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Freshii Inc
DON'T BUY
CGI Group (A)
BUY
Siyata Mobile Inc
HOLD
Evertz Technologies Ltd.
BUY
Pure Multi-Family REIT LP
HOLD
Bonterra Resources
HOLD
Trevali Mining Corp
HOLD

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Signal Opinion Expert
DON'T BUY
Freshii Inc(FRII-T) 

January 23, 2019

It has been a disaster since the IPO. He passed on it after meeting the management team as he thinks the business will have a hard time to hit their target. Margins are tight and operations are challenging. It is hard invest when management does not have a handle on the operations of their business. He would stay away.
food services
0 0 0 0 0
0 comments
It has been a disaster since the IPO. He passed on it after meeting the management team as he thinks the business will have a hard time to hit their target. Margins are tight and operations are challenging. It is hard invest when management does not have a handle on the operations of their business. He would stay away.
food services
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

BUY
CGI Group (A)(GIB.A-T) 

January 23, 2019

He likes this large tech company. It has been a slower grower, but they have put in some good earnings -- especially in Europe. He thinks they may introduce a dividend, when they report Q4 results soon. The stock trades at 17 times earnings and it has good growth prospects. He respects the management team.
consulting
1 0 0 0 0
0 comments
He likes this large tech company. It has been a slower grower, but they have put in some good earnings -- especially in Europe. He thinks they may introduce a dividend, when they report Q4 results soon. The stock trades at 17 times earnings and it has good growth prospects. He respects the management team.
consulting
1 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

HOLD
Siyata Mobile Inc(SIM-X) 

January 23, 2019

He has a half position in this. He likes it and it is back to his entry level around $0.50. They have a good growth profile. They needed to tighten their balance sheet and they were successful in securing some further financing in a brokered deal -- they will need some working capital. He will continue to hold.
communications/media
0 0 0 0 0
0 comments
He has a half position in this. He likes it and it is back to his entry level around $0.50. They have a good growth profile. They needed to tighten their balance sheet and they were successful in securing some further financing in a brokered deal -- they will need some working capital. He will continue to hold.
communications/media
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

BUY
He has known the management team since they went public. The two founders own 64% of the company. They came out good earnings and showed a record backlog of orders. They are the leader in their space -- upgrading broadcasting companies. They have one of the largest market shares in the space and are expanding in North America. They pay a nice 4.5% dividend.
electrical/electronic
0 0 0 0 0
0 comments
He has known the management team since they went public. The two founders own 64% of the company. They came out good earnings and showed a record backlog of orders. They are the leader in their space -- upgrading broadcasting companies. They have one of the largest market shares in the space and are expanding in North America. They pay a nice 4.5% dividend.
electrical/electronic
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

HOLD
It looked like it was going to be taken over, but it did not go forward -- which may have been the driver to the sell off last year. He owns it still and likes how it held up during the market sell off. A good defensive play with a good yield. They have holdings in Texas, where there are lots of growth opportunities. He still likes the management team. Yield 6%.
REAL ESTATE
0 0 0 0 0
0 comments
It looked like it was going to be taken over, but it did not go forward -- which may have been the driver to the sell off last year. He owns it still and likes how it held up during the market sell off. A good defensive play with a good yield. They have holdings in Texas, where there are lots of growth opportunities. He still likes the management team. Yield 6%.
REAL ESTATE
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

HOLD
Bonterra Resources(BTR-X) 

January 23, 2019

It looks interesting, but is too small for his funds. It has under-performed for the past few years. They are in the right place at the right time, but we need to see some good drill results soon.
Mining
0 0 0 0 0
0 comments
It looks interesting, but is too small for his funds. It has under-performed for the past few years. They are in the right place at the right time, but we need to see some good drill results soon.
Mining
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

HOLD
Trevali Mining Corp(TV-T) 

January 23, 2019

A zinc producer that completed a round of financing around $1.30 share price. He started buying around $0.65. They have had some problems with one of the mines out east. You have to be a believer in the zinc commodity market for this one. He has been adding to his position and expects the zinc market to strengthen going forward. Glencore owns about 30% of the company. He thinks it is very cheap here.
Mining
0 0 0 0 0
0 comments
A zinc producer that completed a round of financing around $1.30 share price. He started buying around $0.65. They have had some problems with one of the mines out east. You have to be a believer in the zinc commodity market for this one. He has been adding to his position and expects the zinc market to strengthen going forward. Glencore owns about 30% of the company. He thinks it is very cheap here.
Mining
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

COMMENT
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
other services
0 0 0 0 0
0 comments
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
other services
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
Alaris Royalty(AD-T) 

January 23, 2019

DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
Financial Services
0 0 0 0 0
0 comments
DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T.
Financial Services
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
_N/A

BUY on WEAKNESS
Savaria Corp(SIS-T) 

January 23, 2019

He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
other services
0 0 0 0 0
0 comments
He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
other services
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

PAST TOP PICK
Yangarra Resources(YGR-T) 

January 23, 2019

(A Top Pick Dec 21/17, Down 44%) He entered at $4.70 and still holds a large holding. They just announced a solid earnings quarter and their metrics all improved. BOE production is now 12,500 and he expects that to increase again. He likes the management team. When oil prices dropped below $45, they curtailed their production and smartly acquired land in their core area. It still looks cheap and management has been buying back stock. He will likely look to buy more here.
0 0 0 0 0
0 comments
(A Top Pick Dec 21/17, Down 44%) He entered at $4.70 and still holds a large holding. They just announced a solid earnings quarter and their metrics all improved. BOE production is now 12,500 and he expects that to increase again. He likes the management team. When oil prices dropped below $45, they curtailed their production and smartly acquired land in their core area. It still looks cheap and management has been buying back stock. He will likely look to buy more here.
0
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
Photon Control(PHO-X) 

