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Torc Oil & Gas Ltd
HOLD
Canadian Energy Services & Technology
DON'T BUY
Whiting Petroleum
DON'T BUY
Crescent Point Energy Corp
DON'T BUY
Cardinal Energy Ltd
HOLD
Crew Energy Inc.
DON'T BUY
Pengrowth Energy
DON'T BUY

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Signal Opinion Expert
COMMENT

This and Bank of Montréal (BMO-T) are similar in that, year to date they haven’t done much. Trading at somewhat of a discount to the others. He likes this one, but wouldn’t bet the farm on one bank only.

banks

This and Bank of Montréal (BMO-T) are similar in that, year to date they haven’t done much. Trading at somewhat of a discount to the others. He likes this one, but wouldn’t bet the farm on one bank only.

banks
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$119.000
Owned Owned
Yes

COMMENT
GameStop Corp.(GME-N) 

December 6, 2017

The world’s largest video game retailer. They’ve done a lot of things well. To combat online gaming, they have a great trade program. If someone is tired of a game, they can take the video to this company, and get credit for the new hot game they want, and that ability is not available online. The challenge is that they are going through a transition of being known as a video game retailer to being a sort of entertainment media outlet, and are doing that in a variety of ways, including getting into selling mobile phones. Expects this will trade at a discount because the market is worried about what it will look like 5 years from now. The balance sheet looks pretty good and pays a juicy dividend of 8%.

specialty stores

The world’s largest video game retailer. They’ve done a lot of things well. To combat online gaming, they have a great trade program. If someone is tired of a game, they can take the video to this company, and get credit for the new hot game they want, and that ability is not available online. The challenge is that they are going through a transition of being known as a video game retailer to being a sort of entertainment media outlet, and are doing that in a variety of ways, including getting into selling mobile phones. Expects this will trade at a discount because the market is worried about what it will look like 5 years from now. The balance sheet looks pretty good and pays a juicy dividend of 8%.

specialty stores
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$19.010
Owned Owned
No

DON'T BUY
PepsiCo(PEP-Q) 

December 6, 2017

There is a lot of pressure on carbonated beverages. It’s shrinking year-over-year. This has transitioned away better than Coca-Cola (KO-N) has. More than 50% of revenues comes from non-carbonated beverages. They have over 20 brands that generate over $1 billion a year. He would consider this if it were cheaper. Trading at over 20X Price to Earnings. 

food processing

There is a lot of pressure on carbonated beverages. It’s shrinking year-over-year. This has transitioned away better than Coca-Cola (KO-N) has. More than 50% of revenues comes from non-carbonated beverages. They have over 20 brands that generate over $1 billion a year. He would consider this if it were cheaper. Trading at over 20X Price to Earnings. 

food processing
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$118.900
Owned Owned
No

PAST TOP PICK
Cisco(CSCO-Q) 

December 6, 2017

(A Top Pick July 18/16. Up 31%.) Historically they’ve been very active in doing acquisitions, and have been buying up all sorts of different businesses. After seeing a meaningful double-digit return and at how many acquisitions they have done and their need to digest them, he wasn’t sure what direction they were heading in, so he locked in his profit. Still likes the name, but is out of it.

electrical/electronic

(A Top Pick July 18/16. Up 31%.) Historically they’ve been very active in doing acquisitions, and have been buying up all sorts of different businesses. After seeing a meaningful double-digit return and at how many acquisitions they have done and their need to digest them, he wasn’t sure what direction they were heading in, so he locked in his profit. Still likes the name, but is out of it.

electrical/electronic
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$37.410
Owned Owned
No

PAST TOP PICK
DineEquity(DIN-N) 

December 6, 2017

(A Top Pick July 18/16. Down 34%.) Had bought this as a deep value play, but the stock went from cheap to cheaper. Sold his holdings at around $55. Today it is trading at around 10X Price to Earnings with a dividend close to 9%.

food services

(A Top Pick July 18/16. Down 34%.) Had bought this as a deep value play, but the stock went from cheap to cheaper. Sold his holdings at around $55. Today it is trading at around 10X Price to Earnings with a dividend close to 9%.

food services
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$49.500
Owned Owned
No

PAST TOP PICK
Telus Corp(T-T) 

December 6, 2017

(A Top Pick July 18/16. Up 19%.) Still likes this and is still buying for new clients. A great way to get exposure to pretty much a pure cell phone data wireless business.

telephone utilities

(A Top Pick July 18/16. Up 19%.) Still likes this and is still buying for new clients. A great way to get exposure to pretty much a pure cell phone data wireless business.

telephone utilities
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$48.150
Owned Owned
Yes

COMMENT

After its 1st leg of recovery, as the stock started to go sideways, he sold his holdings. He has a tough time seeing a business pay a 10% yield when they have the challenges this company has. Dividend yield of 9.78% which he doesn’t think is safe, as they should cut it to do better allocation of capital.

entertainment services

After its 1st leg of recovery, as the stock started to go sideways, he sold his holdings. He has a tough time seeing a business pay a 10% yield when they have the challenges this company has. Dividend yield of 9.78% which he doesn’t think is safe, as they should cut it to do better allocation of capital.

entertainment services
Kash Pashootan

Sr. VP & P, First Avenue Advisor...

Price Price
$11.520
Owned Owned
No

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