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January 29, 2016

Concordia Health (CXR-T) or Magna (MG-T)? He prefers Magna. In a world of uncertainty, it tends to be a little more stable.

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Concordia Health (CXR-T) or Magna (MG-T)? He prefers Magna. In a world of uncertainty, it tends to be a little more stable.

BUY
BUY
January 29, 2016

Concordia Health (CXR-T) or Magna (MG-T)? He prefers Magna. In a world of uncertainty, it tends to be a little more stable. It gives you exposure to the auto sector, without having to take the risk of choosing an auto manufacturer. There has been a recent pullback in this, which he likes as an entry point. Also, with the commodity downturn there have been growing margins, especially because of their input costs going down. Pays a good dividend.

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Magna Int'l. (A) (MG-T)
January 29, 2016

Concordia Health (CXR-T) or Magna (MG-T)? He prefers Magna. In a world of uncertainty, it tends to be a little more stable. It gives you exposure to the auto sector, without having to take the risk of choosing an auto manufacturer. There has been a recent pullback in this, which he likes as an entry point. Also, with the commodity downturn there have been growing margins, especially because of their input costs going down. Pays a good dividend.

DON'T BUY
DON'T BUY
January 29, 2016

Looking at US telecoms, there is good news and bad news. The good news is that you are getting big, fat, juicy dividends. The bad news is that the stock hasn’t really gone anywhere. Prefers Canadian telcos. Although the dividend yield might be lower, on an after-tax basis it becomes more attractive.

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Looking at US telecoms, there is good news and bad news. The good news is that you are getting big, fat, juicy dividends. The bad news is that the stock hasn’t really gone anywhere. Prefers Canadian telcos. Although the dividend yield might be lower, on an after-tax basis it becomes more attractive.

HOLD
HOLD
January 29, 2016

A great brand and a great business. They are making money in several different ways. His favourite part in their business is probably ESPN. That side doesn’t seem to get as much attention as it should. If you bought this at any time in the last 4 years, you have done really well. He is bullish on the US consumer, but is less excited about them than he was a year ago. Doesn’t think you will go wrong with this name, but wouldn’t be loading up on it at these levels.

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Walt Disney (DIS-N)
January 29, 2016

A great brand and a great business. They are making money in several different ways. His favourite part in their business is probably ESPN. That side doesn’t seem to get as much attention as it should. If you bought this at any time in the last 4 years, you have done really well. He is bullish on the US consumer, but is less excited about them than he was a year ago. Doesn’t think you will go wrong with this name, but wouldn’t be loading up on it at these levels.

TOP PICK
TOP PICK
January 29, 2016

There was a lot of cash on the sidelines last year, as investors weren’t convinced the company could turn things around. But after the results we have seen recently, that conviction has started to diffuse into the market. Thinks there is going to be a new round of capital coming in from new investors who feel better about the story. They are still early in this turnaround. There is probably 10%-15% upside at the most, and then you want to get out. Dividend yield of about 3%.

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McDonalds (MCD-N)
January 29, 2016

There was a lot of cash on the sidelines last year, as investors weren’t convinced the company could turn things around. But after the results we have seen recently, that conviction has started to diffuse into the market. Thinks there is going to be a new round of capital coming in from new investors who feel better about the story. They are still early in this turnaround. There is probably 10%-15% upside at the most, and then you want to get out. Dividend yield of about 3%.

TOP PICK
TOP PICK
January 29, 2016

The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.

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The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.

TOP PICK
TOP PICK
January 29, 2016

He was at 25% cash in the 1st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.

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CASH (CASH)
January 29, 2016

He was at 25% cash in the 1st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.