Cheap stock. 6% dividend yield with a 55% payout ratio. They had poor performance. Management if guiding at more outflows. Regulatory concerns have proved to turn out better than many people thought. It is not going to do the heavy lifting for your portfolio but getting your dividend you will be OK.

He likes this company. They raised their guidance. It is a little pricey. Over time has lots of legs.
(Analysts’ price target is $174.00)

With a 14.7 PE and an estimated 9.8% free cash-flow yield and growing at 11% it is safe to buy. Not his favorite name in the space. But offers good value. As long as there is sufficient growth the pipelines compensate for the negative impact of interest rates rising.

He likes it. Pricey relative to its peers. Telco’s are yield sensitive. He expects solid growth. Dividend is safe. Balance sheet is stable. There is still lots of growth in Canada in wireless. He prefers other names in the space that offers better value.

They are modeling they can grow 15% 2018-2020 compounded annually. Trades at 20 times. A little expensive but the growth is there. He thinks it has legs long term.

They just guided down 35% margins on this quarter. They are probably being conservative. They have 2.2 billion users. A third of the planet. Trading at 17 times 2020 earnings. You have to own this name as long as you believe they can execute. He wrote a put today. Forced himself to own it at 170.00. He thinks there is more growth there.

(A Top Pick July 28/17 - Up 5%) Still cheap. Earnings are doing fine. It is a matter of when rather than if for Europe to go higher.