It is a long term hold. Around $110 there is a lot of technical resistance so you could take some money off the table short term. A global recession would bring the stock down.

VOD-Q vs. VZ-N. He prefers Euro telcos to Canadian. They have room in Europe to add to the bill per subscriber.

VOD-Q vs. VZ-N. He prefers Euro telcos to Canadian. They have room in Europe to add to the bill per subscriber.

It has been a great stock for him. It trades at a bit of a premium to some of the peers in the US because there aren't a lot of quality industrials in Canada. It is quite a recession resistant business. No need to crystallize your gains.

What they have in the ground is getting harder and harder to replace. It is more valuable than ever. The thinks the stock can get back into the low $50's. (Analysts’ target: $51.70).

It is a testing / equipment company. 5G will be implemented by every telco in the next couple of years. Their last quarter report was a beat plus a raise. (Analysts’ target: $61.14).

He expects Shell to go positive on their investment decision in LNG on the West Coast. That will cause a re-rating on gas stocks. (Analysts’ target: $17.97).