January 23, 2019

(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
electrical/electronic
0 0 0 0 0
0 comments
(A Top Pick Dec 21/17, Down 36%) It did extremely well until the last few months last year. He started buying around $1.10 and took money off at $2.10. He still owns a small position. About 27% of their market cap is in cash. The CEO recently resigned. He still continues to hold it. The balance sheet looks great and they have huge intellectual property value -- potentially making it a great acquisition target.
electrical/electronic
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Dec 21/17, Down 76%) They exited this position. He entered around $0.80 and exited a large position around $1.80. The company faced a down turn in October after they had revenue recognition issues and contracts that had been signed and that is when they exited. He needs to see management prove up revenues before re-entering.
computer parts mnfctr
0 0 0 0 0
0 comments
(A Top Pick Dec 21/17, Down 76%) They exited this position. He entered around $0.80 and exited a large position around $1.80. The company faced a down turn in October after they had revenue recognition issues and contracts that had been signed and that is when they exited. He needs to see management prove up revenues before re-entering.
computer parts mnfctr
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

WATCH
Roxgold Inc(ROXG-T) 

January 23, 2019

He has looked at it in the past. A portfolio manager change with a few key mutual funds may have resulted in the stock priced getting hurt as they sold out of their positions. They have done a good operational job, but it is a little too small for him. He is going to take a closer look going forward.
precious metals
0 0 0 0 0
0 comments
He has looked at it in the past. A portfolio manager change with a few key mutual funds may have resulted in the stock priced getting hurt as they sold out of their positions. They have done a good operational job, but it is a little too small for him. He is going to take a closer look going forward.
precious metals
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

HOLD
Interfor Corp(IFP-T) 

January 23, 2019

Lumber stocks are challenging. He liked the leverage in the company and they have been paying down debt. Now that lumber prices have collapsed in the last year, he still will hold it, but would not rush out to add to his position. He likes management still. He would wait for a better entry.
west coast forestry
0 0 0 0 0
0 comments
Lumber stocks are challenging. He liked the leverage in the company and they have been paying down debt. Now that lumber prices have collapsed in the last year, he still will hold it, but would not rush out to add to his position. He likes management still. He would wait for a better entry.
west coast forestry
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

HOLD
Parkland Fuel Corp(PKI-T) 

January 23, 2019

He holds a large position in this and acquired it when they were in disfavor with the market a couple of years ago. Their refinery has been generating great cash flow and a recent Caribbean acquisition is starting to create good synergies in terms of buying power. They are good operators. There is still a lot of good growth opportunities. Analysts have been so bullish on them, that it has been difficult for them to meet the targets -- he hopes the analysts will be a little more conservative and let them exceed targets for a while.
merchandising/lodging
0 0 0 0 0
0 comments
He holds a large position in this and acquired it when they were in disfavor with the market a couple of years ago. Their refinery has been generating great cash flow and a recent Caribbean acquisition is starting to create good synergies in terms of buying power. They are good operators. There is still a lot of good growth opportunities. Analysts have been so bullish on them, that it has been difficult for them to meet the targets -- he hopes the analysts will be a little more conservative and let them exceed targets for a while.
merchandising/lodging
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

HOLD
Finning Int(FTT-T) 

January 23, 2019

The multiples are near 11 times earnings -- quite cheap. Management has gotten into good higher margin business in the energy space. On all metrics it looks very enticing. They had added to their position around $25.50. He met with management team recently and believes they will be able to continue to expand margins into the future.
wholesale distributors
0 0 0 0 0
0 comments
The multiples are near 11 times earnings -- quite cheap. Management has gotten into good higher margin business in the energy space. On all metrics it looks very enticing. They had added to their position around $25.50. He met with management team recently and believes they will be able to continue to expand margins into the future.
wholesale distributors
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

COMMENT
All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
oil/gas field services
0 0 0 0 0
0 comments
All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
oil/gas field services
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
_N/A

COMMENT
Precision Drilling(PD-T) 

January 23, 2019

All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
oil/gas field services
0 0 0 0 0
0 comments
All the drillers have under performed. This is probably a good entry point -- around 5 year lows. He does not love the sector, but the risk reward is enticing. He owns PD-T right now instead. He would recommend taking money off the table if the stock price strengthens due to the volatility of the energy sector.
oil/gas field services
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
_N/A

HOLD
It has been a good IPO story. He sold after the IPO. It is a premier retailer and believes they can defend their margins. This jacket is in demand globally, so he sees more growth to come. It is just too expensive right now for him to re-enter.
clothing
0 0 0 0 0
0 comments
It has been a good IPO story. He sold after the IPO. It is a premier retailer and believes they can defend their margins. This jacket is in demand globally, so he sees more growth to come. It is just too expensive right now for him to re-enter.
clothing
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

HOLD
Tricon Capital Group(TCN-T) 

January 23, 2019

His analyst met with them yesterday and it made him feel very bullish. Operationally they have been very strong. They added to their holding a few weeks ago. He thinks it could get back to $12 soon. The multiples are improving the value in his eyes and thinks the market will reward them. Rental rates have been increasing in the US -- especially in the sunbelt.
REAL ESTATE
0 0 0 0 0
0 comments
His analyst met with them yesterday and it made him feel very bullish. Operationally they have been very strong. They added to their holding a few weeks ago. He thinks it could get back to $12 soon. The multiples are improving the value in his eyes and thinks the market will reward them. Rental rates have been increasing in the US -- especially in the sunbelt.
REAL ESTATE
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

COMMENT
goeasy(GSY-T) 

January 23, 2019

He owned it quite a while ago. It collapsed late last year following a recent financing. Earnings have been good, but as a lender they may have been faced with growing default rates. He feels the margins are still expanding. It is a good story, but he has not bought into it due to the negativity around high interest rates being charged to customers.
merchandising/lodging
0 0 0 0 0
0 comments
He owned it quite a while ago. It collapsed late last year following a recent financing. Earnings have been good, but as a lender they may have been faced with growing default rates. He feels the margins are still expanding. It is a good story, but he has not bought into it due to the negativity around high interest rates being charged to customers.
merchandising/lodging
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

