Stock Opinions by Andrew Pink - Stockchase Experts
WATCH LIST
53
Andrew Pink @

On Stockchase since : Aug 2016

Portfolio Manager at LDIC

Reveal Expert Performance

Andrew Pink hasn’t left any messages.

You are Andrew Pink? Sign up for Market Pro to post messages to your visitors here.


Andrew Pink Latest Top Picks...

Stock Opinions by Andrew Pink - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
General Market Comment 

October 23, 2018

Market. The fact that the Central Banks are raising interest rates is causing lots of volatility in the markets. More in the US than in Canada. Household debt is extremely high in Canada. If the US economy starts to slow down the Fed will change plans, otherwise they would stick to the trajectory that is now. He doesn’t see a recession in the US for at least a couple of years. Canada is probably more likely given the household debt situation and the Energy sector. But he doesn’t fear that scenario now as interest rates are still at relatively low levels. 

0 0 0 0 0
0 comments

Market. The fact that the Central Banks are raising interest rates is causing lots of volatility in the markets. More in the US than in Canada. Household debt is extremely high in Canada. If the US economy starts to slow down the Fed will change plans, otherwise they would stick to the trajectory that is now. He doesn’t see a recession in the US for at least a couple of years. Canada is probably more likely given the household debt situation and the Energy sector. But he doesn’t fear that scenario now as interest rates are still at relatively low levels. 

Unknown
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$0.020
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
WSP Global Inc.(WSP-T) 

October 23, 2018

He likes the company. Has owned stock of it in the past. Overvalued now trading at 12 times EBITDA. Excellent Management team at execution. He would look at it if it comes back at 10 times EBITDA.

Business Services
0 0 0 0 0
0 comments

He likes the company. Has owned stock of it in the past. Overvalued now trading at 12 times EBITDA. Excellent Management team at execution. He would look at it if it comes back at 10 times EBITDA.

Business Services
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$66.780
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

October 23, 2018

What is best to hold now, perpetual preferred shares or rate resets? Very much depends on your outlook for interest rates and the quality of the preferred shares. He sees them lifting another 1% - 1.25% from here, so he prefers the resets. He suggests having the near duration resets and a few perpetuals. It is a timing game. Tricky.

0 0 0 0 0
0 comments

What is best to hold now, perpetual preferred shares or rate resets? Very much depends on your outlook for interest rates and the quality of the preferred shares. He sees them lifting another 1% - 1.25% from here, so he prefers the resets. He suggests having the near duration resets and a few perpetuals. It is a timing game. Tricky.

Unknown
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$0.020
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

October 23, 2018

What bond do you recommend for a person that wants to deploy cash? The bond market is tricky in a rising interest rate environment. You should stay short duration in this situation. It depends also on what type of risk you want to take. 

0 0 0 0 0
0 comments

What bond do you recommend for a person that wants to deploy cash? The bond market is tricky in a rising interest rate environment. You should stay short duration in this situation. It depends also on what type of risk you want to take. 

Unknown
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$0.020
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
Fairfax Financial(FFH-T) 

October 23, 2018

Financial investments can do well in a raising interest rate environment. He likes Pram Watsa. He would look closely at the valuation. He likes the theme. 

insurance
0 0 0 0 0
0 comments

Financial investments can do well in a raising interest rate environment. He likes Pram Watsa. He would look closely at the valuation. He likes the theme. 

insurance
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$629.070
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
CVS Health Corp(CVS-N) 

October 23, 2018

He likes the space. He likes the company. He thinks you can buy CVS through Aetna Inc. (AET-N) at a 3-4% discount as both are going to merge soon and it has been approved. 

specialty stores
0 0 0 0 0
0 comments

He likes the space. He likes the company. He thinks you can buy CVS through Aetna Inc. (AET-N) at a 3-4% discount as both are going to merge soon and it has been approved. 

specialty stores
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$72.450
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
Open Text(OTEX-T) 

