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She has been adding to the name for at least the last year and a half. It is 90% oil and is leveraged to its price. They are in Saskatchewan and Alberta. Prior to the down turn in energy they were criticized for continually issuing equity to fund acquisitions. In September of 2016, they came again to the market, but to strengthen their balance sheet and fund Cap-X. They have lagged in this rally because of this. We will hear more about what the activist investor wants to do. She is going to hold on to it.
She has been adding to the name for at least the last year and a half. It is 90% oil and is leveraged to its price. They are in Saskatchewan and Alberta. Prior to the down turn in energy they were criticized for continually issuing equity to fund acquisitions. In September of 2016, they came again to the market, but to strengthen their balance sheet and fund Cap-X. They have lagged in this rally because of this. We will hear more about what the activist investor wants to do. She is going to hold on to it.
She has owned UL-N for 4 years. She thinks the price is significantly too low. She owns it because 15% of revenues is from emerging markets. That is where the growth is in consumer goods.
She has owned UL-N for 4 years. She thinks the price is significantly too low. She owns it because 15% of revenues is from emerging markets. That is where the growth is in consumer goods.
They will benefit from higher interest rates. They ran into difficulty during the financial crisis and had to restructure. They are trying to grow their return on equity. She keeps her insurance exposure in Canada.
They will benefit from higher interest rates. They ran into difficulty during the financial crisis and had to restructure. They are trying to grow their return on equity. She keeps her insurance exposure in Canada.
A very high quality health care provider in the US. If you want exposure there, it is one of the best companies to hold. She likes healthcare as a secular theme due to the aging demographics. There is not one specific reason why is has gone up recently. Keep holding it.
A very high quality health care provider in the US. If you want exposure there, it is one of the best companies to hold. She likes healthcare as a secular theme due to the aging demographics. There is not one specific reason why is has gone up recently. Keep holding it.
It has done very well. But she prefers Yum Brands in that space. She holds both the companies after YUM split. MCD-N has brought in some growth with menu innovation. They have room to grow outside of the US, but YUM China is a more direct play. MCD-N is probably fairly valued.
It has done very well. But she prefers Yum Brands in that space. She holds both the companies after YUM split. MCD-N has brought in some growth with menu innovation. They have room to grow outside of the US, but YUM China is a more direct play. MCD-N is probably fairly valued.
She has owned it for quite a number of years. It is the largest seniors housing player in Canada. She likes the demographics play. The company sold off all their US properties and they have been developing and re-investing the money. It has a 3.5% yield. It has been strong over the past three weeks. She would not buy it here, but hold it. Wait for a pullback if you want to imitate a position.
She has owned it for quite a number of years. It is the largest seniors housing player in Canada. She likes the demographics play. The company sold off all their US properties and they have been developing and re-investing the money. It has a 3.5% yield. It has been strong over the past three weeks. She would not buy it here, but hold it. Wait for a pullback if you want to imitate a position.
MSFT-Q vs. IBM-N. If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow. IBM has not been able to figure out how to grow their top line. Both have cash overseas and will benefit if there is repatriation of cash policy changes.
MSFT-Q vs. IBM-N. If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow. IBM has not been able to figure out how to grow their top line. Both have cash overseas and will benefit if there is repatriation of cash policy changes.
