Stock Opinions by Andrew Pink - Stockchase Experts
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Andrew Pink

On Stockchase since : Aug 2016

Portfolio Manager at LDIC

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Stock Opinions by Andrew Pink - Stockchase Experts

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COMMENT
General Market Comment 

March 6, 2019

A quiet day today. The markets need a major headline to spark trading. He expects a China-US trade deal soon, and Trump will call it a victory regardless of the terms. A deal is priced in. The Bank of Canada held rates today, telling the market that they won't do anything in 2019. He's still more optimistic about interest rates in the U.S. which will push the USD a little higher. Canadian oil is not in an abysmal state, though the line 3 Enbridge news was a surprise. That said, he expects line 3 will happen. He prefers Canadian stocks tied to the U.S. (TD is his largest holding). In Canada, he likes utilities and REITs--the interest-rate sensitive yield plays.
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A quiet day today. The markets need a major headline to spark trading. He expects a China-US trade deal soon, and Trump will call it a victory regardless of the terms. A deal is priced in. The Bank of Canada held rates today, telling the market that they won't do anything in 2019. He's still more optimistic about interest rates in the U.S. which will push the USD a little higher. Canadian oil is not in an abysmal state, though the line 3 Enbridge news was a surprise. That said, he expects line 3 will happen. He prefers Canadian stocks tied to the U.S. (TD is his largest holding). In Canada, he likes utilities and REITs--the interest-rate sensitive yield plays.
Unknown
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Andrew Pink

Portfolio , LDIC...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
General Electric(GE-N) 

March 6, 2019

He bought a position after he met the former CEO who talked about selling off assets. He sold at a loss. He's now wary of GE's ability to drive growth with a small collection of segments. He's avoiding GE. The dividend is good--and that's good to de-lever.
electrical/electronic
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He bought a position after he met the former CEO who talked about selling off assets. He sold at a loss. He's now wary of GE's ability to drive growth with a small collection of segments. He's avoiding GE. The dividend is good--and that's good to de-lever.
electrical/electronic
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Andrew Pink

Portfolio , LDIC...

Price Price
$9.110
Owned Owned
No

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HOLD
The preferred B of GMP It's been on a rollercoaster based on rumour of the company being bought and split up. He sees no issue holding the preferreds, but he'd avoid GMP altogether. Doesn't know if there will be a deal. You can hold the preferred, though.
investment companies/funds
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The preferred B of GMP It's been on a rollercoaster based on rumour of the company being bought and split up. He sees no issue holding the preferreds, but he'd avoid GMP altogether. Doesn't know if there will be a deal. You can hold the preferred, though.
investment companies/funds
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Andrew Pink

Portfolio , LDIC...

Price Price
$2.350
Owned Owned
Unknown

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DON'T BUY
He met them last week. A good company. Its dividend pays 5.9% which is safe. But he's apprehensive about Dream because this REIT is based in Europe with lots of regulatory hurdles across many countries. That's tricky.
REAL ESTATE
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He met them last week. A good company. Its dividend pays 5.9% which is safe. But he's apprehensive about Dream because this REIT is based in Europe with lots of regulatory hurdles across many countries. That's tricky.
REAL ESTATE
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Andrew Pink

Portfolio , LDIC...

Price Price
$13.670
Owned Owned
Unknown

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HOLD
Manulife Floating Rate Senior Loan Fund (MFR-UN.TO) Insurers are a good place to be as interest rates rise eventually. He slightly prefers Sunlife and the banks. The capital markets remain strong. The 5- and 10-year yield curve need to steepen for lifecos to really benefit. MFR's 8.8% dividend is safe and this space is safe.
insurance
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Manulife Floating Rate Senior Loan Fund (MFR-UN.TO) Insurers are a good place to be as interest rates rise eventually. He slightly prefers Sunlife and the banks. The capital markets remain strong. The 5- and 10-year yield curve need to steepen for lifecos to really benefit. MFR's 8.8% dividend is safe and this space is safe.
insurance
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Andrew Pink

Portfolio , LDIC...

Price Price
$22.480
Owned Owned
No

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COMMENT
Doesn't know why it plunged briefly in January. The pipelines have historically been a great investment--good, long-term contracts--and he likes this space, but he can't really comment on KML itself.
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Doesn't know why it plunged briefly in January. The pipelines have historically been a great investment--good, long-term contracts--and he likes this space, but he can't really comment on KML itself.
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Andrew Pink

Portfolio , LDIC...

Price Price
$15.480
Owned Owned
No

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HOLD
Stuart Olson Inc(SOX-T) 

March 6, 2019

He once owned this. Sit tight with it. He owns Aecon instead. He likes SOX, though, and talks to the CEO. A well-run business. Doesn't know why the dividend was cut.
REAL ESTATE
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He once owned this. Sit tight with it. He owns Aecon instead. He likes SOX, though, and talks to the CEO. A well-run business. Doesn't know why the dividend was cut.
REAL ESTATE
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Andrew Pink

Portfolio , LDIC...

