Today, Andrey Omelchak commented about whether MATR-T, BDGI-T, PBH-T, KNX-N, TFII-T, BNS-T, CNR-T, OTEX-T, WJX-T, VHI-T, HPS.A-T, ATRL-T, STN-T, CVO-T, GUD-T, TSU-T, LMN-X, PRL-T, GSY-T, WELL-T, ATZ-T, SFTC-T, EIF-T, DNTL-T, NA-T, BBD.B-T, LSPD-T, FFH-T are stocks to buy or sell.
(Note the short timeframe.)
Just getting started. Just announced phenomenal growth and results. Demonstrated proof of the business model by making highly accretive acquisitions and integrating well. ROIC can be more than 25%. Will keep acquiring at high rates of return, which increases intrinsic value per share. Absolutely would still buy here.
Big fan of the space, especially with the incoming US administration. Changed its business model, now focused on higher quality and the nuclear resurgence. Nuclear represents about 20% of their business and those margins are very high. Can unlock value by monetizing Hwy 407. Attractive valuation compared to peers.
Exposed to the right verticals. One of the very few pure-plays in Canada. Management's been great. Stock has benefited from pickup in demand. But is it sustainable? Margins can't remain elevated forever. Power demand is real. Given the runup, be careful.
Hold, or reduce on strength. Better ways to get exposure.
Amazing job. Underlying metrics on profitability are incredible, but can it continue? If yes, will be a multi-compounder for years to come. As they keep delivering, so does confidence that they can keep doing so. Vast addressable market. Savvy management.
You have to watch carefully that numbers back up the story. Safe to accumulate.
Promised a lot, and if they can deliver it will be a great investment. That proof is still in the pudding. Doesn't have a strong opinion on whether management is capable of delivering. He agrees that market's lost confidence in its M&A ability. Expectations are quite low, so it would be easy to do well. A solid hold.
No. He'd stick with CNR. CNR is part of a true duopoly in Canada. Its infrastructure is extremely difficult to replicate. If there's a resurgence in transportation, this name will do well. Can outperform the overall market over the long term. It won't be a tremendous investment, but it will do better than BNS over the next 3-5 years.
Banks have had a good run, so best to be a bit cautious now.
Post-election in the US, prospects for the US economy and domestic manufacturing will be good for the transportation sector as a whole. With rails in the US, this name can benefit.
No. He'd stick with CNR. CNR is part of a true duopoly in Canada. Its infrastructure is extremely difficult to replicate. If there's a resurgence in transportation, this name will do well. Can outperform the overall market over the long term. It won't be a tremendous investment, but it will do better than BNS over the next 3-5 years.
Banks have had a good run, so best to be a bit cautious now.
Great company. Similar to GSY, but operates globally. Just made an acquisition in the UK, very accretive and profitable, doesn't need to be integrated. Good risk management.