Stock Opinions by Cole Kachur - Stockchase Experts
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Cole Kachur @

On Stockchase since : Oct 2016

Senior Wealth Advisor at ScotiaWealth Management

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Stock Opinions by Cole Kachur - Stockchase Experts

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COMMENT
General Market Comment 

October 25, 2018

Market. Not uncommon this late in the cycle to see this type of volatility.  Gives investors an opportunity to buy some of the stocks that were hit hard.  Seeing a shift from tech into utilities and more defensive names.  He doesn’t see a case for recession until 2020. He is long on equities, probably more in growth and cyclical.  TSX is down 8% year to date.  We have lost a little competitiveness.  There are still a lot of good companies in Canada whether it is financials or utilities.  Was probably a good year to hold more cash.  If you are a long term investment, it is just a blip on what should be a longer term up.

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Market. Not uncommon this late in the cycle to see this type of volatility.  Gives investors an opportunity to buy some of the stocks that were hit hard.  Seeing a shift from tech into utilities and more defensive names.  He doesn’t see a case for recession until 2020. He is long on equities, probably more in growth and cyclical.  TSX is down 8% year to date.  We have lost a little competitiveness.  There are still a lot of good companies in Canada whether it is financials or utilities.  Was probably a good year to hold more cash.  If you are a long term investment, it is just a blip on what should be a longer term up.

Unknown
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$0.020
Owned Owned
_N/A

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DON'T BUY
Westjet Airlines(WJA-T) 

October 25, 2018

Likely would not own it right now.  He doesn’t think the Canadian economy is quite as strong as what the government is saying.  He expects oil prices to rise which means higher input costs.  However  there are better places to put your money.  Nothing wrong with the company.

Transportation
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Likely would not own it right now.  He doesn’t think the Canadian economy is quite as strong as what the government is saying.  He expects oil prices to rise which means higher input costs.  However  there are better places to put your money.  Nothing wrong with the company.

Transportation
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$18.970
Owned Owned
No

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WEAK BUY
Norbord Inc(OSB-T) 

October 25, 2018

Is tied to housing starts and home prices.  Possibly a combination of NAFTA and slower housing starts in the US, has caused it to come down significantly.  Probably a good time to look at it at these levels.  Is a high risk stock.  There is potential to risk capital with this name.

household goods
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Is tied to housing starts and home prices.  Possibly a combination of NAFTA and slower housing starts in the US, has caused it to come down significantly.  Probably a good time to look at it at these levels.  Is a high risk stock.  There is potential to risk capital with this name.

household goods
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$33.540
Owned Owned
No

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BUY
TransCanada Corp(TRP-T) 

October 25, 2018

He likes this but prefers Enbridge or Pembina.  It is almost like a utility.  You are getting a decent dividend and should see some capital appreciation.  Big question is what does the future hold.  Difficult to get approvals on projects.  He expects oil differentials to more normalize.  This is a decent name.

oil/gas pipelines
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He likes this but prefers Enbridge or Pembina.  It is almost like a utility.  You are getting a decent dividend and should see some capital appreciation.  Big question is what does the future hold.  Difficult to get approvals on projects.  He expects oil differentials to more normalize.  This is a decent name.

oil/gas pipelines
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$50.060
Owned Owned
No

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DON'T BUY
Power Corp(POW-T) 

October 25, 2018

The market does not give them value for their assets and therefore the stock normally trades below its net asset value.   The dividend yield is strong.  The space is strong.  He would look more at Manulife or Sunlife.  The yield is very safe.  Does not expect major upside in the stock price.

mngmnt/diversified
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The market does not give them value for their assets and therefore the stock normally trades below its net asset value.   The dividend yield is strong.  The space is strong.  He would look more at Manulife or Sunlife.  The yield is very safe.  Does not expect major upside in the stock price.

mngmnt/diversified
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$26.940
Owned Owned
No

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BUY

CNR vs CPR. He likes both CNR and CPR.  They are bell weathers on the Canadian economy.  There are high barriers to entry.  It is an oligopoly between the 2 names.  You can buy now and likely see double digit increase.  With the recent pullback, a good entry point. 

Transportation
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CNR vs CPR. He likes both CNR and CPR.  They are bell weathers on the Canadian economy.  There are high barriers to entry.  It is an oligopoly between the 2 names.  You can buy now and likely see double digit increase.  With the recent pullback, a good entry point. 

Transportation
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$106.700
Owned Owned
No

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BUY
Canadian Pacific Rail(CP-T) 

October 25, 2018

CNR vs CPR. He likes both CNR and CPR.  They are bell weathers on the Canadian economy.  There are high barriers to entry.  It is an oligopoly between the 2 names.  You can buy now and likely see double digit increase.  With the recent pullback, a good entry point. 

Transportation
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CNR vs CPR. He likes both CNR and CPR.  They are bell weathers on the Canadian economy.  There are high barriers to entry.  It is an oligopoly between the 2 names.  You can buy now and likely see double digit increase.  With the recent pullback, a good entry point. 

