Home Daily Stock Opinions and Ratings

Trending stocks today

Brookfield Corp NextEra Energy Alimentation Couche-Tard Black Diamond Group Cheniere Energy Inc PDD Holdings Crescent Point Energy Corp Paramount Resources Astera Labs Marvell Technology Group Broadcom Invesco QQQ Trust Series 1 Coca-Cola Company Loews Corp Softchoice Everest Group, Ltd. Parkland Fuel Corp Canadian Tire Corporation Ltd. (A) BCE Inc. Alimentation Couche-Tard

Latest Stock Buy or Sell?
Make More Informed Decisions!

Today, Rob McConnachie and Jason Del Vicario commented about whether TLT-Q, TCX-Q, ULTA-Q, VMD-T, META-Q, DOL-T, BRK.B-N, BAM.A-T, BAC-N, TECK.B-T, V-N, MA-N, PKI-T, RCI.B-T, SHOP-T, TOY-T, SBUX-Q, ATD.B-T, PPL-T, GOOG-Q, LSPD-T, TSLA-Q, ET-T, MFC-T, MG-T, AQN-T, BAM.A-T, ATD.B-T, RCI.B-T, RUS-T, NTR-T, PPL-T, D.UN-T, WPK-T, LNR-T, ENB-T, BNS-T, CP-T are stocks to buy or sell.

N/A

Quantitative Stock Picking. (A Commentary)

23/09/2019
A Comment -- General Comments From an Expert
Quantitative Stock Picking. You buy a company's future value of its cash flow stream and then discount it back for how much risk you are taking. Fixed income has very low risk. With equities it is hard to figure out how sustainable the cash flow is. Rail companies, for example, are easy to be sure of. Moats can be many, many things. They can be legislated, natural like the rails, or brands. It could be network economics such as with a credit card. This could manifest itself in high returns on capital.
Unknown
Rob McConnachie
N/A
Unknown
UnlockRating
BUY ON WEAKNESS

Russel Metals(RUS-T)

23/09/2019
Russel Metals
It is a unique company. He expects their earnings to drop but they are counter cyclical because they harvest their inventory in parts of the cycle so their cash flow actually goes up quite high then. The dividend is quite safe. You have to look at cash flow over a 10 year period. Below $20 is probably not a bad entry point.
steel
Rob McConnachie
$21.240
Unknown
UnlockRating
COMMENT

Rogers Communications (B)(RCI.B-T)

23/09/2019
Rogers Communications (B)

It is a pretty solid company. They have risk from a fiscal policy which would be lower on PPL-T. You have fiscal risk on all the telecoms right now.

Cable
Rob McConnachie
$66.000
Unknown
UnlockRating
BUY

Alimentation Couche-Tard (B)(ATD.B-T)

23/09/2019
Alimentation Couche-Tard (B)
Great company and sustainable. It is a great long term hold.
food stores
Rob McConnachie
$82.620
Unknown
UnlockRating
BUY

Brookfield Asset Management Inc (A)(BAM.A-T)

23/09/2019
Brookfield Asset Management Inc (A)
It is a core holding. It is a very well run operation. They are smart at going into areas early. A great core holding for any investor.
management / diversified
Rob McConnachie
$70.480
Owned
UnlockRating
STRONG BUY

Algonquin Power & Utilities Corp(AQN-T)

23/09/2019
Algonquin Power & Utilities Corp
It is a core holding. It is considered the safest utility. It is near the top of his list right now.
electrical utilities
Rob McConnachie
$18.010
Owned
UnlockRating
BUY

Magna Int'l. (A)(MG-T)

23/09/2019
Magna Int'l. (A)
It is an incredibly well run company. They make reasonable profits. Their customers are very happy with them. It is a well diversified company and they make great returns on their capital. They generate a lot of free cash flow. They are very disciplined on that. The risk is that they have no control over the auto cycle. Their margins can get quite compressed. MG-T feels they will have a higher content on electric cars than internal combustion cars.
Automotive
Rob McConnachie
$70.310
Unknown
UnlockRating
COMMENT

Manulife Financial(MFC-T)

23/09/2019
Manulife Financial
He finds it is a bit of a black box. He finds it hard to understand their business because there are so many moving parts. The banks are more protected from foreign competition or ownership.
insurance
Rob McConnachie
$24.420
Unknown
UnlockRating
TOP PICK

Evertz Technologies Ltd.(ET-T)

23/09/2019
Evertz Technologies Ltd.
They are one of the best in North America. The broadcast industry only really grows at the GDP rate. What's going to change is that you now have Netflix and others and they are on the leading edge of that. On top of that is the high def cycle and the equipment is getting pretty old on that. They have a sustainable competitive growth. They just paid out a special dividend bringing the yield up to about 9%. (Analysts’ price target is $19.67)
electrical / electronic
Rob McConnachie
$16.740
Owned
UnlockRating
TOP PICK

The Real Estate Sector. (A Commentary)

