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Royal Bank (RY-T)
June 24, 2019

RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.

Royal Bank (RY-T)
June 24, 2019

RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.

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Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$104.990
Owned
Yes
HOLD
HOLD
Bank of America (BAC-N)
June 24, 2019

RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.

Bank of America (BAC-N)
June 24, 2019

RY-T vs. BAC-N. They are both leaders in their respective countries. In a non-registered account, use RY-T. Also he would go with them because in the case of recession, they can lower their expenses. Their plan is to invest in IT when times are good and pull back investments when they are not. Going forward it will be who can tighten their belts the most, will do the best.

banks
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0 Comments
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$27.980
Owned
Unknown
COMMENT
COMMENT
Alaris Royalty (AD-T)
June 24, 2019
They are investing in Alpine Credit, who are doing well and who they are getting involved in for their own succession planning purposes. He would not consider AD-T low risk or defensive. They are medium to higher risk. Their valuation is not very related to where interest rates go.
Alaris Royalty (AD-T)
June 24, 2019
They are investing in Alpine Credit, who are doing well and who they are getting involved in for their own succession planning purposes. He would not consider AD-T low risk or defensive. They are medium to higher risk. Their valuation is not very related to where interest rates go.
Financial Services
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0 Comments
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$19.570
Owned
Unknown
DON'T BUY
DON'T BUY
DHX Media (DHX.B-T)
June 24, 2019
They have not allocated capital in the best interests of the shareholder. They are now undergoing a turnaround. There is a huge opportunity for content providers this year. TBRD-X is a company he would prefer to DHX-T. TBRD-X is very carefully with how they allocate capital.
DHX Media (DHX.B-T)
June 24, 2019
They have not allocated capital in the best interests of the shareholder. They are now undergoing a turnaround. There is a huge opportunity for content providers this year. TBRD-X is a company he would prefer to DHX-T. TBRD-X is very carefully with how they allocate capital.
other services
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0 Comments
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$0.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
Inter Pipeline (IPL-T)
June 24, 2019
(A Top Pick Dec 10/18, Up 3%) He was saved by the dividend. It has not participated in the rally because it had a weak first half. They were all transitory issues. The main attraction is the Heartland Petrochemical Complex coming online in 2021. It should add 30% value to the company with no stock dilution expected.
Inter Pipeline (IPL-T)
June 24, 2019
(A Top Pick Dec 10/18, Up 3%) He was saved by the dividend. It has not participated in the rally because it had a weak first half. They were all transitory issues. The main attraction is the Heartland Petrochemical Complex coming online in 2021. It should add 30% value to the company with no stock dilution expected.
oil pipelines
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0 Comments
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$20.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
Toronto Dominion (TD-T)
June 24, 2019
(A Top Pick Dec 10/18, Up 14%) It was the only bank last quarter that released results and saw the stock go up. They had under-performed in the first quarter. This is one of his favourites of the Canadian banks.
Toronto Dominion (TD-T)
June 24, 2019
(A Top Pick Dec 10/18, Up 14%) It was the only bank last quarter that released results and saw the stock go up. They had under-performed in the first quarter. This is one of his favourites of the Canadian banks.
banks
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0 Comments
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$76.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
Air Lease (AL-N)
June 24, 2019
(A Top Pick Dec 10/18, Up 16%) He has owned it for 6 years. It was growing 20% and trading at 15 times. Since then it has gone up about 7% a year but the earnings per share have gone up 17% per year. It is still expected to grow at 20% this year and next even though trading at 7 times earnings.
Air Lease (AL-N)
June 24, 2019
(A Top Pick Dec 10/18, Up 16%) He has owned it for 6 years. It was growing 20% and trading at 15 times. Since then it has gone up about 7% a year but the earnings per share have gone up 17% per year. It is still expected to grow at 20% this year and next even though trading at 7 times earnings.
Financial Services
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0 Comments
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$39.700
Owned
Yes
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