COMMENT
He is not too familiar with them, but feels it is a premier REIT. Overall, this space has been an out performing sector. The yields are strong, he believes. He looks more for growth stories, so does not own many REITs.
property mngmnt/investment
0 0 0 0 0
0 comments
He is not too familiar with them, but feels it is a premier REIT. Overall, this space has been an out performing sector. The yields are strong, he believes. He looks more for growth stories, so does not own many REITs.
property mngmnt/investment
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
No

TOP PICK
WPT Industrial REIT(WIR.U-T) 

January 23, 2019

A huge play on e-commerce. One of their largest tenants is Amazon, who recently expanded their contract with them. You can own it for the long term, he feels, as it has traded off recently. Occupancy rates are near 98%. It trades around NAV. It has a good strong yield and is cheap at this level. Yield 5.87%. (Analysts’ price target is $15.03)
0 0 0 0 0
0 comments
A huge play on e-commerce. One of their largest tenants is Amazon, who recently expanded their contract with them. You can own it for the long term, he feels, as it has traded off recently. Occupancy rates are near 98%. It trades around NAV. It has a good strong yield and is cheap at this level. Yield 5.87%. (Analysts’ price target is $15.03)
0
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
Over the past three months it have fallen in half. They are 65% oil weighted and cash flow has been very strong. They have been buying back shares. They expect $10-$14 million in free cash flow for Q4. At today's valuation it is trading at half the multiples of others in the energy sector that are similar market cap. It is extremely cheap and the stock could be back to $5 over the next year. Yield 0% (Analysts’ price target is $4.32)
oil/gas
0 0 0 0 0
0 comments
Over the past three months it have fallen in half. They are 65% oil weighted and cash flow has been very strong. They have been buying back shares. They expect $10-$14 million in free cash flow for Q4. At today's valuation it is trading at half the multiples of others in the energy sector that are similar market cap. It is extremely cheap and the stock could be back to $5 over the next year. Yield 0% (Analysts’ price target is $4.32)
oil/gas
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
Kraken Robotics Inc.(PNG-X) 

January 23, 2019

The fundamentals are showing great signs of growth. He thinks revenues could double in 2019. It is very unknown, with only two analysts tracking them. They do underwater mapping for pipelines and cable and he expects a lot of government spending in this space. Yield 0%. (Analysts’ price target is $0.95)
Technology
0 0 0 0 0
0 comments
The fundamentals are showing great signs of growth. He thinks revenues could double in 2019. It is very unknown, with only two analysts tracking them. They do underwater mapping for pipelines and cable and he expects a lot of government spending in this space. Yield 0%. (Analysts’ price target is $0.95)
Technology
0 0 0 0 0
0 comments
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$0.000
Owned Owned
Yes

DON'T BUY
FedEx(FDX-N) 

January 23, 2019

He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
Transportation
0 0 0 0 0
0 comments
He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
Transportation
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

TOP PICK
Dollar General Corp.(DG-N) 

January 23, 2019

Defensive and low-beta. 15,000 stores in the US, the biggest discount retailer there. Located in rural areas and small town, off the radar of the retail giants, which is a plus. 15% growth rate. 5-year ROE is 20%. 1% dividend, growing 10% annually over the past three years. Should perform well in a general downturn. They're still expanding. (Analysts’ price target is $117.11)
0 0 0 0 0
0 comments
Defensive and low-beta. 15,000 stores in the US, the biggest discount retailer there. Located in rural areas and small town, off the radar of the retail giants, which is a plus. 15% growth rate. 5-year ROE is 20%. 1% dividend, growing 10% annually over the past three years. Should perform well in a general downturn. They're still expanding. (Analysts’ price target is $117.11)
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Yes

COMMENT
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
medical services
0 0 0 0 0
0 comments
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
medical services
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

TOP PICK
Waste Management(WM-N) 

January 23, 2019

The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
environmental
0 0 0 0 0
0 comments
The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55)
environmental
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Yes

DON'T BUY
Loblaw Companies Ltd(L-T) 

January 23, 2019

It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
food stores
0 0 0 0 0
0 comments
It's been sideways since 2015. Trades at under 11x enterprise value over EBITDA in line with 10-year averages. They've done vs. TSX since mid-October. Investors have shifted from cyclical into consumer staples like L-T. There's a lot of competition ahead with cost challenges while minimum wage moves higher. 60% of their goods are from the US whose currency is strengething. Prefers ATD.
food stores
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

BUY
If you hold too many equities, then put more bonds into your portfolio Bond yield are a little higher lately. He likes some government bonds now since yields will hold. ZAG includes some corporate bonds. A cheap ETF at 9 basis points. This is 71% government bonds.
E.T.F.'s
0 0 0 0 0
0 comments
If you hold too many equities, then put more bonds into your portfolio Bond yield are a little higher lately. He likes some government bonds now since yields will hold. ZAG includes some corporate bonds. A cheap ETF at 9 basis points. This is 71% government bonds.
E.T.F.'s
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

January 23, 2019

vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
Telecommunications
0 0 0 0 0
0 comments
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
Telecommunications
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

BUY
Verizon Communications(VZ-N) 

January 23, 2019

vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
telephone utilities
0 0 0 0 0
0 comments
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
telephone utilities
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

DON'T BUY
Southwest Airlines(LUV-N) 

January 23, 2019

He doesn't buy airlines and this has been sideways in past year and is currently below its 200-day moving average. Airlines face oil and geopolitical risks, and it's cyclical. LUV reports tomorrow.
Transportation
0 0 0 0 0
0 comments
He doesn't buy airlines and this has been sideways in past year and is currently below its 200-day moving average. Airlines face oil and geopolitical risks, and it's cyclical. LUV reports tomorrow.
Transportation
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

DON'T BUY
Shopify Inc.(SHOP-T) 

