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PAST TOP PICK
(A Top Pick Jul 09/21, Up 30%) Was in the portfolio before the pandemic. Has pieced back into it since. Added to the name due to the infrastructure spending.
Andrew PyleOwned
Energy Infrastructure, Industrials & Utilities
PAST TOP PICK
(A Top Pick Jul 09/21, Up 103%) Still a holder of BMO. Trimmed a little due to the valuation being quite high. Dividend yield is also being compressed. Investors are looking at banks for the anticipated dividend increases. Still owns it. When yields pop up to above 4%, they will buy back more.
Andrew PyleOwned
banks
PAST TOP PICK
COMMENT
Market outlook. The cycle will continue to be bumpy. We are in the early stages of the bull cycle. The global economy is getting back up on its feet. Once it's back, it will expand and valuation will expand. Seasoned investors expect those bumps to occur, but we will see even higher valuations.
Andrew PyleUnknown
COMMENT
Bond yields. The bon yields continue to fall. The markets are a pendulum. There was a lot of worries over inflation and government aid being pulled back in the first quarter. Now, the pendulum is coming back to centre. We see a technical breakout in the bond yield. The up trend should continue.
Andrew PyleUnknown
COMMENT
Covid variant risks. We cannot tell anybody that covid is behind us. It is a question of the probability of a variant that we do not have an effective tool against is going down. Vaccine roll out is moving forward and although we are seeing variants, vaccines are still effective.
Andrew PyleUnknown
PARTIAL SELL
The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value. The company is well positioned as the second largest wine producer in Canada. Dealing with some headwinds. Strengthening CAD will create more imports which can be difficult for domestic producers. A short term speculative positioning rather than a long position. Will see volatility, especially in summer with thinner liquidity.
breweriesbeverages
PARTIAL SELL
A fantastic company. Has built a brand image and brand following. Has massive margins from the brand following. Consumers have tremendous amounts of spending power, since incomes have built up. Easier to sell high end brands. Very easy for competition to come in at decent margins and take away from them. The best days are probably behind them now.
Consumer Products
WEAK BUY
The broader tech sector has done well during the pandemic. Now at a point where the tech sector needs to be looked at in terms of companies that will continue to generate good revenues and other companies that will not. Digital files are growing and Adobe is part of this. The stock valuation is rich but the outlook is still positive.
computer softwareprocessing
BUY ON WEAKNESS
Used to own it in the portfolio. An ancillary energy play. Playing inversely against natural gas. In the cyclical category. If you believe there will be a cyclical rebound in the world, it is a good play. Was extremely overbought and nat gas prices have gone up. The valuation has gotten to a point where it is attractive as an entry point. Will benefit over the next 3 years.
chemicals
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