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Today, The Panic-Proof Portfolio (Stockchase Research) and Stephen Takacsy, B. Eng, MBA commented about whether SIA-T, BB-T, MDF-T, PIF-T, WELL-T, PLC-T, AC-T, CJR.B-T, CPX-T, BYL-T, FOOD-T, DWS-X, NPI-T, BYD-T, SWP-T, BAM.A-T, IPL-T, PBL-T, L-T, DOL-T, NTR-T, WMT-N, NOC-N, UPS-N are stocks to buy or sell.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

United Parcel Services(UPS-N)

Sep 22, 2020
Stockchase Research Editor: Michael O'Reilly eCommerce trade has benefitted during the pandemic and this is one of the major companies that delivers the goods. UPS just received an upgrade by analysts at Credit Suisse,. It is a defensive holding that continues to see revenues growing by double-digits. It pays a good dividend backed by a decent payout ratio. The technical chart is setting up for another push higher. We would trade this with a stop-loss at $145. Yield 2.51%
The Panic-Proof Portfolio (Stockchase Research)The Panic-Proof Portfolio (Stockchase Research)
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$161.640

Stock price when the opinion was issued

Transportation
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Northrop Grumman(NOC-N)

Sep 22, 2020
Stockchase Research Editor: Michael O'Reilly NOC is a security company providing products like autonomous systems and cybersecurity and it operates in the US, Asia-Pacific and internationally. It has over $70 billion in backlog orders, which are principally with government agencies like the US Defense department. Recent earnings were up 19% with a 53% increase in free cash flow and the company increased its earnings guidance. We would trade this with a stop-loss at $295. Yield 1.78% (Analysts’ price target is $393.18)
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$330.000

Stock price when the opinion was issued

Transportation
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Walmart Inc(WMT-N)

Sep 22, 2020
Stockchase Research Editor: Michael O'Reilly With the recent pullback from $150 highs, this is a good opportunity to enter. Rising revenues, profit margins and EPS are propelling this company, which has been an essential service provider during the pandemic. As retail bankruptcies rise in the US, there is a growing gap for WMT to fill. Dividends have grown for 47 consecutive years and are backed by a 34% payout ratio. We would buy this with a stop-loss at $120. Yield 1.58% (Analysts’ price target is $145.88)
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$138.185

Stock price when the opinion was issued

department stores
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Sep 22, 2020
This market volatility was expected. Markets had risen too far, too fast, fuelled by government stimulus. Q2 reports were better than expected, but based on massive expense cuts. Also, many companies have cancelled future guidance, so Q3 and Q4 are uncertain. What to expect? He added to safer investments are in telcos and utilities, like Altagas, Loblaw and Brookfield Infrastructure (which pay safe dividends). He's avoiding banks. Also he's buying small caps like Savaria, which pays a safe dividend.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
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DON'T BUY

Nutrien Ltd.(NTR-T)

Sep 22, 2020
He likes their retail operations for agricultural products, but NTR now depends on the price of potash, too dependent for his tastes. He likes the vertical integration with its retail operations.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
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$53.290

Stock price when the opinion was issued

agriculture
BUY ON WEAKNESS

Dollarama Inc.(DOL-T)

Sep 22, 2020
He trimmed his holding. It's a safe-haven retailer during the pandemic. It's fully priced now. Wait for the low-$40s to enter.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
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$49.010

Stock price when the opinion was issued

Consumer Products
BUY

Loblaw Companies Ltd(L-T)

Sep 22, 2020
On strike in Newfoundland for the past month A steady business and doing well during Covid. Loblaw also owns pharmacies. It's reasonably priced in the high-$60s.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
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$67.760

Stock price when the opinion was issued

food stores
BUY

Pollard Banknote Ltd(PBL-T)

Sep 22, 2020
Loves it. He tried to buy it during the pullback. Their business was way down during the lockdown earlier this year, but the lottery ticket business really picked up in following months during reopenings. Sales have come back quite nicely. People are buying more lottery tickets. Their online lottery in Michigan has taken off, like most things online. It's reasonably priced. Enjoy a strong moat--only 3 players in this market and this won't change.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
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$18.300

Stock price when the opinion was issued

INDUSTRIAL PRODUCTS
DON'T BUY

Inter Pipeline(IPL-T)

Sep 22, 2020

Prefers Enbridge, Keyera and others in pipelines. IPL had no choice but to cut their dividend to fund their ambitious projects. Selling their storage business in Europe, announced today, helps. There are safer, better dividend-paying stocks.

Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
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$13.270

Stock price when the opinion was issued

oil pipelines
DON'T BUY

Brookfield Asset Management Inc (A)(BAM.A-T)

Sep 22, 2020

Complicated to value, but it's a diversified cash machine. Pays a modest dividend. Prefers BIP and Brookfield Renewable which pays more. You're better on the asset appreciation, not the dividend.

Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
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$43.270

Stock price when the opinion was issued

management diversified
BUY

Swiss Water Decaffeinated Coffee Inc(SWP-T)

Sep 22, 2020
Still likes it. They just produced their first at their new plant. Their last quarter was a nice surprise, lifted by online sales, though restaurant sales continue to be impacted by the pandemic. A capex worry about how they will finance the move to their new plant; will have to add another production line. Not worried, because of strong demand for chemical-free decaf coffee.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
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N/A

Stock price when the opinion was issued

agriculture
BUY ON WEAKNESS

Boyd Group Services Inc.(BYD-T)

Sep 22, 2020
A great company, but the valuation has always been too high for him. They did a big financing recently, so they have cash. Good growth ahead. Covid will impact auto repairs, but people are starting to drive more. Consolidation opportunities still abound, and insurance companies still recommend Boyd garages for repairs. It's never been a cheap stock. Buy on any dips.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
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$195.820

Stock price when the opinion was issued

other services
BUY

Northland Power Inc(NPI-T)

Sep 22, 2020

He's overexposed in Boralex, Innergex and AQN, so he doesn't own this one, but he would buy this. A good company. NPI has more overseas and offshore wind operations than its peers. Offshore wind energy is riskier given saltwater erosion. NPI's dividend should rise over time. Money is moving into renewable energy as a whole. All are expensive now, but as institutional money continues to flow in, this will become even more expensive. A great sector.

Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
No
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$38.910

Stock price when the opinion was issued

Utilities
PAST TOP PICK

Diamond Estates Wines and Spirits Inc.(DWS-X)

Sep 22, 2020

(A Top Pick Sep 10/19, Down 30%) He owns 10% of the company and recently added more on weakness. The stock has been down due to lower restaurant and bar sales, but retail and online sales are booming. He doesn't expect sales to be down that much this year. Cost cutting has widened margins. Lassonde bought 20% of the company last year, which has boosted DWS' sales force. He expects Lassonde to take over the rest of the company at some point, which should boost the stock price. He's in for the long run. Also owns Andrew Peller.

Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
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$0.150

Stock price when the opinion was issued

0
PAST TOP PICK

Goodfood Market Corp.(FOOD-T)

Sep 22, 2020
(A Top Pick Sep 10/19, Up 145%) The pandemic accelerate their already high growth. It's one of the top 30 performing stocks YTD. They reach 280,000 Canadian subs as the largest meal-kit company. Revenues had shot up five-fold over recent years when he bought this at $1.40. They just reported their first profit ever, proving the skeptics wrong. They trade at 1x revenues vs. 2x of its main competitor. Good upside coming.
Stephen Takacsy, B. Eng, MBAStephen Takacsy, B. Eng, MBA
Owned
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$7.250

Stock price when the opinion was issued

food processing
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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

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