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December 21, 2016

This looks cheap and has come down a long way. What he is trying to get a fix on is how much real estate do they really own. Is there any underlying value in there, to back up what he sees as a weak and very competitive and very margin expansion resistance retail world. They are caught on the side of being bricks and mortar, at a time when Internet is really taking away a lot of market share.

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Hudson Bay Co. (HBC-T)
December 21, 2016

This looks cheap and has come down a long way. What he is trying to get a fix on is how much real estate do they really own. Is there any underlying value in there, to back up what he sees as a weak and very competitive and very margin expansion resistance retail world. They are caught on the side of being bricks and mortar, at a time when Internet is really taking away a lot of market share.

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TOP PICK
December 21, 2016

Had recommended this very early this year, and it ran into problems. It is an alternative finance company, primarily for private companies that have a long-term track record of being profitable, where management is looking for a way to finance without giving up control. The company primarily advances preferred stock, which participates with the growth of the company. When Alaris makes an investment, they are sort of looking towards earning a 15% rate of return, and has a policy of paying out a 6% dividend. Dividend yield of 6.84%. (Analysts’ price target is $24.46.)

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Alaris Royalty (AD-T)
December 21, 2016

Had recommended this very early this year, and it ran into problems. It is an alternative finance company, primarily for private companies that have a long-term track record of being profitable, where management is looking for a way to finance without giving up control. The company primarily advances preferred stock, which participates with the growth of the company. When Alaris makes an investment, they are sort of looking towards earning a 15% rate of return, and has a policy of paying out a 6% dividend. Dividend yield of 6.84%. (Analysts’ price target is $24.46.)

TOP PICK
TOP PICK
December 21, 2016

He always looks for companies that have strong financial backing. They recently sold some assets in south east Saskatchewan, which even further enhances their balance sheet, and allows them to have more choices in how they deploy capital going forward. Management has always been extremely good in deploying capital. He looks at this as being not only one of the survivors, but one of the benefactors of all the turmoil that has happened in the energy patch. He wouldn’t be surprised to see dividends start to increase again. Dividend yield of 2.62%. (Analysts’ price target is $27.30.)

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Arc Resources Ltd (ARX-T)
December 21, 2016

He always looks for companies that have strong financial backing. They recently sold some assets in south east Saskatchewan, which even further enhances their balance sheet, and allows them to have more choices in how they deploy capital going forward. Management has always been extremely good in deploying capital. He looks at this as being not only one of the survivors, but one of the benefactors of all the turmoil that has happened in the energy patch. He wouldn’t be surprised to see dividends start to increase again. Dividend yield of 2.62%. (Analysts’ price target is $27.30.)

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TOP PICK
December 21, 2016

Has owned this for quite a while, and has a fairly low cost base on it. Lately it has started to come off into the mid-$30. At these price levels, it is something people can look at in safely buying. They are one of the largest processors of pulses globally. They’ve also expanded rapidly into food ingredients. Dividend yield of 1.69%. (Analysts’ price target is $44.)

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Has owned this for quite a while, and has a fairly low cost base on it. Lately it has started to come off into the mid-$30. At these price levels, it is something people can look at in safely buying. They are one of the largest processors of pulses globally. They’ve also expanded rapidly into food ingredients. Dividend yield of 1.69%. (Analysts’ price target is $44.)