Cole Kachur
Member since: Oct '16
Senior Wealth Advisor at
ScotiaWealth Management
ScotiaWealth Management
200 Opinions
Latest Top Picks
(A Top Pick Aug 23/19, Down 7%) Good, well-run ETF. Conservative. Held through the March lows. Sold it to go into some indexes and benefit from the rebound.
(A Top Pick Aug 23/19, Up 162%) Fintech and payment processing is the way of the world. SQ has been crushing it. When it outperforms, you have to rebalance. He wouldn't chase it now, but happy to hold.
(A Top Pick Aug 23/19, Down 41%) Doesn't love energy, but if he had to buy, this would be one. Better spots to put money now than in energy. Perfectly good company, but the industry is in the penalty box. Well run. If you're down, don't rush out to sell. It will inch its way back.
Get exposure to a lot of different areas. Likes the addition of Mark Carney to the ESG progam, where there's a ton of opportunity. Inching its way back up to the $50-60 range. Can buy and hold for a really long time. Yield is 1.41%. (Analysts’ price target is $53.95)
Working from home has impacted certain products. On the flip side, people have more time to take care of themselves. Part of his barbell approach to investing. Tech benefits from the stay at home economy, but when the world gets back to normal, ULTA will be there. Increase in CAD gives you a chance to add to your US holdings. No dividend. (Analysts’ price target is $266.17)
Signal
Opinion
Expert
Chart
COMMENT
COMMENT
September 2, 2020
Reaction to Altice USA offer to buy Cogeco? Offer seems relatively fair. Shares are relatively undervalued in the market, so the premium was offered as enticement. A long way from being a done deal. Telecom returns haven't been that robust over the last little while, so it represented a good chance to take some profits.
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Reaction to Altice USA offer to buy Cogeco? Offer seems relatively fair. Shares are relatively undervalued in the market, so the premium was offered as enticement. A long way from being a done deal. Telecom returns haven't been that robust over the last little while, so it represented a good chance to take some profits.
BUY
BUY
September 2, 2020
Pretty robust pipeline. Nice earnings. Target price bumped up. Just below all-time highs and will most likely move up to the $100s or 110s. A tech name in the TSX that would make a lot of sense for people.
Show full opinionHide full opinionPretty robust pipeline. Nice earnings. Target price bumped up. Just below all-time highs and will most likely move up to the $100s or 110s. A tech name in the TSX that would make a lot of sense for people.
consulting
SPECULATIVE BUY
SPECULATIVE BUY
September 2, 2020
Getting some recognition with digital transformation of health. Had a nice bounce over the last few weeks. More on the risky side. Don't put all your eggs in. One of those names that, if you looked back 10 years from now, might be the next Shopify. Seems to be well run.
Getting some recognition with digital transformation of health. Had a nice bounce over the last few weeks. More on the risky side. Don't put all your eggs in. One of those names that, if you looked back 10 years from now, might be the next Shopify. Seems to be well run.
Healthcare
PARTIAL BUY
PARTIAL BUY
September 2, 2020
As easy as it gets for passive investment. Broad-based exposure to the Canadian market. Financials, tiny bit of energy, lifecos, pipelines. If you expect returns over time of 6-7%, it's a good holding. Income stream is pretty solid. Markets are a bit overbought right now, so don't go full bolt right now. Instead, dollar cost average in.
Show full opinionHide full opinionAs easy as it gets for passive investment. Broad-based exposure to the Canadian market. Financials, tiny bit of energy, lifecos, pipelines. If you expect returns over time of 6-7%, it's a good holding. Income stream is pretty solid. Markets are a bit overbought right now, so don't go full bolt right now. Instead, dollar cost average in.
investment companies/funds
HOLD
HOLD
September 2, 2020
Oil and gas are undervalued, as the world as a whole is moving on from that sector. But the commodity will still be used, and so ENB should have sustainable earnings. Biggest thing is where are they going to get their growth from? Likes the company, especially for income investment, but growth is questionable as it's so hard to get new approvals.
Show full opinionHide full opinionOil and gas are undervalued, as the world as a whole is moving on from that sector. But the commodity will still be used, and so ENB should have sustainable earnings. Biggest thing is where are they going to get their growth from? Likes the company, especially for income investment, but growth is questionable as it's so hard to get new approvals.
oil/gas pipelines
BUY WEAKNESS
BUY WEAKNESS
September 2, 2020
Continues to move like crazy after the stock split. Pure momentum is driving it. Merit to what they're doing, but doesn't know that the sharp move up is sustainable. Periods of volatility. If you believe in the name, just wait for periods of weakness and chip away at it. Expensive, due to DIY trading.
