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 

March 25, 2019

It was a boring day, though Asian came off a lot last night, but that's good for investors. This will allow investors to get back into the market to buy stocks on sale. He's neutral-slightly negative in terms of outlook and sees this time as a chance to take profits, build cash and/or but bonds. He doesn't fear the market, though. Today, Apple unveiled its move into TV streaming, but it lacked detail. For shareholders, this was another reason to be excited over Apple again. It will take time for this avenue to take shape. Apple is fairly valued now, though probably has some upside. There are tech opportunities elsewhere too.
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It was a boring day, though Asian came off a lot last night, but that's good for investors. This will allow investors to get back into the market to buy stocks on sale. He's neutral-slightly negative in terms of outlook and sees this time as a chance to take profits, build cash and/or but bonds. He doesn't fear the market, though. Today, Apple unveiled its move into TV streaming, but it lacked detail. For shareholders, this was another reason to be excited over Apple again. It will take time for this avenue to take shape. Apple is fairly valued now, though probably has some upside. There are tech opportunities elsewhere too.
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
Obviously, it's a tough sector that's fallen at least 50%. CPG should be worth more than what it's trading at. CPG is starting to do a better job and no longer issuing shares. Rather, they're buying back shares. Until this sector takes off, CPG won't make a huge move either. He doesn't think the oil space will change much in the near future.
oil/gas
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Obviously, it's a tough sector that's fallen at least 50%. CPG should be worth more than what it's trading at. CPG is starting to do a better job and no longer issuing shares. Rather, they're buying back shares. Until this sector takes off, CPG won't make a huge move either. He doesn't think the oil space will change much in the near future.
oil/gas
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$4.250
Owned Owned
Unknown

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WEAK BUY
It owns the major utilities and the covered call generates a little more income. This is an income play; don't expect much capital appreciation--this is a decent strategy.
E.T.F.'s
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It owns the major utilities and the covered call generates a little more income. This is an income play; don't expect much capital appreciation--this is a decent strategy.
E.T.F.'s
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$13.530
Owned Owned
Unknown

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COMMENT
Barrick Gold(ABX-T) 

March 25, 2019

He's never owned much gold, because the companies have no control over the price of gold and geopolitics shift so quickly and effect gold companies. That said, Barrick is well-run and has made acquisitions recently that will benefit. Gold itself is no longer a hedge against a weakening market.
precious metals
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He's never owned much gold, because the companies have no control over the price of gold and geopolitics shift so quickly and effect gold companies. That said, Barrick is well-run and has made acquisitions recently that will benefit. Gold itself is no longer a hedge against a weakening market.
precious metals
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$19.130
Owned Owned
No

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BUY
A diversified REIT, mostly in Canada and a little in Texas and northern US. It's performed like all REITs. There's more upside after recovering from the late-2018 plunge. This sector will do well--he sees 5-10% upside with Artis. Artis pays a good 5% dividend. It'll move up, because interest rates will stay flat. This is an income play.
property mngmnt/investment
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A diversified REIT, mostly in Canada and a little in Texas and northern US. It's performed like all REITs. There's more upside after recovering from the late-2018 plunge. This sector will do well--he sees 5-10% upside with Artis. Artis pays a good 5% dividend. It'll move up, because interest rates will stay flat. This is an income play.
property mngmnt/investment
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$11.090
Owned Owned
No

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BUY
He's rode it up and down among the $20's. It trades at a discount to its NAV. He hopes over time this discount narrows and returns to $30's. Meanwhile, it pays a good yield. He likes its diversification, including a lot in New York. You buy this for yield, and any upside is a bonus. Investors have trouble understanding it, because its holdings are complex.
REAL ESTATE
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He's rode it up and down among the $20's. It trades at a discount to its NAV. He hopes over time this discount narrows and returns to $30's. Meanwhile, it pays a good yield. He likes its diversification, including a lot in New York. You buy this for yield, and any upside is a bonus. Investors have trouble understanding it, because its holdings are complex.
REAL ESTATE
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$27.080
Owned Owned
Yes

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DON'T BUY
Do a covered call in this space? He wouldn't do the covered call. Tech stocks are growth stocks, not income. He'd rather buy individual stocks to get the growth. He likes this sector, but not this ETF.
E.T.F.'s
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Do a covered call in this space? He wouldn't do the covered call. Tech stocks are growth stocks, not income. He'd rather buy individual stocks to get the growth. He likes this sector, but not this ETF.
E.T.F.'s
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$15.900
Owned Owned
No

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DON'T BUY
Encana Corp(ECA-T) 

March 25, 2019

It's off, because energy is off and he doesn't see much improvement in the oil space. Encana has so many **** . The price is low, but it's not necessarily a value play. He's rather buy CPG-T.
oil/gas
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It's off, because energy is off and he doesn't see much improvement in the oil space. Encana has so many **** . The price is low, but it's not necessarily a value play. He's rather buy CPG-T.
oil/gas
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$9.270
Owned Owned
Unknown

