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This has done a good job in recent years of diversifying away into some US markets. However, it is interest rate sensitive. With interest rates going up in Canada, it bodes negatively for this stock.
This has done a good job in recent years of diversifying away into some US markets. However, it is interest rate sensitive. With interest rates going up in Canada, it bodes negatively for this stock.
Your choice of infrastructure stocks? He likes Stantec (STN-T) (See Past Picks) and this one. They are both basically waiting for governments to stop just talking about infrastructure and actually putting money towards it.
Your choice of infrastructure stocks? He likes Stantec (STN-T) (See Past Picks) and this one. They are both basically waiting for governments to stop just talking about infrastructure and actually putting money towards it.
Sold half his position close to the top last year, and continues to buy it for new clients. In the near term, it is probably seen the best part of its run. The latest quarter was a little disappointing. Their acquisition of the UK company that prints plastic currency, exposed them to the resin price market, and there was a spike in the price which caught them by surprise and hurt them. A great company to continue to own, but doesn’t think it is going to lead the market like it has in the past.
Sold half his position close to the top last year, and continues to buy it for new clients. In the near term, it is probably seen the best part of its run. The latest quarter was a little disappointing. Their acquisition of the UK company that prints plastic currency, exposed them to the resin price market, and there was a spike in the price which caught them by surprise and hurt them. A great company to continue to own, but doesn’t think it is going to lead the market like it has in the past.
A major maker of particleboard that goes into buildings. It is going to be a major beneficiary of the hurricanes, especially in Texas and Florida.
A major maker of particleboard that goes into buildings. It is going to be a major beneficiary of the hurricanes, especially in Texas and Florida.
Not one of his favourite energy stocks. Made one really bad acquisition at the wrong time and piled themselves up with debt. The CEO announced he is leaving, but in the meantime is trying to undo some of the mess. He would rather go for a well-managed company with good assets and that will be growing.
Not one of his favourite energy stocks. Made one really bad acquisition at the wrong time and piled themselves up with debt. The CEO announced he is leaving, but in the meantime is trying to undo some of the mess. He would rather go for a well-managed company with good assets and that will be growing.
Buy, Sell or Hold? The only Canadian bank he owns. He owns this because it has the smallest Canadian footprint and the largest non-Canadian footprint as a percentage of their assets, of the banks. It is mostly in emerging markets of south America and Asia, which are the growth markets. Dividend yield of 3.9%.
Buy, Sell or Hold? The only Canadian bank he owns. He owns this because it has the smallest Canadian footprint and the largest non-Canadian footprint as a percentage of their assets, of the banks. It is mostly in emerging markets of south America and Asia, which are the growth markets. Dividend yield of 3.9%.
Recently came under selling pressure after its 1st quarter earnings were announced, because of a bad month of January. Their operations have been doing well since then. A Short Seller jumped all over it, saying bad things, which scared people away, creating a buying opportunity. They are in earthmoving using high-pressure water, and are the biggest in North America. They are now bigger in the US and non-energy than they had been before. Dividend yield of 1.8%. (Analysts’ price target is $36.)
Recently came under selling pressure after its 1st quarter earnings were announced, because of a bad month of January. Their operations have been doing well since then. A Short Seller jumped all over it, saying bad things, which scared people away, creating a buying opportunity. They are in earthmoving using high-pressure water, and are the biggest in North America. They are now bigger in the US and non-energy than they had been before. Dividend yield of 1.8%. (Analysts’ price target is $36.)
