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Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. Not sure how extensive they are in the US. If he had to buy one, it would be Chartwell. Dividend yield of 4.7%.

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. This has been around for a long time. They had US operations, but sold them. Very focused on different levels of care, independent, semi-independent and full care. If he had to buy one, it would be this one.

The parent company of Loblaws, the largest grocer in Canada. The majority of NAV comes from Loblaws. They still have a small bakery division in both Canada and the US. He would look for news on Loblaws that would drive this stock. Finds this quite cheap compared to the value of Loblaws and the bakeries.

There is a lot of supply of potash. Demand is not very robust, so he is not very enthusiastic about the commodity. The merger with Agrium (AGU-T) will create a much bigger company, with a decent distribution arm. It will also give them nitrogen. Demand for most of the farm chemical input is not that strong.

Dividends split companies? These will basically have a capital stock that doesn’t pay a dividend, and another piece that pays a dividend. They arrange this by using leverage, and usually invest in underlying entities that pay a dividend or generates cash flow. Depending on what you are invested in and how much leverage there is, and how the market performs, that is really going to determine how the split share does.

Facilitates cargo transportation across Canada, mostly at night. There are rules in Canada as to what the large US companies can do. If you want something to go from Toronto to Vancouver, it will be this company that will probably do it. They have grown their business with UPS, and have one business with Canada Post. An excellent company and well-run.

The best rail in North America. Lowest operating ratio and generates a lot of free cash flow. Very customer focused. It continues having good growth. They don’t haul a lot of coal or oil, but incrementally that could be positive. He expects them to continue giving best class execution and continued dividend growth.

Has a propane division as well as heating oil in the US, as well as some chemicals. Sold their US construction distribution business, and the balance sheet is better because of that. With a colder weather in Western Canada, he expects them to have good results. Also, expects them to raise their dividend over time. Dividend yield of 5.7%.

Their legacy business was coal which experienced some difficulty, and was on the way to being shut down in Alberta. The issue was, how much will they get for these legacy assets. Also, they wisely decided to set up a renewable subsidiary where they still own a good chunk of it. This has grown quite nicely. Thinks the CEO is doing a decent job.

T-shirts, underwear, socks, sweatshirts. Low cost producers with operations globally. The US does not produce a lot of T-shirts, underwear or socks, and this company has a plant in Georgia that spins the yarn for socks. Trading at 14X earnings. Debt to cash flow is 1.3X. They have a great history of growing their dividends. There is a lot of negative sentiment in the stock. As a low-cost producer, they will be able to compete efficiently. Recently bought the name of American Apparel, not the manufacturing. Dividend yield of 1.24%. (Analysts’ price target is $42.11.)

The 2^nd largest drugstore in the US, but also a PBM, (Pharmacy Benefit Manager). PBM’s are a little misunderstood in the US. They were set up because corporations didn’t want to deal with managing employees’ drug benefits. PBM’s actually save companies money. Depending on the contract, they can pass through 85%-100% of their money. CVS is going to buy back about 5 billion of shares. Good dividend growth rate and free cash flow. This is trading much lower than the market. Dividend yield of 2.44%. (Analysts’ price target is $88.74.)

Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA. There is no debt. Bought a small company about 18 months ago, that provides services for law firms that are involved in real estate transactions in Ontario and Québec. Good management. He expects modest dividend increases over time. Dividend yield of about 4.5%. (Analysts’ price target is $19.67.)

Market. The secret on seasonality is that you Buy on the rumour and Sell on the news. Historically, during the first 4 months after a president is elected, the market has a tendency to reach a fairly important short-term peak right around inaugural day. After that, it tends to go sideways for a time. Once you get your executives into power and Congress starts to do things, then the market moves higher. Historically, the Canadian market has done very well from approximately the beginning of December right through until February of each year, and there is good reason to believe that that is going to happen again this year. There is good reason to believe that 4^th quarter earnings by Canadian companies are going to be very strong. In fact, the top 60 companies in Canada are expected to show a gain of 8.3% on a year-over-year basis. By the end of the year, markets will be significantly higher.

Seasonally you normally see defence stocks doing very well from about October right through until about the end of the year, and then they tend to take a bit of a break from January through to March. They then take another move to the upside until May. Technically, it is currently running into some overhead resistance with a small downward trend.

Historically, silver stocks in general, have a period of seasonal strength from the middle of December through until February of each year. The chart looks like this is off to a good start. This is a Trade, and you trade it until approximately the 1^st week in March, and then you might want to take some profits.