January 23, 2019

He prefers U.S. tech names. SHOP has rich foward valuation at 270x with a 42% long-term growth rate. Since June, it's been showing lower highs and lower lows. Not good. SHOP relies on its relationships with Amazon, eBay and Facebook so any changes there could hurt SHOP. Another worry is the quality of some of its merchant-clients involved in "drop shipping." Volatile and high-beta. He's never owned this.
0 0 0 0 0
0 comments
He prefers U.S. tech names. SHOP has rich foward valuation at 270x with a 42% long-term growth rate. Since June, it's been showing lower highs and lower lows. Not good. SHOP relies on its relationships with Amazon, eBay and Facebook so any changes there could hurt SHOP. Another worry is the quality of some of its merchant-clients involved in "drop shipping." Volatile and high-beta. He's never owned this.
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

DON'T BUY
80% equities + 20% bonds. They rebalance this to maintain 80/20 regularly. MER is 25 basis points, so cheap. His concern is that it's weighted to momentum and growth stocks--how long will these move? Also, competitors like iShares have come out with similar ETFs.
E.T.F.'s
0 0 0 0 0
0 comments
80% equities + 20% bonds. They rebalance this to maintain 80/20 regularly. MER is 25 basis points, so cheap. His concern is that it's weighted to momentum and growth stocks--how long will these move? Also, competitors like iShares have come out with similar ETFs.
E.T.F.'s
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Unknown

DON'T BUY
Tesla Motors Inc(TSLA-Q) 

January 23, 2019

Never owned it. Worries about the owner. This moves up and down, so you can trade it, but it's been flat since 2017 and is now below its 200-day MA. There's also lots of competition which could be a big headwind. Also cash-flow negative with weak earnings. Troubles ahead.
0 0 0 0 0
0 comments
Never owned it. Worries about the owner. This moves up and down, so you can trade it, but it's been flat since 2017 and is now below its 200-day MA. There's also lots of competition which could be a big headwind. Also cash-flow negative with weak earnings. Troubles ahead.
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

DON'T BUY
Likes it long-term, but it's been flat the past year, sideways. It's also cyclical which he's getting out of that and embracing defensive names instead. Honeywell isn't this.
mngmnt/diversified
0 0 0 0 0
0 comments
Likes it long-term, but it's been flat the past year, sideways. It's also cyclical which he's getting out of that and embracing defensive names instead. Honeywell isn't this.
mngmnt/diversified
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

PARTIAL BUY
JD.com Inc(JD-Q) 

January 23, 2019

It's been beaten up the past year, given the China-US tension. This has been basing since November which is good. But he needs to see this push further before he buys it. He prefers Alibaba. It's okay to buy a bit of this now.
0 0 0 0 0
0 comments
It's been beaten up the past year, given the China-US tension. This has been basing since November which is good. But he needs to see this push further before he buys it. He prefers Alibaba. It's okay to buy a bit of this now.
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

PAST TOP PICK
Applied Materials(AMAT-Q) 

January 23, 2019

(A Top Pick Jan 25/18, Down 37%) Sold it in August around $43. The cycle has suddenly changed; semis have gotten hit. AMAT isn't a semi company, but a semi equipment one. But there's weak demand of this product now and US restrictions on selling chips to China doesn't help. This could rally if there's a US-China deal.

electrical/electronic
0 0 0 0 0
0 comments

(A Top Pick Jan 25/18, Down 37%) Sold it in August around $43. The cycle has suddenly changed; semis have gotten hit. AMAT isn't a semi company, but a semi equipment one. But there's weak demand of this product now and US restrictions on selling chips to China doesn't help. This could rally if there's a US-China deal.

electrical/electronic
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

PAST TOP PICK

(A Top Pick Jan 25/18, Up 24%)  2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.

Cable
0 0 0 0 0
0 comments

(A Top Pick Jan 25/18, Up 24%)  2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.

Cable
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Jan 25/18, Down 33%)  He sold it in April. Trade issues hit this badly. They hiked prices in America because of Trump's tariffs.

0 0 0 0 0
0 comments

(A Top Pick Jan 25/18, Down 33%)  He sold it in April. Trade issues hit this badly. They hiked prices in America because of Trump's tariffs.

0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

HOLD
He owns no REITs, though now they're looking attractive with interest rates suddenly not rising fast. They're until retail and industrial space. How confident are you of the Canada economy? Over 6% yield (safe) and it's moved above its 200-day moving average. Okay holding long-term.
property mngmnt/investment
0 0 0 0 0
0 comments
He owns no REITs, though now they're looking attractive with interest rates suddenly not rising fast. They're until retail and industrial space. How confident are you of the Canada economy? Over 6% yield (safe) and it's moved above its 200-day moving average. Okay holding long-term.
property mngmnt/investment
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

COMMENT
Costco Wholesale(COST-Q) 

January 23, 2019

It's done very well, but its valuation is high at 27X forward earnings with an 11% growth rate. Strong same-store sales and membership renewals (at 90%). Their sales are twice as high as their competitors. Long-term, they must have more of an online presence and service to compete. Also, in the future will millennials buy memberships?
department stores
0 0 0 0 0
0 comments
It's done very well, but its valuation is high at 27X forward earnings with an 11% growth rate. Strong same-store sales and membership renewals (at 90%). Their sales are twice as high as their competitors. Long-term, they must have more of an online presence and service to compete. Also, in the future will millennials buy memberships?
department stores
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

COMMENT
Walt Disney(DIS-N) 

January 23, 2019

Their streaming service coming this year? It's looking more attractive, trending above its 200-day moving average. Cord-cutting worries over are and there's optimism over competing against Netflix. Their Marvel movies are doing well in the cinemas. Question is, how well will their amusement parks do this late in the cycle. Likes it long-term, but doesn't own it now.
entertainment services
0 0 0 0 0
0 comments
Their streaming service coming this year? It's looking more attractive, trending above its 200-day moving average. Cord-cutting worries over are and there's optimism over competing against Netflix. Their Marvel movies are doing well in the cinemas. Question is, how well will their amusement parks do this late in the cycle. Likes it long-term, but doesn't own it now.
entertainment services
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

COMMENT
American Express(AXP-N) 

