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Its big assets are Tim Hortons and Burger King. Bought this in the high $50s and thinks it is a good company. They have debt, but that will be paid down rapidly. With the extra cash flow, they will buy back shares and increase the dividend. He is more excited about Tim Hortons then Burger King, but overall thinks it is a good company.
Its big assets are Tim Hortons and Burger King. Bought this in the high $50s and thinks it is a good company. They have debt, but that will be paid down rapidly. With the extra cash flow, they will buy back shares and increase the dividend. He is more excited about Tim Hortons then Burger King, but overall thinks it is a good company.
(A Top Pick Jan 22/16. Up 9.17%.) This has energy and infrastructure. Mid-streaming was their original business. Also, has power in Canada and the US as well as some regulated utilities. Very well-run. 6% dividend yield.
(A Top Pick Jan 22/16. Up 9.17%.) This has energy and infrastructure. Mid-streaming was their original business. Also, has power in Canada and the US as well as some regulated utilities. Very well-run. 6% dividend yield.
(A Top Pick Jan 22/16. Up 17.23%.) This has over 300 plants globally. They are investing a lot of money into their Magna Steyr operations in Austria. The CapX is going to go up this year, but it will decline next year. Good dividend growth and good free cash flow.
(A Top Pick Jan 22/16. Up 17.23%.) This has over 300 plants globally. They are investing a lot of money into their Magna Steyr operations in Austria. The CapX is going to go up this year, but it will decline next year. Good dividend growth and good free cash flow.
(A Top Pick Jan 22/16. Up 34.16%.) A very solid, stable company. The original business was pension benefits, but have also expanded into employees’ system programs which is growing. They’ve acquired some contracts in the US and thinks there are good opportunities for acquisitions there. He still likes this. They’ve retained 97%-98% of their customers. They have the ability to grow their dividend at a steady pace.
(A Top Pick Jan 22/16. Up 34.16%.) A very solid, stable company. The original business was pension benefits, but have also expanded into employees’ system programs which is growing. They’ve acquired some contracts in the US and thinks there are good opportunities for acquisitions there. He still likes this. They’ve retained 97%-98% of their customers. They have the ability to grow their dividend at a steady pace.
A Western Canadian-based telecom provider. Many years ago they made the wise decision not to get into content. They’ve had a very successful record over the years of paying a dividend and growing it. Over the next couple of years, they will have to pay for some spectrum. Debt has increased on their balance sheet, so they really should slow down their dividend growth rate. They will face more competition with Shaw, after Shaw having acquired Wind Mobile.
A Western Canadian-based telecom provider. Many years ago they made the wise decision not to get into content. They’ve had a very successful record over the years of paying a dividend and growing it. Over the next couple of years, they will have to pay for some spectrum. Debt has increased on their balance sheet, so they really should slow down their dividend growth rate. They will face more competition with Shaw, after Shaw having acquired Wind Mobile.
We’ve had a fantastic Canadian real estate market for more than a decade. For the last 5 years, it has really been a story of Vancouver and Toronto. This company has a good model where they receive a royalty from their agents. There is a little concern that the number of agents may decline. Great company and great strong management, but not sure how long the residential real estate cycle can last. Dividend yield of 8.1%.
We’ve had a fantastic Canadian real estate market for more than a decade. For the last 5 years, it has really been a story of Vancouver and Toronto. This company has a good model where they receive a royalty from their agents. There is a little concern that the number of agents may decline. Great company and great strong management, but not sure how long the residential real estate cycle can last. Dividend yield of 8.1%.
The former Aeroplan, originally in Canada and diversified to other countries. The CEO is taking a 4 months medical leave. He has concerns about growth going forward as well as debt levels. Dividend yield of about 9.3%.
The former Aeroplan, originally in Canada and diversified to other countries. The CEO is taking a 4 months medical leave. He has concerns about growth going forward as well as debt levels. Dividend yield of about 9.3%.
