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HOLD
HOLD
March 12, 2018

The withholding of tax is done before distribution. The ETF gets some rebates. Interest sensitive stocks that are low volatile have squeezed profit margins. Most of the time this is a good strategy but interest rates are rising so it does not mean it will not go down.

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The withholding of tax is done before distribution. The ETF gets some rebates. Interest sensitive stocks that are low volatile have squeezed profit margins. Most of the time this is a good strategy but interest rates are rising so it does not mean it will not go down.

DON'T BUY
DON'T BUY
March 12, 2018

One of the best growth stocks in Canada in the last year. This is a momentum investment. He is a value investor so it does not fit him. The 12 month target is $180.00 and we are at $190, so not a lot of optimism. A lot of this year’s news is already in the stock.

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Shopify Inc. (SHOP-T)
March 12, 2018

One of the best growth stocks in Canada in the last year. This is a momentum investment. He is a value investor so it does not fit him. The 12 month target is $180.00 and we are at $190, so not a lot of optimism. A lot of this year’s news is already in the stock.

BUY
BUY
March 12, 2018

He uses ETFs like GDX-N or ZGD-T, and G-T is a big part of both of them. We are getting some false alarms but this is a bit of a break out. Inflation pressures in the coming year would be good for this stock. Inflation numbers are what are going to drive gold this year.

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Goldcorp Inc (G-T)
March 12, 2018

He uses ETFs like GDX-N or ZGD-T, and G-T is a big part of both of them. We are getting some false alarms but this is a bit of a break out. Inflation pressures in the coming year would be good for this stock. Inflation numbers are what are going to drive gold this year.

HOLD
HOLD
March 12, 2018

He likes a couple of ETFs. KRE-N is regional banks and has broken out already. While revenues go up revenues should increase for banks but the profit margin is worse if the yield curve is flattening. There is a momentum trade on US banks right now, however. The yield curve could flatten further later this year.

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He likes a couple of ETFs. KRE-N is regional banks and has broken out already. While revenues go up revenues should increase for banks but the profit margin is worse if the yield curve is flattening. There is a momentum trade on US banks right now, however. The yield curve could flatten further later this year.

TOP PICK
TOP PICK
March 12, 2018

He is constructive on the oil price. As demand season picks up here and as differentials narrow, it will be good for them. The free cash flow is going north. They are through the Horizons build. They had a 20% dividend increase. The stock is down year to date, so it is a good level to be accumulating. (Analysts’ target: $51.94).

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He is constructive on the oil price. As demand season picks up here and as differentials narrow, it will be good for them. The free cash flow is going north. They are through the Horizons build. They had a 20% dividend increase. The stock is down year to date, so it is a good level to be accumulating. (Analysts’ target: $51.94).

TOP PICK
TOP PICK
March 12, 2018

There are a lot of things to like with a company that has done 12% total return since 1952. It is a spectacular opportunity to own it at these levels. A 10% dividend increase is at the low end of their guidance. The interest rate impact will be temporary. (Analysts’ target: $56.42).

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Enbridge (ENB-T)
March 12, 2018

There are a lot of things to like with a company that has done 12% total return since 1952. It is a spectacular opportunity to own it at these levels. A 10% dividend increase is at the low end of their guidance. The interest rate impact will be temporary. (Analysts’ target: $56.42).

TOP PICK
TOP PICK
March 12, 2018

Underlying everything it is a great business. It has been building a base since 2015. This is a good level to be buying the company at. They continue to diversify in brand and geography. It is about parts and service, which is recurring revenue. Almost a 10% free cash flow. (Analysts’ target: $26.00).

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AutoCanada Inc. (ACQ-T)
March 12, 2018

Underlying everything it is a great business. It has been building a base since 2015. This is a good level to be buying the company at. They continue to diversify in brand and geography. It is about parts and service, which is recurring revenue. Almost a 10% free cash flow. (Analysts’ target: $26.00).