Torc Oil & Gas Ltd (TOG-T)<\/a> Opinion about TOG.TO: The proposed transaction with Petrobank Energy (PBG-T) will take their Bakken oil assets and merge them with their own and\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Birchcliff Energy Ltd. (BIR-T)<\/a> Opinion about BIR.TO: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research As part of Birchliff's orderly and planned leadership\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Tourmaline Oil Corp (TOU-T)<\/a> Opinion about TOU.TO: Really good management, building a strong company. Assets sales should bolster balance sheet. Needs stronger, sustained oil\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💡 Utilities<\/strong><\/p>\n Atlantic Power Corp. (ATP-T)<\/a> Opinion about ATP.TO: Seasonality for utilities is just about to start in June. The bottom in February is really indicative of a lot of utility\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🛢 Basic Materials<\/strong><\/p>\n Turquoise Hill Resources (TRQ-T)<\/a> Opinion about TRQ.TO: Mongolian mines: They have made so many tries. They are still fighting with the government there. The government has shown\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🏛 Financials<\/strong><\/p>\n Morguard Corporation (MRC-T)<\/a> Opinion about MRC.TO: Very wide discount to NAV. Its assets are not in sectors that investors are looking to add more capital to today. Exposure to\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Bank of America (BAC-N)<\/a> Opinion about BAC: It reports Wednesday. They are consistently good with few surprises and he expects it this time.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Wells Fargo (WFC-N)<\/a> Opinion about WFC: They reported this week, missing slightly expectations on the top line, but beat huge on the bottom. Net interest income beat and\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 💻 Technology<\/strong><\/p>\n Microsoft (MSFT-Q)<\/a> Opinion about MSFT: They reported. He's disappointed they didn't have more to say. Also, they're a software company.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Cisco (CSCO-Q)<\/a> Opinion about CSCO: Another play in Edge AI. Kinetic for Cities is Edge AI that you can put on sensors around a city for water, traffic, air,\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Intel (INTC-Q)<\/a> Opinion about INTC: It's too late to enter this. The money has been made during that gigantic move. Their problems aren't over yet, given their balance sheet.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Apple (AAPL-Q)<\/a> Opinion about AAPL: Had a very good quarter. Chinese sales are rebounding, up 28%, services hit a new record, gross margins at 49.3% and a $100\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🚚 Industrials<\/strong><\/p>\n General Electric (GE-N)<\/a> Opinion about GE: Tough to turn around such a large ship. Rallied from very low levels. Take advantage of that, sell, and deploy funds elsewhere.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 👨⚕️ Healthcare<\/strong><\/p>\n Pfizer Inc (PFE-N)<\/a> Opinion about PFE: Pays a 6.9% dividend. The Covid vaccine days are long gone, so shares have been stuck around $25 for months. So, you still get a\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 🛍 Consumer<\/strong><\/p>\n Comcast Corp (CMCSA-Q)<\/a> Opinion about CMCSA: Valuation down to 11x earnings. He expects a strong quarter with good cash flow from their cable subscriptions.<\/p>\n\t\t<\/span>\n\t<\/div>\n\t Coca-Cola Company (KO-N)<\/a> Opinion about KO: The Coca-Cola Company is an American multinational corporation founded in 1892, best known as the producer of Coca-Cola. The drink\u2026<\/p>\n\t\t<\/span>\n\t<\/div>\n\t 📱 Telecommunications<\/strong><\/p>\n
\nA well-run oil producer that has a good management team. They are generating positive cash flows. They usually underpromise and over-deliver. The dividend is considered safe. Their yield is 6 per cent.<\/p>\n![\"Torc](\"https:\/\/data.wealthica.com\/api\/securities\/TOG-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA Canadian natural gas company. It has done well and is generating cash flow. The balance sheet is in good shape and they are paying off some debt. They also raised dividends last quarter.<\/p>\n![\"Birchcliff](\"https:\/\/data.wealthica.com\/api\/securities\/BIR-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA natural gas producer. The company is adding more liquids and are looking to have more cash flow. Signs point to a dividend raise or a stock buyback.