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Had a big miss last quarter, largely on the back of their tissue exposure, so this is a pretty opportune time to be buying. The free cash flow is in the neighbourhood of 15%. If there was an upswing in the tissue space, this would benefit, but is not something he is holding his breath for.
Had a big miss last quarter, largely on the back of their tissue exposure, so this is a pretty opportune time to be buying. The free cash flow is in the neighbourhood of 15%. If there was an upswing in the tissue space, this would benefit, but is not something he is holding his breath for.
The predominant player in the Canadian Bakken. Their decline rate is about 30%, which is higher than what he would like to see. Trading at 5X cash flow, so it is very, very cheap. Assets are reasonable, and are probably benefiting from strong oil prices and a weaker Cdn$, yet nobody seems to care. There are better names to own.
The predominant player in the Canadian Bakken. Their decline rate is about 30%, which is higher than what he would like to see. Trading at 5X cash flow, so it is very, very cheap. Assets are reasonable, and are probably benefiting from strong oil prices and a weaker Cdn$, yet nobody seems to care. There are better names to own.
Life is as good as it is going to get for metallurgical coal producers, trading at about $200 a ton. Restart of mines is going on around the world and in North America. Looks cheap, but given the cyclicality of the business, it is pricing in maximum earnings.
Life is as good as it is going to get for metallurgical coal producers, trading at about $200 a ton. Restart of mines is going on around the world and in North America. Looks cheap, but given the cyclicality of the business, it is pricing in maximum earnings.
If interest rates stay low, this company will benefit. They has very, very high-quality assets, both in Canada and Europe. Have carved out a nice position as a large offshore wind producer. Bidding on contracts all around the world at the moment. He likes renewable energy in general, as perpetual cash flow is a very interesting thing. Has a nice yield of 4.5%. A good place to be.
If interest rates stay low, this company will benefit. They has very, very high-quality assets, both in Canada and Europe. Have carved out a nice position as a large offshore wind producer. Bidding on contracts all around the world at the moment. He likes renewable energy in general, as perpetual cash flow is a very interesting thing. Has a nice yield of 4.5%. A good place to be.
(A Top Pick Sept 15/16. Up 6%. Up 6%.) The 3rd quarter was not good. Owning down here is going to end up looking very good a year from now.
(A Top Pick Sept 15/16. Up 6%. Up 6%.) The 3rd quarter was not good. Owning down here is going to end up looking very good a year from now.
(A Top Pick Sept 15/16. Down 22%.) *Short* He is still Short. The return represents the worst snapshot possible, but as he has held this for a long time, he is still profitable. Wealth management and mutual fund space in general has been a very tough spot. Feels the stock is still expensive.
(A Top Pick Sept 15/16. Down 22%.) *Short* He is still Short. The return represents the worst snapshot possible, but as he has held this for a long time, he is still profitable. Wealth management and mutual fund space in general has been a very tough spot. Feels the stock is still expensive.
(A Top Pick Sept 15/16. Up 28%.) *Long* (Pairs trade with a Short on TRP-T.) He still has both positions on.
(A Top Pick Sept 15/16. Up 28%.) *Long* (Pairs trade with a Short on TRP-T.) He still has both positions on.
