(A Top Pick Dec 19/18, Up 52%) This stock is still seeing earnings grow by 15% annually. It is still priced reasonably. They have solid 9% organic sales growth. He would wait for a pullback to add to a position.
(A Top Pick Dec 19/18, Up 36%) They had very good looking growth back then. The multiples still look like pretty good value. If recent manufacturing weakness does not spill into the full economy you could buy here as we..
(A Top Pick Dec 19/18, Up 35%) He thinks it is a defensive holding as the dividend is strong and there is good earnings growth. He would continue to hold it.
The gift you put into your Christmas stocking. Very expensive trading at a high PE and price to sales. On Q3 their revenues were up 45% and online merchants have exceeded 1 million. They are growing loans to their merchants to over $145 million. They are modelling 350% earnings per share growth into 2021. (Analysts’ price target is $467.09)
Try to buy the good names when they are down. They are not cheap at 22 times earnings. Popeye's and Burger King brands are doing really well driving sales up 8%. He likes their move into China and thinks Tim Hortons will turnaround. (Analysts’ price target is $103.22)
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Stock Opinions by Greg Newman - Stockchase Experts
He thinks there is probably a lot of upside on the banks here. There is reasonable earnings growth. There is probably good dividend growth. RY had a great turnaround on wholesale and retail numbers. You could buy it right here.
He thinks there is probably a lot of upside on the banks here. There is reasonable earnings growth. There is probably good dividend growth. RY had a great turnaround on wholesale and retail numbers. You could buy it right here.
Distribution is safe for now. A TOP PICK last September for him. At this point its valuations are getting a little bit stretched. Payout ratios are safe for this year and probably next. In 2013 they loose 20% of supply contracts with Suncor and they have to replace that.
Distribution is safe for now. A TOP PICK last September for him. At this point its valuations are getting a little bit stretched. Payout ratios are safe for this year and probably next. In 2013 they loose 20% of supply contracts with Suncor and they have to replace that.
All these REITs have had a very big move. Valuations are even driven up to account for speculations on take-outs. Earnings were ok recently. He would wait for a pullback.
All these REITs have had a very big move. Valuations are even driven up to account for speculations on take-outs. Earnings were ok recently. He would wait for a pullback.
Says their production growth is 3% this year, vs. piers at 8%. The opportunity is in 2014 when they have 3 important assets coming on stream. Market may respond in the next 12 months. You have to be patient. You will probably have a better opportunity over the summer to get in.
Says their production growth is 3% this year, vs. piers at 8%. The opportunity is in 2014 when they have 3 important assets coming on stream. Market may respond in the next 12 months. You have to be patient. You will probably have a better opportunity over the summer to get in.
Great growth. 20% this year, 12% next year. They have pricing power in their business. Have done a good job of acquiring companies recently. It is getting pricey right now. Is outside of its normal trading range. He would buy on a pullback.
Great growth. 20% this year, 12% next year. They have pricing power in their business. Have done a good job of acquiring companies recently. It is getting pricey right now. Is outside of its normal trading range. He would buy on a pullback.
Normally trades at forward PE of 14 and is at 12.9. Management was a little bit cautious in their guidance and he expects their dividends to rise. A bit of a pension headwind that the market didn’t like. Will continue to grow at 10-12% over the next couple of years. It is a bit of a moderate risk play on the global growth thesis.
Normally trades at forward PE of 14 and is at 12.9. Management was a little bit cautious in their guidance and he expects their dividends to rise. A bit of a pension headwind that the market didn’t like. Will continue to grow at 10-12% over the next couple of years. It is a bit of a moderate risk play on the global growth thesis.
Nat Gas will be compress for a little bit. Golds are dealing with cost pressures. Metal are getting pinched from China. Insurance companies in the states are cheaper and banks really do have a better opportunity if things get better down there. Canadians do not own enough of the US because of all the false starts.
Nat Gas will be compress for a little bit. Golds are dealing with cost pressures. Metal are getting pinched from China. Insurance companies in the states are cheaper and banks really do have a better opportunity if things get better down there. Canadians do not own enough of the US because of all the false starts.
A bit miss-priced, trading below its historical range. Announced 5% growth, which he thinks is a bit cautious. Had some cost pressures in their Canadian operations, which will abate. Can raise the dividend toward the second half. Capital has gone towards their competitors, leaving them miss-priced.
A bit miss-priced, trading below its historical range. Announced 5% growth, which he thinks is a bit cautious. Had some cost pressures in their Canadian operations, which will abate. Can raise the dividend toward the second half. Capital has gone towards their competitors, leaving them miss-priced.
In a really good space. Their packaging and courier business has been doing real well. Have also been tethered to the energy sector with their special services segment. Yield and balance sheet are pretty safe. Acquiring a rig business, which will complement their existing operations. You could buy now or one weakness.
In a really good space. Their packaging and courier business has been doing real well. Have also been tethered to the energy sector with their special services segment. Yield and balance sheet are pretty safe. Acquiring a rig business, which will complement their existing operations. You could buy now or one weakness.
In the near future, this could be your classic risk on trade. If Europe is getting better and the grand plan is coming in, this could have a real pop. Has been a victim of tax loss selling. Likes it for a trade into the new year.
In the near future, this could be your classic risk on trade. If Europe is getting better and the grand plan is coming in, this could have a real pop. Has been a victim of tax loss selling. Likes it for a trade into the new year.
Just reiterated very strong guidance that the sodium chlorate market is going to be very strong into 2013. This is due to restrictive covenants that were put on in the 2008 downturn so capacity utilization is going to be very tight. Earnings were better than expected by about 10%. 6% distribution is safe. Payout ratio of about 70% in 2012. Growing well in Brazil.
Just reiterated very strong guidance that the sodium chlorate market is going to be very strong into 2013. This is due to restrictive covenants that were put on in the 2008 downturn so capacity utilization is going to be very tight. Earnings were better than expected by about 10%. 6% distribution is safe. Payout ratio of about 70% in 2012. Growing well in Brazil.