Opinions by Brendan Caldwell | StockChase
746
Brendan Caldwell

President

ON STOCKCHASE SINCE Oct 2000

Caldwell Securities


Opinions by Brendan Caldwell


Signal Opinion Expert Chart

2017-11-13

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

Market.  He likes stocks that don’t need the markets to go higher in order to provided returns.  There is a lot of opportunity to make money in Canada.  We have seen a lot of good things happen in the markets.  We are piggy backing a little on the things going on in the US markets.  We have seen energy markets bounce here in Canada.  There are positive signs here in Canada but also things to be concerned about.  The US congress and the president may not get a tax deal done.  Whether or not there is a hike in rates that will make more difference.

Brendan Caldwell

President, Caldwell Securities

Price: $0.020
Owned: _N/A

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2017-11-13

COMMENT
Aurora Cannabis (ACB-T)

There are risks in getting from here to there in getting it legalized in North America.  It is the second mouse that gets the cheeze.  This is as good a company as any to do well in this industry.

Brendan Caldwell

President, Caldwell Securities

Price: $5.970
Owned: Unknown

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2017-11-13

WEAK BUY
AGT Food & Ingredients (AGT-T)

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

agriculture
Brendan Caldwell

President, Caldwell Securities

Price: $18.475
Owned: No

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2017-11-13

BUY
Calian Group Ltd (CGY-T)

See Past Picks today.  This one is fairly diversified.  It was a top pick previously and he still owns it and is still enthusiastic about it. 

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $32.250
Owned: Yes

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2017-11-13

PAST TOP PICK
Calian Group Ltd (CGY-T)

(A Past Top Pick Jul 14/16, Up 69%)  A variety of aerospace businesses.  There has been a big secular move as more and more countries have begun to travel.  There is a lot of technology consulting coming down the pipe.  We will need these tech consulting firms.

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $32.250
Owned: Yes

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2017-11-13

TOP PICK
Chorus Aviation Inc (CHR-T)

Jazz is a really stable business.  Growth is through the aircraft leasing business that they have been expanding.  Getting back to the old highs are possible.  He is looking at buying it a while after the brake occurred and they have started to turn around.  (Analysts’ target: $10.50).

Transportation & Environmental Services
Brendan Caldwell

President, Caldwell Securities

Price: $9.590
Owned: Yes

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2017-11-13

SELL
Celestica Inc (CLS-T)

It one of Canada’s largest suppliers of electronic components and they took a hit, so he sold it in wake of the earnings call.  He did well on it but nothing lasts forever.  It will be a few quarters turning around.

electrical/electronic
Brendan Caldwell

President, Caldwell Securities

Price: $13.550
Owned: No

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2017-11-13

COMMENT
CRH Medical Corp. (CRH-T)

They are in the US mainly and partner with anesthesiologists, for gut surgeries.  There is a whole system in the US as to who can treat whom and what they will pay.  These guys have been hit because of lack of organic growth and the concern is whether the reduced amount the Medicaid is willing to pay will impact margins going forward.  He thinks it is overdone.

biotechnology/pharmaceutical
Brendan Caldwell

President, Caldwell Securities

Price: $2.080
Owned: Unknown

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2017-11-13

COMMENT
Constellation Software Inc. (CSU-T)

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

computer software/processing
Brendan Caldwell

President, Caldwell Securities

Price: $737.980
Owned: Unknown

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2017-11-13

BUY
Concordia International Corp (CXR-T)

It is a very Canadian story.  They are a drug manufacturer that were hit in a wave that took down others.  He does not follow it closely, but a number of these stories have the ability to reconstitute themselves.  They can find a way to make money at it or find someone to take them over.

Pharma & Healthcare
Brendan Caldwell

President, Caldwell Securities

Price: $0.680
Owned: Unknown

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2017-11-13

BUY
Encana Corp (ECA-T)

His big holding has been SU-T which has done relatively well because it was east/west upstream/downstream.  It has done very well.  Companies like ECA-T and CVE-T have been hit hard and smaller ones have been obliterated.  Oil is a long way from $25.  With the uncertainty and the threat of civil war in the middle east, companies like this could continue to do very well.

oil/gas
Brendan Caldwell

President, Caldwell Securities

Price: $15.600
Owned: No

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2017-11-13

TOP PICK
Empire Company (A) (EMP.A-T)

This is a turnaround in the food business.  The acquisition was bad and they did not understand what they were getting.  They brought in new management with a new way of looking at it.  (Analysts’ target: $27.50).

food stores
Brendan Caldwell

President, Caldwell Securities

Price: $25.030
Owned: Yes

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2017-11-13

STRONG BUY
Fairfax India Holdings Corp (FIH.U-T)

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

E.T.F.'s
Brendan Caldwell

President, Caldwell Securities

Price: $15.390
Owned: Yes

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2017-11-13

TOP PICK
CGI Group (A) (GIB.A-T)

He likes value combined with momentum.  It is the strategy that works.  This is a leading Canadian IT company and there will be continuing demand for consulting services around the world.  Margins have been expanding There are more M&A opportunities as well.  (Analysts’ target: $74.00).

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $67.420
Owned: Yes

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2017-11-13

BUY
Alphabet Inc. (A) (GOOGL-Q)

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

Business Services
Brendan Caldwell

President, Caldwell Securities

Price: $1041.200
Owned: Unknown

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