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This may be a sign of the times, where they essentially own cable subscription type services. A niche segment in the TV industry. There has been lower viewership and lower advertising dollars, which hurts revenues. Not sure the slide in the stock is done yet and would be a little leery. If you own, consider if there are better opportunities for your money to work.
This is in the utility/infrastructure space. A good company and has seen pretty good growth over the last couple of months or so. In a rising interest rate environment, utilities would face some pressures, but this company has withstood that very well. This will continue to move along well, and pays a good dividend yield of 3.7%.
In packaging goods, and they have competition. It came down in the 2nd quarter over the summer, when there really wasn’t much volume, so earnings were not great. He’s been buying shares over the last couple of months. It’s a growing company that is going through some growing pains, to get to the next level.
Had a tough year and their share price tanked. It’s starting to see a bit of a turnaround, and there has been some nice appreciation over the last couple of months. Pulled back in the last few weeks with the sector. They started to eliminate debt, which is a huge thing for them, because their debt ratios were off the charts. Have had some strategic asset sales which is bringing down the debt, and the market is liking that.
This got beat up with the overall industry. He just started picking some up in the last month or 2. Technically, he feels the bottom is in and the stock is starting to make some gains. This is not for the faint of heart as it is going to have some volatility. As long as you have a medium to high risk tolerance, it’s a name that you could look at accumulating.
Has been in a kind of whirlwind in the last 6 months or so. Warren Buffett came in with a lifeline, and gave them a new lease on life. New regulations are being introduced in the housing market, which will have a little impact on their business. He would rather own a safer name such as a bank.
This has gone from technology to more of a software company. In Canada, in technology in there aren’t too many options. He’s unsure how they will continue to make profits. They’re in a very competitive industry. Would prefer a major US tech player. If you own and have made some profit, he would suggest you rebalance out of that.
Had a big fall from January until July/Aug, and now there is a bit of a turnaround. Oil has to move somehow, which is the primary driver of this company’s business. If there continues to be a pickup in energy, this is going to get some pickup along with that. Prefers pipelines which have less volatility. You could continue to hold this for the next 6-12 months and probably get some pickup. Dividend yield of 7.6%.
Canadian Market. He can see upside, but expects it will be a grind higher over the next 6 months. There will be periods of volatility, primarily driven by geopolitical types of events such as NAFTA and North Korea. On the pullbacks, they should be treated as opportunities to look at buying select stocks in specific sectors. Favours economically sensitive stocks. The recent GDP numbers indicate we are starting to see growth, which will continue to be revised both in Canada and the US. He is going into more cyclical types of stocks that can maybe benefit from the increased pickup in GDP in infrastructure spending. We are getting to the later stages of what has been a pretty good overall rally, and as such, generally in the later stages, we will see some cyclical outperformance, and that is where he is trying to place clients’ money. Moving some money out of the US and into Europe, where he is seeing some opportunities. He’ll do this through ETF’s and other types of instruments.