23/09/2019
A Comment -- General Comments From an Expert
The Real Estate Sector. He is well over 10% in real estate. Publicly traded real estate is typically at a discount (20-30%) to private transactions.
Unknown
Rob McConnachie
N/A
Owned
UnlockRating
TOP PICK

Mortgage Investment Corporations. (A Commentary)

23/09/2019
A Comment -- General Comments From an Expert
Mortgage Investment Corporations. They are not publicly traded typically. Half the mortgages in Canada are insured by the CMHC so the lenders are making risk-free profits. They go after those clients who do not quite qualify for a mortgage. Typically you go directly to these companies to invest in them.
Unknown
Rob McConnachie
N/A
Owned
UnlockRating
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

23/09/2019
A Comment -- General Comments From an Expert
He's still finding companies with a competitive moat. The TSX broke out a little and the S&P flirted with 3,000. The markets are opening higher, then come down--interesting. Not boring at all. We're in a Twilight Zone where bad news (negative data) leads to good news (the Fed will cut rates). So, poor PMI numbers in Germany and Korea points to recession there. Then if Trumps tweets, markets may jump higher. He follows Nike which reports tomorrow--and this may reflect the US-China trade war. If the Chinese yuan gets weaker it will benefit Nike as well as Dollarama.
Unknown
Jason Del Vicario
N/A
Unknown
UnlockRating
DON'T BUY

Tesla Inc(TSLA-Q)

23/09/2019
Tesla Inc
Own their debt through their bonds? No Tesla at all. They carry a a lot of debt and chronic production issues. Meanwhile, other carmakers are catching up like Porsche.
Consumer Products
Jason Del Vicario
$241.230
No
UnlockRating
WATCH

Lightspeed Commerce Inc(LSPD-T)

23/09/2019
Lightspeed Commerce Inc

They don't meet his criteria because they make no profits yet. He needs to see at least three years of consistency. They feel like Shopify--strong topline growth. He doesn't know much of what they do. They've come off a lot from their highs. This is a speculative play but for five years. He keeps his eye on it. It could become a success.

Technology
Jason Del Vicario
$32.980
No
UnlockRating
COMMENT

Alphabet Inc(GOOG-Q)

23/09/2019
Alphabet Inc

Sell Google, and buy IBM? Yes, Google has been languishing, but IBM has languished more. Also, Google has a better moat than IBM. Google is well-entrenched in the internet more than IBM. Instead, consider Amazon or especially Microsoft, or just hold onto Google.

Technology
Jason Del Vicario
$1234.030
No
UnlockRating

Your Watchlist

Add stocks to watchlist to monitor them daily and get important alerts.

Get Access To Watchlist

Latest Buy Signals

BN-TBrookfield Corp
Brookfield Corp
$54.96
-0.56 (-1.03%)
CM-TCanadian Imperial Bank of Commerce
Canadian Imperial Bank of Commerce
$64.76
-0.40 (-0.62%)
TRP-TTC Energy
TC Energy
$49.33
0.16 (0.32%)
TD-TToronto Dominion
Toronto Dominion
$80.76
0.39 (0.48%)
CNR-TCanadian National R.R.
Canadian National R.R.
$170.40
2.05 (1.19%)
Advertising

Today's Top Picks

ATD-TAlimentation Couche-Tard
Alimentation Couche-Tard
$77.38
-0.21 (-0.27%)
BCE-TBCE Inc.
BCE Inc.
$44.92
-0.37 (-0.83%)
CTC.A-TCanadian Tire Corporation Ltd. (A)
Canadian Tire Corporation Ltd. (A)
$135.06
-0.97 (-0.72%)
PKI-TParkland Fuel Corp
Parkland Fuel Corp
$43.15
0.39 (0.90%)
EG-NEverest Group, Ltd.
Everest Group, Ltd.
$365.76
0.02 (0.01%)

Popular Articles

Questrade Review: Pros & Cons of Trading with Questrade Canada (2021) Steady Eddys: 3 Stable Stocks Between Safety and Risk: 3 Safe and Gambling Stocks 3 Oversold Stocks to Take Advantage of 5 ETFs for Index Investing

Latest Sell Signals

CCO-TCameco Corporation
Cameco Corporation
$67.16
0.35 (0.52%)
DOL-TDollarama Inc.
Dollarama Inc.
$117.00
1.43 (1.21%)
NSC-NNorfolk Southern
Norfolk Southern
$240.83
4.61 (1.88%)
ALAB-QAstera Labs
Astera Labs
$71.58
0.59 (0.82%)
UNH-NUnitedHealth Group Inc
UnitedHealth Group Inc
$493.86
6.56 (1.31%)

Most Recent Experts

Panic-Proof (Research)

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Buzzing

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Gill

Robert Gill

Goodreid Investment Council

Bolton

Kim Bolton

Black Swan Dexteritas

Stockchase

Stockchase Insights

5i Research

Advertising
Advertising
logoTop pickslogoStockslogoRecentlogoWatchlist
© Stockchase Inc.