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Teal Linde
Portfolio Manager & Publisher, Linde Equity Report at Linde Equity Report
Member since: Feb '14 · 1091 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.96 | 137 27.90% | 101 20.57% | 60 12.22% | 109 22.20% | 84 17.11% | ||
| 1 Month | 4.19 | 10 8.06% | 43 34.68% | 31 25.00% | 36 29.03% | 4 3.23% | |
| 6 Months | 3.95 | 24 20.69% | 27 23.28% | 15 12.93% | 30 25.86% | 20 17.24% | |
| 12 Months | 3.72 | 38 36.54% | 10 9.62% | 8 7.69% | 21 20.19% | 27 25.96% | |
| 2 Years | 4.26 | 40 42.55% | 17 18.09% | 4 4.26% | 11 11.70% | 22 23.40% | |
| 5 Years | 3.68 | 25 47.17% | 4 7.55% | 2 3.77% | 11 20.75% | 11 20.75% |
Stock Opinions by Teal Linde
We are seeing growing warning signs of a market correction because of increased speculation and leverage. There is more money now in leveraged ETF's than ever before. Sentiment is the highest in recorded history back to 1987. Also Google queries for day trading , swing trading, etc. are at all time highs. The market though could still go up. The S&P is on track to have two 20% back to back years which could indicate a third positive year.
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It has been doing well and growing rides by 20% for the last six quarters. With car ownership, especially new cars, becoming more unaffordable as well well as traffic trends and parking expenses, it is almost better to take an Uber. They are keeping their prices constant. Valuation is a little high so consider it in a market pullback. They are looking closely at it.
It has been breaking out of its 10 year chart. The legacy issues have been addressed. It is having success in Asia and the wealth management field. Close to 45% of MFC's business is in Asia.
It has run up a lot along with the pipelines and has returned to its normal valuation so it could be time to take profits. It swings around a lot so you could be further ahead if you successfully trade the stock.
It has recently come off with plans to expand in Calgary so there are cost headwinds to 2027. Valuation is quite high. It is expanding in other countries, eg. Latin America, so there is good growth ahead.
The question also included his cash position. They are fully invested but will probably take some profits in January.
The question was on what sectors to look at in 2025 as well as stocks to consider. You have to be wary of a correction after the big run-up. In a down year stocks that often do the best are the ones that were already lagging. He is looking for companies that have not performed this year. He isn't picking a sector - all sectors have had a decent lift. Look at it company by company and their special situations.
The provision for credit losses has finally peaked. The credit situation has turned the corner and should improve in 2025. Even though there was a big miss the stock started climbing a couple of months ago in the anticipation of a credit turn around,
A lot rides on the sustainability of the dividend. 10 1/2% is very attractive for a blue chip Canadian company and should support the stock, but there is downside if they cut the dividend. Interest rate cuts should also help. The P/E's of Canadian telecom companies are higher than around the world and there are higher payout ratios.
It is a classic stalwart and is strong in the businesses they dominate. Their business is more with companies than individuals. They can convert their customer base to to the cloud base so there are years of growth potential ahead.
On an earnings basis the payout ratio is above 100% but it will have more free cash flow to cover the dividend. Another 3 years of a 7% dividend is very attractive and more people will want it as interest rates come down.
It should have done better since it beat expectations and raised guidance. Next year's expectations are not in the double digit range. Earnings are 6 to 6 1/2 X which make it attractive to hold or buy. He has reduced their holdings from overweight to neutral weight. They plan to introduce a share buyback.
The total return includes a big dividend. It has rallied on interest rate cuts and has also benefited from the euphoria around data centres which consume a lot of power. The main source of immediate energy needs over the next ten years is natural gas since nuclear and renewables will take time to build out.
It reached its lowest level on Friday in four years but is holding its guidelines. There is an over-reaction to the asset cap in its U.S. component. 9 to 9 1/2 X earnings is too much of a discount. It has the potential to outperform next year.
It has taken one step forward and two steps backward for some time. The insurance business and pharmacy stores are holding it back. Only 75% of its stores are profitable. There are offers from Walmart and others to provide same day delivery services and this takes business away from CVS.
The caller was selling his Oracle and wanted to buy Google or Amazon. He would choose Google as the most attractive on valuation, growth and consistency. Amazon is under some pressure with the anti-trust situation.
