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Stock Opinions by Andrey Omelchak

COMMENT
Your take on the selloff today? Pre-election and pickup in Covid cases. No structural changes to the market. Not too concerned yet. Almost business as usual, but we'll have to see if it continues.
Unknown
COMMENT
Your asset allocation? He looks at all the companies in the world and positions towards those that will do well irrespective of who wins elections in the near future. He's looking to add companies that have overreacted to the downside, and is looking to reduce those companies that have less upside.
Unknown
COMMENT
Risk of total lockdown again. You have to take the worst case scenario and see which ones will be profitable. Some businesses are benefiting from Covid, so you must figure out whether they will continue to be good investments even when Covid cases drop. He sees opportunities in both growth and value.
Unknown
DON'T BUY
Monopoly in Saskatchewan. Disappointing performance. Yield is sustainable. Conservative investment that lets you sleep at night. Not much growth. Not interested until he sees change in strategy from management.
0
BUY
Dividend is safe. Core part of infrastructure. A Biden win would improve the economics of ENB, and there would be potential upside in the stock price.
oil / gas pipelines
COMMENT
Are pipeline dividends in Canada vulnerable in the same way as in the US? The economics for the Canadian ones are much more sustainable. But you have to look at it case by case. Canada has limited capacity with long-term contracts in place.
Unknown
BUY on WEAKNESS
Great company, niche expertise. High net cash position. Results from biggest client are solid. Good potential to accumulate at these levels. Great management team. Unique temperature measuring devices for chips. Potential takeout candidate. Buy on weakness.
electrical / electronic
BUY
Can't go wrong if you invest for the long term. Harder to do installations in the Covid environment. Pickup in demand once conditions abate. Might have a few more challenged quarters. One of the best companies on a risk adjusted basis. A good one to accumulate rather than chasing high flyers.
consulting
BUY
High quality company, really well managed. Inventory levels are down, as vehicle sales have gone up. Inventory levels need to be rebuilt urgently, so Magna will benefit. One to own at these levels.
Automotive
HOLD
Tremendous business in supply chain management. Opportunity for it to continue to gain market share. A long-term hold despite its runup.
0
SELL
Disappointing over the last couple of years. Doesn't see prospects to improve. Will remain under pressure. Be careful with this investment. If you can't make it during the boom days, you won't be able to make it during the challenging times.
west coast forestry
PAST TOP PICK
(A Top Pick Jul 29/20, Up 13%) Continues to deliver. Beat expectations. Good cash position. Remains a prime takeout candidate. Growing organically despite Covid. Helps small and mid-cap companies with their phone and other communications.
Telecommunications
PAST TOP PICK
(A Top Pick Jul 29/20, Up 17%) #2 in the domain business. A cash cow. Steady and predictable. Also have a mobile business and a fibre business. In this environment, expects them to have many more installations and business should boom. Top management. Would buy at these levels.
computer software / processing
PAST TOP PICK
(A Top Pick Jul 29/20, Up 48%) Booming in this environment, and should continue to do well.
computer software / processing
COMMENT
Best way to invest in gold now? A safe haven. Uptick in gold prices earlier this year. Not a viable long-term investment. For the conservative investor, better to invest in companies that are cashflow positive and are growing nicely. Hard to predict price of gold. For gold, invest in ETFs, not individual companies. ETFs can be in bullion or miners, but bullion is safer.
Unknown
Showing 1 to 15 of 146 entries