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Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.
Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.
A very solid, meat and potatoes bank. It’s up about 22% this year. Has a decent dividend yield.
A very solid, meat and potatoes bank. It’s up about 22% this year. Has a decent dividend yield.
Has been the most successful rail stock in the last 5 years. His pick has been Canadian National (CNR-T), but rail stocks are GDP growth plus 2%-3%. They have their cost ratio way down. You will do very well on a longer-term view, but if we do have a slowdown in North America, rail stocks are not going to be immune.
Has been the most successful rail stock in the last 5 years. His pick has been Canadian National (CNR-T), but rail stocks are GDP growth plus 2%-3%. They have their cost ratio way down. You will do very well on a longer-term view, but if we do have a slowdown in North America, rail stocks are not going to be immune.
An enormously disappointing longer-term investment. If the tax case goes in their favour, that will be nice, but the stock really hasn’t done a great deal. There has been a downturn in the demand for uranium. They are building a lot of reactors in China, and are looking to build a lot more in Asia. The only thing that doesn’t emit CO2 for continuous baseload power is nuclear. This is dead money at the moment.
An enormously disappointing longer-term investment. If the tax case goes in their favour, that will be nice, but the stock really hasn’t done a great deal. There has been a downturn in the demand for uranium. They are building a lot of reactors in China, and are looking to build a lot more in Asia. The only thing that doesn’t emit CO2 for continuous baseload power is nuclear. This is dead money at the moment.
This has been a wonderful investment. With all the FinTech proposals and money transfer, etc. the market is not worrying about those. It probably goes sideways from here, because either the merchants will want fees reduced or someone comes up with a cheaper form of transfer. If you own this, it never hurts to take profits.
This has been a wonderful investment. With all the FinTech proposals and money transfer, etc. the market is not worrying about those. It probably goes sideways from here, because either the merchants will want fees reduced or someone comes up with a cheaper form of transfer. If you own this, it never hurts to take profits.
This has been a problem for all UK utilities. The regulatory regime, whether for generators, distributors, etc., has been getting tougher and tougher. With the present uncertain state of UK politics, there is a possibility that Labour might be the next government, and this could get nationalized at a price well below what it is trading at now. You have to make up your mind whether BREXIT is going to be disastrous for the Conservative party or not. If you are uncertain, you might want to get out of this and come back when things are clearer.
This has been a problem for all UK utilities. The regulatory regime, whether for generators, distributors, etc., has been getting tougher and tougher. With the present uncertain state of UK politics, there is a possibility that Labour might be the next government, and this could get nationalized at a price well below what it is trading at now. You have to make up your mind whether BREXIT is going to be disastrous for the Conservative party or not. If you are uncertain, you might want to get out of this and come back when things are clearer.
Sell? If you’ve got a profit from an airline, it is never wrong to lock some of it in. There are so many things that an airline can’t control, such as the number of people flying, the price they pay, jet fuel prices, etc. At least, take your original cost out.
Sell? If you’ve got a profit from an airline, it is never wrong to lock some of it in. There are so many things that an airline can’t control, such as the number of people flying, the price they pay, jet fuel prices, etc. At least, take your original cost out.