- Page 1/6
He's wary of uranium, difficult to determine supply and demand given the politics. Uranium prices have been struggling for years. Pays a small dividend and yield. The stock price won't rise for a long time.
Highly volatile in the past year. They had to give away or sell the C Series, despite expectations for high demand. BBD has always been difficult to understand given THAT their transportation division suffers many negatives (i.e. long-delayed Toronto streetcars) as well as positives. He owns CAE instead.
Highly volatile in the past year. They had to give away or sell the C Series, despite expectations for high demand. BBD has always been difficult to understand given THAT their transportation division suffers many negatives (i.e. long-delayed Toronto streetcars) as well as positives. He owns CAE instead.
Yes, the Canadian banks have dropped in the past month, given rising interest rate fears, but he would hold on for the long-term. Compared to a decade ago, the banks are well-capitalized. Yes, fintech could disrupt the banking industry, but the banks are aggressive in exploring this area. RY's dividend is safe. RY's ROE may slip a bit, but it's still generous. If anything, buy instead of selling RY and Canadian banks.
Yes, the Canadian banks have dropped in the past month, given rising interest rate fears, but he would hold on for the long-term. Compared to a decade ago, the banks are well-capitalized. Yes, fintech could disrupt the banking industry, but the banks are aggressive in exploring this area. RY's dividend is safe. RY's ROE may slip a bit, but it's still generous. If anything, buy instead of selling RY and Canadian banks.
They once had a good balance between utilities and non, but they just spun out their utilities. Also, they're fairly levered. Will they get a negative credit re-rating? And the dividend is a worrysome 10%. Look elsewhere in this space and be wary of ALA.
They once had a good balance between utilities and non, but they just spun out their utilities. Also, they're fairly levered. Will they get a negative credit re-rating? And the dividend is a worrysome 10%. Look elsewhere in this space and be wary of ALA.
MFC has often been his top pick. For lifecos operating in the U.S. there are accouting issues between Canada and America in how they account for reserves. There is embedded value in MFC's long-term care assets that aren't reflected in the stock price. Now is a buying opportunity. He expects their next report to be fine.
MFC has often been his top pick. For lifecos operating in the U.S. there are accouting issues between Canada and America in how they account for reserves. There is embedded value in MFC's long-term care assets that aren't reflected in the stock price. Now is a buying opportunity. He expects their next report to be fine.
A few decades ago, Sherritt was well-run and diversified. But to clean up their balance sheet, they went became a smaller-capitalized company in the sector. It's not cheap, and it's also more speculative than other mining companies. Consider a small holding in your overall portfolio or hold onto it if you already own it.
A few decades ago, Sherritt was well-run and diversified. But to clean up their balance sheet, they went became a smaller-capitalized company in the sector. It's not cheap, and it's also more speculative than other mining companies. Consider a small holding in your overall portfolio or hold onto it if you already own it.
All Canadian banks have seen a pullback, which is a buying opportunity. Other banks pay more yield than TD, whose valuation is slightly higher. Buy the best valuation when you enter a Canadian bank stock. But he wouldn't be worried owning TD now.
All Canadian banks have seen a pullback, which is a buying opportunity. Other banks pay more yield than TD, whose valuation is slightly higher. Buy the best valuation when you enter a Canadian bank stock. But he wouldn't be worried owning TD now.
He's wary of uranium, difficult to determine supply and demand given the politics. Uranium prices have been struggling for years. Pays a small dividend and yield. The stock price won't rise for a long time.