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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)
specialty stores
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.
insurance
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.
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.
oil
gas
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)
banks