Transportation
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$256.500
Owned Owned
_N/A

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BUY
Royal Bank(RY-T) 

October 25, 2018

Rising rates are generally good for the banks.  If you are a medium to long term investor, you could be comfortable buying any of the Canadian banks.  He does like Royal. They have made some strategic investments into the US market.   You will get dividend yield and some growth potential.

banks
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Rising rates are generally good for the banks.  If you are a medium to long term investor, you could be comfortable buying any of the Canadian banks.  He does like Royal. They have made some strategic investments into the US market.   You will get dividend yield and some growth potential.

banks
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$94.730
Owned Owned
No

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COMMENT
General Market Comment 

October 25, 2018

Government commented that Canada is operating at near capacity? Economy is not yet firing on all cylinders. We are seeing some economic growth but not as strong as it should be. Seems to be a tale of 2 countries between the east and the west provinces. With respect to energy, we are over supplied and cannot get our product to market. He would look at companies that have some refinery capacity in the energy sector. He would just have a small or building position in the energy sector.

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Government commented that Canada is operating at near capacity? Economy is not yet firing on all cylinders. We are seeing some economic growth but not as strong as it should be. Seems to be a tale of 2 countries between the east and the west provinces. With respect to energy, we are over supplied and cannot get our product to market. He would look at companies that have some refinery capacity in the energy sector. He would just have a small or building position in the energy sector.

Unknown
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$0.020
Owned Owned
_N/A

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PAST TOP PICK
Pembina Pipeline Corp(PPL-T) 

October 25, 2018

(A top pick October 25/17, up 13%) Still likes them. Prefers Enbridge to this name.  More a midstream player.  Good dividend yield and good potential for increased stock price.  

pipelines
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(A top pick October 25/17, up 13%) Still likes them. Prefers Enbridge to this name.  More a midstream player.  Good dividend yield and good potential for increased stock price.  

pipelines
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$43.800
Owned Owned
No

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PAST TOP PICK

(A top pick October 25/17, up 10%) Name changed when they amalgamated with other restaurant brands. He likes this space. Consumer spending in this space is high. At this point, he would look at diversifying out of this and buying some other names that are down 15 or 20%.

food services
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(A top pick October 25/17, up 10%) Name changed when they amalgamated with other restaurant brands. He likes this space. Consumer spending in this space is high. At this point, he would look at diversifying out of this and buying some other names that are down 15 or 20%.

food services
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$27.240
Owned Owned
No

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PAST TOP PICK
Exchange Income(EIF-T) 

October 25, 2018

(A top pick October 25/17, up 2%) The dividend yield is the driver of this name. Seems to have a hard time breaking the $35 resistance level, but if it does break through, he sees it going to $42.

Transportation & Environmental Services
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(A top pick October 25/17, up 2%) The dividend yield is the driver of this name. Seems to have a hard time breaking the $35 resistance level, but if it does break through, he sees it going to $42.

Transportation & Environmental Services
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$30.490
Owned Owned
Yes

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WAIT

This name is quite volatile.  Would prefer to buy it when it is back on the upswing.  This is probably the only mining name he would own in Canada.  It is well run with a diverse asset base.  It is probably oversold at current levels.  He likes the company and the space.

precious metals
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This name is quite volatile.  Would prefer to buy it when it is back on the upswing.  This is probably the only mining name he would own in Canada.  It is well run with a diverse asset base.  It is probably oversold at current levels.  He likes the company and the space.

precious metals
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$24.830
Owned Owned
No

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COMMENT

One of the world’s largest beverage makers. Is a high risk stock. Probably has about as good a chart you can have. Just seems to be in a sidewise consolidation pattern right now. With respect to their Canopy investment, the marijuana space has dropped significantly and this will impact the share price of Constellation.

breweries/beverages
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One of the world’s largest beverage makers. Is a high risk stock. Probably has about as good a chart you can have. Just seems to be in a sidewise consolidation pattern right now. With respect to their Canopy investment, the marijuana space has dropped significantly and this will impact the share price of Constellation.

breweries/beverages
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$213.150
Owned Owned
No

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DON'T BUY
Shopify Inc.(SHOP-T) 

October 25, 2018

One of the few tech names in Canada that is a good name to own. There is a lot of uncertainty. I think you will continue to see a lot of volatility. Over the last while it has been marijuana based and their system has held up well for the demand. He is looking at US companies in the teck sector such as Apple or Microsoft. He would look elsewhere in this space.

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One of the few tech names in Canada that is a good name to own. There is a lot of uncertainty. I think you will continue to see a lot of volatility. Over the last while it has been marijuana based and their system has held up well for the demand. He is looking at US companies in the teck sector such as Apple or Microsoft. He would look elsewhere in this space.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$178.820
Owned Owned
No

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