Aston Hill Financial
Latest Top Picks
Semiconductors. Cyclical, but it doesn’t matter what oil does. It is the number of new tablets or cell phones and the number of new cars with all the new sensors. They are acquiring Free Scale that will make them one of the largest automotive semiconductor manufacturers in the industry. It is much undervalued. There is no dividend and a lot of leverage that will come down.
Rails have been badly beaten up recently. Rarely do income investors get to buy such opportunities. When the Panama Canal expansion completes, who has the lines all the way down to Central America?
Rails have been badly beaten up recently. Rarely do income investors get to buy such opportunities. When the Panama Canal expansion completes, who has the lines all the way down to Central America?
They raised money last fall at $9-10 and it popped. They are affected by Steel prices. 50% is auto. He likes the company. There is a trade case to put tariffs on imported steel which should benefit them as steel prices are lower coming from China based on the stronger US dollar. These tariffs should benefit them. A good risk reward ratio.
They raised money last fall at $9-10 and it popped. They are affected by Steel prices. 50% is auto. He likes the company. There is a trade case to put tariffs on imported steel which should benefit them as steel prices are lower coming from China based on the stronger US dollar. These tariffs should benefit them. A good risk reward ratio.
Markets. Cautious on the markets because they had a very good February and a number of concerns have appeared, the biggest of which is if rates will rise. Oil – we are seeing a pickup in the valuations and then there is strength of the dollar, which is up since January. Look at the Euro, it is up significantly, so there are a number of unknowns. He would not go out and spend RRSP money, but wait for valuations to come back to more reasonable levels. Markets die of excesses and we don’t have excesses in the markets. He looks for companies that can increase their dividends over time and that is where there is value.
Markets. Cautious on the markets because they had a very good February and a number of concerns have appeared, the biggest of which is if rates will rise. Oil – we are seeing a pickup in the valuations and then there is strength of the dollar, which is up since January. Look at the Euro, it is up significantly, so there are a number of unknowns. He would not go out and spend RRSP money, but wait for valuations to come back to more reasonable levels. Markets die of excesses and we don’t have excesses in the markets. He looks for companies that can increase their dividends over time and that is where there is value.
They report tomorrow. Does not sound like a massive transaction in buying Circle-K. Timing could be quite good, buying the energy sector where it is. They are sitting on tremendous cash. You get a lot of business from the US and revenue exposure from Europe. It is one of the strongest dividend growers out there. Buyers have bid the price up there. There are a lot more acquisitions that they can do and it will be a core holding for investors. Investors have to pay up. If you can get it below 20 times earnings then great.
They report tomorrow. Does not sound like a massive transaction in buying Circle-K. Timing could be quite good, buying the energy sector where it is. They are sitting on tremendous cash. You get a lot of business from the US and revenue exposure from Europe. It is one of the strongest dividend growers out there. Buyers have bid the price up there. There are a lot more acquisitions that they can do and it will be a core holding for investors. Investors have to pay up. If you can get it below 20 times earnings then great.
Really exposed to the energy complex. Lots of rental properties in Edmonton and north. A lot of investors sold this because of fear in the energy sector. It is a pretty good long term investment. He thinks you will see some income growth over time and it is one of the better REITs out there.
Really exposed to the energy complex. Lots of rental properties in Edmonton and north. A lot of investors sold this because of fear in the energy sector. It is a pretty good long term investment. He thinks you will see some income growth over time and it is one of the better REITs out there.
Broad chemical company. Good general industrial exposure for a pickup in the North American economy. Decent company and good management team and a dividend of 5.7% and it pays out monthly. Leverage is coming down and when it is more manageable you could see a big dividend increase.
Broad chemical company. Good general industrial exposure for a pickup in the North American economy. Decent company and good management team and a dividend of 5.7% and it pays out monthly. Leverage is coming down and when it is more manageable you could see a big dividend increase.
Some tremendous growth aspects, but don’t get too enticed by the 7% yield as it is that high for a particular reason. There is a binary event to much of their future. He would pair it up with Enbridge.
Some tremendous growth aspects, but don’t get too enticed by the 7% yield as it is that high for a particular reason. There is a binary event to much of their future. He would pair it up with Enbridge.
A top quality company and a core holding. Canadian and US business exposure. The valuation is full here. You would have to pay up for the growth. He would wait and try to get a better entry point.
A top quality company and a core holding. Canadian and US business exposure. The valuation is full here. You would have to pay up for the growth. He would wait and try to get a better entry point.
It is hard to invest in energy and we are seeing energy down again today. It was recently out raising a billion to address its balance sheet problems. This makes it a good time to take a look at this one.
It is hard to invest in energy and we are seeing energy down again today. It was recently out raising a billion to address its balance sheet problems. This makes it a good time to take a look at this one.
Will do well in a falling energy environment. They are benefitting here from a capacity situation. All the planes are very full and airfares are not coming down. They are renovating their fleet and taking advantage of the energy environment. He is a big bond investor with this one.
Will do well in a falling energy environment. They are benefitting here from a capacity situation. All the planes are very full and airfares are not coming down. They are renovating their fleet and taking advantage of the energy environment. He is a big bond investor with this one.
(Top Pick Jun 5/14, Down 53.12%) You don’t hang on to a stock when it starts to trail off and the thesis is no longer valid. The fall off in energy did not help them. They have significant dealer exposure out west. He got out late summer.
(Top Pick Jun 5/14, Down 53.12%) You don’t hang on to a stock when it starts to trail off and the thesis is no longer valid. The fall off in energy did not help them. They have significant dealer exposure out west. He got out late summer.
(Top Pick Jun 5/14, Down 6.69%) There is nothing wrong with it and for a number of months he has been more positive on US regional banks. He doesn’t own any Canadian banks.
(Top Pick Jun 5/14, Down 6.69%) There is nothing wrong with it and for a number of months he has been more positive on US regional banks. He doesn’t own any Canadian banks.
(Top Pick Jun 5/14, Down 6.18%) He lightened up on industrials in the portfolio. Analysts see a 20% upside on this one.
(Top Pick Jun 5/14, Down 6.18%) He lightened up on industrials in the portfolio. Analysts see a 20% upside on this one.
A top quality company that gives you global exposure in a number of areas. They have growth in the business and if you are willing to pay for it, the growth is in it. He has BIP.UN-T and BPY.UN-T. They are all top quality management teams and do a good job of investing capital.
A top quality company that gives you global exposure in a number of areas. They have growth in the business and if you are willing to pay for it, the growth is in it. He has BIP.UN-T and BPY.UN-T. They are all top quality management teams and do a good job of investing capital.
Semiconductors. Cyclical, but it doesn’t matter what oil does. It is the number of new tablets or cell phones and the number of new cars with all the new sensors. They are acquiring Free Scale that will make them one of the largest automotive semiconductor manufacturers in the industry. It is much undervalued. There is no dividend and a lot of leverage that will come down.