Strong management. Just reported earnings above expectations. Expecting 20% increase in the dividends longer term. Stock dropped because of the fire at the Horizon project so costs, because of repairs, will be a little bit higher. Great way to play oil sands.
A play on global infrastructure. Stock is off more than 10% because of the Libyan situation where they have 3 projects. Even if those projects where to go to zero, it is only a $0.05 to $0.10% earnings hit. World class company and will continue to grow.
Have cleaned up their debt, extended terms and reduced interest costs. Diversified mining play so you are not betting on any one commodity. Great way to play the infrastructure demand that is going to continue. 1% yield.
Market – The big wild card is the price of oil. If prices stayed at this level for the rest of 2011, it would take 1.2% off the US GDP, which is not good and they are very vulnerable. Globally, in the developed world, recovery is on but it is still fragile.
Excellent dividend yield of over 5%. Also had a great record over the last 3 years of increasing dividends. If she had to own only one thing in the telecom space it would probably be Rogers (RCI.B-T) but she does like this one. Has downward drag on earnings from losing the wire line but are active in the wireless, which will be a big growth area.
Well-managed company. Oil focused. Most appealing thing is the 6.3% dividend. You get exposure to the commodity price as well as the down side protection that a good yield provides.
Long time favourite. Just hit a 52-week high. Great way to play the growth in emerging economies because it ships to the ports that ship. May be a little bit pricey here.
Just raised the dividend 5%, which shows they are confidant about earnings. Big issue will be what happens to Keystone. Waiting for approval, probably mid to late 2011. Very political. Likes the company.
Cdn banks are in a sweet spot on a global basis. May have a 2-3 year window where they are so financially strong compared to their global peers that they will be able to do mergers and take market share without a lot of risk. Well positioned and well managed.
Was very impressed with Apple’s (APPL-Q) new iPad. RIM has not got their new Playbook out yet. Expect Apple to be a formidable competitor for the next couple of years. Would wait for a better buying opportunity, but if you own continue to Hold. Demand for these types of things is going to explode.
(A Top Pick Nov 18/10. Up 32.52%.)Long term a fabulous company. Quite high because of oil prices. The other thing that is moving it is that Canada looks pretty good on a political stable basis. Wouldn’t be aggressive in Buying. Great way to play oil sands.
Great dividend. Good yield. Has a record of increasing dividends. Company estimates an 8%-10% earnings growth in the next 5 years. Good stable company to have in your portfolio.
Gas exposure has caused it to lag a little. Natural gas is one of the few global commodities that has not gone anywhere. Over the next couple of years we will start to see an improvement in gas prices and that will be positive for them. This company has done a good job of hedging its gas production.
(A Top Pick Nov 18/10. Up 9.32%.) Just reported earnings that were excellent and raised the dividend 8%. Likes their strategy of moving into the US. A 2 pronged approach. Discount brokerage and willing to take a lower position to get a better return. Branding through Bank North is everywhere and are taking market share.