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COMMENT
May 11, 2018

They had troubles last year with mortgages issues. Their last quarter was pretty decent. They prefer in the alternative lending space Timbercreek Financial Corp (TF-T).

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They had troubles last year with mortgages issues. Their last quarter was pretty decent. They prefer in the alternative lending space Timbercreek Financial Corp (TF-T).

BUY
BUY
May 11, 2018

Part of their commodity exposure. They added when it came off in mid-November. They shut-down some of their mines in the last couple of months. The goal was to clean up the market a little as there has been excess supply for a while. Now demand is starting to pick up. Great company.

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Part of their commodity exposure. They added when it came off in mid-November. They shut-down some of their mines in the last couple of months. The goal was to clean up the market a little as there has been excess supply for a while. Now demand is starting to pick up. Great company.

BUY
BUY
May 11, 2018

Right time in the cycle to own a name like this. Wealth management, broader exposure to the US investment management business and investment banking side. They favor Bank of America Corp (BAC-N). It has more operating leverage.

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Right time in the cycle to own a name like this. Wealth management, broader exposure to the US investment management business and investment banking side. They favor Bank of America Corp (BAC-N). It has more operating leverage.

COMMENT
COMMENT
May 11, 2018

They came under pressure in the last few years because of their exposure to retail and the sentiment around retail couldn’t be any worse. He thinks it is very difficult for them going forward to grow with their traditional assets. They prefer SmartCentres Real Estate Investment Trst (SRU.UN-T) which has 25% tied to Walmart. It is more agile being smaller.

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They came under pressure in the last few years because of their exposure to retail and the sentiment around retail couldn’t be any worse. He thinks it is very difficult for them going forward to grow with their traditional assets. They prefer SmartCentres Real Estate Investment Trst (SRU.UN-T) which has 25% tied to Walmart. It is more agile being smaller.

COMMENT
COMMENT
May 11, 2018

They took a hard look at this in the commodity washout of 2016. It is a good long-term name to own. Consistent cash flows. Very cyclical though. They would really look at this if it was below $20. Yield is over 5%.

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They took a hard look at this in the commodity washout of 2016. It is a good long-term name to own. Consistent cash flows. Very cyclical though. They would really look at this if it was below $20. Yield is over 5%.

BUY
BUY
May 11, 2018

Basically, the merged company between Digital Globe and McDonald Dettwiler. Huge growth opportunity. They took a lot of debt to fund the acquisition. Valuation is good. Business is really good going forward.

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Basically, the merged company between Digital Globe and McDonald Dettwiler. Huge growth opportunity. They took a lot of debt to fund the acquisition. Valuation is good. Business is really good going forward.

BUY
BUY
May 11, 2018

Excellent company. They had own it for a couple of years. The entire energy space is dramatically underpriced.

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Excellent company. They had own it for a couple of years. The entire energy space is dramatically underpriced.