- Page 1/4
- Next Page
The pipelines are a hot button issue. He looks at them as a dividend play with some growth potential. This is one of the larger names out there. Others have more exposure to the US. He thinks the divided will grind its way higher. There is some potential for growth. For a dividend oriented investor it is okay. He thinks the energy east pipeline is dead.
It has come down a lot. Airlines find it so difficult to make money. Their capacity and load rates are good but fuel costs eat into profits. At some point the bottom will come in. He is not sure what the turnaround story is going to be. You could look at it if you are a value investor.
It has been an impressive turnaround story. He had it as a top pick a couple of years ago. He sold after make a good profit on it. The company has turned the corner. They backed off of some of their 'C' series to focus on the train and rail business which has let the stock move up. It is highly cyclical so you have to be careful.
It is a smaller cap name that buys storage facilities across Canada. The stock has not done much in the past year. It does not pay a dividend like a general REIT would. He looked at it in the past but it is a bit small and not that liquid for him but a small investor could look at it. It is more of a growth company but they may implement a dividend policy as they pay down debt,
The cannabis sector really moved up recently. ACB-T just made an agreement with liquor stores. Over the next few months they are very well positioned. This sector is very speculative, however. He would prefer Canopy Growth (WEED-T). This would fall into that group right afterwards. The industry is quite speculative.
An industrial supplier to municipalities. It is more of a dividend stock. It has moved down over the last year with other income oriented stocks. It is a relatively small company. It is pretty attractive here. They are sensitive to general economic growth. It got caught up with other income paying stocks. Just tuck it away and don’t look at it too much. The dividend looks sustainable, paid monthly.
A highly levered oil name. When the oil price moves, it moves with it. It is a pretty high debt name. You could probably make some money here. It is not a name the masses would want to own because of the volatility. It will be tough for it to get back to the previous highs. It will probably not be a positive in that they are merging with RRX-T, Raging River.
Market. The recessionary signs are still pretty low so stocks have room to move but with trade wars it will be a slow grind to get there. He prefers equities to fixed income. He takes advantage of more aggressive opportunities but then uses defensive plays to reduce risk.