Ryan Bushell
Member since: Jan '13
President at
Newhaven Asset Management
Newhaven Asset Management
731 Opinions
Latest Top Picks
(A Top Pick Jul 15/19, Down 4%) It has been one of the best energy sector performers. The natural gas focus is important. He thinks we are going through a global energy transition, which includes natural gas and Western Canada plays a big role. They are pursuing a real ESG program, particularly environmental, focus. This is one of three energy stocks he owns.
(A Top Pick Jul 15/19, Down 33%) They are building the first modern petrochemical plant in Western Canada. They were progressing nicely, but the fear of the pandemic caused them to cut the dividends an circle the wagons. He feels the assets have not been impaired, plus the new plan is a 50% or more add to earnings. He thinks they are emerging okay.
(A Top Pick Jul 15/19, Down 1%) The best performing Canadian bank of the past 12 months. It continues to go through a transition. On a long term basis, CM still has good things going for it compared to its peers, giving them an opportunity to increase market share.
He liked this around $18. He does not know why it has been a laggard for so long. If are really are in a full recovery, assets values in personal wealth should recover -- although he is a little skeptical. You would be well served owning it below $20. Yield 5.82% (Analysts’ price target is $22.22)
For seniors, there are some legal ramifications post-pandemic. If people want to stay home instead of go into a long term care facility, their mobility products for seniors will do well. He likes the sustainability and growth potential of the dividend. Yield 3.32% (Analysts’ price target is $14.91)
Signal
Opinion
Expert
Chart
COMMENT
COMMENT
June 5, 2020
Market Outlook He believes today's jobs numbers add fuel to a euphoric market. What will be the path of the pandemic? The number of US cases don't seem to be dropping off like European countries. What is being under-reported is the number of unemployed. The first few million jobs to come back are the easiest, the rest will be harder. Job numbers are prone to revisions. Into the fall, US civil unrest may impact the upcoming Presidential election.
Show full opinionHide full opinion
Market Outlook He believes today's jobs numbers add fuel to a euphoric market. What will be the path of the pandemic? The number of US cases don't seem to be dropping off like European countries. What is being under-reported is the number of unemployed. The first few million jobs to come back are the easiest, the rest will be harder. Job numbers are prone to revisions. Into the fall, US civil unrest may impact the upcoming Presidential election.
WAIT
WAIT
June 5, 2020
Dividend safe? This sector is a the heart of pandemic concerns. He is watching this, but has not yet purchased. He thinks the dividend is safe as long as there is not a second wave in the pandemic. This is a well respected company in the space. It is too early to tell.
Show full opinionHide full opinionDividend safe? This sector is a the heart of pandemic concerns. He is watching this, but has not yet purchased. He thinks the dividend is safe as long as there is not a second wave in the pandemic. This is a well respected company in the space. It is too early to tell.
property mngmnt/investment
HOLD
HOLD
June 5, 2020
Dividend safe? They are in a good position as a port infrastructure company. He assumes coal shipments will be sustained. They changed their structure a few times and he thinks they will do okay longer term.
Show full opinionHide full opinionDividend safe? They are in a good position as a port infrastructure company. He assumes coal shipments will be sustained. They changed their structure a few times and he thinks they will do okay longer term.
INDUSTRIAL PRODUCTS
VAGUE
VAGUE
June 5, 2020
He thought the long term sustainably and growth of the dividend as solid. He was surprised when they eliminated the dividend as quickly as they did. It makes him wonder about the company's commitment to the dividend going forward. The stock price now reflects that, adding to the volatility of the stock. He does not own it. He prefers owing real assets, like utilities and infrastructure. For a young investor with time, it is worth a look.
Show full opinionHide full opinionHe thought the long term sustainably and growth of the dividend as solid. He was surprised when they eliminated the dividend as quickly as they did. It makes him wonder about the company's commitment to the dividend going forward. The stock price now reflects that, adding to the volatility of the stock. He does not own it. He prefers owing real assets, like utilities and infrastructure. For a young investor with time, it is worth a look.
clothing stores
WEAK BUY
WEAK BUY
June 5, 2020
Canadian banks? Going through reporting, he was surprised how small the loss provisions were. This makes him think there may be more to come. He thought TD too an adequate level. He thinks Tier I capital is sufficient to maintain the dividends. There seems to be a growing rush to put money back in the market by Central banks and he wonders what might happen when that stimulus is reduced. If you don't own any banks, now would be a good time to buy, especially with dividends over 4%.
Show full opinionHide full opinionCanadian banks? Going through reporting, he was surprised how small the loss provisions were. This makes him think there may be more to come. He thought TD too an adequate level. He thinks Tier I capital is sufficient to maintain the dividends. There seems to be a growing rush to put money back in the market by Central banks and he wonders what might happen when that stimulus is reduced. If you don't own any banks, now would be a good time to buy, especially with dividends over 4%.