January 23, 2019

He just sold it because of its high valuation. Long-term, all the credit card companies will benefit from growing acceptance to credit cards globally. He took profits. Short-term, watch for credit costs and an economic slowdown. (Globally, the world still uses more cash than plastic.)
investment companies/funds
0 0 0 0 0
0 comments
He just sold it because of its high valuation. Long-term, all the credit card companies will benefit from growing acceptance to credit cards globally. He took profits. Short-term, watch for credit costs and an economic slowdown. (Globally, the world still uses more cash than plastic.)
investment companies/funds
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

WATCH
Starbucks(SBUX-Q) 

January 23, 2019

He's owned this and it's on his radar. It's moving above its 200-day moving average. Trading at 25x earnings with a 14% growth rate. They're paring back on some stores which has increased margins a little. He likes it.
food services
0 0 0 0 0
0 comments
He's owned this and it's on his radar. It's moving above its 200-day moving average. Trading at 25x earnings with a 14% growth rate. They're paring back on some stores which has increased margins a little. He likes it.
food services
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

BUY
Amazon.com(AMZN-Q) 

January 23, 2019

Trades at 70x forward earnings. Likes it. Online sales will continue to grow. But how fast are they growing their cloud and ad businesses? But it's one of the top FAANG stocks.
specialty stores
0 0 0 0 0
0 comments
Trades at 70x forward earnings. Likes it. Online sales will continue to grow. But how fast are they growing their cloud and ad businesses? But it's one of the top FAANG stocks.
specialty stores
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Yes

BUY
Abbott Labs(ABT-N) 

January 23, 2019

Likes healthcare and ABT. It's moving higher. 1.8% dividend. Hold it. Fair valuation.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Likes healthcare and ABT. It's moving higher. 1.8% dividend. Hold it. Fair valuation.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

DON'T BUY
Apple(AAPL-Q) 

January 23, 2019

He's owned this, but he's worried with its reliance on the iPhone and we're seeing concerns about that demand. That's hurting Apple now. Other products like the Watch won't make a dent. It hasn't bounced much from the December lows either.
electrical/electronic
0 0 0 0 0
0 comments
He's owned this, but he's worried with its reliance on the iPhone and we're seeing concerns about that demand. That's hurting Apple now. Other products like the Watch won't make a dent. It hasn't bounced much from the December lows either.
electrical/electronic
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

COMMENT
Asian markets are looking attractive. This covers the top 50 Chinese companies, trading at 8x forward PE. It's trading at a discount. This ETF has been outperforming the S&P since October. A contrarian buy. China could be very strong in 12 months, especially if the US-China trade war ends which he expects will end.
E.T.F.'s
0 0 0 0 0
0 comments
Asian markets are looking attractive. This covers the top 50 Chinese companies, trading at 8x forward PE. It's trading at a discount. This ETF has been outperforming the S&P since October. A contrarian buy. China could be very strong in 12 months, especially if the US-China trade war ends which he expects will end.
E.T.F.'s
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
Yes

COMMENT
Square Inc(SQ-N) 

January 22, 2019

A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
0 0 0 0 0
0 comments
A fintech/e-commerce stock. It's not cheap; has a PEG ratio of 2.6. Price target of $80.
0
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$67.850
Owned Owned
Yes

BUY
Amazon.com(AMZN-Q) 

January 22, 2019

Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
0 0 0 0 0
0 comments
Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
specialty stores
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$1632.170
Owned Owned
Yes

BUY
SalesForce.com Inc.(CRM-N) 

January 22, 2019

The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
0 0 0 0 0
0 comments
The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
computer software/processing
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.950
Owned Owned
Unknown

BUY
They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
0 0 0 0 0
0 comments
They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be all the talk. High-$80's is a bargain; sell in the high-$110's. He has $150 price target. A core holding for him.
electrical/electronic
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$94.170
Owned Owned
Yes

BUY
What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
0 0 0 0 0
0 comments
What A.I. stock? Now, it's about machine-learning and algos. Patterns. The faster the chips become, the more they will grasp patterns. Difficult to find a pure play in this space, though he invests in it. The space is volatile, so he relies on BOTZ, the ETF, which covers robotics and A.I.
E.T.F.'s
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$17.790
Owned Owned
Yes

COMMENT
PayPal Holdings Inc.(PYPL-Q) 

January 22, 2019

They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
0 0 0 0 0
0 comments
They're getting into emerging markets by buying Venmo. Not cheap though. Price target of $97.85.
0
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$89.940
Owned Owned
Yes

BUY
Nvidia Corp(NVDA-Q) 

January 22, 2019

He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
0 0 0 0 0
0 comments
He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
computer software/processing
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$148.770
Owned Owned
No

PAST TOP PICK
Dassault Systemes(DSY-FP) 

January 22, 2019

(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
0 0 0 0 0
0 comments
(A Top Pick Jun 01/18, Down 12%) Took profits in Q4. They're the leaders of making avatars of real-time objects and environments, with applications in factories to increase production efficiency.
consulting
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$110.200
Owned Owned
No

PAST TOP PICK
(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
0 0 0 0 0
0 comments
(A Top Pick Jun 01/18, Down 26%) A German-Dutch semiconductor producer, servicing self-driving cars. The auto sector has slowed down and dragged down IFNNY, but IFFNY is a leader in this space.
0
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
0 0 0 0 0
0 comments
(A Top Pick Jun 01/18, Down 18%) It's come back since the December sell-off. The Chinese government lifted a moratorium they started in late-August and ended in early-December; that meant halting the introduction of new video games, because Chinese children were addicted to videogames.
0
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

COMMENT
Qualcomm(QCOM-Q) 

January 22, 2019

Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
0 0 0 0 0
0 comments
Owns a small position via an ETF, SOXX. It's one of the top three holdings in SOXX. He scaled back by buying SOXX and not QCOM directly, because there are legal issues with Apple. He wants to own it outright, though.
Telecommunications
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$54.290
Owned Owned
No

COMMENT
Splunk Inc(SPLK-Q) 

January 22, 2019

What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
0 0 0 0 0
0 comments
What do you do with a price target? Price target of $130.65. Once he gets within 5% of a target, he looks to sell some (33-50%) shares. and even more if a stock price surpasses that target.
Business Services
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$118.980
Owned Owned
Yes

