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COMMENT
Have gone through a wonderful rally. But this rally doesn't seem to have the legs. Earnings are slowing down. Markets are discounting the future. The future does not look clear. Recession is not on radar screen but one of the wildcards could be a domestic slowdown. US Bond yields are telling us of a slow down. He is cautious in the markets and holding about 20% cash. Still seeing earning disappointments and that offers buying opportunities.
BUY
TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both.
oilgas pipelines
BUY
TransCanda Pipelines vs Enbridge If you ran a 10 year chart on both of these, you can't tell the difference between them. Everything is pretty equal between these 2 names. Could play a trading game swapping between them both dependant on yield. They will continue to raise their dividends. These are great monopolies across North America. He would own both.
oilgas pipelines
BUY
Just went through bank reporting season. Dividends rose as expected. Banks are off a little bit. CIBC disappointed a little more than the others. The concern with CIBC is its domestic exposure. A made in Canada recession would impact this name. Yield is good.
Lyle SteinOwned
banks
BUY
He owns this name. They just went through the resigning capacity with Air Canada. They now have a long term arrangement with Air Canada. However they sacrificed some of their earnings for this long term arrangement. The dividend payout is safe. He likes this name. Air Canada took and equity interest in Chorus.
Lyle SteinOwned
Transportation & Environmental Services
WATCH
This is starting to recover. It was a darling and fell. A lot of bad news in 2018. They cut the dividend. They are now posturing the name for the next 5-10 years. He believes the company will grow. Yields about 5%. They have a number of businesses coming on stream.
Lyle SteinOwned
oilgas
BUY
They just reported blow out earnings. Their refinery made a lot of money last quarter. Well managed company. It has good assets. They have done a good job of making acquisitions. It is a great growth story. They are a dominant force in retail gas marketing in Canada.
Lyle SteinOwned
merchandisinglodging
PAST TOP PICK
(A Top Pick Feb 01/18, Up 25%) This is the name you go to in the simulation space. He was trying to take advantage of the ongoing pilot shortage. He is a happy holder of this
Lyle SteinOwned
transportation equip & components
PAST TOP PICK
(A Top Pick Feb 01/18, Up 19%) This is the #2 player in payroll processing. It caters more toward the mid tier market. This is a growth business.
Lyle SteinOwned
computer softwareprocessing
PAST TOP PICK
(A Top Pick Feb 01/18, Down 1%) Gold prices fell. This is the go to name in the gold business. This company will continue to grow.
Lyle SteinOwned
precious metals
WATCH
Manulife vs Sun Life He does not own any Life Co's now but are looking at them. Probably have more torque to upside with Manulife compared to Sun Life. He has not pulled the trigger on this yet, but is watching. He wants to see a little more direction on interest rates before they buy. They do well when interest rates go up.
insurance
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