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Signal
Opinion
Expert
COMMENT
COMMENT
October 8, 2019
Yields 8%, which is good for a pipeline given an uncertain pipeline backdrop. Their propane facility will come online in 2-3 years which will drive this stock, maybe up 30% for their cash flow and that should raise their dividend. It's on his radar.
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Yields 8%, which is good for a pipeline given an uncertain pipeline backdrop. Their propane facility will come online in 2-3 years which will drive this stock, maybe up 30% for their cash flow and that should raise their dividend. It's on his radar.
DON'T BUY
DON'T BUY
October 8, 2019
His weed exposure is through Constellation Brands which owns Canopy--this is less risky than owning cannabis stocks. The valuation on the entire sector rose way too high in 2017-8. Now, the industry is feeling growing pains, with unexpected surprises in working with governments. Generally sin stocks do well long term, but the next year or two will be challenging.
His weed exposure is through Constellation Brands which owns Canopy--this is less risky than owning cannabis stocks. The valuation on the entire sector rose way too high in 2017-8. Now, the industry is feeling growing pains, with unexpected surprises in working with governments. Generally sin stocks do well long term, but the next year or two will be challenging.
COMMENT
COMMENT
October 8, 2019
Is the yield safe? Pays 7.9%. One of his few oil stocks. We're at the bottom of the oil cycle, though who knows for how long? CJ has a low decline rate and are buying back lots of share. The yield is safe at current oil prices and will move up or down with oil prices.
Show full opinionHide full opinionIs the yield safe? Pays 7.9%. One of his few oil stocks. We're at the bottom of the oil cycle, though who knows for how long? CJ has a low decline rate and are buying back lots of share. The yield is safe at current oil prices and will move up or down with oil prices.
DON'T BUY
DON'T BUY
October 8, 2019
Steel has been hit hard the past month with a poor outlook. He prefers Stelco in this space. Stelco is well-run, not American and trading at a low valuation. Stelco is in great shape since emerging from bankruptcy.
Show full opinionHide full opinionSteel has been hit hard the past month with a poor outlook. He prefers Stelco in this space. Stelco is well-run, not American and trading at a low valuation. Stelco is in great shape since emerging from bankruptcy.
BUY
BUY
October 8, 2019
Asking about US Steel He prefers Stelco in this space. Stelco is well-run, not American and trading at a low valuation. Stelco is in great shape since emerging from bankruptcy.
Show full opinionHide full opinionAsking about US Steel He prefers Stelco in this space. Stelco is well-run, not American and trading at a low valuation. Stelco is in great shape since emerging from bankruptcy.
PARTIAL BUY
PARTIAL BUY
October 8, 2019
Always happens in a US election cycle with candidates threatening to restrict health pricing, but this time investors are overreacting. UNH is a good buy. He'll buy it if there is a positive trend in this. Start building a position now.
Show full opinionHide full opinionAlways happens in a US election cycle with candidates threatening to restrict health pricing, but this time investors are overreacting. UNH is a good buy. He'll buy it if there is a positive trend in this. Start building a position now.
BUY
BUY
October 8, 2019
Considering the Ameritrade zero commission controversy TD is a buying opportunity and it has been unfairly punished by this issue. He's underweight Canadian banks, so he missed their big move in September. TD is one of his favourites in this sector.
Show full opinionHide full opinionConsidering the Ameritrade zero commission controversy TD is a buying opportunity and it has been unfairly punished by this issue. He's underweight Canadian banks, so he missed their big move in September. TD is one of his favourites in this sector.
