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PAST TOP PICK
(A Top Pick Feb 28/18, Up 29%) Not expensive. Benefit from G5. A good place to be. Can get re-rated, but need to show consistent growth and execute well.
Veronika HirschOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Feb 28/18, Down 11%) Spending money on cannabis product development, sold some lower premium brands. In transition. They could introduce something and then you'll be sorry you didn't buy earlier.
Veronika HirschOwned
breweriesbeverages
PAST TOP PICK
(A Top Pick Feb 28/18, Up 1%) Last couple of years there was an increase in input costs, but they didn't pass it on to customers quickly enough. They're coming out the other side of that. Margins will stabilize. Management says nothing to acquire right now at the right price, and the market was disappointed.
Veronika HirschOwned
packagingcontainers
COMMENT
Investing in the gold space. Plays both the metals and the miners. You own gold because there's a fair amount of inverse correlation between equities and the actual metal. Sometimes, in a volatile market, gold is a good offset. Frequently, when there's a major correction in the equities market, gold equities correct too. Still, if gold were to break out, you get a multiplier effect of 3x on the equities.
HOLD
If you're a young investor, this is the place to be. Two downgrades, and so the stock has corrected. Today is not the time to enter a new position. Don't sell it now. Second best performer on the TSX.
Veronika HirschOwned
0
COMMENT
Can we have faith at some point in Canadian tech? Yes. US analysts don't see Shopify as a Canadian name. Canadian companies haven't done as well as US ones this past year. It's a small sector. The US tech names have a regulatory overhang, and perhaps this is contributing to the popularity of the Canadian stocks.
WAIT
Definitely wait for earnings. Gasoline margin was quite good, and that is a major determinant of earnings. Likes it here. Has had a good run, so not sure if today is the day to buy. Still room in Europe to acquire. Dedicated resources to improve fresh food offerings, and those margins are quite lucrative.
Veronika HirschOwned
food stores
TOP PICK
It's a diversifier for an equity portfolio. Combination of lower rates and lower dollar means that gold will keep going. We can do 1600 on gold, just not sure of the timeframe.
Veronika HirschOwned
investment companiesfunds
TOP PICK
A story that will take a while to develop. They want to stick to the $1 price point, and this must be difficult. So they're testing other price points. Will be positive for revenues and margins. No dividend. (Analysts’ price target is $110.92)
Veronika HirschOwned
merchandisinglodging
TOP PICK
Her alternative to the banks. Better than the banks, because you don't have the credit risk. If we ever were to go into a recession, it's well diversified with several different asset classes. They benefit in a recession, as they can buy cheaply. And they benefit when times are good, as they can monetize those assets. Yield is 1.38%. (Analysts’ price target is $72.83)
Veronika HirschOwned
managementdiversified
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