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May 18, 2016

(Market Call Minute.) Likes the rails, but prefers Canadian National (CNR-T). However, this one is fine.

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(Market Call Minute.) Likes the rails, but prefers Canadian National (CNR-T). However, this one is fine.

HOLD
HOLD
May 18, 2016

(Market Call Minute.) This is a long term play and a proven investor.

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(Market Call Minute.) This is a long term play and a proven investor.

TOP PICK
TOP PICK
May 18, 2016

She likes the Shoppers acquisition because it plays into the aging demographics. In terms of food retail, square footage growth has less growth than in prior years, which is a positive for the grocery industry. Have been renovating their stores and putting new IT systems in, which is largely behind them. Focus now is to increase the dividend. They have also been buying back stock. Dividend yield of 1.5%.

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She likes the Shoppers acquisition because it plays into the aging demographics. In terms of food retail, square footage growth has less growth than in prior years, which is a positive for the grocery industry. Have been renovating their stores and putting new IT systems in, which is largely behind them. Focus now is to increase the dividend. They have also been buying back stock. Dividend yield of 1.5%.

TOP PICK
TOP PICK
May 18, 2016

This is really a play on the US economy, a recovery in the US housing market, improving employment, which implies higher household formations and turnover. This is a format that is not threatened by on-line like other businesses. Online represents about 5% of their total revenues. Dividend yield of 2.1%.

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Home Depot (HD-N)
May 18, 2016

This is really a play on the US economy, a recovery in the US housing market, improving employment, which implies higher household formations and turnover. This is a format that is not threatened by on-line like other businesses. Online represents about 5% of their total revenues. Dividend yield of 2.1%.

TOP PICK
TOP PICK
May 18, 2016

There is great momentum in the studio, and she sees good things coming over the next year. They can leverage their productions into the theme parks and consumer products. The big catalyst for their theme parks is the opening of Shanghai Disney in June. Up front there are going to be some opening costs, but longer-term it is going to be a great revenue generator. ESPN has been an overhang in terms of subscriber declines, but that is moderating. Dividend yield of 1.43%.

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Walt Disney (DIS-N)
May 18, 2016

There is great momentum in the studio, and she sees good things coming over the next year. They can leverage their productions into the theme parks and consumer products. The big catalyst for their theme parks is the opening of Shanghai Disney in June. Up front there are going to be some opening costs, but longer-term it is going to be a great revenue generator. ESPN has been an overhang in terms of subscriber declines, but that is moderating. Dividend yield of 1.43%.