<\/p>\n![\"Tourmaline](\"https:\/\/data.wealthica.com\/api\/securities\/TOU-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA power generation and distribution company. The company has assets in the U.S. and Canada. As consumers rely increasingly on electricity, the business has a good niche. A lowering of interest rates will help this company\u2019s stock price rise.<\/p>\n![\"Atlantic](\"https:\/\/data.wealthica.com\/api\/securities\/ATP-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA mineral exploration and development company. They have one of the best copper deposits in the world. RioTinto owns about 51 per cent of the company. This company is sensitive to copper prices.<\/p>\n![\"Turquoise](\"https:\/\/data.wealthica.com\/api\/securities\/TRQ-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA well-run real estate company that holds a diverse portfolio of properties across North America. They buyback stocks with their free cash flow. There is not a lot of volume but is at a good price right now.<\/p>\n![\"Morguard](\"https:\/\/data.wealthica.com\/api\/securities\/MRC-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey are well positioned to increase dividends or buy back stocks. It is quite cheap although it\u2019s gone sideways for the last year. They are reducing cost and changing their capital ratios.<\/p>\n![\"Bank](\"https:\/\/data.wealthica.com\/api\/securities\/BAC-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nIt\u2019s selling at a discount to other U.S. banks. They were hit with a sanction for front running customers and other corporate malfeasance. The Fed is now monitoring them so tread carefully.<\/p>\n![\"Wells](\"https:\/\/data.wealthica.com\/api\/securities\/WFC-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nTheir software as a service with subscriptions is doing very well. The cloud department is growing. The margins are high and it is a more defensive name in the tech sector. They are turning the company into a utility in some sense.<\/p>\n![\"Microsoft](\"https:\/\/data.wealthica.com\/api\/securities\/MSFT-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA company that will benefit from 5G. The software earnings are also doing well. There are some concerns over the trade war as their hardware might be subject to tariffs.<\/p>\n![\"Cisco](\"https:\/\/data.wealthica.com\/api\/securities\/CSCO-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey\u2019re in a mature market and the gross margins are not expanding. The stock showed some weakness with the new China tariffs.<\/p>\n![\"Intel](\"https:\/\/data.wealthica.com\/api\/securities\/INTC-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA leader in the market and has more cash on the balance sheet than some countries. There are concerns over consumer privacy and slowing iPhone sales but the company is not going away.<\/p>\n![\"Apple](\"https:\/\/data.wealthica.com\/api\/securities\/AAPL-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThe beleaguered company had its first quarter of beating expectations. The management is doing its best to survive but the company has been evolving so rapidly that it is hard to say how it will go. This has become more and more a speculative stock.<\/p>\n![\"GE](\"https:\/\/data.wealthica.com\/api\/securities\/GE-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThe largest pharmaceutical company. It is holding and is more of a protective play. They have successfully acquired some companies and have promising drugs. There are only a few products coming off patents so it is a pretty safe pick.<\/p>\n![\"Pfizer](\"https:\/\/data.wealthica.com\/api\/securities\/PFE-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey have a U.S. market penetration of 45 per cent. They have low volatility and pays a good dividend. The largest broadcasting company and are somewhat protected from Netflix streaming as they provide the internet network to consumers.<\/p>\n![\"Comcast](\"https:\/\/data.wealthica.com\/api\/securities\/CMCSA-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA defensive play. A consumer staple name that is diversifying away from their main product and getting more into sports drinks. They also recently purchased a coffee company with a lot of growth.<\/p>\n![\"Coca-Cola](\"https:\/\/data.wealthica.com\/api\/securities\/KO-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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![\"AT&T](\"https:\/\/data.wealthica.com\/api\/securities\/T-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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