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BUY ON WEAKNESS
Last year was a disaster for them. A US acquisition turned out not good and management was fired. This stock had a big run-up last week after results were released. Management is turning this company around. It is still undervalued. Average down at $10-$10.50 range. (Analysts’ price target is $23.63)
Ryan BushellOwned
specialty stores
HOLD
The management team has done a great job and maintained their dividend. Now their dividend is being called into question like never before. They can pay it at these levels. Even if they cut the dividend, they have strong assets across the globe and the dividend would still be good.
Ryan BushellOwned
oilgas
PAST TOP PICK
(A Top Pick Jan 15/19, Up 14%) It has under-performed his expectations. He still likes it.
Ryan BushellOwned
banks
PAST TOP PICK
(A Top Pick Jan 15/19, Up 30%) He is not building more on it at these levels. You have a new management team who are quietly cleaning up the problems of the previous management. They are also doing some things to push the business forward on a long term basis. It's about time people started to own it.
Ryan BushellOwned
insurance
PAST TOP PICK
(A Top Pick Jan 15/19, Up 0.3%) It has been a terrible year for farmers. It is a testament to their business model how stable the stock is. This is one of the only Canadian players that is on a global stage.
Ryan BushellOwned
agriculture
BUY
It is a great time to be in a royalty company. This is one of the 4 oil and gas holdings he has. This company is pretty sleepy. They recently have been taking on debt, which they don't usually do. They are finding small deals to do because producers are struggling. He likes it and thinks it is well run.
Ryan BushellOwned
Financial Services
BUY
Great dividend. The management team is excellent. They have a huge undeveloped land position. They own a lot of infrastructure themselves. They will be increasing egress capacity. There are a lot of positives in this company but nobody wants to own oil and gas companies. This would be his number one choice for an oil and gas company.
Ryan BushellOwned
oilgas
SELL ON STRENGTH
There is only so much they can do with their retail model. He has been waiting to lighten up for his clients that have this. You are looking at continuing tough competition.
Ryan BushellOwned
specialty stores
SELL ON STRENGTH
There is only so much they can do with their retail model. He has been waiting to lighten up for his clients that have this. You are looking at continuing tough competition.
Ryan BushellOwned
specialty stores
BUY ON WEAKNESS
It had a big move recently. A surprise in the most recent quarter pushed the stock price up. He would hope for a stumble to get the stock price into a buying range again. (Analysts’ price target is $55.00)
Ryan BushellOwned
oilgas pipelines
PARTIAL SELL
The train conductors are set to strike. He purchased it in '08/'09. He has been selling it this year. He sold half his position. They are the most efficient railroad in North America. This is a candidate to use to raise some cash.
Ryan BushellOwned
Transportation
TOP PICK
It has a big US franchise. It has a great Canadian franchise. Canadian banks have not kept pace with the US banks. He thinks you will see some positive numbers when they report next week. It is growing its dividend at the highest rate of the Canadian banks. It deserves to regain some of the premium multiple it lost over the last couple of years. (Analysts’ price target is $79.24)
Ryan BushellOwned
banks
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