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Ryan Bushell
President at Newhaven Asset Management
Member since: Jan '13 · 1146 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 2.56 | 71 15.33% | 115 24.84% | 72 15.55% | 110 23.76% | 95 20.52% | ||
| 1 Month | 3.86 | 3 2.54% | 39 33.05% | 42 35.59% | 32 27.12% | 2 1.69% | |
| 6 Months | 2.6 | 13 11.30% | 34 29.57% | 17 14.78% | 30 26.09% | 21 18.26% | |
| 12 Months | 1.58 | 20 18.87% | 23 21.70% | 8 7.55% | 27 25.47% | 28 26.42% | |
| 2 Years | 2.54 | 23 26.14% | 18 20.45% | 4 4.55% | 16 18.18% | 27 30.68% | |
| 5 Years | 2.21 | 12 33.33% | 1 2.78% | 1 2.78% | 5 13.89% | 17 47.22% |
Stock Opinions by Ryan Bushell
Recent downtrend on dividend paying stocks has come as a surprise. Believes current valuation of tech stocks is way too high. Would advise against locking into ~5% GIC returns as rates could go higher. Buying small amounts of dividend stocks on downtrend. Soft landing narrative still exists - expecting pain in the markets later this year. ~8% dividend yield on stocks like TCE a very attractive opportunity. Canadian population growth will benefit companies like BCE & Telus.
N/A
Unknown
50 years of dividend increase (longest in Canada). Current share price presenting lots of buying opportunity. ~4% yield + 3-5% dividend growth going forward. Owns shares in the company. Excellent long term pick.
Controversial pick, but sticking with the name given fundamentals of company. 2/3 regulated utilities (water) are very attractive assets. Excellent long term value. Assets very hard to replicate. May be one more dividend cut, but believes a good time to buy.
Exposure to natural gas feed stock excellent. Coastal Gas Link completion coming soon. ~8% yield very attractive - does not see it as risky. Very strong assets - hard to replicate.
Natural gas prices could peak during the winter. Expecting long term value with LNG coming to fruition. Would expect growth going forward. Likes the stock below $20.
Rising interest rates have put pressure on stock price. Believes stock price is historically cheap. Canadian immigration will see growth in company. Likes company for the long term. Buying shares at the current price.
Expecting further growth in the long term (5-10 years). Buying at current price ($43) a great price. Will continue to hold - excellent long term assets. Slightly worried about debt levels - but cash flow is still strong. Ability to raise prices.
Small Canadian bank that has entered strategic review. No buyer for recent review process is a very bad sign. Concerns about debt levels and credit risk with rising interest rates. Will not recommend buying at this time. Better Canadian banks to buy.
Likes preferred option with 8-9% yield. Owns shares in company - expecting recovery in next 5 years. ~7% yield is excellent yield. Owns shares and has been buying.
Surprised at weakness in share price. Higher interest rates impacting borrowing costs. Positive on future of company. Will be able to pass rising debt costs to customers. Good for long term investors.
Recent cut in dividend. Not expecting any more dividend cuts going forward. Does not own shares at this time. If already own shares, would recommend keeping.
Egress on heavy oil in Canada a concern. Recent EIA reports on Gasoline demand lower. Would hold at this time. Expecting lower oil prices. Does not own shares.
Share price volatility frustrating. Not building value in shares over the long run. Would recommend holding shares. ~5% yield in shares attractive. Owns shares in company.
Population growth Canada does affect energy stocks too much. Global demand more important for energy prices. China weakness in real estate a concern. Potential for recession also a concern. Expecting $70-$90 price going forward. Does not own shares in company. Hard to predict future of company.
Sees downside on stock if hard landing and rising interest rates. Not expecting a major economic meltdown. Leadership not very strong the past 10 years. Hoping new management will turn the bank around. $50 share price a good place to buy. Owns small amount of shares.
