- Page 1/5
Looking at the overall oil sands activity, it is expected to double over the next 15 years and some of the beneficiaries of this are the pipelines. This company just did a new deal where they are getting more oil sands exposure, which is actually reducing the risk of the stock. Great 4.9% dividend. Relatively safe and growing.
Looking at the overall oil sands activity, it is expected to double over the next 15 years and some of the beneficiaries of this are the pipelines. This company just did a new deal where they are getting more oil sands exposure, which is actually reducing the risk of the stock. Great 4.9% dividend. Relatively safe and growing.
REITs have done well because the yield (versus the 10 year bond yield) is extremely attractive. Still a very attractive play. Overvalued relative to their historical valuation so he is watching very carefully.
REITs have done well because the yield (versus the 10 year bond yield) is extremely attractive. Still a very attractive play. Overvalued relative to their historical valuation so he is watching very carefully.
Likes that this company can make very disciplined acquisitions and grow their convenience stores. Recently acquired Stad stores in Scandinavia which has brought an element of uncertainty to the company. This is the reason for the bit of selloff here. Prices they’re charging for tobacco are also hurting their same-store sales growth. Would look attractive in the mid to low $40’s.
Likes that this company can make very disciplined acquisitions and grow their convenience stores. Recently acquired Stad stores in Scandinavia which has brought an element of uncertainty to the company. This is the reason for the bit of selloff here. Prices they’re charging for tobacco are also hurting their same-store sales growth. Would look attractive in the mid to low $40’s.
There is a big price war so margins keep coming down. In the last week or so, inventories have come down a little bit so there has been a slight pause. He finds value elsewhere.
There is a big price war so margins keep coming down. In the last week or so, inventories have come down a little bit so there has been a slight pause. He finds value elsewhere.
Execution has been the real problem with this company. They keep pushing the BlackBerry 10 off but they are missing the key holiday season.
Execution has been the real problem with this company. They keep pushing the BlackBerry 10 off but they are missing the key holiday season.
Really good production growth coming but at this point you are playing gold for the overall sector. US$ is being devalued, central banks are pumping money into the system and this bodes well for commodities. Silver and gold have done extremely well in the short term. He recommends the senior producers such as Goldcorp (G-T) or Barrick (ABX-T). This company is not far behind. It is harder for the smaller companies to raise money right now.
Really good production growth coming but at this point you are playing gold for the overall sector. US$ is being devalued, central banks are pumping money into the system and this bodes well for commodities. Silver and gold have done extremely well in the short term. He recommends the senior producers such as Goldcorp (G-T) or Barrick (ABX-T). This company is not far behind. It is harder for the smaller companies to raise money right now.
Oil sands have to push out further and further, which means they need people to have a place to stay while they are there. This company is expected to double over the next 2-3 years as far as the amount of beds that they need. Manufacture their own beds as compared to some of their competitors and they also rent them out. Trading at 10X next year’s earnings. ROE of close to 30%. Has a decent yield.
Oil sands have to push out further and further, which means they need people to have a place to stay while they are there. This company is expected to double over the next 2-3 years as far as the amount of beds that they need. Manufacture their own beds as compared to some of their competitors and they also rent them out. Trading at 10X next year’s earnings. ROE of close to 30%. Has a decent yield.
