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Zachary Curry
Director & Portfolio Manager at at Greenrock Capital Partners Inc.
Member since: May '13 · 887 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.96 | 106 25.60% | 97 23.43% | 73 17.63% | 83 20.05% | 55 13.29% | ||
| 1 Month | 3.74 | 0 0.00% | 31 31.31% | 43 43.43% | 25 25.25% | 0 0.00% | |
| 6 Months | 4.11 | 19 20.43% | 30 32.26% | 15 16.13% | 16 17.20% | 13 13.98% | |
| 12 Months | 4.13 | 29 33.33% | 19 21.84% | 6 6.90% | 19 21.84% | 14 16.09% | |
| 2 Years | 4.09 | 30 38.96% | 14 18.18% | 5 6.49% | 11 14.29% | 17 22.08% | |
| 5 Years | 3.72 | 28 48.28% | 3 5.17% | 4 6.90% | 12 20.69% | 11 18.97% |
Stock Opinions by Zachary Curry
He expects a lot of ups and downs. He's surprised the market is up this much so far this year. The year began with 6-7 rate cuts and not now it's maybe 2 for Canada. Great that shares are up, but we're ahead of their skiis. He expects a pullback though earnings have been good. In recent days, economic data has been weaker than what the market expected. In Canada, sectors like telcos and utilities will respond to a Bank of Canada rate cut and overall a good signal. Buy those on sale now. He sees 1-2 cuts this year in Canada; too many cuts will weaken the Canadian dollar against the USD. Oil: that's driven by OPEC cuts and doesn't effect the CAD as much as interest rates. Oil stocks are on sale here; the transition to renewables will take longer than we expect. Oil and natural gas will enjoy good demand.
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Unknown
It's been beaten up. Offers good growth with new acquisitions coming on. It's on sale now.
Profitable. They have the product and content, so their recent price increases will succeed. Their customers are hooked, faithful. Good cash flow and good subscription revenue.
On a rate cut, buy residential, not commercial, and maybe industrial.
Minimal, and almost negligible in the long term. Both Mastercard and Visa will make up for this due to their large volumes of transactions. Expect more transactions using credit and debit cards, as well as cross-border travel. Both benefit from the shift to a cashless society.
A controversial stock, because the cigarette business is hated. But you're paid 8.4% to wait and shares will apprecicate.
The shares' 30% drop is extreme. This is a growth-by-acquisition story, and this number has fallen a little. During Covid, labour costs rose and their were insurance issues about reimbursements. But cars now use more technology, which leads to higher accident repair bills to fix cameras, sensors, etc. This means they can grow more organically.
He wished he owned it. They will benefit from infrastructure projects, a neglected area. They have a nice runway ahead. WSP has taken over the acquisition crown from SNC, and lower interest rates will help.
Own BN, because it's the mothership; everything flows to them. BN has been under pressure for owning office real estate, which is very undervalued and will take time to resolve. They own a big stake in BAM, which is the gem in this lot, because BAM collects healthy fees which flow to BN. BBU doesn't enjoy this.
Own BN, because it's the mothership; everything flows to them. BN has been under pressure for owning office real estate, which is very undervalued and will take time to resolve. They own a big stake in BAM, which is the gem in this lot, because BAM collects healthy fees which flow to BN. BBU doesn't enjoy this.
See his comments about Mastercard. A big growth factor is cross-border travel, which is not going away. They make a lot of money here. The valuation has declined a but, though a little expensive, but this stock is top quality. A long runway ahead.
Their assets are irreplaceable. Buying KC Southern will take longer than expected to absorb, but eventually, they will offer a huge network across North America. Great managers and company. Be patient.
They've reduced debt so much so now they return 100% of cash to shareholders. Great assets and managers. Buybacks can be sporadic, though. The dividend absorbs the volatility in oil prices.
The company is not too big, not too small, in a sweet spot. The copper price has pulled back a little, but has seen a great run-up. Supply has declined while demand is rising from places like EVs. The copper fundamentals look great.
BIP is more sensitive to interest rates, and will constrained when rates rose. Also, they pay a dividend which was competing with high rates. As rates decline, this will benefit BIP and encourage more building projects. In contrast, BEP is a tougher go, because the transition to renewables will take longer than many expect. But BEP is best in class and its managers are fantastic. BEP's use of AI (with Microsoft) will benefit the stock, but we're ahead of ourselves.
