Stock Opinions by Ryan Bushell - Stockchase Experts
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Ryan Bushell @

On Stockchase since : Jan 2013

President at Newhaven Asset Management

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Stock Opinions by Ryan Bushell - Stockchase Experts

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COMMENT
General Market Comment 

February 27, 2019

Market Outlook It has been a great couple months for dividend stocks. People are looking for safety and good returns following the selloff in December. The oil story has been good for the TSX and today's inventory numbers were good. The Nigerian election has caused some dissension there, which could lead to higher oil price uncertainty. His portfolio sees value in banks and pipelines right now.
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Market Outlook It has been a great couple months for dividend stocks. People are looking for safety and good returns following the selloff in December. The oil story has been good for the TSX and today's inventory numbers were good. The Nigerian election has caused some dissension there, which could lead to higher oil price uncertainty. His portfolio sees value in banks and pipelines right now.
Unknown
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$0.000
Owned Owned
_N/A

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DON'T BUY
For a second time this year the dividend has been cut. He does not own it today. He wants to see sustainability of production before getting back in. They have lost the confidence of the investor base. Without the dividend or credibility from management there is no reason to hold this.
oil/gas
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For a second time this year the dividend has been cut. He does not own it today. He wants to see sustainability of production before getting back in. They have lost the confidence of the investor base. Without the dividend or credibility from management there is no reason to hold this.
oil/gas
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$4.300
Owned Owned
No

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COMMENT
Bank of Nova Scotia(BNS-T) 

February 27, 2019

He doesn't focus too closely on the analysts downgrades. The return provided by banks is half what they were a decade ago. The banks are trading 10 times earnings with dividends of 3-4% yields. He is still positive on them.
banks
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He doesn't focus too closely on the analysts downgrades. The return provided by banks is half what they were a decade ago. The banks are trading 10 times earnings with dividends of 3-4% yields. He is still positive on them.
banks
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$72.720
Owned Owned
Unknown

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DON'T BUY
Canopy Growth Corp.(WEED-T) 

February 27, 2019

He thinks this is a speculative space. It is way too soon to know who are the winners. There is not a real cash flow in the sector yet. He looks for sustainable total return with a minimum of risk. This is too soon to be investing here.
agriculture
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He thinks this is a speculative space. It is way too soon to know who are the winners. There is not a real cash flow in the sector yet. He looks for sustainable total return with a minimum of risk. This is too soon to be investing here.
agriculture
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$60.170
Owned Owned
No

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WATCH
Inter Pipeline(IPL-T) 

February 27, 2019

It has not yet participated in the recovery this year. Backed up volumes in Canada may be hurting their operations. The first polypropylene venture is a little risky. He thinks the yield is well covered. He is watching it, but does not own it yet. Yield 8.1% (Analysts’ price target is $25.00)
oil pipelines
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It has not yet participated in the recovery this year. Backed up volumes in Canada may be hurting their operations. The first polypropylene venture is a little risky. He thinks the yield is well covered. He is watching it, but does not own it yet. Yield 8.1% (Analysts’ price target is $25.00)
oil pipelines
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$21.160
Owned Owned
No

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DON'T BUY
They have done well over a long time period. He thinks it may be over valued right now. Without a sizable dividend, he is staying away. With a marketcap of $23 billion, they need to take on bigger and bigger ventures.
computer software/processing
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They have done well over a long time period. He thinks it may be over valued right now. Without a sizable dividend, he is staying away. With a marketcap of $23 billion, they need to take on bigger and bigger ventures.
computer software/processing
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$1114.800
Owned Owned
No

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BUY on WEAKNESS
Intertape Polymer Group(ITP-T) 

February 27, 2019

A pretty stable business and the packaging business looks good. He is watching it, but has not yet pulled the trigger. He is looking to buy it on a pullback.
packaging/containers
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A pretty stable business and the packaging business looks good. He is watching it, but has not yet pulled the trigger. He is looking to buy it on a pullback.
packaging/containers
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$18.590
Owned Owned
No

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BUY
Fortis Inc.(FTS-T) 

February 27, 2019

One of his favorite holdings. It has increased the dividend for over 40 consecutive years. You want to own this forever.
electrical utilities
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One of his favorite holdings. It has increased the dividend for over 40 consecutive years. You want to own this forever.
electrical utilities
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$47.140
Owned Owned
Yes

