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Tips for beginners

Buy a long-term ETF like from Vanguard, then overlay with a bank stock for stability. If you have more risk tolerance, consider TFII or Couche-Tard with a long-term growth horizon. Consider the PE you're paying.

Well-run and is more into transportation logistics in the last 5 years. Lacks the geographic footprint of TFII, and more regional. You can consider this, but prefers TFII.

Their business mix is different from its peers. GWO is a major part of Power Corp. GWO reports tomorrow. The street expects earnings to be down YOY, but analysts estimates are low, so there could be a beat. They pay an excellent dividend which is safe. Prefers SLF, MFC of Industrial Alliance.

Are transitioning under a new CEO. Very interesting now. Cheap valuation at nearly half times book value. Pays over a 5% dividend yield. Give it a chance. Has been constrained by its geographic footprint, but the CEO is giving it new life.

An aggressively run company. The gold market is interest now with Newmont buying Newcrest. Owning a gold position isn't bad during inflationary times. The valuation here is reasonable.

BN vs. BAM

He prefers holding the original Brookfield, whose discount to NAV is steeper than the asset management company. If you want exposure to infrastructure, utilities, etc. then he prefers BN to BAM.

They bought that Kentucky company at a time when they needed to repair their balance sheet. The stock has been punished already, but will take some time to correct. They are cutting their dividend. Wait a year or so to see where the company is at.

A big holding of his. They have pledged to increase earnings in the U.S. (as have other Canadian banks) so that 25% of earnings are American. They will focus more on organic growth and controlling expenses. Are building reserves against credit losses. Pay over a 5% dividend yield.

(A Top Pick Feb 01/22, Down 17%)

Definitely hold on. Is cheaply valued vs. peers. Price to book is low. The 5.6% yield pays more than the others. Good to hold long term. Are exposed to the commodity cycle more than the others, so keep that in mind.

(A Top Pick Feb 01/22, Up 12%)

Well-run and positioned to offer e-charging stations given all their stations and locations. Well-financed. Still has a little more upside.

(A Top Pick Feb 01/22, Down 35%)

Still mired in cost overruns that's lasting longer than he expected. That said, roads still need to be built and ARE will benefit. Valuation has been punished. Look at Stantec instead in this space, but he is holding onto ARE. He expects a recovery.

Valuation is in the middle among Canadian banks. Premium price-to-book and pays a dividend over 4%. TD remains consistent, therefore good as a long-term hold. Though, there will be slightly less capital appreciation vs. its peers.

Has been a top pick before, but has had its ups and downs. Now, they have a good balance of companies they're invested in. Can payout their payout even in a downturn, and they payout is much lower around a payout ratio of 65%. They have been investing in common stock of some companies, which has worked, and they could be investing for third parties. Pays a tremendous yield of 7%. This trades around book  value and cash flows are stable that will grow. So, he'd like to see the yield decline over time.

(Analysts’ price target is $21.00)

They've been hit by a lot of input costs, which may be easing now. It's hard to raise prices on tissue paper and costs have been rising on recycled fibre. Their new container board factory will operate soon. CAS is selling at the low end of its range historically. But be patient until the stock price doubles or even triples.

(Analysts’ price target is $9.83)

The 6% dividend is safe. Well-run. Their main line is a major pipeline globally. Balance sheet fine. Have a $17 billion backlog of projecs which should increase that dividend in time. Growth lies ahead.

(Analysts’ price target is $58.10)