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Today, Ryan Modesto and Greg Newman commented about whether PHO-T, IBM-N, BEP.UN-T, ARE-T, IFC-T, BPY.UN-T, QSR-T, BIP.UN-T, AQN-T, UBER-N, ENB-T, AMZN-Q, CHE.UN-T, XGD-T, CM-T, MFC-T, CGX-T, WMT-N, SIA-T, CSH.UN-T, BYD-T, LNF-T, LSPD-T, SOX-T, PAT-X, DSG-T, GUD-T, WTE-T, WSP-T, STN-T, ATD.B-T, GC-T, TCL.A-T, PYR-T, TFII-T, ADN-T, COV-X, CSW.A-T, PBH-T, TSGI-T are stocks to buy or sell.
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$7.740
Owned
They are focused on retail and restaurant sector. A great example of a Canadian growth company that does not get enough interest. One of the highest growth companies on the TSX. A good software company with high recurring revenues. Cheaper than Shopify. Yield 0% (Analysts’ price target is $29.20)
Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.
Chartwell vs. Sienna for growth He likes and owns both. CSH's latest report says their operating income grew an impressive 4.7%, but Sienna's was 5.4%. CSH's and Sienna's growth are 5-5.5%. CSH has a low 64% payout ratio, but Sienna is a little cheaper at 12.7x vs. CSH's 15.6x. They're similar in many ways, but Sienna has more room for multiple expansion/upside. But CSH is slightly safer because it has a bigger cap. Both are in a good space with demographics as a tailwind.
Very good company and well-run. There's enough room for this and Amazon to both do well. Buy this on a pullback. He's long held this.
Dividend safe at 7.5%? CGX has an unsustainable 167% payout ratio to free cash flow. Their PE is pricey. They've spent a lot of non-movie ventures, but movies still account for 45% of business plus 25% in concessions. They need people coming into movie to attain growth. You can buy a little of this like around $23. It's an okay name, but has risk.
Pros and cons. Yes, they won the trial, but there remains a litigation overhang (they should win their appeal). They just had a good quarter, but it was driven by Asia--is this sustainable? He expects 9% EPS growth and 10% annual dividend growth. Trades around 7x. It's outstanding value, but all insurance companies are hurt by falling interest rates. MFC has done a great job diversifying away from that, though.