DON'T BUY
Siemens(SI-N) 

January 22, 2019

Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
0 0 0 0 0
0 comments
Sold in Q4. The poster child of industrial technology. But they got caught up in the European slowdown. Price target of Euros 150.
electrical/electronic
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
No

BUY
Micron Technology(MU-Q) 

January 22, 2019

A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
0 0 0 0 0
0 comments
A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$33.870
Owned Owned
Yes

WATCH
Shopify Inc.(SHOP-T) 

January 22, 2019

E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
0 0 0 0 0
0 comments
E-commerce remains strong, but he expects regulatory headwinds coming. It's too expensive now, though he's following it. Shopify is the only competitor to Facebook.
0
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$208.870
Owned Owned
No

COMMENT
Nutanix Inc(NTNX-Q) 

January 22, 2019

He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
computer software
0 0 0 0 0
0 comments
He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now.
computer software
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$50.730
Owned Owned
No

WATCH
Autodesk Inc(ADSK-Q) 

January 22, 2019

They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
computer software/processing
0 0 0 0 0
0 comments
They did some acquisitions to catch up with Dassault Systems and PTC. Price target of $150. Entry point in the low-$130's.
computer software/processing
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$139.060
Owned Owned
No

TOP PICK
Microsoft(MSFT-Q) 

January 22, 2019

The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
computer software/processing
0 0 0 0 0
0 comments
The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
computer software/processing
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$105.680
Owned Owned
Yes

TOP PICK
Xilinx Inc(XLNX-Q) 

January 22, 2019

Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
electrical/electronic
0 0 0 0 0
0 comments
Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
electrical/electronic
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$90.450
Owned Owned
Yes

BUY on WEAKNESS
MongoDB, Inc. (MDB-Q) 

January 22, 2019

Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
Technology
0 0 0 0 0
0 comments
Great growth rates, supplying networking software. Has done gangbusters in recent years. Sold it in Q4, but still follows it. $60 price target. Very expensive now. Wants to buy it, but at lower levels.
Technology
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$81.230
Owned Owned
No

TOP PICK
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Technology
0 0 0 0 0
0 comments
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Technology
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$0.000
Owned Owned
Yes

BUY
Vail Resorts Inc(MTN-N) 

January 22, 2019

It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
0 0 0 0 0
0 comments
It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
0
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$184.230
Owned Owned
Unknown

BUY
Visa Inc.(V-N) 

January 22, 2019

Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
0 0 0 0 0
0 comments
Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
other services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$138.050
Owned Owned
Yes

BUY
Activision Blizzard(ATVI-Q) 

January 22, 2019

Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
0 0 0 0 0
0 comments
Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
computer software/processing
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$47.060
Owned Owned
Yes

BUY
A T & T US(T-N) 

January 22, 2019

He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
0 0 0 0 0
0 comments
He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
Telecommunications
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$30.580
Owned Owned
Unknown

DON'T BUY
CVS Health Corp(CVS-N) 

January 22, 2019

He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
0 0 0 0 0
0 comments
He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$64.920
Owned Owned
No

BUY
Keyera Corp(KEY-T) 

January 22, 2019

Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
0 0 0 0 0
0 comments
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
oil/gas
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$27.600
Owned Owned
Yes

COMMENT
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
0 0 0 0 0
0 comments
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
household goods
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$43.650
Owned Owned
No

PAST TOP PICK
Moody's Corp.(MCO-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
0 0 0 0 0
0 comments
(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
Financial Services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$155.480
Owned Owned
Yes

PAST TOP PICK
Becton Dickinson(BDX-N) 

January 22, 2019

(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$239.190
Owned Owned
Yes

PAST TOP PICK
TMX Group(X-T) 

January 22, 2019

(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
other services
0 0 0 0 0
0 comments
(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
other services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$75.580
Owned Owned
Yes

DON'T BUY
Manulife Financial(MFC-T) 

January 22, 2019

Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
insurance
0 0 0 0 0
0 comments
Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$21.060
Owned Owned
Unknown

COMMENT
Markel Corporation.(MKL-N) 

January 22, 2019

A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
insurance
0 0 0 0 0
0 comments
A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$1035.000
Owned Owned
No

COMMENT
Enbridge(ENB-T) 

January 22, 2019

Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
oil/gas pipelines
0 0 0 0 0
0 comments
Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
oil/gas pipelines
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$47.610
Owned Owned
Unknown

DON'T BUY
Saputo Inc.(SAP-T) 

January 22, 2019

He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
food processing
0 0 0 0 0
0 comments
He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
food processing
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$38.670
Owned Owned
No

DON'T BUY
Fairfax Financial(FFH-T) 

January 22, 2019

Will it break out of the trading range of $5.50-7.70? You're buying Prem Watsa when you buy this. Prem has done some brilliant things, and other things that weren't. He's not Warren Buffett, though. He's not attracted to the underlying businesses.
insurance
0 0 0 0 0
0 comments
Will it break out of the trading range of $5.50-7.70? You're buying Prem Watsa when you buy this. Prem has done some brilliant things, and other things that weren't. He's not Warren Buffett, though. He's not attracted to the underlying businesses.
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$619.500
Owned Owned
No

BUY
Facebook(FB-Q) 

January 22, 2019

It's gone through one of the biggest cycles from love to hate in a very short time. But social media is not going away, and Facebook commands a huge slice of online advertising. If users leave Facebook, where do they go? Probably to an app that Facebook owns, like Instagram. You see the same ads. FB is heavily oversold and has enormous priving power with advertisers. It dominates.
0 0 0 0 0
0 comments
It's gone through one of the biggest cycles from love to hate in a very short time. But social media is not going away, and Facebook commands a huge slice of online advertising. If users leave Facebook, where do they go? Probably to an app that Facebook owns, like Instagram. You see the same ads. FB is heavily oversold and has enormous priving power with advertisers. It dominates.
0
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$147.570
Owned Owned
Yes

