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Amia bid by Air Canada – The re-purchase of Amia by Air Canada has a lot of points customers upset. Was it fair for Air Canada to buy them and not redeem all the previously earned air miles, only to bid for the company at a sizable discount? The unsolicited bid has driven up the Amia stock by 30%.

Market. He does not see a recession soon, but it depends on interest rates and earnings. Thus far, 90% of companies are beating on earnings expectations. Tariffs could result in higher costs in things like automobiles and it is not yet clear how that may influence the economy.

The balance sheet is in good shape. They have been building new plants in Toronto and Vancouver and developing new markets in the UK. There is about 1.4 times debt to EBIDA, so there are no concerns.

This started as a Western Canadian focused REIT and has expanded into the US. Their payout ratio is a little higher than others, but overtime this is an investment that will pay well and he has faith they will work to lower the leverage on the balance sheet. Yield 8.4%.

They recently reported very strong earnings and have good success in the cloud technology. He likes the dividend growth. The stock is getting more expensive, so it is a good hold here.

This lumber distributor sells to the large retail outlets. He does not like their debt levels after an acquisition in the US and thinks this is holding the dividend from being increased. The distribution business is very competitive and he would prefer not to hold this.

The media sector is so competitive. They have a good network of radio stations as well. They cut the dividend by 60% a few weeks ago. The CEO is doing all the right things by selling off some assets. If you have longer term target and believe management can de-leverage itself, it may be a speculative buy.

This has been one of the top performers on the TSE over the past year. Making the Airbus deal to expand manufacturing into Alabama was a good move. As they move to being free cash flow positive, they may be able to re-instate the dividend.

This company produces paper towels and other paper products. The rising cost for pulp has hurt their bottom line. China is buying more pure pulp fibre and this is hurting their business. Yield 7.4%. (Analysts’ price target is $11.00)

This company always seems cheap, but he is concerned of where we are in the cycle of the auto business. Most of the world’s growth is in China and they don’t have a good foothold there.

They started by consolidating the lunch meat business and expanded into the US. They have done well to rebalance the leverage. They have developed new channels like providing sandwiches to Starbucks. He would like to see the debt levels further reduced before jumping in.

After buying assets from Sempra in the US, they have been selling assets to reduce pressure on the balance sheet. The advancement of the Line 3 project is positive. He would continue to hold it and sees it as a symbol of the revival in North American energy. He thinks the dividend is safe, although the growth is slowing.

He would prefer to see an investor buy into a diversified portfolio for precious metals. Gold is heading into a cycle bull period and he would suggest the XGD-T ETF.

This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

The second largest bank in Canada, who made large investments in the US. They are now the 9th largest bank in the US. They are a quality name and would continue to hold it. Yield 3.5%.