/23, Up 42%) Excellent company with very strong assets. Skilled management team that is able to allocate capital well. Market starting to recognize value of company - expecting 20-30% upside. Dividend very safe. 

He's bullish on nat gas, with the proviso that it depends on the weather (always the Achilles heel). Lots of positives:  AI, data centres, US doubling LNG export capacity between now and 2030. Really good acquisition recently -- a natural fit, bringing down costs, hedged price of nat gas. Trades at material discount to US peers.…

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.

A great income stock, operating pipelines in western Canada. She just issued 2025 guidance with EBITDA growth at 4-6%. She expects them to increase the 5.2% dividend. The current pullback is likely due to weak energy prices, but makes the stock attractive to buy.