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Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 14, 2020
A Covid winner, but you have to look ahead. High valuation, so a lot of growth expectations built in. Geared to higher income households, into fitness, and like to cycle indoors. A narrow market.
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A Covid winner, but you have to look ahead. High valuation, so a lot of growth expectations built in. Geared to higher income households, into fitness, and like to cycle indoors. A narrow market.
DON'T BUY
DON'T BUY
October 14, 2020
Likes healthcare because of demographics, but not her preference. In the process of building up their pipeline. Revenue portfolio will have another period of patent expiration. Wants to see more visibility on the pipeline, or perhaps an acquisition.
Show full opinionHide full opinionLikes healthcare because of demographics, but not her preference. In the process of building up their pipeline. Revenue portfolio will have another period of patent expiration. Wants to see more visibility on the pipeline, or perhaps an acquisition.
BUY
BUY
October 14, 2020
An income stock. Yield is about 8%, and thinks the dividend is safe. Payout ratio from operations is around 70%. Anything energy is out of favour. Disconnect between fundamentals and valuation. Attractive here. Reaffirmed cashflow targets for the year. It does have higher debt, but it continues to be investment grade.
Show full opinionHide full opinionAn income stock. Yield is about 8%, and thinks the dividend is safe. Payout ratio from operations is around 70%. Anything energy is out of favour. Disconnect between fundamentals and valuation. Attractive here. Reaffirmed cashflow targets for the year. It does have higher debt, but it continues to be investment grade.
DON'T BUY
DON'T BUY
October 14, 2020
Hold ENB and PPL instead, which have more robust cashflows and can sustain the dividend. Cut dividend, and still looking for partner for their chemical plant. Overhangs on the stock. Wouldn't add at current levels in this environment. Yield is 3.7%.
BUY WEAKNESS
BUY WEAKNESS
October 14, 2020
A Biden win would be positive for green energy. Renewable producers have already run up. Don't chase. Opportunity to buy when there's a pullback. She owns BEP.UN and AQN. Long-term value. AQN you could start adding right here. Wait on BEP.UN.
BUY
BUY
October 14, 2020
A Biden win would be positive for green energy. Renewable producers have already run up. Don't chase. Opportunity to buy when there's a pullback. She owns BEP.UN and AQN. Long-term value. AQN you could start adding right here. Wait on BEP.UN.
BUY
BUY
October 14, 2020
Got hit really hard with Covid. Weren't able to do showings to new clients. There will be a slow improvement over time. Whole industry remains attractive. Excellent operator. Might take more than 12 months to get to pre-Covid levels.
Show full opinionHide full opinionGot hit really hard with Covid. Weren't able to do showings to new clients. There will be a slow improvement over time. Whole industry remains attractive. Excellent operator. Might take more than 12 months to get to pre-Covid levels.
