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Opinion
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COMMENT
January 16, 2018

This holds the majority of TransAlta's (TA-T) power generation assets. It’s a little interest rate sensitive. The renewable area is an area of growing presence. Given the new policies under the Alberta NDP government, renewable assets are probably worth more today than they were before. He would consider this as a Hold to a Buy.

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This holds the majority of TransAlta's (TA-T) power generation assets. It’s a little interest rate sensitive. The renewable area is an area of growing presence. Given the new policies under the Alberta NDP government, renewable assets are probably worth more today than they were before. He would consider this as a Hold to a Buy.

Alex Ruus

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Price
$13.030
Owned
Unknown
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January 16, 2018

Regarding concerns on NAFTA, no one knows what Trump is going to do. He thinks it is a bit of a red herring. Behind the scenes there is a lot of support. 95% of US businesses want to keep NAFTA in place. There is already a NAFTA discount in the whole auto sector, which has created really cheap valuations. This is trading at 7X earnings. Thinks it continues to grow at double digits for the next several years, even in a flat to slightly down North American auto market. It is a leader in autonomous driving technology. Dividend yield of 1.9%. (Analysts' price target is $65.)

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Magna Int'l. (A) (MG-T)
January 16, 2018

Regarding concerns on NAFTA, no one knows what Trump is going to do. He thinks it is a bit of a red herring. Behind the scenes there is a lot of support. 95% of US businesses want to keep NAFTA in place. There is already a NAFTA discount in the whole auto sector, which has created really cheap valuations. This is trading at 7X earnings. Thinks it continues to grow at double digits for the next several years, even in a flat to slightly down North American auto market. It is a leader in autonomous driving technology. Dividend yield of 1.9%. (Analysts' price target is $65.)

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January 16, 2018

The world's largest package document/delivery company. A clear beneficiary of what is happening with everybody's purchasing behaviour. Produces a lot of free cash flow. Dividend yield 2.5%. (Analysts' price target is $130.)

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The world's largest package document/delivery company. A clear beneficiary of what is happening with everybody's purchasing behaviour. Produces a lot of free cash flow. Dividend yield 2.5%. (Analysts' price target is $130.)

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January 16, 2018

North America's #1 leading fleet vehicle/fleet manager. They run fleets of vehicles for corporations. Trades at a big discount to international comparables. Trading at 9X earnings. There has been recent insider buying. Dividend yield of 3.2%. (Analysts' price target is $11.)

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North America's #1 leading fleet vehicle/fleet manager. They run fleets of vehicles for corporations. Trades at a big discount to international comparables. Trading at 9X earnings. There has been recent insider buying. Dividend yield of 3.2%. (Analysts' price target is $11.)