Stock Opinions by Cole Kachur - Stockchase Experts
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Cole Kachur @

On Stockchase since : Oct 2016

Senior Wealth Advisor

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Cole Kachur Latest Top Picks...

Stock Opinions by Cole Kachur - Stockchase Experts


Signal Opinion Expert Chart
N/A
General Market Comment 

August 9, 2018

Market.  The recessionary signs are still pretty low so stocks have room to move but with trade wars it will be a slow grind to get there.  He prefers equities to fixed income.  He takes advantage of more aggressive opportunities but then uses defensive plays to reduce risk.

Market.  The recessionary signs are still pretty low so stocks have room to move but with trade wars it will be a slow grind to get there.  He prefers equities to fixed income.  He takes advantage of more aggressive opportunities but then uses defensive plays to reduce risk.

Unknown
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$0.020
Owned Owned
_N/A

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PAST TOP PICK

(A Top Pick Oct 25/17, Up 18%)  At these levels it is starting to get a little bit expensive.  The risk/reward is getting to the long side of switching out to maybe ENB-T.  It is a good dividend, good company, so he is okay continuing to hold it.

pipelines

(A Top Pick Oct 25/17, Up 18%)  At these levels it is starting to get a little bit expensive.  The risk/reward is getting to the long side of switching out to maybe ENB-T.  It is a good dividend, good company, so he is okay continuing to hold it.

pipelines
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$46.260
Owned Owned
Yes

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PAST TOP PICK

(A Top Pick Oct 25/17, Up 13%)  Shortly after he was on they did an acquisition of The Keg and that will work out well for them.  He has taken some profits and now thinks there is better value out there.  He would take profits.

food services

(A Top Pick Oct 25/17, Up 13%)  Shortly after he was on they did an acquisition of The Keg and that will work out well for them.  He has taken some profits and now thinks there is better value out there.  He would take profits.

food services
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$28.310
Owned Owned
No

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PAST TOP PICK
Exchange Income(EIF-T) 

August 9, 2018

(A Top Pick Oct 25/17, Up 11%)  High dividend paying company. An income play.  It is osculating between $30-$35. 

Transportation & Environmental Services

(A Top Pick Oct 25/17, Up 11%)  High dividend paying company. An income play.  It is osculating between $30-$35. 

Transportation & Environmental Services
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$32.890
Owned Owned
No

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HOLD

The second best performing name on the index.  He is not going to chance it at these levels.  They seem to be doing everything right but he would not buy at these levels.  It is priced to perfection.  A miss would punish the stock heavily.

clothing

The second best performing name on the index.  He is not going to chance it at these levels.  They seem to be doing everything right but he would not buy at these levels.  It is priced to perfection.  A miss would punish the stock heavily.

clothing
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$70.430
Owned Owned
Unknown

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HOLD
TransCanada Corp(TRP-T) 

August 9, 2018

The pipelines are a hot button issue.  He looks at them as a dividend play with some growth potential.  This is one of the larger names out there.  Others have more exposure to the US.  He thinks the divided will grind its way higher.  There is some potential for growth.  For a dividend oriented investor it is okay.  He thinks the energy east pipeline is dead.

oil/gas pipelines

The pipelines are a hot button issue.  He looks at them as a dividend play with some growth potential.  This is one of the larger names out there.  Others have more exposure to the US.  He thinks the divided will grind its way higher.  There is some potential for growth.  For a dividend oriented investor it is okay.  He thinks the energy east pipeline is dead.

oil/gas pipelines
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$58.260
Owned Owned
Unknown

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BUY
Enbridge(ENB-T) 

August 9, 2018

A lot of their growth through 2022 is going to come from an acquisition in the US.  The dividend is not extremely high so as they reduce debt levels the stock will continue to pay out.  You could buy it right now.  He would prefer ENB-T on valuation but TRP-T is good also.

oil/gas pipelines

A lot of their growth through 2022 is going to come from an acquisition in the US.  The dividend is not extremely high so as they reduce debt levels the stock will continue to pay out.  You could buy it right now.  He would prefer ENB-T on valuation but TRP-T is good also.

oil/gas pipelines
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$47.260
Owned Owned
Unknown

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WATCH
Westjet Airlines(WJA-T) 

August 9, 2018

It has come down a lot.  Airlines find it so difficult to make money.  Their capacity and load rates are good but fuel costs eat into profits.  At some point the bottom will come in.  He is not sure what the turnaround story is going to be.  You could look at it if you are a value investor.

