Ryan Bushell
Member since: Jan '13
President at
Newhaven Asset Management

Latest Top Picks

(A Top Pick Nov 18/19, Down 18%) Decent job through the pandemic, conservative on credit losses. Cheap valuation, good dividend with growth. Still buying it as a good long-term hold.
(A Top Pick Nov 18/19, Down 40%) Hurt by pandemic fear. Business is actually performing well. Financing is in question for their plant making more durable and recylable plastics. Temporary, though large, hiccup. Opportunity to average down.
(A Top Pick Nov 18/19, Down 38%) Buses are in the crosshairs of the pandemic. Governments are greening their infrastructure, and NFI will benefit. A leader in electrification of buses and infrastructure. Future is bright, just on pause. You could do well 3-5 years from now.
Best positioned nat gas company in NA, as between 2/3 and 3/4 of their business has a natural gas focus. Conservative balance sheet. Great dividend growth track record. Shares are way too cheap. Yield is 6.06%. (Analysts’ price target is $70.30)
Should reinstate dividend next year, between 3-4.5%. Stock's down, but business hasn't been that impaired. Pilot training in high demand during and post-Covid. Great risk/reward. Buy a partial position, as it may get worse over the winter before it gets better. No dividend. (Analysts’ price target is $24.45)