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Stock Opinions by Cole Kachur

TOP PICK
A play on the consumer getting back out. A trend that tailored fit has been popular. This has now changed to more wide legged jeans. Likes the space and company, as well as the growth factors. It is moving sideways and there will be more traction coming up. (Analysts’ price target is $35.27)
Consumer Products
TOP PICK
A blue chip Canadian name. Not his historic preferred name in insurance but it has turned a corner with some innovation investments. Simplifying how things are done. Some nice exposure to NA and the developing world. Shaping up very well, shifting down to 50 and 200 day moving average. (Analysts’ price target is $29.65)
insurance
TOP PICK

Provides financing for purchases over a set amount of time. Infancy in the US but in Europe, 20% of purchases use this structure. Lots of possible growth. Square paid for an Australian company that does something similar. A very attractive takeout target. (Analysts’ price target is $71.13)

Technology
PAST TOP PICK
(A Top Pick Sep 02/20, Up 58%) One of the few Canadian companies that you can hold it for the long term. Exposure to many different asset structures, including infrastructure, renewables, etc.. Simplifying their structure a little bit.
management / diversified
PAST TOP PICK

(A Top Pick Sep 02/20, Up 52%) People are buying makeup and perfumes again. They did well with skincare and their deal with Target during the pandemic. Beauty and cosmetics are coming back. They will perform quite well if things stay open.

Consumer Products
PAST TOP PICK
(A Top Pick Sep 02/20, Down 1%) Got out of it in the high $13s 6 months ago. There was a dip a couple months ago. Still believes in the 5G space. Not something that is a long term hold.
Telecommunications
COMMENT
Market outlook. Markets haven't had a correction in a while and seasonality suggests weaker performance. Markets are getting close to targets and risk-reward, there is some upward movement but at some point, there will be a correction. It probably will not be a major correction, around 5-6%. A good time to make sure positions are appropriate and have some cash ready to be deployed.
Unknown
COMMENT
Right now, markets are moving between growth and value depending on inflation. Must be more nimble on individual names or using ETFs. These are strategies that work and you must be ready to pivot. Policy mistakes could have consequences in the market too.
Unknown
BUY
One of the traditional, more passive ETF structures. Something that most investors can have in their portfolios. This ETF is market cap weighted so more exposure to mega cap names. An equal weighted ETF might give you better exposure.
E.T.F.'s
BUY
A good quality holding. Depends what you are holding out of an investment. Provides more income with the covered calls. In a high growth market, you do underperform. Good for income investors.
0
BUY
A great stock. Over the next little while, commodities will continue to perform well. Oil should continue at these levels or just a little lower. Should have a good couple quarters. Pipeline projects might not be approved in the future, so need to make some changes to their model shortly.
oil / gas pipelines
WEAK BUY
With covid, WELL and other tele health came into the spotlight. Their prices appreciated quickly. Now, we are seeing a move away with more competition and the vaccine. In terms of investing, there are better opportunities elsewhere. A good company in an industry that is growing, however.
Healthcare
WEAK BUY
There was a recent announcement that Tim Horton's was going public through a SPAC. Doesn't think it will affect the North American holdings significantly at all. A mix of different fast food companies. Should continue to do okay. Not his preferred play, but a good choice in the food services space.
food services
BUY on WEAKNESS
Competition is the biggest concern. Continuing to put out new shows and contents. Will continue to be a good stock probably. You will get some disappointing quarters but you can pick up some shares when there is a pullback. Should continue to innovate.
Unknown
BUY
A great company. Has made corporate, strategic choices with contractors. The strategy has paid off handsomely. Probably better than Home Depot. We should continue to see real estate do well. Not cheap, but a quality company.
misc industrial products
Showing 1 to 15 of 239 entries