DON'T BUY
Oil was down today, and so did CNQ. They won't run out of their product, oil, but they're at the mercy of the price of oil which they can't control. He owns zero Canadian energy.
oil/gas
0 0 0 0 0
0 comments
Oil was down today, and so did CNQ. They won't run out of their product, oil, but they're at the mercy of the price of oil which they can't control. He owns zero Canadian energy.
oil/gas
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$34.340
Owned Owned
No

COMMENT
He sold GM for better opportunities. He expects them to be a force in e-cars, starting to release them in 2020, perhaps. GM should get e-cars right and become a fierce competitor in this space. Trades at a low multiple, 6x forward earnings. 3.98% yield.
Automotive
0 0 0 0 0
0 comments
He sold GM for better opportunities. He expects them to be a force in e-cars, starting to release them in 2020, perhaps. GM should get e-cars right and become a fierce competitor in this space. Trades at a low multiple, 6x forward earnings. 3.98% yield.
Automotive
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$38.150
Owned Owned
No

BUY
Johnson & Johnson(JNJ-N) 

January 22, 2019

They just reported solid earnings, though the stock was down today a bit. Has a wide product range sold in 200 countries. Solid and diversified. They raise their dividend every year and it rise again.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
They just reported solid earnings, though the stock was down today a bit. Has a wide product range sold in 200 countries. Solid and diversified. They raise their dividend every year and it rise again.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$128.800
Owned Owned
Unknown

COMMENT
Power Corp(POW-T) 

January 22, 2019

He bought it after the elder Desmarais died, expecting a catalyst to revitalize the company. Wrong! The sons have failed. The dividend is huge because people keep selling the stock because nothing is happening. Nobody likes Investors Group that POW own, because of robo advisors and ETFs creaming off parts of their business. Lifecos aren't making a lot of money. That said, POW is trading at 65% NAV, instead of the normal 85%, so you could get a 20% kick on this stock.
mngmnt/diversified
0 0 0 0 0
0 comments
He bought it after the elder Desmarais died, expecting a catalyst to revitalize the company. Wrong! The sons have failed. The dividend is huge because people keep selling the stock because nothing is happening. Nobody likes Investors Group that POW own, because of robo advisors and ETFs creaming off parts of their business. Lifecos aren't making a lot of money. That said, POW is trading at 65% NAV, instead of the normal 85%, so you could get a 20% kick on this stock.
mngmnt/diversified
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$25.840
Owned Owned
Yes

DON'T BUY
High Liner Foods(HLF-T) 

January 22, 2019

He sold it too late. They made a horrible acquisition in southeast Asia. A disaster that they haven't recovered from.
Consumer Products
0 0 0 0 0
0 comments
He sold it too late. They made a horrible acquisition in southeast Asia. A disaster that they haven't recovered from.
Consumer Products
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$7.400
Owned Owned
No

TOP PICK
Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
insurance
0 0 0 0 0
0 comments
Buffet won't live forever, but he's trained smart disciples and build a strong business, so it will be fine. This was oversold in December. He loves their underlying businesses. Efficient operators. Trades now at 1.3x book, and a bargain. (Analysts’ price target is $238.50)
insurance
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$200.720
Owned Owned
Yes

TOP PICK
They want to book every aspect of vacations--do it all. The growth of middle class tourism in Asia (China and India) is taking off, and Bookings will benefit. (Analysts’ price target is $2206.41)
department stores
0 0 0 0 0
0 comments
They want to book every aspect of vacations--do it all. The growth of middle class tourism in Asia (China and India) is taking off, and Bookings will benefit. (Analysts’ price target is $2206.41)
department stores
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$1708.980
Owned Owned
Yes

TOP PICK
BCE Inc.(BCE-T) 

January 22, 2019

Attractive 5.4% dividend especially in relationship to the 10-year 1.9% Canada bond. A huge spread. Likely that the stock will rise and the yield will decrease. (Analysts’ price target is $58.94)
telephone utilities
0 0 0 0 0
0 comments
Attractive 5.4% dividend especially in relationship to the 10-year 1.9% Canada bond. A huge spread. Likely that the stock will rise and the yield will decrease. (Analysts’ price target is $58.94)
telephone utilities
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$55.760
Owned Owned
Yes

DON'T BUY
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
REAL ESTATE
0 0 0 0 0
0 comments
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
REAL ESTATE
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$23.120
Owned Owned
No

BUY on WEAKNESS
2/3rds of the stocks are Israeli stocks. Israel is the original hub of the chip. He loves the play as a long term theme. During periods of weakness it is something you accumulate. He is looking to add it to growth portfolios over the next few years.
0 0 0 0 0
0 comments
2/3rds of the stocks are Israeli stocks. Israel is the original hub of the chip. He loves the play as a long term theme. During periods of weakness it is something you accumulate. He is looking to add it to growth portfolios over the next few years.
0
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$0.000
Owned Owned
No

COMMENT
BMO US Put Write ETF(ZPW-T) 

January 21, 2019

Its MER includes the MER of the underlying ETFs. Occasionally they get put some of the stocks and then they sell the stock and re-put the stock. You get a distribution when this happens as a return of capital. Volatility determines how many of their stocks they get put and have to sell.
E.T.F.'s
0 0 0 0 0
0 comments
Its MER includes the MER of the underlying ETFs. Occasionally they get put some of the stocks and then they sell the stock and re-put the stock. You get a distribution when this happens as a return of capital. Volatility determines how many of their stocks they get put and have to sell.
E.T.F.'s
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$17.120
Owned Owned
Unknown

HOLD
This is one of the Canadian retailers that has done fairly well. Everybody is impacted by AMZN-Q but CTC-T less so. The difficulty is that that he does not see growth beyond 2-3%. He needs 10%. He would not say to sell it if you are into it.
specialty stores
0 0 0 0 0
0 comments
This is one of the Canadian retailers that has done fairly well. Everybody is impacted by AMZN-Q but CTC-T less so. The difficulty is that that he does not see growth beyond 2-3%. He needs 10%. He would not say to sell it if you are into it.
specialty stores
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$149.580
Owned Owned
No