Price Price
$4.670
Owned Owned
No

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BUY
Enbridge(ENB-T) 

March 6, 2019

Considering the line 3 delay just announced You can still own this. The line 3 delay surprised him, but he expects it to eventually get going. The delay will not derail ENB. Their dividend is safe.
oil/gas pipelines
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Considering the line 3 delay just announced You can still own this. The line 3 delay surprised him, but he expects it to eventually get going. The delay will not derail ENB. Their dividend is safe.
oil/gas pipelines
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Andrew Pink

Portfolio , LDIC...

Price Price
$48.460
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Oct 23/18, Up 13%) Likes their dividend. They extended their CPA agreement with Air Canada to 2035 which gives them a lot of stable free cash flow. They put this cash into buying airplanes and leasing them at attracive rates.
Transportation & Environmental Services
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(A Top Pick Oct 23/18, Up 13%) Likes their dividend. They extended their CPA agreement with Air Canada to 2035 which gives them a lot of stable free cash flow. They put this cash into buying airplanes and leasing them at attracive rates.
Transportation & Environmental Services
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Andrew Pink

Portfolio , LDIC...

Price Price
$7.400
Owned Owned
Yes

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PAST TOP PICK
Enerplus Corp(ERF-T) 

March 6, 2019

(A Top Pick Oct 23/18, Down 13%) Derives 83% of its revenue from US plays, including shale. This will do very well, but all oil has been under pressure. He still likes the company.
oil/gas
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(A Top Pick Oct 23/18, Down 13%) Derives 83% of its revenue from US plays, including shale. This will do very well, but all oil has been under pressure. He still likes the company.
oil/gas
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Andrew Pink

Portfolio , LDIC...

Price Price
$11.380
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Oct 23/18, Down 14%) Pressured along with the oil sector. They own gas stations/convenience stores as well as refineries. They just bought 75% in a Caribbean company to control gas distribution there. Well-diversified.
merchandising/lodging
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(A Top Pick Oct 23/18, Down 14%) Pressured along with the oil sector. They own gas stations/convenience stores as well as refineries. They just bought 75% in a Caribbean company to control gas distribution there. Well-diversified.
merchandising/lodging
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Andrew Pink

Portfolio , LDIC...

Price Price
$37.320
Owned Owned
Yes

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WEAK BUY
Owned it for a long time until he exited oil two years ago. This is a bet on the oil complex working, which he expects to eventually in 2020. It's a high-quality company with a safe dividend.
oil/gas
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Owned it for a long time until he exited oil two years ago. This is a bet on the oil complex working, which he expects to eventually in 2020. It's a high-quality company with a safe dividend.
oil/gas
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Andrew Pink

Portfolio , LDIC...

Price Price
$35.830
Owned Owned
No

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DON'T BUY
A T & T US(T-N) 

March 6, 2019

Owns Verizon instead who are building out the 5G network whereas AT&T is more into media after buying Time-Warner. He sold when AT&T bought more media.
Telecommunications
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Owns Verizon instead who are building out the 5G network whereas AT&T is more into media after buying Time-Warner. He sold when AT&T bought more media.
Telecommunications
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Andrew Pink

Portfolio , LDIC...

Price Price
$29.810
Owned Owned
No

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STRONG BUY
Walmart Inc(WMT-N) 

March 6, 2019

He shifted from cyclicals to defensives in Q4 2018 and he bought Walmart, which has done very well for him. They have pricing power and strong earnings. They have a phenomenal online platform that competes with Amazon--easy and seamless. They will be stable in volatile markets.
department stores
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He shifted from cyclicals to defensives in Q4 2018 and he bought Walmart, which has done very well for him. They have pricing power and strong earnings. They have a phenomenal online platform that competes with Amazon--easy and seamless. They will be stable in volatile markets.
department stores
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Andrew Pink

Portfolio , LDIC...

Price Price
$98.260
Owned Owned
Yes

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DON'T BUY
CVS Health Corp(CVS-N) 

March 6, 2019

He sold it. CVS bought Aetna--the combination of the two looked great. Sadly, CVS is having integration problems that could continue, and carry a lot of debt. He held on too long before he sold. If you own this, ride it out.
specialty stores
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He sold it. CVS bought Aetna--the combination of the two looked great. Sadly, CVS is having integration problems that could continue, and carry a lot of debt. He held on too long before he sold. If you own this, ride it out.
specialty stores
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Andrew Pink

Portfolio , LDIC...

Price Price
$54.000
Owned Owned
No

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