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Signal
Opinion
Expert
BUY
BUY
BUY WEAKNESS
BUY WEAKNESS
July 31, 2020
It's been a rough ride this year. The bank has taken loan loss provisions of 18B dollars over the full cycle. Maybe this was over protective and we could see some flow back into earnings over the next few years. If you believe the economy will continue to recover and improve, it should recover. He is adding to his position right now.
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It's been a rough ride this year. The bank has taken loan loss provisions of 18B dollars over the full cycle. Maybe this was over protective and we could see some flow back into earnings over the next few years. If you believe the economy will continue to recover and improve, it should recover. He is adding to his position right now.
DON'T BUY
DON'T BUY
July 31, 2020
He doesn't hold any chip makers, and he feels he has missed out. He would stay away from Intel and it has gone nowhere recently. He prefers NVIDIA or AMD.
HOLD
HOLD
July 31, 2020
He still owns it in his income fund. It has been stuck for years, with many headwinds. The company needs interest rates to rise. For keen, patient investors, there are opportunities.
Show full opinionHide full opinionHe still owns it in his income fund. It has been stuck for years, with many headwinds. The company needs interest rates to rise. For keen, patient investors, there are opportunities.
DON'T BUY
DON'T BUY
July 31, 2020
The company is burning through cash and he would not buy any aerospace company right now. They will need a vaccine before a return to normal. Business travel is huge for them and he does not expect it to return as before. Leisure travel should recover fine, but right now is not the time to buy.
Show full opinionHide full opinionThe company is burning through cash and he would not buy any aerospace company right now. They will need a vaccine before a return to normal. Business travel is huge for them and he does not expect it to return as before. Leisure travel should recover fine, but right now is not the time to buy.
BUY
BUY
July 31, 2020
It is their largest position and have held it for a long time. He would continue to buy it. The trend are favourable for this business. The best company in terms of market capitalization and cashflow. He feels it is still undervalued.
Show full opinionHide full opinionIt is their largest position and have held it for a long time. He would continue to buy it. The trend are favourable for this business. The best company in terms of market capitalization and cashflow. He feels it is still undervalued.
DON'T BUY
DON'T BUY
July 31, 2020
These companies are un-investable. The winds have changed in term of environment and it will be difficult to grow value. Ethically, there are many people who are abandoning energy by principle.
Show full opinionHide full opinionThese companies are un-investable. The winds have changed in term of environment and it will be difficult to grow value. Ethically, there are many people who are abandoning energy by principle.
A data centre REIT. It facilitates companies like Facebook and Amazon to connect to each other. They own data centres across the globe. They recently bought assets from BCE. Niche REITs like this are good. With growing data demands, it should be a good investment.