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Pipeline infrastructure. Over the last week or 2, it has pulled back significantly, and he hasn’t seen any rhyme or reason for it. The US acquisition of Spectra Energy gives them a viable pass for growth over the next 5-6 years. Pays a good dividend yield.
Pipeline infrastructure. Over the last week or 2, it has pulled back significantly, and he hasn’t seen any rhyme or reason for it. The US acquisition of Spectra Energy gives them a viable pass for growth over the next 5-6 years. Pays a good dividend yield.
Has a huge market share in the screen printing business in the US. A good track record and good history, but doesn’t see huge upside growth. Prefers something where you can get a higher return and better dividend.
Has a huge market share in the screen printing business in the US. A good track record and good history, but doesn’t see huge upside growth. Prefers something where you can get a higher return and better dividend.
These types of companies have taken off over the last 6 months or so. Prefers Martinrea (MRE-T), because it was a bit of a turnaround story with better share price potential. He would be comfortable owning Magna, but would prefer it a little cheaper.
These types of companies have taken off over the last 6 months or so. Prefers Martinrea (MRE-T), because it was a bit of a turnaround story with better share price potential. He would be comfortable owning Magna, but would prefer it a little cheaper.
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 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%.
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.
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.
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.