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BUY
Alerian MLP ETF(AMLP-N) 

March 25, 2019

A U.S. pipeline? The US has a better regulatory environment than Canada. He's not famliar with US pipeline names. AMLP pays around 8% dividend. He's long owned this. It bounced back well after December. Caveat: this is American, so you benefit from Canadian taxation rules.
E.T.F.'s
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A U.S. pipeline? The US has a better regulatory environment than Canada. He's not famliar with US pipeline names. AMLP pays around 8% dividend. He's long owned this. It bounced back well after December. Caveat: this is American, so you benefit from Canadian taxation rules.
E.T.F.'s
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$9.960
Owned Owned
Yes

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BUY on WEAKNESS
Open Text(OTEX-T) 

March 25, 2019

Good acquisitions. He recently sold it, because of fears of the US dollar weighing on their earnings. He regrets this, because it has since moved up 10%. He likes the company and is looking for a better entry point than the current price. A good growth company.
computer software/processing
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Good acquisitions. He recently sold it, because of fears of the US dollar weighing on their earnings. He regrets this, because it has since moved up 10%. He likes the company and is looking for a better entry point than the current price. A good growth company.
computer software/processing
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$50.310
Owned Owned
No

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COMMENT
Why are Canadian banks out of favour? There's renewed short interest in Canadian banks now. Also, there's economic uncertainty in Canada (flat rates, weak growth). You don't get much from the covered call. He'd rather buy the individual banks and collect their dividends. He's not worried about others shorting Canadian banks. You can dip your toe in now and dollar-cost average down over time.
E.T.F.'s
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Why are Canadian banks out of favour? There's renewed short interest in Canadian banks now. Also, there's economic uncertainty in Canada (flat rates, weak growth). You don't get much from the covered call. He'd rather buy the individual banks and collect their dividends. He's not worried about others shorting Canadian banks. You can dip your toe in now and dollar-cost average down over time.
E.T.F.'s
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$18.270
Owned Owned
No

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PAST TOP PICK
Fortis Inc.(FTS-T) 

March 25, 2019

(A Top Pick Aug 09/18, Up 19%) At the time, the sector was undervalued, so this and others like AQN-T have since really moved up. It was a way to get income, but he also saw growth in FTS. He recently sold it after it reached his price target. Their growth outlook stretches several years and it pays a fine dividend. Growth will continue in this space.
electrical utilities
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(A Top Pick Aug 09/18, Up 19%) At the time, the sector was undervalued, so this and others like AQN-T have since really moved up. It was a way to get income, but he also saw growth in FTS. He recently sold it after it reached his price target. Their growth outlook stretches several years and it pays a fine dividend. Growth will continue in this space.
electrical utilities
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$49.630
Owned Owned
No

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PAST TOP PICK
(A Top Pick Aug 09/18, Up 2%) It's a sma/mid-cap name so a little volatile. He will hold this to $22-26. It pays a 4% dividend. They missed their growth targets in the last few quarters, but have recovered, so the price has moved up accordingly. In a good market, this outperforms, but in a weak one it underperforms, because it's levered a little more.
packaging/containers
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(A Top Pick Aug 09/18, Up 2%) It's a sma/mid-cap name so a little volatile. He will hold this to $22-26. It pays a 4% dividend. They missed their growth targets in the last few quarters, but have recovered, so the price has moved up accordingly. In a good market, this outperforms, but in a weak one it underperforms, because it's levered a little more.
packaging/containers
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$17.500
Owned Owned
Yes

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PAST TOP PICK
Manulife Financial(MFC-T) 

March 25, 2019

(A Top Pick Aug 09/18, Down 5%) Shortly after that pick, the rogue short report came out, but MFC recently won that court case. MFC went through the ringer and has since (recently) bounced back. You'll do fine with this. They get a lot of growth out of Asia, and could spin off a division in the U.S. that could create shareholder value. A good Canadian investment with exposure abroad. He also owns SunLife, but MFC offers more growth. Lifecos are a good space to invest a little money in.
insurance
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(A Top Pick Aug 09/18, Down 5%) Shortly after that pick, the rogue short report came out, but MFC recently won that court case. MFC went through the ringer and has since (recently) bounced back. You'll do fine with this. They get a lot of growth out of Asia, and could spin off a division in the U.S. that could create shareholder value. A good Canadian investment with exposure abroad. He also owns SunLife, but MFC offers more growth. Lifecos are a good space to invest a little money in.
insurance
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$22.130
Owned Owned
Yes

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DON'T BUY
There's so much going on that could lead to, say, criminal charges. It was humming along well, before the political scandal erupted. If you own this, wait and see--hold. If you don't, don't enter it, don't catch the falling knife. See how things shake out.
contractors
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There's so much going on that could lead to, say, criminal charges. It was humming along well, before the political scandal erupted. If you own this, wait and see--hold. If you don't, don't enter it, don't catch the falling knife. See how things shake out.
contractors
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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$34.350
Owned Owned
Unknown

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