PAST TOP PICK
(A Top Pick Oct 08/20, Up 59%) Too cheap to ignore last year. Still a good name at this point. Not as much visible growth until we get higher interest rates. With the recent correction, it's become a buy.
banks
COMMENT
Buying a call for February? Going to miss numbers by a huge 40% due to supply chain issues. Long-term story doesn't change, but this impacts their balance sheet. Problem with buying a call is you're putting a gun to your head that it's got to work by February. He'd rather sell the put over the next 3-4 months, around $20. Will be in the penalty box for a while. Credibility is important with every stock, and this did raise eyebrows.
Automotive
HOLD
Going to try to boost stock price through various engineering initiatives. Not expensive. No real catalyst for growth. Still levered to the energy situation out west. You'll be fine. A nicer way to buy it is to sell a put. Nice distribution.
property mngmnt / investment
COMMENT
Favourite REITs. CRR.UN sets up beautifully from a growth to valuation perspective. BAM looks really good, though it's not a real estate play per se. AP.UN is pricey, but the growth is really there. SRU.UN has a nice distribution and looks good from a price to growth level.
Unknown
BUY
CRR.UN sets up beautifully from a growth to valuation perspective.
property mngmnt / investment
BUY
BAM looks really good, though it's not a real estate play per se.
management / diversified
BUY
AP.UN is pricey, but the growth is really there.
investment companies / funds