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When concern over NAFTA emerged, the Canadian economy could have been effected but not the stock market – except for auto manufacturers. As interest rates rise, the first thing to get hit seems to be auto sales in the US. He would consider buying on further weakness.
He added to their position, based on the dividend at these price levels. He likes the cash flow and feels it is simply out of favour.Yield 6%.
He added to their position, based on the dividend at these price levels. He likes the cash flow and feels it is simply out of favour.Yield 6%.
A well-run company. A $300 million royalty stream each year. They buy the gold streams of existing mines. They say they can go into energy and use the same multiples on valuation. He sold it a couple of years ago, when it was in the early $90 range. As soon as he sees a technical floor forming, it would be the first stock they would buy in the space.
A well-run company. A $300 million royalty stream each year. They buy the gold streams of existing mines. They say they can go into energy and use the same multiples on valuation. He sold it a couple of years ago, when it was in the early $90 range. As soon as he sees a technical floor forming, it would be the first stock they would buy in the space.
The company has changed dramatically with the merger with Raging River adding exposure to Eagle Ford and light oil in Canada. In three years, Line 3 and Keystone will be sorted out, even Trans Mountain, makes him like being paid to wait for better times. He still owns their corporate bonds.
The company has changed dramatically with the merger with Raging River adding exposure to Eagle Ford and light oil in Canada. In three years, Line 3 and Keystone will be sorted out, even Trans Mountain, makes him like being paid to wait for better times. He still owns their corporate bonds.
Today they have good growth prospects, but because the company has become so large it is harder to move the needle. He likes owning Inter Pipeline (IPL-T) instead. A good hold if you own it.
Today they have good growth prospects, but because the company has become so large it is harder to move the needle. He likes owning Inter Pipeline (IPL-T) instead. A good hold if you own it.
He just bought this back as he believes the re-structuring is well along. He is trading it with a tight stop in the “high-teens”. He thinks market analysts are having a hard time categorizing the newly structured company. Yield 10.5%. (Analysts’ price target is $27.41)
He just bought this back as he believes the re-structuring is well along. He is trading it with a tight stop in the “high-teens”. He thinks market analysts are having a hard time categorizing the newly structured company. Yield 10.5%. (Analysts’ price target is $27.41)
When LNG was being talked in BC three years ago, this company was going to be at the forefront with the liquids processing. He likes management and the current valuation. Yield 5.2%. (Analysts’ price target is $42.60)
When LNG was being talked in BC three years ago, this company was going to be at the forefront with the liquids processing. He likes management and the current valuation. Yield 5.2%. (Analysts’ price target is $42.60)
When concern over NAFTA emerged, the Canadian economy could have been effected but not the stock market – except for auto manufacturers. As interest rates rise, the first thing to get hit seems to be auto sales in the US. He would consider buying on further weakness.