Today, Michael Simpson, CFA and Stan Wong commented about whether WM-N, VHT-N, USMV-N, F-N, KHC-Q, COST-Q, ENB-T, SBUX-Q, T-T, RCI.B-T, SQ-N, GE-N, BABA-N, ZUB-T, IQ-Q, QSR-T, AXP-N, VGT-N, RYT-N, ZDI-T, NFLX-Q, L-T, HDV-N, XGD-T, WMT-N, ATD.B-T, UNH-N, WTE-T, MFC-T, CU-T, ACI-T, CSU-T, NWL-N, AD-T, RSI-T, NPI-T, WTE-T, IAG-T, CMCSA-Q, MIC-T, BIP.UN-T, LB-T, ECA-T, AQN-T, WN-T, IPL-T are stocks to buy or sell.
They did a merger with Rubber Maid a couple of years ago. Part of the issue was the amount of debt levels. There has been more competition from Amazon. The acquisition did not go as planned. He is not interested right now.
It is a spin off from ALA-T. It is a pure play Canadian asset utility play. It has average debt for a utility. Over time as long as they perform well you should be able to get modest dividend increases. The parent may still sell the remainder of their stake in this company.
It has great assets in BC. It has no debt and a famous investor owns 30 percent of it. TECK.B-T may move their volumes to a terminal that they co-own next March. He thinks they can't move all of their volume. They have the ability to increase their dividend and they have no debt. (Analysts’ price target is $25.38)
Doing very, very well. Pushing into new highs this week. Consumer staples tend to do well in latter part of economic cycle. It's somewhat expensive, growth rate is low for him. Decent dividend. Low beta. Owns Dollar General instead. Prefers defensives with growth behind them. How well can it fight long-term against Amazon?