Analytixinsight Inc.
Latest Top Picks
He has been a shareholder of this company for a long time. Underperformed for the last couple of years mainly for some contrarian bets the CEO has made. Just made an investment on Toys r Us that looks interesting for the Real Estate. Good cash position. Good book value. (Analysts’ price target is $746.97)
Good backlog. Exposure on the oil and gas looks good. (Analysts’ price target is $69.73)
Good backlog. Exposure on the oil and gas looks good. (Analysts’ price target is $69.73)
Markets. It hard to guess if equities have found their bottom. They have gone into a Friday finishing in the red so you could fear next week. He has been observing a widening of credit spreads. Earnings growth will be very critical to the businesses you want to focus on. The market has been pricing in 10 times earnings year over year. A lot of it has been acquisition driven. We will feel the effect of commodities impacting thing negatively in some cases and positively in others. Some retailers should benefit. Apparel guys have been trading at 25 times earnings for a couple of years. In Europe he is looking at credit spreads coming into banks. The Canadian banks vs. European banks show European banks have room to grow. In emerging markets the banks don’t have room to grow.
Markets. It hard to guess if equities have found their bottom. They have gone into a Friday finishing in the red so you could fear next week. He has been observing a widening of credit spreads. Earnings growth will be very critical to the businesses you want to focus on. The market has been pricing in 10 times earnings year over year. A lot of it has been acquisition driven. We will feel the effect of commodities impacting thing negatively in some cases and positively in others. Some retailers should benefit. Apparel guys have been trading at 25 times earnings for a couple of years. In Europe he is looking at credit spreads coming into banks. The Canadian banks vs. European banks show European banks have room to grow. In emerging markets the banks don’t have room to grow.
They had a huge spread benefit based on Nat gas prices. But the entire group has been trading down. It tends to be a cyclical stock. He would wait for another quarter before getting into another name like this. He prefers PPG-N.
They had a huge spread benefit based on Nat gas prices. But the entire group has been trading down. It tends to be a cyclical stock. He would wait for another quarter before getting into another name like this. He prefers PPG-N.
Has probably been one of the best light oil producers. It almost feels like a value proposition. The quality of dividends is not good, though, as they cut back on it. The operating numbers look pretty good. You get into the tax loss selling in December and you realize you should be waiting until January to look at it.
Has probably been one of the best light oil producers. It almost feels like a value proposition. The quality of dividends is not good, though, as they cut back on it. The operating numbers look pretty good. You get into the tax loss selling in December and you realize you should be waiting until January to look at it.
It lines up well as a safe dividend paying stock. The dividend score is about average, but he likes the payout ratio. It is the lowest cost Nat gas producer in the region. It is a relatively safer bet than CPG-T.
It lines up well as a safe dividend paying stock. The dividend score is about average, but he likes the payout ratio. It is the lowest cost Nat gas producer in the region. It is a relatively safer bet than CPG-T.
A bellwether name in the utility space. They all pulled back 20-30%. Some of them have had a very good run in the last few months. He feels these are long term holds. The pullback gives you an excellent entry point. He is a bigger fan of EMA-T in this space as it will have a much better earnings tailwind on it.
A bellwether name in the utility space. They all pulled back 20-30%. Some of them have had a very good run in the last few months. He feels these are long term holds. The pullback gives you an excellent entry point. He is a bigger fan of EMA-T in this space as it will have a much better earnings tailwind on it.
The challenge he has is the Keystone issue and they have a tendency to move with the price of the commodity. The dividend yield looks inviting and the dividend quality is decent. He thinks this group still has room to go down further.
The challenge he has is the Keystone issue and they have a tendency to move with the price of the commodity. The dividend yield looks inviting and the dividend quality is decent. He thinks this group still has room to go down further.
It is probably a very good entry point here. He compares it to JPM-N. At these levels BAC-N looks interesting. There could be a period in time when the European banks outperform the North American banks. This one is a good hold for 5 years.
It is probably a very good entry point here. He compares it to JPM-N. At these levels BAC-N looks interesting. There could be a period in time when the European banks outperform the North American banks. This one is a good hold for 5 years.
(Top Pick Feb 24/15, Up 4.86%) He looks at ROE. They always had a tendency to go north of 10% and they are headed there now. It had a good run and then pulled back. Around the mid $50s it looks good.
(Top Pick Feb 24/15, Up 4.86%) He looks at ROE. They always had a tendency to go north of 10% and they are headed there now. It had a good run and then pulled back. Around the mid $50s it looks good.
(Top Pick Feb 24/15, Up 21.49%) It pulled back because oil pulled back. They had this big monetization with a project in Mexico. He believes in companies with strong back logs.
(Top Pick Feb 24/15, Up 21.49%) It pulled back because oil pulled back. They had this big monetization with a project in Mexico. He believes in companies with strong back logs.
(Top Pick Feb 24/15, Up 1.30%) It bounced back after the scandal in India. The stock took a real beating and then bounced back based on fundamentals. It is still a long term hold for a lot of people.
(Top Pick Feb 24/15, Up 1.30%) It bounced back after the scandal in India. The stock took a real beating and then bounced back based on fundamentals. It is still a long term hold for a lot of people.
The dividend score seems okay on all the banks. He is concerned with regulatory issues based on recent NA-T news. He worries if there will be a trend amongst other banks to raise equity. He hopes the NA-T issue is a onetime thing. The one issue with Canadian banks is that he is looking for a capital increase in the next year of perhaps 5%. With all the banks the dividends are all safe. The problem is the lack of earnings momentum. He expects it to be flat for the next little while.
The dividend score seems okay on all the banks. He is concerned with regulatory issues based on recent NA-T news. He worries if there will be a trend amongst other banks to raise equity. He hopes the NA-T issue is a onetime thing. The one issue with Canadian banks is that he is looking for a capital increase in the next year of perhaps 5%. With all the banks the dividends are all safe. The problem is the lack of earnings momentum. He expects it to be flat for the next little while.
He has always liked it. It has a slightly diversified portfolio of assets. You are getting a good entry point into a name that potentially has a double digit earnings growth, better compared to TRP-T, for example. Some of the assets NPI-T bought should start paying them some returns now.
He has always liked it. It has a slightly diversified portfolio of assets. You are getting a good entry point into a name that potentially has a double digit earnings growth, better compared to TRP-T, for example. Some of the assets NPI-T bought should start paying them some returns now.
There is the leverage and the low dividend score. It is a great company with a diversified portfolio, but the challenge has been the trailing effect of the pullback in commodity prices. It could be an interesting acquisition for a company. He prefers PEY-T, ARX-T.
There is the leverage and the low dividend score. It is a great company with a diversified portfolio, but the challenge has been the trailing effect of the pullback in commodity prices. It could be an interesting acquisition for a company. He prefers PEY-T, ARX-T.
He has been a shareholder of this company for a long time. Underperformed for the last couple of years mainly for some contrarian bets the CEO has made. Just made an investment on Toys r Us that looks interesting for the Real Estate. Good cash position. Good book value. (Analysts’ price target is $746.97)