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Stock Opinions by Rob Tetrault, BA, JD, MBA, CIM

COMMENT
1. Political cycle effects on markets: Optimistic that markets normally increase after these midterm elections. Broadly, there are opportunities in the markets. It was time for a pullback. Canada is a bigger concern than the US. In Canada, there are some sectors that are trading at very high multiples and some that are trading at ridiculously low multiples. Canada seems to be all over the place.
Unknown
BUY
The payout ratio is reassuring. The DRIP has been suspended. Their leverage is better than what it was a year ago. A lot of reasons to be positive with this name. Predictable income.
oil / gas pipelines
BUY
This is a mature yield at 5.4%. He is comfortable owning it at this point. Cash flow has improved and is quite stable. This is an opportunity to buy it quite cheap.
oil / gas pipelines
BUY
They manage and own about 25 million square feet in Canada. They have a strong balance sheet. It is getting respect from the market now. They did a share buyback at the beginning of the year. They divested some of their US assets at the beginning of the year. He has a $26 target on it.
property mngmnt / investment
BUY
They have very good management. Very strong on momentum and most of the technicals. It is one of his top picks. One of his top picks in the sector. Buy on the dip if possible.
medical services
DON'T BUY
This name is a bit of a concern. Most of the technicals on this name are negative. It has been on a long downward trend. He does not think the dividend is safe.
oil / gas
BUY
They do the flight simulation training. Is trading at a reasonable number for a growth stock. It is in the midst of a 15% correction. There is a push for airlines to commit to additional training and this name is the best in the sector. Good opportunity to pick up at this level. Yield is 1.7%
transportation equip & components
BUY
You are buying a stock instead of a mutual fund. They are buying the companies. Mr. Buffet can move the market. He has had outperformance on the stock for 50 years. Very strong balance sheet. He thinks it is a great stock.
insurance
COMMENT
Biotechnology Sector. There are a lot of good buy opportunities and good values in the US. He is generally over weight this sector. He likes Regeneron Pharmaceutical, Biogen, Amgen, and Celgene. He is very bullish in this sector. Expects growth in this sector over the next couple of years.
Unknown
PAST TOP PICK
(A Top Pick Sep 21/18, Up 32%) This is a cash flow play. They have positive cash flow. They have strong management and is clearly oversold. They are profitable. He did not expect oil to drop to $59. It is more volatile than the index. It is a safe, risky play.
oil / gas
PAST TOP PICK
(A Top Pick Sep 21/18, Down 1%) They have a recurring revenue model. This is a global play. They keep adding to their portfolio of assets they manage. They hit a home run on their latest earnings report. They beat both top and bottom line and have good guidance for next year.
management / diversified
PAST TOP PICK
(A Top Pick Sep 21/18, Down 8%) They are a market disrupter and in 5-10 years, you won’t care what you paid for this. They have a number of different revenue streams. The current drop in stock value is a significant over reaction. Is trading at a forward multiple of 24X. This is one of the best, safest growth names. He would definitely hang on to this name.
Business Services
DON'T BUY
There is a strong value but it broke technically. There is a lot of concern about the quality of the assets. Yield is 8.9%. He prefers other names to this. He is worried about the yield. With oil at $59, this will decrease their cash flow.
oil / gas
HOLD
The yield is 4.9%. This is a safe hold. He has a $58 target on it. Dividend is safe. It has a low payout ratio for a REIT. They are doing a large transition now. He would hold on to this.
property mngmnt / investment
BUY
He likes all the Brookfield companies. They own the actual properties. They are all over the alternate asset space. Therefore, he believes they have a very bright future.
REAL ESTATE
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