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HMP.TO 0.03SPGP 1ZUQ.TO 0.55NVDA 0.32GL 1.66MRK -1.71IEMG 0.5GEV 33.87
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Paul Gardner, CFA commented about whether CVE.TO, DNTL.TO, XRB.TO, GWO.TO, BNS.TO, SU.TO, L.TO, AP.UN.TO, DIR.UN.TO, CPX.TO, ARX.TO, TCN.TO, TF.TO, SGR.UN.TO are stocks to buy or sell.

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COMMENT

Markets on a sugar high?(A Commentary)

Sep 01, 2021
Markets on a sugar high? You could claim that almost every asset is in a bubble. The system is awash with cash. Economy needs a lot of momentum before the Fed and BoC start withdrawing liquidity. A 0% interest rate distorts asset prices and everything is going up aggressively.
Photo of Paul Gardner, CFAPaul Gardner, CFAUnlock Rating
COMMENT

Any stable place in the market?(A Commentary)

Sep 01, 2021
Any stable place in the market? He tends to be more value based and looks for a consistent dividend. The energy patch is hated, but it has a yield, and profits and free cashflow are fantastic. The sector is ripe for a re-rating. Manufacturing and production costs were cut, and they now have a good profit margin with the cost of oil.
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COMMENT

Bonds.(A Commentary)

Sep 01, 2021
Bonds. Bond market is almost uninvestible, but you should allocate a portion of your portfolio to it. Focus on short corporate credit, under 3 years. No long credit securities. He also has a position in real return bonds. See his Top Picks today.
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SELL

Slate Grocery REIT (SGR.UN.TO)

Sep 01, 2021
US-domiciled REIT that trades in Canada, anchored by grocery stores. Defensive. Missed last quarter, but not a big deal. In the right spot. Small market cap, so a liquidity issue. Buys good assets. Cheap valuation. He sold when it moved up.
Photo of Paul Gardner, CFAPaul Gardner, CFA
No
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$13.69

Stock price when the opinion was issued

$17.36

As of Jun 12, 2026. Market Open.

REAL ESTATE
BUY

Timbercreek Financial(TF.TO)

Sep 01, 2021
What they lend to is incredibly stable. Good operators. Perfect vehicle for TFSAs or registered accounts. Trades slightly above NAV. Yield of about 7%.
Photo of Paul Gardner, CFAPaul Gardner, CFA
Owned
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$9.89

Stock price when the opinion was issued

$6.59

As of Jun 12, 2026. Market Open.

Financial Services
SELL

Tricon Capital Group(TCN.TO)

Sep 01, 2021
It's all about timing in the cycle. He'd be a seller now, not a buyer. Housing is cooling in the US, and we'll probably see that in Canada. This will be hit. Good operator, expanding. Time to be more defensive.
Photo of Paul Gardner, CFAPaul Gardner, CFA
No
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$16.03

Stock price when the opinion was issued

$15.34

As of May 02, 2024. Market Open.

REAL ESTATE
BUY

Arc Resources Ltd(ARX.TO)

Sep 01, 2021

Incredibly cheap. Nat gas is pressured higher now. Inventories are at near lows. Best in show. TOU is too expensive, so ARX gets his vote.

Photo of Paul Gardner, CFAPaul Gardner, CFA
Owned
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$9.02

Stock price when the opinion was issued

$31.76

As of Jun 12, 2026. Market Open.

oilgas
WEAK BUY

Capital Power(CPX.TO)

Sep 01, 2021

Alberta power market fundamentals have improved and benefited CPX. Transitioning aggressively to sustainability. Wind at its back. Cashflow increasing. Valuation consistent with peers. Trying to be carbon-free by 2040. You can't own them all, so he owns AQN, EMA, and BEP.UN instead.

Photo of Paul Gardner, CFAPaul Gardner, CFA
No
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$43.58

Stock price when the opinion was issued

$70.83

As of Jun 12, 2026. Market Open.

electrical utilities
SELL

Sell banks to capture capital gain?(A Commentary)

Sep 01, 2021
Sell banks to capture capital gain? The bigger question is what is your view on the banking sector. You always have to own some of the banks, as they're such a large part of the economy and the index. You need to compare tailwinds and headwinds. Bank earnings were, for the most part, just phenomenal. Tailwinds include Liberals' proposed tax and low interest rates. Cooling in the housing market would affect income from mortgages. As a sector, he thinks they've gone a long way so he's not that excited about them. He'd be cautious on financials.
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WATCH

Dream Industrial REIT(DIR.UN.TO)

Sep 01, 2021
Industrial and multi-apartment REITs were beneficiaries of the pandemic. Good assets. Great demand. As it's already done so very well out of the pandemic, he's waiting. He's been shy to own the Dream stocks because he prefers when management is incentivized by profitability.
Photo of Paul Gardner, CFAPaul Gardner, CFA
No
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$16.73

Stock price when the opinion was issued

$14.25

As of Jun 12, 2026. Market Open.

REAL ESTATE
PAST TOP PICK

iShares Canadian Real Return Bond Index ETF(XRB.TO)

Sep 01, 2021
(A Top Pick Apr 08/21, Up 4%) Protects you from inflation. Good for DIY investors, as the underlying bonds themselves are so illiquid. Great way to get into the bond market. Believes inflation is transitory, but not with high conviction, so he's happy to own this.
Photo of Paul Gardner, CFAPaul Gardner, CFA
Owned
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$26.66

Stock price when the opinion was issued

$23.19

As of Jun 12, 2026. Market Open.

E.T.F.'s
PAST TOP PICK

Allied Properties REIT(AP.UN.TO)

Sep 01, 2021
(A Top Pick Apr 08/21, Up 3%) Best operator out there. Seem to be going quite well. Leasing at higher prices. Their space is designed for the small business owner. We're heading to a hybrid model of home/office work.
Photo of Paul Gardner, CFAPaul Gardner, CFA
Owned
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$43.35

Stock price when the opinion was issued

$10.01

As of Jun 12, 2026. Market Open.

investment companiesfunds
PAST TOP PICK

Loblaw Companies Ltd(L.TO)

Sep 01, 2021
(A Top Pick Apr 08/21, Up 27%) A star performer over the last 6 months. Still room to go. Margins of Shopper's DM are compelling at close to 40%.
Photo of Paul Gardner, CFAPaul Gardner, CFA
Owned
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$89.01

Stock price when the opinion was issued

$65.00

As of Jun 12, 2026. Market Open.

food stores
WEAK BUY

Suncor Energy Inc(SU.TO)

Sep 01, 2021

Cut dividend. Fort Hills has been delayed. Cut operational expenses. About 1B in free cashflow. Still trading cheap, at 4x cashflow. He owns CNQ in the space, for better risk/return. He'd be a buyer instead of a seller. Possibility of increased dividend to entice investors.

Photo of Paul Gardner, CFAPaul Gardner, CFA
No
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$23.34

Stock price when the opinion was issued

$86.01

As of Jun 12, 2026. Market Open.

integrated oils
DON'T BUY

Bank of Nova Scotia(BNS.TO)

Sep 01, 2021

A premier bank. Biggest problem is heavily invested in Latin America and the Caribbean, which brings volatility. If this was a time to get aggressively with EMs, you'd lean toward BNS. As a proxy, he'd be more interested in RY and TD. The US is the highest growth economy right now.

Photo of Paul Gardner, CFAPaul Gardner, CFA
No
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$78.29

Stock price when the opinion was issued

$117.43

As of Jun 12, 2026. Market Open.

banks

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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.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

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