Show full opinionHide full opinionContinues to move like crazy after the stock split. Pure momentum is driving it. Merit to what they're doing, but doesn't know that the sharp move up is sustainable. Periods of volatility. If you believe in the name, just wait for periods of weakness and chip away at it. Expensive, due to DIY trading.
DON'T BUY
DON'T BUY
September 2, 2020
Handset's interesting, but how many people are going to go back to that? iPhone and Google are more competitive. So many other tech companies out there that are better. Just move on. There are better spots for your money.
Handset's interesting, but how many people are going to go back to that? iPhone and Google are more competitive. So many other tech companies out there that are better. Just move on. There are better spots for your money.
electrical/electronic
DON'T BUY
DON'T BUY
September 2, 2020
Look like value, going to be volatile. If oil spikes, you can make a quick buck. Very good company, but in a tough industry. If he were to own energy, he'd look at the bigger players like SU or CNQ. This would be a gamble. Better places for your money than in energy.
oil/gas
PAST TOP PICK
PAST TOP PICK
September 2, 2020
(A Top Pick Aug 23/19, Down 7%) Good, well-run ETF. Conservative. Held through the March lows. Sold it to go into some indexes and benefit from the rebound.
Show full opinionHide full opinion(A Top Pick Aug 23/19, Down 7%) Good, well-run ETF. Conservative. Held through the March lows. Sold it to go into some indexes and benefit from the rebound.
E.T.F.'s
PAST TOP PICK
PAST TOP PICK
September 2, 2020
(A Top Pick Aug 23/19, Up 162%) Fintech and payment processing is the way of the world. SQ has been crushing it. When it outperforms, you have to rebalance. He wouldn't chase it now, but happy to hold.
Show full opinionHide full opinion(A Top Pick Aug 23/19, Up 162%) Fintech and payment processing is the way of the world. SQ has been crushing it. When it outperforms, you have to rebalance. He wouldn't chase it now, but happy to hold.
PAST TOP PICK
PAST TOP PICK
September 2, 2020
(A Top Pick Aug 23/19, Down 41%) Doesn't love energy, but if he had to buy, this would be one. Better spots to put money now than in energy. Perfectly good company, but the industry is in the penalty box. Well run. If you're down, don't rush out to sell. It will inch its way back.
Show full opinionHide full opinion(A Top Pick Aug 23/19, Down 41%) Doesn't love energy, but if he had to buy, this would be one. Better spots to put money now than in energy. Perfectly good company, but the industry is in the penalty box. Well run. If you're down, don't rush out to sell. It will inch its way back.
integrated oils
BUY
BUY
September 2, 2020
Really likes it. More than 6% dividend, with relatively low payout ratio. Not that exciting, but core businesses are strong. Wouldn't be surprised by 5-8% capital growth over a year or two. Hold it for the yield, and it will turn into a solid core holding.
Show full opinionHide full opinionReally likes it. More than 6% dividend, with relatively low payout ratio. Not that exciting, but core businesses are strong. Wouldn't be surprised by 5-8% capital growth over a year or two. Hold it for the yield, and it will turn into a solid core holding.
mngmnt/diversified
BUY
BUY
September 2, 2020
Utilities have bounced, but as the market has rallied significantly, a lot of these names have underperformed and that's a good time to buy. Likes it, as well as Fortis, Attco, and BIP.UN. You could buy 3 or 4 and build yourself a little defensive portfolio with income and potential growth. Still upside, good core holdings, won't get you into too much trouble.
Utilities have bounced, but as the market has rallied significantly, a lot of these names have underperformed and that's a good time to buy. Likes it, as well as Fortis, Attco, and BIP.UN. You could buy 3 or 4 and build yourself a little defensive portfolio with income and potential growth. Still upside, good core holdings, won't get you into too much trouble.
mngmnt/diversified
WEAK BUY
WEAK BUY
September 2, 2020
Doesn't follow the name super closely. Positives in the industry. Good growth trajectory. Still a good name but volatile, as it's tied to the price of the commodity. Low interest rates should benefit it.
Show full opinionHide full opinionDoesn't follow the name super closely. Positives in the industry. Good growth trajectory. Still a good name but volatile, as it's tied to the price of the commodity. Low interest rates should benefit it.
household goods
HOLD
HOLD
September 2, 2020
Overall, pretty good company, not well known. Mid-cap, so it will get beat up when there's volatility. Resilient business. Dividend is safe. No need to sell.
Show full opinionHide full opinionOverall, pretty good company, not well known. Mid-cap, so it will get beat up when there's volatility. Resilient business. Dividend is safe. No need to sell.
Transportation & Environmental Services
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