Ryan Bushell
Member since: Jan '13
President at
Newhaven Asset Management
Newhaven Asset Management
665 Opinions
Latest Top Picks
(A Top Pick Jan 15/19, Up 33%) You never know when is going to have a good year. They had been increasing their dividend on flat performance so the yield going into last year was well over 4%. He thinks the new management team is doing the right things. It is still discounted relative to its peers. We are unlikely to see another year of 33%.
(A Top Pick Jan 15/19, Up 9%) It was a bit disappointing in a year when the market did over 20%. It under-performed and is due for a reversion. The yield will be at the 4.5% area after the upcoming dividend increase. There is potential for them to do well in this environment.
(A Top Pick Jan 15/19, Down 5%) It has been a tough year for farmers. It was one of the poorest planting seasons on record. See his Top Picks.
He thinks this is one of Canada's few global franchises with a global brand out there. They just purchased another agriculture business in Brazil. The dividend is over 4% at these levels. The long term fundamentals are great. (Analysts’ price target is $79.52)
He can't figure out why these types of royalty companies are going out of favour. This type of environment is a good for royalty companies. The dividend is 8.41%. This is an oil and gas name that is safe to own this year. He thinks they will increase the dividend this year. (Analysts’ price target is $10.37)
Signal
Opinion
Expert
Chart
N/A
N/A
January 6, 2020
Market. We had a list of concerns going into the new year. Trump is not the normal protocol and adds risk relative to norm and we are seeing it play out early in 2020. It is a low interest rate environment and so Mr. Bushell likes dividends. There is no impetus to inflation. You want to be overweight equities. Typically banks don’t underperform for two years in a row, although he thinks that will become more common in the future.
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Market. We had a list of concerns going into the new year. Trump is not the normal protocol and adds risk relative to norm and we are seeing it play out early in 2020. It is a low interest rate environment and so Mr. Bushell likes dividends. There is no impetus to inflation. You want to be overweight equities. Typically banks don’t underperform for two years in a row, although he thinks that will become more common in the future.
BUY
BUY
January 6, 2020
How Many Stocks does he Recommend Holding in the Utility Sector. Stocks in isolation miss the point. It depends on what utilities you are buying. He has almost a 20% weighting in utilities. He has FTS-T with huge diversification, yet has NPI-T which is a power producer around the world as well as domestic, although mostly off-shore wind. He owns 4 or 5 stocks.
How Many Stocks does he Recommend Holding in the Utility Sector. Stocks in isolation miss the point. It depends on what utilities you are buying. He has almost a 20% weighting in utilities. He has FTS-T with huge diversification, yet has NPI-T which is a power producer around the world as well as domestic, although mostly off-shore wind. He owns 4 or 5 stocks.
Utilities
BUY
BUY
January 6, 2020
How Many Stocks does he Recommend Holding in the Utility Sector. Stocks in isolation miss the point. It depends on what utilities you are buying. He has almost a 20% weighting in utilities. He has FTS-T with huge diversification, yet has NPI-T which is a power producer around the world as well as domestic, although mostly off-shore wind. He owns 4 or 5 stocks.
How Many Stocks does he Recommend Holding in the Utility Sector. Stocks in isolation miss the point. It depends on what utilities you are buying. He has almost a 20% weighting in utilities. He has FTS-T with huge diversification, yet has NPI-T which is a power producer around the world as well as domestic, although mostly off-shore wind. He owns 4 or 5 stocks.
electrical utilities
HOLD
HOLD
January 6, 2020
He has recommended the stock. It has been a poor performer over the last few years. They released more positive earnings recently, rocketed to $14 and then pulled back to $12. Their acquisition in the US went quite poorly and the management team was discarded a year ago. It is a show me story for the market. Quantitative investors are looking at it now and boosting it. He may be looking to exit in the future but there is no reason to well at these levels. The dividend is well protected. (Analysts’ price target is $14.00)
Show full opinionHide full opinionHe has recommended the stock. It has been a poor performer over the last few years. They released more positive earnings recently, rocketed to $14 and then pulled back to $12. Their acquisition in the US went quite poorly and the management team was discarded a year ago. It is a show me story for the market. Quantitative investors are looking at it now and boosting it. He may be looking to exit in the future but there is no reason to well at these levels. The dividend is well protected. (Analysts’ price target is $14.00)
specialty stores
BUY
BUY
January 6, 2020
The plastics they produce are not the ones being declared war on by the world. The plastics are harder and higher density. This is the longer lasting and more durable plastics in things we use every day. The plant is on time and on budget at the present. He started purchasing last summer and continues to add.
