Teal Linde
Member since: Feb '14
Portfolio Manager & Publisher, Linde Equity Report at
Linde Equity Report
Linde Equity Report
554 Opinions
Latest Top Picks
(A Top Pick Dec 10/18, Up 3%) He was saved by the dividend. It has not participated in the rally because it had a weak first half. They were all transitory issues. The main attraction is the Heartland Petrochemical Complex coming online in 2021. It should add 30% value to the company with no stock dilution expected.
(A Top Pick Dec 10/18, Up 14%) It was the only bank last quarter that released results and saw the stock go up. They had under-performed in the first quarter. This is one of his favourites of the Canadian banks.
(A Top Pick Dec 10/18, Up 16%) He has owned it for 6 years. It was growing 20% and trading at 15 times. Since then it has gone up about 7% a year but the earnings per share have gone up 17% per year. It is still expected to grow at 20% this year and next even though trading at 7 times earnings.
Growing 20% top and bottom line this year and next, at 7 times earnings it is too good to pass up. (Analysts’ price target is $52.91)
It is the fastest growing large cap he can find in the states. It is like SHOP-T, targeting the same sort of customers. Square is the point of sale device. If you missed SHOP-T, you can now go for SQ-N. It is trading at 8 times trailing revenues. (Analysts’ price target is $81.19)
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June 24, 2019
Market. He is seeing signs of froth in the market. Investors are probably happy with the year-to-date returns but there are more traps than there are opportunities as we get to half way through the year. Beyond Meat is trading at 90 times sales. Uber investors are subsidizing rides about 30% right now.
Market. He is seeing signs of froth in the market. Investors are probably happy with the year-to-date returns but there are more traps than there are opportunities as we get to half way through the year. Beyond Meat is trading at 90 times sales. Uber investors are subsidizing rides about 30% right now.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
WATCH
WATCH
June 24, 2019
Everything is $5 and below. If it pulls back or if it went sideways and earnings caught up to valuation it would be a buy. It is probably fully priced today. If it got down to 35 times earnings you would probably be okay.
Everything is $5 and below. If it pulls back or if it went sideways and earnings caught up to valuation it would be a buy. It is probably fully priced today. If it got down to 35 times earnings you would probably be okay.
specialty stores
BUY
BUY
June 24, 2019
They are getting involved with digital currency through a separate firm. Some people think it could be a long term opportunity. It is expected that next year their earnings and growth should track each other. He could see this one getting to over $200 in the next several months.
They are getting involved with digital currency through a separate firm. Some people think it could be a long term opportunity. It is expected that next year their earnings and growth should track each other. He could see this one getting to over $200 in the next several months.
COMMENT
COMMENT
June 24, 2019
They announced 50% revenue growth but then guided down to 33% revenue growth going forward. They are really a domestic play in China even though they go up and down with trade tensions between the US and China.
They announced 50% revenue growth but then guided down to 33% revenue growth going forward. They are really a domestic play in China even though they go up and down with trade tensions between the US and China.
HOLD
HOLD
June 24, 2019
They pulled back recently. They announced an acquisition in the UK which will allow them to have growth opportunities outside North America. There may be slower growth going forward in the US as most of the bus acquisitions by municipalities were based on 'The Fast Act' in the US which helped them fund buses after the 2008 recession.
They pulled back recently. They announced an acquisition in the UK which will allow them to have growth opportunities outside North America. There may be slower growth going forward in the US as most of the bus acquisitions by municipalities were based on 'The Fast Act' in the US which helped them fund buses after the 2008 recession.
Automotive
BUY
BUY
June 24, 2019
RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.
RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.
banks
HOLD
HOLD
June 24, 2019
RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.
RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.
banks
COMMENT
COMMENT
June 24, 2019
They are investing in Alpine Credit, who are doing well and who they are getting involved in for their own succession planning purposes. He would not consider AD-T low risk or defensive. They are medium to higher risk. Their valuation is not very related to where interest rates go.
They are investing in Alpine Credit, who are doing well and who they are getting involved in for their own succession planning purposes. He would not consider AD-T low risk or defensive. They are medium to higher risk. Their valuation is not very related to where interest rates go.
Financial Services
DON'T BUY
DON'T BUY
June 24, 2019
They have not allocated capital in the best interests of the shareholder. They are now undergoing a turnaround. There is a huge opportunity for content providers this year. TBRD-X is a company he would prefer to DHX-T. TBRD-X is very carefully with how they allocate capital.
They have not allocated capital in the best interests of the shareholder. They are now undergoing a turnaround. There is a huge opportunity for content providers this year. TBRD-X is a company he would prefer to DHX-T. TBRD-X is very carefully with how they allocate capital.
other services
PAST TOP PICK
PAST TOP PICK
June 24, 2019
(A Top Pick Dec 10/18, Up 3%) He was saved by the dividend. It has not participated in the rally because it had a weak first half. They were all transitory issues. The main attraction is the Heartland Petrochemical Complex coming online in 2021. It should add 30% value to the company with no stock dilution expected.
(A Top Pick Dec 10/18, Up 3%) He was saved by the dividend. It has not participated in the rally because it had a weak first half. They were all transitory issues. The main attraction is the Heartland Petrochemical Complex coming online in 2021. It should add 30% value to the company with no stock dilution expected.
oil pipelines
PAST TOP PICK
PAST TOP PICK
June 24, 2019
(A Top Pick Dec 10/18, Up 14%) It was the only bank last quarter that released results and saw the stock go up. They had under-performed in the first quarter. This is one of his favourites of the Canadian banks.
(A Top Pick Dec 10/18, Up 14%) It was the only bank last quarter that released results and saw the stock go up. They had under-performed in the first quarter. This is one of his favourites of the Canadian banks.
banks
PAST TOP PICK
PAST TOP PICK
June 24, 2019
(A Top Pick Dec 10/18, Up 16%) He has owned it for 6 years. It was growing 20% and trading at 15 times. Since then it has gone up about 7% a year but the earnings per share have gone up 17% per year. It is still expected to grow at 20% this year and next even though trading at 7 times earnings.
(A Top Pick Dec 10/18, Up 16%) He has owned it for 6 years. It was growing 20% and trading at 15 times. Since then it has gone up about 7% a year but the earnings per share have gone up 17% per year. It is still expected to grow at 20% this year and next even though trading at 7 times earnings.
Financial Services
BUY
BUY
June 24, 2019
The chances of being broken up depend on who wins the US federal election and even then it would be difficult. The revenue growth is slowing down to 17-18% but the profit margins are growing faster than revenues.
The chances of being broken up depend on who wins the US federal election and even then it would be difficult. The revenue growth is slowing down to 17-18% but the profit margins are growing faster than revenues.
specialty stores
DON'T BUY
DON'T BUY
June 24, 2019
He sold not so long ago after owning it 3 years. It always went 2 steps forward and 2 step back. It was too expensive. The consistency of the results just isn't there.
He sold not so long ago after owning it 3 years. It always went 2 steps forward and 2 step back. It was too expensive. The consistency of the results just isn't there.
INDUSTRIAL PRODUCTS
DON'T BUY
DON'T BUY
June 24, 2019
There used to be profit expectations but then they had the worst quarter at the beginning of this year. They have run out of the full tax credits in the US. There are a lot of other competing electric cars coming on the market and they get tax credits. The playing field is more level in Canada.
There used to be profit expectations but then they had the worst quarter at the beginning of this year. They have run out of the full tax credits in the US. There are a lot of other competing electric cars coming on the market and they get tax credits. The playing field is more level in Canada.
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