- 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)
TOP PICK
Great way to play the commercial real estate market in over 60 countries.
Will continue to grow into a large cap company.
Covers wide range of commercial real estate markets.
Believes is a long term, quality company.
Double digit earnings that will continue.
Clean balance sheet, strong financials and strong management team.
Lower share price lately is presenting good buying opportunity.
Mike ArchibaldOwned
financeleasing
TOP PICK
Very difficult to get construction equipment given supply chain disruptions - creating opportunity for business.
Back -log at record high with improving margins and strong earnings/revenue.
Pristine balance sheet with no debt and net cash.
Likely will see company increase M&A activity.
Strong management team with good track record of capital allocation.
Mike ArchibaldOwned
machinery
TOP PICK
Believes energy industry very strong at the moment.
Company is well positioned with natural gas and oil weighting.
Aggressive drilling program this year will see further growth in production.
Sell majority of product to USA, which has strong natural gas prices.
Expecting cash flow to increase.
Very little debt will result in capital being returned to share holders.
Mike ArchibaldOwned
oilgas
PAST TOP PICK
(A Top Pick Aug 10/20, Down 0.19%) Resurgence in energy industry after pandemic has created bull energy market.
Will continue to hold shares, as believes company will benefit from increase activity in energy market.
Strong company that is well managed.
Good balance sheet.
Mike ArchibaldOwned
oilgas field services
PAST TOP PICK
(A Top Pick Aug 10/20, Up 176.22%) Good performance of stock, a reflection of excellent business and management team.
Hot housing market has resulted in strong earnings (lots of people moving required storage in-between houses).
Company has good revenue management plan.
Inflation helping company as agreement length not too long (can raise prices).
Expects company to grow through M & A.
Mike ArchibaldOwned
Transportation
BUY
Currently owns shares in company.
Cash flow multiple trading at 4x.
ConocoPhillips slowly exiting position - has had downward pressure on stock price.
Expecting share prices to grow.
With strong energy prices, will be strong financial performance.
Keep shares as expecting growth.
Mike ArchibaldOwned
oilgas
BUY ON WEAKNESS
Does not own shares in company.
Company has faced challenges in the past few quarters.
Coastal Gas Link disputes has created uncertainty with cash flows.
Appears agreement is approaching with Coastal Gas Link which will help share price.
Good exposure to construction market and Provincial/Federal projects.
Wait to buy on improved earnings.
contractors
BUY
Owns stock in company - gives good exposure to recovering travel industry.
A lot of debt on balance sheet a result of pandemic.
Profitably and margins will improve.
Balance sheet will be safe as debt is termed out into the future.
Will continue to own stock in the company.
Mike ArchibaldOwned
transportation equip & components
BUY
Best in class operator.
Railway business under pressure given supply chain concerns, however not a major worry.
Long term - company is lifeblood of Canadian economy.
Continues to be one of largest holdings in portfolio.
Well managed company that expects to continue to preform well.
Mike ArchibaldOwned
Transportation
BUY
Well managed company that is expecting to be debt free by the end of the year.
Stock trading in line with other energy peers.
Thinks energy space is a great place to be at the moment.
Expecting special/increased dividends.
Will continue to hold shares in the company.
Mike ArchibaldOwned
Oil and Gas (Integrated Oils)
%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)
