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DON'T BUY
DON'T BUY
May 8, 2018

This used to be an income trust. It’s not a very fast-growing business because coffee is a mature industry. The yield is under 4%, which is unattractive on a slow-growth company.

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This used to be an income trust. It’s not a very fast-growing business because coffee is a mature industry. The yield is under 4%, which is unattractive on a slow-growth company.

COMMENT
COMMENT
May 8, 2018

This is cheaper than Great Canadian Gaming. He uses a screening system, looking for companies that hit new 52-week highs. He is especially impressed when a company hasn’t hit a new high in 18 months, and now does. That’s how he picked up on this one. However, they just made a large acquisition. Those are hard to digest, so he is now a bit nervous. He wanted to buy more as the stock started to move, but you might see a couple of tough quarters ahead. Long-term, it’s a great business.

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This is cheaper than Great Canadian Gaming. He uses a screening system, looking for companies that hit new 52-week highs. He is especially impressed when a company hasn’t hit a new high in 18 months, and now does. That’s how he picked up on this one. However, they just made a large acquisition. Those are hard to digest, so he is now a bit nervous. He wanted to buy more as the stock started to move, but you might see a couple of tough quarters ahead. Long-term, it’s a great business.

COMMENT
COMMENT
May 8, 2018

The yield is 8%-plus. It is a drop-down vehicle for energy assets in Canada, not affected by the issues that Enbridge is facing in the United States. The payout ratio is reasonable. The parent company is struggling, and has the ability to force the dropdown firm to accept new assets, which can be a problem. There are procedures to protect shareholders, but it still makes him a bit nervous. There’s a lot of negativity toward pipelines, and toward Enbridge in particular, but he doesn’t think it applies to this one.

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The yield is 8%-plus. It is a drop-down vehicle for energy assets in Canada, not affected by the issues that Enbridge is facing in the United States. The payout ratio is reasonable. The parent company is struggling, and has the ability to force the dropdown firm to accept new assets, which can be a problem. There are procedures to protect shareholders, but it still makes him a bit nervous. There’s a lot of negativity toward pipelines, and toward Enbridge in particular, but he doesn’t think it applies to this one.

PAST TOP PICK
PAST TOP PICK
May 8, 2018

(A Top Pick May 30, 2017. Up 8%). These are exciting times for the company. They are going through FDA approval. He believes that it will be approved because the device has low risk and addresses an unmet need. The stock was recently $25 a share, and he thinks it will rise to $50 if everything works out as planned.

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(A Top Pick May 30, 2017. Up 8%). These are exciting times for the company. They are going through FDA approval. He believes that it will be approved because the device has low risk and addresses an unmet need. The stock was recently $25 a share, and he thinks it will rise to $50 if everything works out as planned.

PAST TOP PICK
PAST TOP PICK
May 8, 2018

(A Top Pick May 30, 2017. Up 41%). Investors always go back to cash. Despite their problems, oil companies and mining companies still produce a lot of cash. When things go slower, these companies stop investing (lower CAPEX) and their free cash flow goes up more. He anticipated last year that with all that free cash flow, people would start buying the stock.

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Rio Tinto (RIO-N)
May 8, 2018

(A Top Pick May 30, 2017. Up 41%). Investors always go back to cash. Despite their problems, oil companies and mining companies still produce a lot of cash. When things go slower, these companies stop investing (lower CAPEX) and their free cash flow goes up more. He anticipated last year that with all that free cash flow, people would start buying the stock.

PAST TOP PICK
PAST TOP PICK
May 8, 2018

(A Top Pick May 30, 2017. Up 36%). Despite their problems, oil companies and mining companies still produce a lot of cash. When things go slower, these companies stop investing (lower CAPEX) and their free cash flow goes up more. He anticipated last year that with all that free cash flow, people would start buying the stock. This company has had a good run this year, but he expects the price to keep rising, so he is still long. Some of the other commodities will not do as well in the future, but he think zinc has life left.

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(A Top Pick May 30, 2017. Up 36%). Despite their problems, oil companies and mining companies still produce a lot of cash. When things go slower, these companies stop investing (lower CAPEX) and their free cash flow goes up more. He anticipated last year that with all that free cash flow, people would start buying the stock. This company has had a good run this year, but he expects the price to keep rising, so he is still long. Some of the other commodities will not do as well in the future, but he think zinc has life left.

DON'T BUY
DON'T BUY
May 8, 2018

It’s a big tech stock with no earnings. He doesn’t know that much about the stock. It takes a long time for companies like this to make money, if they ever do, The investor has to decide whether this particular one is likely to become profitable. There’s a lot of competition. The stock hasn’t done well since it has gone public. He trusts the market.

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Snap Inc. (SNAP-N)
May 8, 2018

It’s a big tech stock with no earnings. He doesn’t know that much about the stock. It takes a long time for companies like this to make money, if they ever do, The investor has to decide whether this particular one is likely to become profitable. There’s a lot of competition. The stock hasn’t done well since it has gone public. He trusts the market.