Opinions by Cole Kachur | StockChase
81
Cole Kachur

Senior Wealth Advisor

ON STOCKCHASE SINCE Oct 2016

ScotiaWealth Management


Opinions by Cole Kachur


Signal Opinion Expert Chart

2017-10-25

N/A
A Comment -- General Comments From an Expert 

Canadian Market. He can see upside, but expects it will be a grind higher over the next 6 months. There will be periods of volatility, primarily driven by geopolitical types of events such as NAFTA and North Korea. On the pullbacks, they should be treated as opportunities to look at buying select stocks in specific sectors. Favours economically sensitive stocks. The recent GDP numbers indicate we are starting to see growth, which will continue to be revised both in Canada and the US. He is going into more cyclical types of stocks that can maybe benefit from the increased pickup in GDP in infrastructure spending. We are getting to the later stages of what has been a pretty good overall rally, and as such, generally in the later stages, we will see some cyclical outperformance, and that is where he is trying to place clients’ money. Moving some money out of the US and into Europe, where he is seeing some opportunities. He’ll do this through ETF’s and other types of instruments.

Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $0.020
Owned: _N/A

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2017-10-25

COMMENT
Altagas Ltd (ALA-T)

This got beat up with the overall industry. He just started picking some up in the last month or 2. Technically, he feels the bottom is in and the stock is starting to make some gains. This is not for the faint of heart as it is going to have some volatility. As long as you have a medium to high risk tolerance, it’s a name that you could look at accumulating.

oil/gas
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $28.630
Owned: Yes

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2017-10-25

COMMENT
Aphria Inc (APH-T)

There is a lot of uncertainty in this industry. He feels there is going to be a supply/demand imbalance and the price of these stocks should go up, because he understands there is not going to be enough supply to handle the demand there is going to be. We are still not sure what the legislation is going to look like. If he were in this space, he would prefer Canopy (WEED-T), because it seems to have the biggest track record and more of a valuation behind it.

agriculture
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $6.900
Owned: Unknown

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2017-10-25

PARTIAL SELL
BlackBerry (BB-T)

This has gone from technology to more of a software company. In Canada, in technology in there aren’t too many options. He’s unsure how they will continue to make profits. They’re in a very competitive industry. Would prefer a major US tech player. If you own and have made some profit, he would suggest you rebalance out of that.

electrical/electronic
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $13.790
Owned: No

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2017-10-25

PAST TOP PICK
Bombardier Inc (B) (BBD.B-T)

(A Top Pick Oct 26/16. Up 54.05%.) Sold his holdings recently. Feels it could continue to run, but it is fairly speculative, and you have to be careful. A volatile stock.

transportation equip & components
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $2.740
Owned: No

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2017-10-25

TOP PICK
Cara Operations Ltd. (CARA-T)

A conglomerate of restaurants that are milestones. This was in a downtrend, but had some decent earnings. Announced an acquisition of Pickle Barrel restaurants in Ontario and Québec. It seems the franchise options work and make money, so he is looking for 15%-20% upside from current levels. (Analysts’ price target is $27.)

food services
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $25.200
Owned: Yes

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2017-10-25

COMMENT
Cenovus Energy (CVE-T)

Had a tough year and their share price tanked. It’s starting to see a bit of a turnaround, and there has been some nice appreciation over the last couple of months. Pulled back in the last few weeks with the sector. They started to eliminate debt, which is a huge thing for them, because their debt ratios were off the charts. Have had some strategic asset sales which is bringing down the debt, and the market is liking that.

oil/gas
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $12.030
Owned: Unknown

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2017-10-25

DON'T BUY
DHX Media (DHX.B-T)

This may be a sign of the times, where they essentially own cable subscription type services. A niche segment in the TV industry. There has been lower viewership and lower advertising dollars, which hurts revenues. Not sure the slide in the stock is done yet and would be a little leery. If you own, consider if there are better opportunities for your money to work.

other services
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $4.040
Owned: No

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2017-10-25

COMMENT
Dollarama Inc. (DOL-T)

This just continues to perform, obliterating targets. They are insulated because it is such a niche market. The stock is expensive, but trades at a premium for a reason. The targets are probably 10%-15% higher, so it is probably a stock you can continue to own.

Consumer Products
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $142.990
Owned: No

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2017-10-25

TOP PICK
Exchange Income (EIF-T)

This has gotten beaten up over the last 6-12 months. A short seller report came out questioning what they need to spend on some of the CapX on their airlines, as well as if dividends are sustainable. The company came out with good earnings which solidified their dividends. The stock rebounded up to around $34-$35, but has now come back down to around the $30 mark for no rhyme or reason. (Analysts’ price target is $42.)

Transportation & Environmental Services
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $32.010
Owned: Yes

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2017-10-25

BUY
Enbridge (ENB-T)

Pipeline infrastructure. Over the last week or 2, it has pulled back significantly, and he hasn’t seen any rhyme or reason for it. The US acquisition of Spectra Energy gives them a viable pass for growth over the next 5-6 years. Pays a good dividend yield.

oil/gas pipelines
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $48.630
Owned: Yes

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2017-10-25

BUY
Fortis Inc. (FTS-T)

This is in the utility/infrastructure space. A good company and has seen pretty good growth over the last couple of months or so. In a rising interest rate environment, utilities would face some pressures, but this company has withstood that very well. This will continue to move along well, and pays a good dividend yield of 3.7%.

electrical utilities
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $46.850
Owned: No

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2017-10-25

HOLD
Gibson Energy (GEI-T)

Had a big fall from January until July/Aug, and now there is a bit of a turnaround. Oil has to move somehow, which is the primary driver of this company’s business. If there continues to be a pickup in energy, this is going to get some pickup along with that. Prefers pipelines which have less volatility. You could continue to hold this for the next 6-12 months and probably get some pickup. Dividend yield of 7.6%.

pipelines
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $17.250
Owned: No

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2017-10-25

COMMENT
Gildan Activewear Inc. (GIL-T)

Has a huge market share in the screen printing business in the US. A good track record and good history, but doesn’t see huge upside growth. Prefers something where you can get a higher return and better dividend.

household goods
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $39.920
Owned: No

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2017-10-25

COMMENT
Home Capital Group (HCG-T)

Has been in a kind of whirlwind in the last 6 months or so. Warren Buffett came in with a lifeline, and gave them a new lease on life. New regulations are being introduced in the housing market, which will have a little impact on their business. He would rather own a safer name such as a bank.

investment companies/funds
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $13.530
Owned: No

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