HOLD
He owned the stock at one point. It is a cash cow. It is mostly a marketing company. The question has always been if the parent will privatize the company. They pay a good dividend but there is very little growth. Hang on if you are in it for the long term.
DON'T BUY

It is a well managed but low marking business. They are trying to diversify. He has looked at it many times but still prefers CCL.B-T.

TOP PICK
A Quebec based technology company at a very cheap valuation. One business is an e-commerce platform for bidding on government contracts; the other parts are in decline and are a job site and a dating site. They are going to exit those declining businesses. They took a huge write-down on these in the summer and the stock crashed. They eliminated their dividend. He just bought a big block of this stock. They are going to be consolidating the B2B space. (Analysts’ price target is $8.85)
TOP PICK
Marine cargo handling and environmental services. Both are doing very well. They stumbled on integration of an acquisition last year but those problems are largely behind them.
TOP PICK
They are not dependent on the oil patch. It has been penalized because they reduced guidance for the year based on some weather related problems. They doubled their US business in the last 2 to 3 years. 70% of their business is now in the US. It is a very well managed company. (Analysts’ price target is $43.25)
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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
While the TSX has climbed 19% so far this year, the gold ETF, XGD has leapt 31%. Just as revealing is that gold volatility has declined, meaning the risk-on trade in the shiny rock will continue, which likely means prices to march higher and likely re-enter the $1,550 level. Uncertainty over world trade, and declining manufacturing data in economies such as Germany, are feeding the gold run. Also, if the U.S. dollar weakens, expect gold to capitalize.
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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Analyst Jaime Carrasco, who specialized in gold, suggests Franco-Nevada for its rising dividend (currently 1.01%) and healthy cash flow, though suggest you could take some profits if you hold a large position. After all, FNV has shot up 41% this year. Hap Sneddon sees a $120 floor on this stock (it just closed at $130) and expects a nice lift if the trade deal is signed. Carrasco is more excited over Agnico Eagle. It just boosted its dividend by 40%, and the cash flow will rise as its new Nunavut mines start to produce. AEM is up 44% for the year, rallying since mid-October, though still 10% shy of its 52-week high of $86.39. Michael Sprung would consider this on a pullback.
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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Another contender is Sandstorm Gold, which has soared over 41% this year so far. SSL should do even better when a Turkish mine goes online, notes Rick Rule. Joe Mazumdar likes its for the production out of its mines in Turkey and, more recently, Brazil. Good cash flow, sound management and share buybacks. At $8.89, Sandstorm is trading close to its' 52-week high of $9.47, but still a ways off from its price target of $10.33.