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SU-T vs. CNQ-T. SU-T is a great company. With CNQ-T they are the two big guys in the field. He owns neither one but he would lean a little more to CNQ-T because of better valuation. The yield is not as great but they have more potential to bump the dividend up. Unit we get a better energy environment in Canada the growth will be limited.
He never takes gold stock questions and does not own them. In 1980 gold was at $800 and the Dow was at 800 points. The Dow crossed $24k today while gold is hoping to get past $1300. He does not see the justification. He has ever owned any gold stocks.
He never takes gold stock questions and does not own them. In 1980 gold was at $800 and the Dow was at 800 points. The Dow crossed $24k today while gold is hoping to get past $1300. He does not see the justification. He has ever owned any gold stocks.
It is a two horse race on the retail side in the US with AMZN-Q. WMT-N has the bricks and mortar in place and it is easier to build out that online. Their web site has become far more compelling. It has crept up in price and earnings multiple but it is still cheap. Especially compared to AMZN-Q.
It is a two horse race on the retail side in the US with AMZN-Q. WMT-N has the bricks and mortar in place and it is easier to build out that online. Their web site has become far more compelling. It has crept up in price and earnings multiple but it is still cheap. Especially compared to AMZN-Q.
It has had a remarkable run over the last 10 years. It has doubled. This is mostly due to the management team. It has the highest return on equity of the group. It has re-rated higher. It has gone from being a small regional bank to one of the big boys. It is now one of the big-six banks (formerly 5). He would be tempted to take partial profits. There is nothing wrong with it operationally.
It has had a remarkable run over the last 10 years. It has doubled. This is mostly due to the management team. It has the highest return on equity of the group. It has re-rated higher. It has gone from being a small regional bank to one of the big boys. It is now one of the big-six banks (formerly 5). He would be tempted to take partial profits. There is nothing wrong with it operationally.
Best known for hot water heater rentals. He likes the business and its stable recurring revenue model, high profitability and a respectable, growing dividend yield. The valuation keeps him away from it and he would wait for more of a pull back to get interested in it. This is not a pro-growth stock and he is currently positioning more for growth.
Best known for hot water heater rentals. He likes the business and its stable recurring revenue model, high profitability and a respectable, growing dividend yield. The valuation keeps him away from it and he would wait for more of a pull back to get interested in it. This is not a pro-growth stock and he is currently positioning more for growth.
It is a senior natural gas producer that he used to own. He holds the management team in high regards. They are remarkably managed to grow. He exited because he was not constructive on natural gas pricing. It was a goto name, otherwise. Production is growing and they are doing so profitably. It is hard for them to get their gas out of the basin and that is what keeps him out of the stock.
It is a senior natural gas producer that he used to own. He holds the management team in high regards. They are remarkably managed to grow. He exited because he was not constructive on natural gas pricing. It was a goto name, otherwise. Production is growing and they are doing so profitably. It is hard for them to get their gas out of the basin and that is what keeps him out of the stock.
He is not looking at owning it. It is a high Beta stock and not a strong franchise. Investment banking has been weak since the resource cycle peaked several years ago. They are not likely to pay a dividend any time soon.
He is not looking at owning it. It is a high Beta stock and not a strong franchise. Investment banking has been weak since the resource cycle peaked several years ago. They are not likely to pay a dividend any time soon.
SU-T vs. CNQ-T. SU-T is a great company. With CNQ-T they are the two big guys in the field. He owns neither one but he would lean a little more to CNQ-T because of better valuation. The yield is not as great but they have more potential to bump the dividend up. Unit we get a better energy environment in Canada the growth will be limited.