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Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly SSD designs and sells wood and concrete building construction products. It has global markets including North America, Europe, Asia and Australia. Their products are directly benefiting from the home construction and DIY trends and offers global diversification. They just reported sales up 17% over the year, gross margins were 47%, and earnings were up 59%. All 1700 Lowes stores will begin carrying the company's products in Q4. It pays a small dividend backed by a 27% payout ratio. We would trade this with a stop-loss at $80, looking to target a $112 technical target -- 20% upside. Yield 1.0% (Analysts’ price target is $105.00)
INDUSTRIAL PRODUCTS
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly JNPR is a steady producer of networking, router and cloud-computing equipment. In recent earnings its revenues were up 5% and earnings of $0.43 per share beat the market by $0.12. It trades at a forward 12 PE, a current 17 PE compared to a sector average of 21. It pays a solid dividend, backed by a 78% payout ratio. We would trade this with a $17 stop-loss, looking to achieve analyst targets near $25 -- 25% upside. Yield 4.07% (Analysts’ price target is $24.88)
electricalelectronic
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly AMGN just released earnings and the 12% increase in revenues and 5% increase in EPS were likely held back due to government mandates to focus health spending towards COVID-19 projects. The company is now benefitting from the release of new arthritis and metastatic colorectal cancer treatments. They also signed a deal to partner with Eli Lilly to manufacture a coronavirus antibody treatment, when it is ready. They pay a good dividend, backed by a 50% payout ratio. We would trade this with a stop-loss of $205 and a target of of $255 -- over 15% upside. Yield 2.91% (Analysts’ price target is $254.12)
biotechnologypharmaceutical
Premium contentPAST TOP PICK
COMMENT
Stocks are up on election day to anticipate the result of the vote, meaning a Biden "blue sweep" of the House and Senate. During Trump's
term, China's trade surplus with the US grew 25%. In other words, what corporations and presidents so are different. Essentially, it's very difficult to untangle the complex trading relationships that countries have with each other.
BUY
Since the 2008 crash, EM has not done well. The US has led, instead. Today, it's the opposite: emerging markets offer low valuations, currencies and expectations. So, he's extremely bullish EM in the next 5-10 years. DEM pays a huge dividend over 5%. It takes the broad MSCI EM index and converts it to a higher-dividend index, meaning away from tech and consumer discr to financials and materials. This works for him, because he expects global growth post-Covid to be higher in 2021 by rotating to back-to-work sectors.
E.T.F.'s
COMMENT
When to use a CAD-hedged ETF? Currencies are like stocks and can be over-owned. Look for underloved, under-owned currencies. ETFs offer a variety of currency hedges in Canada and US. Embrace this hedged view; it's a secret weapon used to manage risk. Active currency management is good, managing risk. He feels that the USD will decline against other currencies, including the CAD, in coming years. Remember that emerging markets have been beat up for years, both their stocks and currencies. However, be unhedged in the Chinese and Brazillian currencies. Hedge to the USD.
COMMENT
International bank outlook Look at the differences between the Canadian, US and European banks. We've had a lopsdied market where people chased tech and consumer discetionary. The US banks have the most lift in the next 3-5 years. Canadian ones are reliable dividend payers with good balance sheets. European ones trade far less in book value. Their dividends are paused this year, but next year will pay 6.5%. The US banks hold more growth in 2021. He's bullish the banks, but would rank Canadian ones here in the third rung.
WEAK BUY
Inflation-protected bonds respond to interest rates and inflation expectations which are now low. If interest rates go down, then the price of the bond will rise. If inflation expectations rise, so will the bond. It you want to generate income, nominal bonds is not the place to do that. Real return bonds are slightly better. Inflation expectations last summer hit multi-year lows. Covid has forced fiscal policy to play a much bigger role. Real return bonds will pay decent returns over coming years, but the returns are low. Can't get excited over them. He likes this ETF, but you can look elsewhere around the world for income.
E.T.F.'s
COMMENT
A decent ETF. HUTL is globally diversified, fine, but his one concern is that utilities. He predicts global growth to be higher in 2021 than the consensus. Look also at Wisdom Tree ... Look at Asia. EUFN-Q offers a good dividend yield.
E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 26/19, Down 30%) He bought more in the March trough. Performance has been disappointing. Still holds a small position. It bounced back partly since March. The value and expectations in mortgage REITs is so low now, so he still holds a small position of this. This is trading well below book value. Pays an 11% dividend, so higher-risk, but continue to hold it.
Tyler MordyOwned
E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 26/19, Down 18%) Expectations and valuations for European banks are so low now and have been so battered. A good sign is that Europe is moving towards a discal union. This ETF is poised for a massive cyclical bounce. At least, you're paid to wait with this ETF.
Tyler MordyOwned
E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 26/19, Up 22%) South Korea has endured this pandemic and proven to be resilient, and not blown its national balance sheet (like western countries). Their main exports are cars and tech components. South Korean assets are overlooked and under-owned, trading at 10.5x earnings and pays a good yield. SK is integrated on global supply chains. It is the poster child for post-Covid success.
Tyler MordyOwned
E.T.F.'s
PARTIAL BUY
Pays an 8.25% dividend. It writes calls and has a currency hedge on the CAD-Euro exchange rate. It can do well in coming years. We're in a cyclical bounce, coming from the ashes of Covid. But there are other BMO ETFs that aren't hedged without covered calls, and are more cyclically oriented. But if you want income, this ETF will do well in coming years.
E.T.F.'s
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