BUY
Moving averages turned higher. Decent low in August, and now turning higher. Risk/reward looks pretty good. Dividend expected to grow. Likes CNQ a bit better. But both will throw off a nice bit of cash, for a nice rising dividend which will be valuable if we're in an environment where rates slowly go higher. Yield is 3%.
integrated oils
COMMENT
Energy sector. Quite bullish on the sector. Energy held in well on the recent pullback. Prefers exposure to gas than to oil. Likes the big guys in oil, such as CVE, CNQ, and SU.
Unknown
BUY
Likes CNQ a bit better than SU. But both will throw off a nice bit of cash, for a nice rising dividend which will be valuable if we're in an environment where rates slowly go higher.
oil / gas
WEAK BUY
Really likes the investment management sector. It should be pretty good business in a time of a decent market and reflation. Great company. Decelerating revenue growth. Relative underperformer. Dividend is attractive at 8%. When a group gets into gear, you want to look at the leaders. He owns BX, CIX, BLK, IGM, and POW. You could also look at the IAI ETF.
Financial Services
BUY
Really likes the investment management sector. It should be pretty good business in a time of a decent market and reflation. Relative underperformer. When a group gets into gear, you want to look at the leaders.
investment companies / funds
BUY
Really likes the investment management sector. It should be pretty good business in a time of a decent market and reflation. When a group gets into gear, you want to look at the leaders.
investment companies / funds
BUY
Really likes the investment management sector. It should be pretty good business in a time of a decent market and reflation. When a group gets into gear, you want to look at the leaders.
investment companies / funds