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He likes the look of this. Insurance companies have all had a big move post election, on the premise that we are going to see increased rates. They’ll be big benefactors of that. A dividend increase is a very likely possibility. It’ll be modest and not likely as large a magnitude as the past 3 years. Valuations are very reasonable. Dividend yield is 3%, which is certainly adequate to hold in this environment. This and Sun Life (SLF-T) have the biggest exposure to international markets, which is going to be a key to them.
He likes the look of this. Insurance companies have all had a big move post election, on the premise that we are going to see increased rates. They’ll be big benefactors of that. A dividend increase is a very likely possibility. It’ll be modest and not likely as large a magnitude as the past 3 years. Valuations are very reasonable. Dividend yield is 3%, which is certainly adequate to hold in this environment. This and Sun Life (SLF-T) have the biggest exposure to international markets, which is going to be a key to them.
Trading around 25X earnings this year, and 21X next year’s earnings. Not cheap, but has a huge runway of opportunity ahead of it with the conversion of cash to electronic currency, as well as international markets. A great growth company. You can still buy it comfortably over the next 3-5 years. Dividend yield of .8%.
Trading around 25X earnings this year, and 21X next year’s earnings. Not cheap, but has a huge runway of opportunity ahead of it with the conversion of cash to electronic currency, as well as international markets. A great growth company. You can still buy it comfortably over the next 3-5 years. Dividend yield of .8%.
A good stock and a great company. Relatively cheap trading at roughly 18X this year’s earnings and 15X next year’s, sort of in line with the market. Not a table-pounding buy, but a good core holding for a portfolio. Also, pays a decent yield while you are waiting.
A good stock and a great company. Relatively cheap trading at roughly 18X this year’s earnings and 15X next year’s, sort of in line with the market. Not a table-pounding buy, but a good core holding for a portfolio. Also, pays a decent yield while you are waiting.
Got a little undervalued. There were a couple of quarters where results were not as robust as they had been, and there were some concerns they had made too many acquisitions a little too quickly. The market for their product is huge, and they have great opportunities with some of their new processing plants and their new rail lines getting their product to market. Valuation is reasonable. Looking out a year or 2, he expects to see much higher prices. Dividend yield of 1.7%.
Got a little undervalued. There were a couple of quarters where results were not as robust as they had been, and there were some concerns they had made too many acquisitions a little too quickly. The market for their product is huge, and they have great opportunities with some of their new processing plants and their new rail lines getting their product to market. Valuation is reasonable. Looking out a year or 2, he expects to see much higher prices. Dividend yield of 1.7%.
In the midst of finalizing their merger with Potash (POT-T), which is slated to close some time mid-year. There are obvious distractions that come with that, and he doesn’t see a big move in the stock between now and when the merger finally closes. You are able to look forward to some synergies upon the closing of the merger, which is a positive. Also, you will now have a very, very dominant player.
In the midst of finalizing their merger with Potash (POT-T), which is slated to close some time mid-year. There are obvious distractions that come with that, and he doesn’t see a big move in the stock between now and when the merger finally closes. You are able to look forward to some synergies upon the closing of the merger, which is a positive. Also, you will now have a very, very dominant player.
(A Top Pick Jan 27/16. Up 31.34%.) When he picked it, it was an opportune time. The company had just sold off following a 1st quarter report. A great company and a great product, but still a silly low valuation.
(A Top Pick Jan 27/16. Up 31.34%.) When he picked it, it was an opportune time. The company had just sold off following a 1st quarter report. A great company and a great product, but still a silly low valuation.
(A Top Pick Jan 27/16. Up 18.6%.) It did well after he bought it, but then struggled in the last couple of months. Had a disappointing 3rd quarter earnings result in November, and took a big hit. That was followed a few days later by the resignation of their CEO. Part of the problem in their earnings was just the slowness in the infrastructure spending following Trudeau’s campaign. This is looking for a great year in 2018, and a big jump in earnings. He would be a buyer at these levels.
(A Top Pick Jan 27/16. Up 18.6%.) It did well after he bought it, but then struggled in the last couple of months. Had a disappointing 3rd quarter earnings result in November, and took a big hit. That was followed a few days later by the resignation of their CEO. Part of the problem in their earnings was just the slowness in the infrastructure spending following Trudeau’s campaign. This is looking for a great year in 2018, and a big jump in earnings. He would be a buyer at these levels.