HOLD
Agnico-Eagle Mines(AEM-T) 

January 21, 2019

It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
precious metals
0 0 0 0 0
0 comments
It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
precious metals
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$52.070
Owned Owned
No

WATCH
Maxar Technologies(MAXR-T) 

January 21, 2019

He owned it a year ago and got stopped out. It was not going in the correct direction. There has been bad news in the mean time. Unless you are going to trade it then let it form a base
computer software/processing
0 0 0 0 0
0 comments
He owned it a year ago and got stopped out. It was not going in the correct direction. There has been bad news in the mean time. Unless you are going to trade it then let it form a base
computer software/processing
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$6.450
Owned Owned
Unknown

DON'T BUY
Altagas Ltd(ALA-T) 

January 21, 2019

It has been a turnaround management style since the low $30s. They bit off bit more than they could chew. They have spun off some Canadian assets because they loaded on the debt. It has the potential of a nice yield but he worries that they might be in a position that the growth part could be sold off. It is 6.8% after the dividend cut.
oil/gas
0 0 0 0 0
0 comments
It has been a turnaround management style since the low $30s. They bit off bit more than they could chew. They have spun off some Canadian assets because they loaded on the debt. It has the potential of a nice yield but he worries that they might be in a position that the growth part could be sold off. It is 6.8% after the dividend cut.
oil/gas
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$14.180
Owned Owned
Unknown

SELL ON STRENGTH
Magna Int'l. (A)(MG-T) 

January 21, 2019

The December period was bad in that the bottom fell out. We have electrification and lots of other things happen in the next decade. He would let it try to rally for you and sell into strength.
Automotive
0 0 0 0 0
0 comments
The December period was bad in that the bottom fell out. We have electrification and lots of other things happen in the next decade. He would let it try to rally for you and sell into strength.
Automotive
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$67.000
Owned Owned
Unknown

COMMENT
Encana Corp(ECA-T) 

January 21, 2019

It has had a really good run. The Canadian companies are being tarnished with the same brush. There will be turmoil in this sector for a long time. He considers this to be more of a trading stock.
oil/gas
0 0 0 0 0
0 comments
It has had a really good run. The Canadian companies are being tarnished with the same brush. There will be turmoil in this sector for a long time. He considers this to be more of a trading stock.
oil/gas
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$9.310
Owned Owned
No

PAST TOP PICK
ING Groep NV(ING-N) 

January 21, 2019

(A Top Pick Oct 23/17, Down 35%) He wanted to see more movement with central banks. If you look at European banks they have had a slide all year long. The dividends are back and internals are quite good. He has stuck with it. Once rates are normalized over there there will be quite a lift.
investment companies/funds
0 0 0 0 0
0 comments
(A Top Pick Oct 23/17, Down 35%) He wanted to see more movement with central banks. If you look at European banks they have had a slide all year long. The dividends are back and internals are quite good. He has stuck with it. Once rates are normalized over there there will be quite a lift.
investment companies/funds
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
Royal Bank(RY-T) 

January 21, 2019

(A Top Pick Oct 23/17, Down 2%) You are sitting on a nice yield while you are waiting. He likes it and thinks you could buy it in here.
banks
0 0 0 0 0
0 comments
(A Top Pick Oct 23/17, Down 2%) You are sitting on a nice yield while you are waiting. He likes it and thinks you could buy it in here.
banks
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$99.740
Owned Owned
Yes

PAST TOP PICK
Spin Master Corp(TOY-T) 

January 21, 2019

(A Top Pick Oct 23/17, Down 11%) When ToysRus went bankrupt last year it threw something into the equation all last year. He still likes it and thinks management is doing a good job.
0 0 0 0 0
0 comments
(A Top Pick Oct 23/17, Down 11%) When ToysRus went bankrupt last year it threw something into the equation all last year. He still likes it and thinks management is doing a good job.
0
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$44.140
Owned Owned
Yes

WATCH
Lloyds TSB Group PLC(LYG-N) 

January 21, 2019

He would lump it into European banks. It is part of the EU until BREXIT happens. The European bank has done nothing in terms of normalizing rates. BREXIT may help them more than other EU banks.
banks
0 0 0 0 0
0 comments
He would lump it into European banks. It is part of the EU until BREXIT happens. The European bank has done nothing in terms of normalizing rates. BREXIT may help them more than other EU banks.
banks
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
No

COMMENT
Precision Drilling(PD-T) 

January 21, 2019

It's been in a tough sector for the last couple of years. If you are going to buy these things you should look at it as a trade instead of an investment. You can get a reasonable trade out of some of these stocks. Until we get the pipe and we can sell stuff how much drilling can we do.
oil/gas field services
0 0 0 0 0
0 comments
It's been in a tough sector for the last couple of years. If you are going to buy these things you should look at it as a trade instead of an investment. You can get a reasonable trade out of some of these stocks. Until we get the pipe and we can sell stuff how much drilling can we do.
oil/gas field services
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$2.820
Owned Owned
Unknown

DON'T BUY
HSBC Holdings P L C(HSBC-N) 

January 21, 2019

On international banks they have all followed the same pattern. There is nothing wrong with the operating part of them but we don’t have normalized interest yield curves yet. It is a good one and a big one.
banks
0 0 0 0 0
0 comments
On international banks they have all followed the same pattern. There is nothing wrong with the operating part of them but we don’t have normalized interest yield curves yet. It is a good one and a big one.
banks
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$0.000
Owned Owned
No

COMMENT
Open Text(OTEX-T) 

January 21, 2019

He uses US tech's. There is nothing negative to say about OTEX-T but there is more compelling value in the US. It holds in very well and trades very well. He would not buy this multiple. The company is well run.
computer software/processing
0 0 0 0 0
0 comments
He uses US tech's. There is nothing negative to say about OTEX-T but there is more compelling value in the US. It holds in very well and trades very well. He would not buy this multiple. The company is well run.
computer software/processing
0 0 0 0 0
0 comments
Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$46.440
Owned Owned
No

HOLD