Show full opinionHide full opinionThe plastics they produce are not the ones being declared war on by the world. The plastics are harder and higher density. This is the longer lasting and more durable plastics in things we use every day. The plant is on time and on budget at the present. He started purchasing last summer and continues to add.
oil pipelines
HOLD
HOLD
January 6, 2020
The company is fairly mature. The dividend is around 5%. His total return expectations are just a little over 6%. The share price does not have to move forward a lot to give you the average return from the S&P over the last couple of decades. It is a slow growth and slow dividend growth story and he believes they will continue to grow slowly.
Show full opinionHide full opinionThe company is fairly mature. The dividend is around 5%. His total return expectations are just a little over 6%. The share price does not have to move forward a lot to give you the average return from the S&P over the last couple of decades. It is a slow growth and slow dividend growth story and he believes they will continue to grow slowly.
telephone utilities
HOLD
HOLD
January 6, 2020
They had a great year last year and had a great inflow of capital last year. He thinks the performance is set to continue this year. They are looking to expand now into other areas. He would be looking to sell at the $24 level.
Show full opinionHide full opinionThey had a great year last year and had a great inflow of capital last year. He thinks the performance is set to continue this year. They are looking to expand now into other areas. He would be looking to sell at the $24 level.
Utilities
BUY
BUY
January 6, 2020
He switched from BMO-T to CM-T last year. It is still not his largest banking holding. It is a bit of a catch-up trade.
banks
BUY
BUY
January 6, 2020
14% dividend. He owns it nervously. Cutting the dividend in half would still make it a good dividend. The reinvestment plan is being eliminated. It is a well run company. It could be a good performer.
Show full opinionHide full opinion14% dividend. He owns it nervously. Cutting the dividend in half would still make it a good dividend. The reinvestment plan is being eliminated. It is a well run company. It could be a good performer.
oil/gas
BUY
BUY
January 6, 2020
Oil. They will raise their dividend this year and go up by double digits. He is positioned for this stock to do better in 2020. (Analysts’ price target is $45.00)
Show full opinionHide full opinionOil. They will raise their dividend this year and go up by double digits. He is positioned for this stock to do better in 2020. (Analysts’ price target is $45.00)
oil/gas
PAST TOP PICK
PAST TOP PICK
January 6, 2020
(A Top Pick Jan 15/19, Up 33%) You never know when is going to have a good year. They had been increasing their dividend on flat performance so the yield going into last year was well over 4%. He thinks the new management team is doing the right things. It is still discounted relative to its peers. We are unlikely to see another year of 33%.
Show full opinionHide full opinion(A Top Pick Jan 15/19, Up 33%) You never know when is going to have a good year. They had been increasing their dividend on flat performance so the yield going into last year was well over 4%. He thinks the new management team is doing the right things. It is still discounted relative to its peers. We are unlikely to see another year of 33%.
insurance
PAST TOP PICK
PAST TOP PICK
January 6, 2020
(A Top Pick Jan 15/19, Up 9%) It was a bit disappointing in a year when the market did over 20%. It under-performed and is due for a reversion. The yield will be at the 4.5% area after the upcoming dividend increase. There is potential for them to do well in this environment.
Show full opinionHide full opinion(A Top Pick Jan 15/19, Up 9%) It was a bit disappointing in a year when the market did over 20%. It under-performed and is due for a reversion. The yield will be at the 4.5% area after the upcoming dividend increase. There is potential for them to do well in this environment.
banks
PAST TOP PICK
PAST TOP PICK
January 6, 2020
(A Top Pick Jan 15/19, Down 5%) It has been a tough year for farmers. It was one of the poorest planting seasons on record. See his Top Picks.
Show full opinionHide full opinion(A Top Pick Jan 15/19, Down 5%) It has been a tough year for farmers. It was one of the poorest planting seasons on record. See his Top Picks.
agriculture
WATCH
WATCH
January 6, 2020
They are up smartly on the news of military activity. They are benefiting from the increase in air travel. They should benefit from the ending to the 737Max jets. He is looking for a better level in which to purchase it.
Show full opinionHide full opinionThey are up smartly on the news of military activity. They are benefiting from the increase in air travel. They should benefit from the ending to the 737Max jets. He is looking for a better level in which to purchase it.
transportation equip & components
DON'T BUY
DON'T BUY
January 6, 2020
It recently got re-amalgamated with the holding company. He prefers TD-T at these levels. He worries about the Great West Life part of PWF-T. TD-T has a bigger US presence.
It recently got re-amalgamated with the holding company. He prefers TD-T at these levels. He worries about the Great West Life part of PWF-T. TD-T has a bigger US presence.
finance/leasing
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