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HOLD
Vermilion Energy Inc(VET-T) 

February 27, 2019

Their payout ratio is measured differently. On a EPS basis is was a net loss. The management team pays the dividend on a sustainable basis. So he likes the quicker payback on his capital. He does own it. Yield 8.2%
oil/gas
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Their payout ratio is measured differently. On a EPS basis is was a net loss. The management team pays the dividend on a sustainable basis. So he likes the quicker payback on his capital. He does own it. Yield 8.2%
oil/gas
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$33.800
Owned Owned
Yes

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DON'T BUY
Keyera Corp(KEY-T) 

February 27, 2019

It had a good quarter recently. He would put this lower in his rankings as there are others that are just a bit better. It yields less than ENB-T, where the risk is lower. Yield 5.7%
oil/gas
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0 comments
It had a good quarter recently. He would put this lower in his rankings as there are others that are just a bit better. It yields less than ENB-T, where the risk is lower. Yield 5.7%
oil/gas
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$32.150
Owned Owned
No

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PAST TOP PICK
AutoCanada Inc.(ACQ-T) 

February 27, 2019

(A Top Pick Mar 12/18, Down 36%) Pretty much anything that could go wrong did go wrong. They overpaid for an acquisition that caused a lot of problems. He bought more on a pullback and has helped reduce the pain. He thinks the future still remains bright and will continue to hold on.
specialty stores
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(A Top Pick Mar 12/18, Down 36%) Pretty much anything that could go wrong did go wrong. They overpaid for an acquisition that caused a lot of problems. He bought more on a pullback and has helped reduce the pain. He thinks the future still remains bright and will continue to hold on.
specialty stores
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$12.980
Owned Owned
Yes

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PAST TOP PICK
Enbridge(ENB-T) 

February 27, 2019

(A Top Pick Mar 12/18, Up 24%) Last year there were fears of dividend cuts and concerns over funding plans. However, he knew the corporate book value was worth multiples over what the stock was trading at. There has never been more interest in robust infrastructure assets. They have increased the dividend 10%. When Line 3 gets done there will be another bull run.
oil/gas pipelines
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(A Top Pick Mar 12/18, Up 24%) Last year there were fears of dividend cuts and concerns over funding plans. However, he knew the corporate book value was worth multiples over what the stock was trading at. There has never been more interest in robust infrastructure assets. They have increased the dividend 10%. When Line 3 gets done there will be another bull run.
oil/gas pipelines
0 0 0 0 0
0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$49.040
Owned Owned
Yes

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PAST TOP PICK
Canadian Natural Rsrcs(CNQ-T) 

February 27, 2019

(A Top Pick Mar 12/18, Up 1%) They have great free cash flow and it remains a Top Pick for him.
oil/gas
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(A Top Pick Mar 12/18, Up 1%) They have great free cash flow and it remains a Top Pick for him.
oil/gas
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0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$37.590
Owned Owned
Yes

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HOLD
Altagas Ltd(ALA-T) 

February 27, 2019

A rough year last year and is up about 30% year to date. Their acquisition caused concern for the market. The assets are still top quality. They plan to sell $3 billion in assets. Their Ridley Island propane export terminal will help. The stock will continue to grind higher. He will continue to hold it.
oil/gas
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0 comments
A rough year last year and is up about 30% year to date. Their acquisition caused concern for the market. The assets are still top quality. They plan to sell $3 billion in assets. Their Ridley Island propane export terminal will help. The stock will continue to grind higher. He will continue to hold it.
oil/gas
1 0 0 0 0
0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$16.450
Owned Owned
Yes

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COMMENT
General Market Comment 

February 27, 2019

What Beta do you use? He does not scan stocks on Beta -- how it moves with the market. Correlations change as the market moves, he believes. Dividend stocks, on a long term basis, are less volatile than the market -- both in upward and downward moves in the market. Look at the fundamentals to determine how sustainable the earnings are instead.
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What Beta do you use? He does not scan stocks on Beta -- how it moves with the market. Correlations change as the market moves, he believes. Dividend stocks, on a long term basis, are less volatile than the market -- both in upward and downward moves in the market. Look at the fundamentals to determine how sustainable the earnings are instead.
Unknown
0 0 0 0 0
0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$0.000
Owned Owned
_N/A

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