- Page 1/3
- Next Page
'%20fill='%23000000'%3e%3cg%20id='Rating-Card'%20transform='translate(120.000000,%20487.000000)'%3e%3cpath%20d='M848.295367,82.286474%20C848.68919,81.9045087%20849.327703,81.9045087%20849.721525,82.286474%20L854,86.4361302%20L858.278475,82.286474%20C858.672297,81.9045087%20859.31081,81.9045087%20859.704633,82.286474%20C860.098456,82.6684393%20860.098456,83.2877274%20859.704633,83.6696927%20L854.35654,88.856763%20C854.159628,89.0477457%20853.840372,89.0477457%20853.64346,88.856763%20L848.295367,83.6696927%20C847.901544,83.2877274%20847.901544,82.6684393%20848.295367,82.286474%20Z'%20id='Path'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
COMMENT
The policies under Trump were affected by his mood, whereas with Biden you get more predictability. The markets are selling off today due to uncertainty. Looking forward, we could get a vaccine soon which is driving the markets too. A Biden presidency is probably better in the longer term.
Darren SissonsUnknown
COMMENT
Vaccine. The markets tend to be forward looking. There are over 230 vaccine candidates in production. News that there is a vaccine available would be very stimulating as this would allow for workers to get back into the office as well.
Darren SissonsUnknown
COMMENT
The market is bifurcated. There is high growth that has responded well, particularly non-profit making tech. There are some companies that have proven dividend payout and growth, yet the market does not seem to care for it. He is looking to put capital to work in the best risk adjusted basis. However, we must wait and see still. Asia will rally with a Biden win.
Darren SissonsUnknown
HOLD
At these levels, energy is extremely depressed. If you have an energy position, hold it. It is good value and there is upside. As the economy continues to grow, demand will grow. Of course, there is the renewable energy story but this will take some time. At these levels, it is an interesting opportunity.
integrated oils
DON'T BUY
The political risk is prevalent across the industry, as we saw with SNC. There are better opportunities. The business is highly cyclical and subject to government policies. He would stay away, but it is a high quality company in the space.
consulting
COMMENT
Residential REITs. There is legislation and backlog in landlord and tenancy board that makes it hard to get non-paying renters out. In the near term, there is credit risk and balance sheet risk. Longer term though, people need to live somewhere and REITs could be interesting. Residential REITs would be preferential but in areas with buoyant employment where it will recover. The valuation in industrial REITs are rich, and retail is problematic.
Darren SissonsUnknown
BUY
Owned this for a couple years and did very well. A good company that is well run and has a strong balance sheet. The dividend grows. However, he sold it for Accenture which has a broader offering with media and government portions. The price is a little rich but it is high quality.
computer softwareprocessing
BUY ON WEAKNESS
Energy is not a loved sector. The world is transitioning to electricity. However, the yield is approaching 9%. It is an opportunity to pick up some income. With current interest rates, the yield is very attractive. The dividend is safe for now, and even if it is cut a little bit, the stock shouldn't be punished too much as it would be a result of prolonged lockdowns and competitors will be doing the same.
pipelines
DON'T BUY
A very attractive sector with secular growth. People are moving away from cash. Visa would be a better choice. There are better opportunities out there since the stock has run up so much.
Technology
COMMENT
A very cheap stock. However, all financials have been hammered. Once covid struck, the markets melted. Central banks cut interest rates to almost 0. Interest rate sensitive stocks have been hammered. If we get a recovery, and there is inflation, interest rates will rise and stocks like MFC will rally significantly.
insurance
BUY
ANT Financial is being spun out which brings money to Alibaba. If you compare the risk to Amazon, you get a substantial discount for the same type of growth opportunity. It has grown revenues 33% per annum for the past 5 years. It is still trading at modest valuations. The ANT ipo should happen still.
Darren SissonsOwned
0
BUY ON WEAKNESS
It is a second derivative of trade sales of convenience stores. It is almost a tax on the consumer. A good company that you could trade as a staple. A convenience play that will continue to move forward.
Darren SissonsOwned
food stores
BUY
The yield is very elevated. It is relative to the bifurcated market. Anything with an attractive dividend, the market does not want it. Longer term, the lion's share of profits for investors comes from dividends. If you can lock in attractive dividends, relative to bond returns, you will make money. If they do not get the valuation they want, they have stated they will spinout the towers.
Telecommunications
PAST TOP PICK
(A Top Pick Oct 25/19, Down 30%) Still owns it. It is over sold significantly. They raised dividends by 22% a couple weeks ago. At these levels, it is very attractive with some upside. Once energy prices normalized, they will lighten their energy exposure.
Darren SissonsOwned
Energy
%20-%20http://www.bohemiancoding.com/sketch%20--%3e%3ctitle%3ePath%205%3c/title%3e%3cdesc%3eCreated%20with%20Sketch.%3c/desc%3e%3cg%20id='Page-1'%20stroke='none'%20stroke-width='1'%20fill='none'%20fill-rule='evenodd'%20stroke-linecap='round'%20stroke-linejoin='round'%3e%3cg%20id='mobile'%20transform='translate(-353.000000,%20-32.000000)'%20stroke='%2325292B'%20stroke-width='1.5'%3e%3cg%20id='Group'%20transform='translate(321.000000,%2022.000000)'%3e%3cpath%20d='M33,11%20L36.2928932,14.2928932%20C36.6834175,14.6834175%2037.3165825,14.6834175%2037.7071068,14.2928932%20L41,11'%20id='Path-5'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
Most popular stocks on Stockchase
- Toronto-Dominion Bank (TD.TO)
- Enbridge (ENB.TO)
- BCE Inc. (BCE.TO)
- Manulife Financial (MFC.TO)
- Bank of Nova Scotia (BNS.TO)
- Apple Inc (AAPL)
- Suncor Energy Inc (SU.TO)
- Microsoft Corp (MSFT)
- Canadian Natural Rsrcs (CNQ.TO)
- Royal Bank (RY.TO)
- Telus Corp (T.TO)
- TC Energy (TRP.TO)
- Alphabet Inc (GOOG)
- Canadian National R.R. (CNR.TO)
- Crescent Point Energy Corp (CPG.TO)
- Amazon.com, Inc. (AMZN)
- Teck Resources Ltd. (B) (TECK.B.TO)
- BlackBerry (BB.TO)
- Fortis Inc. (FTS.TO)
- Canadian Imperial Bank of Commerce (CM.TO)
- Bank of Montreal (BMO.TO)
- NVIDIA Corporation (NVDA)
- Bank of America (BAC)
- Bombardier Inc (B) (BBD.B.TO)
- Algonquin Power & Utilities Corp (AQN.TO)
- Pembina Pipeline Corp (PPL.TO)
- Meta Platforms Inc (META)
- Walt Disney Co. (DIS)
- Sun Life Financial Inc (SLF.TO)
- Arc Resources Ltd (ARX.TO)
