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PAST TOP PICK
PAST TOP PICK
July 18, 2017

(A Top Pick July 19/16. Up 29.14%.) A major long-term theme he is focusing on is the Internet of things, connected devices. We are moving into a world where every machine is connected to the web, and this company creates a lot of the analog chips that get designed into products. Sold his holdings about a month ago. It broke out a couple of days ago, so would be a Buy at today’s price.

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(A Top Pick July 19/16. Up 29.14%.) A major long-term theme he is focusing on is the Internet of things, connected devices. We are moving into a world where every machine is connected to the web, and this company creates a lot of the analog chips that get designed into products. Sold his holdings about a month ago. It broke out a couple of days ago, so would be a Buy at today’s price.

COMMENT
COMMENT
July 18, 2017

The drugstore group is pretty defensive, and he is cautious in general on more defensive, bond-like sectors. Also, very cautious on bricks & mortar retailers because of Amazon (AMZN-Q). A great company, but you are really challenged with the group and the theme. This stock can’t get off the carpet.

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The drugstore group is pretty defensive, and he is cautious in general on more defensive, bond-like sectors. Also, very cautious on bricks & mortar retailers because of Amazon (AMZN-Q). A great company, but you are really challenged with the group and the theme. This stock can’t get off the carpet.

COMMENT
COMMENT
July 18, 2017

As a group, REITs trade a lot like the bond market. The selloff in the Canadian bond market in the last 6 weeks, puts pressure on utilities, REITs and consumer staples. In general, he is Short the REIT sector. This has a 9.4% dividend yield while the peer group is less than 5%.

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As a group, REITs trade a lot like the bond market. The selloff in the Canadian bond market in the last 6 weeks, puts pressure on utilities, REITs and consumer staples. In general, he is Short the REIT sector. This has a 9.4% dividend yield while the peer group is less than 5%.

COMMENT
COMMENT
July 18, 2017

Has been Short the energy sector since January, and has covered about half of his Shorts. He doesn’t tend to try and find better companies in a bad neighbourhood. Every time energy rallies, new production in the US comes on. He would be careful on energy.

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Has been Short the energy sector since January, and has covered about half of his Shorts. He doesn’t tend to try and find better companies in a bad neighbourhood. Every time energy rallies, new production in the US comes on. He would be careful on energy.

COMMENT
COMMENT
July 18, 2017

He likes construction and engineering. If you want a Canadian name in that sector, this is one that you could take a look at, although he doesn’t necessarily want Canadian exposure. Be a little careful on this.

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He likes construction and engineering. If you want a Canadian name in that sector, this is one that you could take a look at, although he doesn’t necessarily want Canadian exposure. Be a little careful on this.

COMMENT
COMMENT
July 18, 2017

If he had to pick one US bank right now, it would be this. The stock consolidated from December through May, broke out, had a nice little pull back, and then broke out again. This is very attractive for a number of reasons. It gets you exposure to global banking. They are taking market share, because they are well capitalized. You are going to get a significant capital return by way of share buybacks and increased dividends.

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Citigroup Inc. (C-N)
July 18, 2017

If he had to pick one US bank right now, it would be this. The stock consolidated from December through May, broke out, had a nice little pull back, and then broke out again. This is very attractive for a number of reasons. It gets you exposure to global banking. They are taking market share, because they are well capitalized. You are going to get a significant capital return by way of share buybacks and increased dividends.

COMMENT
COMMENT
July 18, 2017

He still likes this as well as Carnival (CCL-N). When consumers have money, they spend it on leisure and travel. We have an aging population that really likes cruising. Royal Caribbean gets about 10% of their revenue from China. This is a long-term theme that is not going away.

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He still likes this as well as Carnival (CCL-N). When consumers have money, they spend it on leisure and travel. We have an aging population that really likes cruising. Royal Caribbean gets about 10% of their revenue from China. This is a long-term theme that is not going away.