BUY
BUY
June 5, 2020
Target buy and sell price? ENB has one of the highest dividend yields of any Canadian company. He thinks dividend growth may moderate or even pause. There are more hearings on Line 3 and they have been very contentious. He wants to see that resolved with shovels in the ground. At current levels, and assuming we don't have another major down move on oil prices, this could be a good buy here. Their infrastructure can not be replicated. Yield 7%
Show full opinionHide full opinionTarget buy and sell price? ENB has one of the highest dividend yields of any Canadian company. He thinks dividend growth may moderate or even pause. There are more hearings on Line 3 and they have been very contentious. He wants to see that resolved with shovels in the ground. At current levels, and assuming we don't have another major down move on oil prices, this could be a good buy here. Their infrastructure can not be replicated. Yield 7%
oil/gas pipelines
STRONG BUY
STRONG BUY
June 5, 2020
He has recommended ALA more than any other analyst, he reckons. He thinks people don't understand how they have transformed the regulated utility into an entity with a lot of upside. He thinks it is under valued and just bought more this week. One of the most attractive investments in this uncertain market right now. Yield 6%.
Show full opinionHide full opinionHe has recommended ALA more than any other analyst, he reckons. He thinks people don't understand how they have transformed the regulated utility into an entity with a lot of upside. He thinks it is under valued and just bought more this week. One of the most attractive investments in this uncertain market right now. Yield 6%.
oil/gas
COMMENT
COMMENT
June 5, 2020
Current yield vs growth? Both dividend yield and growth are important. The longer a company has been around, it really depends on the commitment to that dividend. He considers the yield as part of his client's total return. Since fixed income does not provide enough return, he looks for companies that are committed to paying a material dividend.
Show full opinionHide full opinionCurrent yield vs growth? Both dividend yield and growth are important. The longer a company has been around, it really depends on the commitment to that dividend. He considers the yield as part of his client's total return. Since fixed income does not provide enough return, he looks for companies that are committed to paying a material dividend.
PAST TOP PICK
PAST TOP PICK
June 5, 2020
(A Top Pick Jul 15/19, Down 4%) It has been one of the best energy sector performers. The natural gas focus is important. He thinks we are going through a global energy transition, which includes natural gas and Western Canada plays a big role. They are pursuing a real ESG program, particularly environmental, focus. This is one of three energy stocks he owns.
Show full opinionHide full opinion(A Top Pick Jul 15/19, Down 4%) It has been one of the best energy sector performers. The natural gas focus is important. He thinks we are going through a global energy transition, which includes natural gas and Western Canada plays a big role. They are pursuing a real ESG program, particularly environmental, focus. This is one of three energy stocks he owns.
oil/gas
PAST TOP PICK
PAST TOP PICK
June 5, 2020
(A Top Pick Jul 15/19, Down 33%) They are building the first modern petrochemical plant in Western Canada. They were progressing nicely, but the fear of the pandemic caused them to cut the dividends an circle the wagons. He feels the assets have not been impaired, plus the new plan is a 50% or more add to earnings. He thinks they are emerging okay.
Show full opinionHide full opinion(A Top Pick Jul 15/19, Down 33%) They are building the first modern petrochemical plant in Western Canada. They were progressing nicely, but the fear of the pandemic caused them to cut the dividends an circle the wagons. He feels the assets have not been impaired, plus the new plan is a 50% or more add to earnings. He thinks they are emerging okay.
oil pipelines
PAST TOP PICK
PAST TOP PICK
June 5, 2020
(A Top Pick Jul 15/19, Down 1%) The best performing Canadian bank of the past 12 months. It continues to go through a transition. On a long term basis, CM still has good things going for it compared to its peers, giving them an opportunity to increase market share.
Show full opinionHide full opinion(A Top Pick Jul 15/19, Down 1%) The best performing Canadian bank of the past 12 months. It continues to go through a transition. On a long term basis, CM still has good things going for it compared to its peers, giving them an opportunity to increase market share.
banks
COMMENT
COMMENT
June 5, 2020
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
property mngmnt/investment
COMMENT
COMMENT
June 5, 2020
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
COMMENT
COMMENT
June 5, 2020
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
Industrial REITs The market down turn only increases the value of warehouse REITs. Supply chains are going to see dramatic changes post pandemic. Having a 7% yield in a company that can still grow is good. He holds WIR.
REAL ESTATE
COMMENT
COMMENT
June 5, 2020
He thinks the macro fundamentals for gold are positive for the first time in a while. He is adding it to his portfolio. We are crossing into a new paradigm with how much government support is driving this market. There will eventually be a cost for this and gold is a good hedge to the "fiscal recklessness". He purchased ABX, because of the dividend yield that went with it.
He thinks the macro fundamentals for gold are positive for the first time in a while. He is adding it to his portfolio. We are crossing into a new paradigm with how much government support is driving this market. There will eventually be a cost for this and gold is a good hedge to the "fiscal recklessness". He purchased ABX, because of the dividend yield that went with it.
precious metals
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