Transportation

It has come down a lot.  Airlines find it so difficult to make money.  Their capacity and load rates are good but fuel costs eat into profits.  At some point the bottom will come in.  He is not sure what the turnaround story is going to be.  You could look at it if you are a value investor.

Transportation
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$17.250
Owned Owned
No

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BUY

It has been an impressive turnaround story.  He had it as a top pick a couple of years ago.  He sold after make a good profit on it.  The company has turned the corner.  They backed off of some of their 'C' series to focus on the train and rail business which has let the stock move up.  It is highly cyclical so you have to be careful.

transportation equip & components

It has been an impressive turnaround story.  He had it as a top pick a couple of years ago.  He sold after make a good profit on it.  The company has turned the corner.  They backed off of some of their 'C' series to focus on the train and rail business which has let the stock move up.  It is highly cyclical so you have to be careful.

transportation equip & components
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$4.730
Owned Owned
No

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WEAK BUY

It is a smaller cap name that buys storage facilities across Canada.  The stock has not done much in the past year.  It does not pay a dividend like a general REIT would.  He looked at it in the past but it is a bit small and not that liquid for him but a small investor could look at it.  It is more of a growth company but they may implement a dividend policy as they pay down debt,

It is a smaller cap name that buys storage facilities across Canada.  The stock has not done much in the past year.  It does not pay a dividend like a general REIT would.  He looked at it in the past but it is a bit small and not that liquid for him but a small investor could look at it.  It is more of a growth company but they may implement a dividend policy as they pay down debt,

0
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$2.500
Owned Owned
Unknown

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WATCH

It was the darling of the energy sector and most of their production is outside of Canada.  He will have to re-look at it with today's move.  He thinks he will most likely end up eventually buying it.  Don’t rush into it.

oil/gas

It was the darling of the energy sector and most of their production is outside of Canada.  He will have to re-look at it with today's move.  He thinks he will most likely end up eventually buying it.  Don’t rush into it.

oil/gas
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$19.290
Owned Owned
Unknown

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SPECULATIVE BUY
Aurora Cannabis(ACB-T) 

August 9, 2018

The cannabis sector really moved up recently.  ACB-T just made an agreement with liquor stores.  Over the next few months they are very well positioned.  This sector is very speculative, however.  He would prefer Canopy Growth (WEED-T).  This would fall into that group right afterwards.  The industry is quite speculative.

The cannabis sector really moved up recently.  ACB-T just made an agreement with liquor stores.  Over the next few months they are very well positioned.  This sector is very speculative, however.  He would prefer Canopy Growth (WEED-T).  This would fall into that group right afterwards.  The industry is quite speculative.

0
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$6.250
Owned Owned
No

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BUY

An industrial supplier to municipalities.  It is more of a dividend stock.  It has moved down over the last year with other income oriented stocks.  It is a relatively small company.  It is pretty attractive here.  They are sensitive to general economic growth.  It got caught up with other income paying stocks.  Just tuck it away and don’t look at it too much.  The dividend looks sustainable, paid monthly.

investment companies/funds

An industrial supplier to municipalities.  It is more of a dividend stock.  It has moved down over the last year with other income oriented stocks.  It is a relatively small company.  It is pretty attractive here.  They are sensitive to general economic growth.  It got caught up with other income paying stocks.  Just tuck it away and don’t look at it too much.  The dividend looks sustainable, paid monthly.

investment companies/funds
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$15.350
Owned Owned
Unknown

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SPECULATIVE BUY
Baytex Energy Corp(BTE-T) 

August 9, 2018

A highly levered oil name.  When the oil price moves, it moves with it.  It is a pretty high debt name.  You could probably make some money here.  It is not a name the masses would want to own because of the volatility.  It will be tough for it to get back to the previous highs.  It will probably not be a positive in that they are merging with RRX-T, Raging River.

oil/gas

A highly levered oil name.  When the oil price moves, it moves with it.  It is a pretty high debt name.  You could probably make some money here.  It is not a name the masses would want to own because of the volatility.  It will be tough for it to get back to the previous highs.  It will probably not be a positive in that they are merging with RRX-T, Raging River.

oil/gas
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$4.090
Owned Owned
Unknown

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BUY on WEAKNESS

He likes it.  It is a good insurance name, trading to a premium to other insurance names out there.  They are looking for acquisitions where they can add to their portfolios.  Nice dividend.  Rising interest rates should benefit it.  They have growth in Asian.

insurance

He likes it.  It is a good insurance name, trading to a premium to other insurance names out there.  They are looking for acquisitions where they can add to their portfolios.  Nice dividend.  Rising interest rates should benefit it.  They have growth in Asian.

insurance
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$52.100
Owned Owned
Unknown

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