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Ryan Bushell
President at Newhaven Asset Management
Member since: Jan '13 · 1250 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.35 | 102 18.05% | 136 24.07% | 85 15.04% | 144 25.49% | 98 17.35% | ||
| 1 Month | 3.94 | 4 2.96% | 43 31.85% | 49 36.30% | 37 27.41% | 2 1.48% | |
| 6 Months | 3.98 | 17 12.88% | 40 30.30% | 20 15.15% | 35 26.52% | 20 15.15% | |
| 12 Months | 3.74 | 29 22.83% | 25 19.69% | 8 6.30% | 37 29.13% | 28 22.05% | |
| 2 Years | 2.7 | 30 26.79% | 23 20.54% | 5 4.46% | 23 20.54% | 31 27.68% | |
| 5 Years | 2.4 | 22 37.29% | 5 8.47% | 3 5.08% | 12 20.34% | 17 28.81% |
Stock Opinions by Ryan Bushell
The election didn't change much, because interest rates still drive the markets. Either candidate was going to spend and expand the US deficit. Rates and data centre demand steered his investments.
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Unknown
It's a closed-end fund, managed by Oak Tree whom he respects. The 10-year return is under 4% annually. Poor. The MER is 2.5%. These can lure you with their high yield, but look at the details of this fund first.
The banks lending Canadian lending, but forces like immigration favour companies like this. But their CEO left suddenly. It's been a nice bet for 15 as rates declined, but now now. Wait and see. Don't sell, but it could be a buy. It will be choppy.
Is cautious the banks, but the band have rallied the last 6 months except this. He wold nibble at it here, that's all. Doesn't see the penalty for money-laundering being lifted.
They turned around to regain investor confidence, but he's cautious buying it now. Is reasonably valued. Tricky. Pleased with it, but the company hasn't changed fundamentally.
You get your dividend. A great company that's well-managed. Prefers ARC a little more. Natural gas looks great in Canada and abroad, to be driven by strong demand and the LNG terminal that will open.
Owns a lot. Is happy with this small-cap. The recent choppiness is due to the founder selling shares, but SIS is in a good spot. They guided margins from 15% to 20% and are already almost there. They're in a demographic sweet spot. Are expanding revenues. Will raise the dividend, which is already good.
The chart hasn't risen in the last 18 months and he doesn't see a catalyst to raise it. You collect the 7.75% yield as they acquire. Happy to collect that. Steady as she goes.
A Canadian dividend giant that rated higher. This used to languish around $35 and is now testing $60. It's re-rated. Happy to own this.
They deal with a third of the planet's natural gas. Great to own. Should enjoy tailwinds from the U.S. Is firing on all cylinders. After the spin-off, this is more investible.
Is tied to interest rates. Long rates have rebounded lately. A very well-managed company with 51 straight years of raising their dividend. It will remain a core position.
Today's disappointments are tomorrow's opportunities. He's looking at water utilities, a business that won't go away. He's waiting for a plan from the new management team. Once we get it, the stock will re-rate back to an acceptable range, with double digits over 5 years very possible.
Likes it long term, but is enduring issues now.
Has more room to run. It trades at a discount to peers. Its backlog has never grown better. They have a nuclear side to their business at Bruce Power. A lot going on and he likes it.
They have exposure to a data centre in Alberta, possibly a new hug for data centre energy. It's re-rated due to lower interest rates. These stocks are recovering and still are. Still room to run.
