Today, Brian Madden and Jenny Harrington, CEO, Gilman Hill Asset Management commented about whether SWK-N, TMUS-Q, NTR-T, AGI-T, TFII-T, GIB.A-T, RY-T, TD-T, ATD-T, NVDA-Q, SHOP-T, HSY-N, POOL-Q, AEM-T, NA-T, GOOG-Q, MSFT-Q, WSP-T, STN-T, BNS-T, ENB-T are stocks to buy or sell.
He can't explain the big drop today, but a 6% drop in this name is unusual. Chart shows what a good company it is. Operates in Canada, US, Europe, and India. Should be advantaged by near-shoring. Lots of US government customers, and that should play well with Trump 2.0.
Stable grower, well managed. Drawdown is probably a buyable opportunity.
Applauds decision to reverse course on moving to US. Pretty weak Q4, drawdown of 40%. Since 2000, stock's generated total return of 16,000%, so pullbacks are buyable. Management capable of addressing and resolving problems. Good consolidator of fragmented industry. Now trading at 14x PE, discount to its 5-year average of 16x. Incredible entry point. Yield is 2%.
(Analysts’ price target is $184.44)Now a $14B market cap, an emerging large-cap company. Likes last year's acquisition of Argonaut. Great organic growth profile of 12% annual compound growth rate in production -- no mid- or large-cap can match that. Negligible geopolitical risk of Canada and Mexico. Yield is 0.4%.
(Analysts’ price target is $39.50)World's largest ag-crop nutrient business. Vertically integrated. Believes prices for its input commodities have bottomed, supported by high and rising cash-crop prices. Farmers have to replace nutrients in soil, which was delayed while prices were so high. Trades at book value. Bounced off lows, but still sees upside. In his dividend growers mandate. Yield is 4%.
(Analysts’ price target is $84.66)
Canadian personal and commercial businesses are excellent and dominant. US business is a fixer-upper, and they will. Wholesale business is subject to the vagaries of the capital markets. Wealth management is quite good. Watch DIY investing, as it seems to be doubling down on growth aspirations. Liked the Schwab sale; using proceeds to buy back shares. Dark clouds are finally parting.