Today, Michael Sprung and Stockchase Insights commented about whether FRU-T, CHE.UN-T, PXT-T, CVE-T, ATD-T, VET-T, CCL.B-T, T-T, CNQ-T, ARX-T, TD.PR.T-T, MFC-T, TECK.B-T, SLF-T, TRP-T, CP-T, TSU-T, VRN-T, ACO.X-T, NGT-T, BNS-T, AD.UN-T, WCP-T, LNR-T are stocks to buy or sell.
Excellent proxy on the state of economy. Company will benefit from strength in North America. Very good assets with legacy attributes. Hard to replicate as not possible to build new railroads. Would recommend holding for the long term. Current share price is reasonable - good for long term investors.
Core holding in portfolio. Bullish on energy for the long term. Excellent company that is very well run. Steady dividend that is reliable. New projects are underway and being developed withing budget. Would recommend holding for the long term. Believes natural gas prices will increase over time, and is a clean burning fuel.
The company still is in a net cash position. We do not think a dividend cut is imminent, but we are sure management is discussing the possibility, unless they feel operational setbacks are just temporary. We would still be comfortable holding it at current levels due to its very cheap valuation and balance sheet.
Unlock Premium - Try 5i Free
1-2 year performance has been very good. Specialized insurance can be very profitable. Capital appreciation very good - not paying dividends. However, volatility can be hard for some investors. Would recommend for long term investors (can be volatile).