October 23, 2018

He is looking at the name more closely. It is on the leading edge of technology and cloud. He likes it. Doesn’t look too expensive. 

computer software/processing
0 0 0 0 0
0 comments

He is looking at the name more closely. It is on the leading edge of technology and cloud. He likes it. Doesn’t look too expensive. 

computer software/processing
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$45.040
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
Altagas Ltd(ALA-T) 

October 23, 2018

They are overleveraged. They spun out their utilities becoming a pure play on the midstream space. he thinks they will right size the dividend yield.

oil/gas
0 0 0 0 0
0 comments

They are overleveraged. They spun out their utilities becoming a pure play on the midstream space. he thinks they will right size the dividend yield.

oil/gas
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$21.740
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
Canadian Pacific Rail(CP-T) 

October 23, 2018

He likes the rail. He is interested in this pullback as they were a little overvalued. The bigger play here is them going to grain shippers and other long-term contracts leveraging on the current crude contracts.

Transportation
0 0 0 0 0
0 comments

He likes the rail. He is interested in this pullback as they were a little overvalued. The bigger play here is them going to grain shippers and other long-term contracts leveraging on the current crude contracts.

Transportation
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$259.610
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
Bombardier Inc(BBD.PR.C-T) 

October 23, 2018

The company got itself on a lot of trouble when they overleverage to build the C series. He owns the C-series of preferreds. He likes the stock as well now.

0 0 0 0 0
0 comments

The company got itself on a lot of trouble when they overleverage to build the C series. He owns the C-series of preferreds. He likes the stock as well now.

0
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$20.610
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Magna Int'l. (A)(MG-T) 

October 23, 2018

He likes the company. They recently divested the company not so much because they don’t like the company but because they like the competitor Linamar Corp (LNR-T) better. He likes the stock as well now. 

Automotive
0 0 0 0 0
0 comments

He likes the company. They recently divested the company not so much because they don’t like the company but because they like the competitor Linamar Corp (LNR-T) better. He likes the stock as well now. 

Automotive
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$64.160
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

October 23, 2018

Can you recommend a rate reset preferred with a minimum yield for conservative investors? He has many options, but he would go to a BCE Inc (BCE-T) but also he would look at an ETF as well. 

0 0 0 0 0
0 comments

Can you recommend a rate reset preferred with a minimum yield for conservative investors? He has many options, but he would go to a BCE Inc (BCE-T) but also he would look at an ETF as well. 

Unknown
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$0.020
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

BUY
Hydro One(H-T) 

October 23, 2018

The stock suffered pressure when Ford wanted to be elected. The stock is undervalued. They are closing on a financing. They are buying a large utility in the US. He thinks this will make it a more valuable company. He owns convertible bonds on this company. 

electrical utilities
0 0 0 0 0
0 comments

The stock suffered pressure when Ford wanted to be elected. The stock is undervalued. They are closing on a financing. They are buying a large utility in the US. He thinks this will make it a more valuable company. He owns convertible bonds on this company. 

electrical utilities
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$19.720
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY
Vermilion Energy Inc(VET-T) 

October 23, 2018

It is an international company with assets all over the world essentially. Likes the Management team. Decent dividend yield higher than 7%. 

oil/gas
0 0 0 0 0
0 comments

It is an international company with assets all over the world essentially. Likes the Management team. Decent dividend yield higher than 7%. 

oil/gas
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$37.890
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
A T & T US(T-N) 

October 23, 2018

He likes it but likes Verizon (VZ-N) better as they moved to 5G and he sees this technology as the future for everything we do in life.  

Telecommunications
0 0 0 0 0
0 comments

He likes it but likes Verizon (VZ-N) better as they moved to 5G and he sees this technology as the future for everything we do in life.  

Telecommunications
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$33.020
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 53 entries
Successfully Saved Company
Successfully Saved Company
9+
JOIN THE DISCUSSION
9 comments in the last 7 days