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Greg A. Taylor, CFA, BBA
Portfolio Manager at Aurion Capital Management
Member since: Aug '07 · 161 Opinions
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Stock Opinions by Greg A. Taylor, CFA, BBA
$48.570
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Very positive on the sector in general. Set up to do quite well for second half of the year. Names like BTE and CNQ should do well going forward.
Set up to do quite well for second half of the year.
An area that could start to do well in the second half of the year and beyond. When you think of how to trade the sector, it really comes back to timing the homebuilders. The homebuilder sector had been under pressure for the last year and a bit, because of higher interest rates.
If we start to see more of a break in interest rates, really good for homebuilders. Starting to see those stocks start to move up in the US. In general, once the homebuilders start to go, the price of lumber and lumber stocks start to follow after that. BOC has signalled cutting; the Fed's getting ready to embark on a rate-cutting cycle.
TOL is one of the biggest homebuilders in the US, and a leading indicator. When it starts to go, as it has in the last few days, it's usually good for the lumber stocks.
TOL is one of the biggest homebuilders in the US, and a leading indicator. When it starts to go, as it has in the last few days, it's usually good for the lumber stocks.
TOL is one of the biggest homebuilders in the US, and a leading indicator. When it starts to go, as it has in the last few days, it's usually good for the lumber stocks.
TOL is one of the biggest homebuilders in the US, and a leading indicator. When it starts to go, as it has in the last few days, it's usually good for the lumber stocks.
Incredibly tied to a lot of the big issues going on. Lots of exposure to office throughout Canada, especially to The Well in Toronto. Return-to-office has been slower to pick up. REITs tend to really suffer with higher interest rates.
The worst might be priced in, could be time to sharpen your pencil and take a look. Good operator, great assets. If you feel that interest rates have peaked and fear around office is waning, will benefit as those sentiments start to reverse.
He's not an expert in the payout ratio for REITs and whether dividend can be maintained.
One of the best retail operators in the country and globally. Also one of the highest valuations in the sector, risk of impact if they stumble. Expensive for a reason, as you're getting a great management team.
Canada is not as competitive as the US, starting to see cracks with US peers, but not in Canada. Not a bad place to be. Canada's slowing down, and usually you want to be in the lower-priced retailer with more-value staples.
One of the best-in-class energy producers in Canada. Has done incredibly well since Covid lows. Caught up in being a little over-owned and overbought. Suffered from June's crystallizing of capital gains. Normally trades at a premium to the group, now back in line. A buying opportunity.