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Mastercard Inc.
COMMENT
Johnson & Johnson
BUY
Enbridge
DON'T BUY
Toronto Dominion
BUY
National Bank of Canada
DON'T BUY
New Flyer Industries Inc.
BUY
TFI International Inc
PARTIAL BUY

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Signal Opinion Expert
HOLD
Delta Air Lines Inc(DAL-N) 

January 12, 2018

Doesn't own any airlines right now. Had looked at Air Canada (AC-T) which had an incredible year last year. You could come up with a million and one issues of why you would never want to own an airline, but at the same time you could make an argument that you are in the sweet spot of a cycle for the airlines.

Transportation
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0 comments

Doesn't own any airlines right now. Had looked at Air Canada (AC-T) which had an incredible year last year. You could come up with a million and one issues of why you would never want to own an airline, but at the same time you could make an argument that you are in the sweet spot of a cycle for the airlines.

Transportation
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0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$59.830
Owned Owned
No

COMMENT
Kraft Heinz Company(KHC-Q) 

January 12, 2018

The big story with this was on cutting costs. They have taken out almost $2 billion worth of costs in the last 3 years. That has largely run its course, so now they need to go out and buy something else. Management has shown the ability to extract the fat out of these big lethargic companies, and fall to the bottom line. Gives a good dividend yield.

food processing
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0 comments

The big story with this was on cutting costs. They have taken out almost $2 billion worth of costs in the last 3 years. That has largely run its course, so now they need to go out and buy something else. Management has shown the ability to extract the fat out of these big lethargic companies, and fall to the bottom line. Gives a good dividend yield.

food processing
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0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$77.350
Owned Owned
Yes

COMMENT
Bank of America(BAC-N) 

January 12, 2018

Own 2 or 3 US banks or an ETF? The ETF will do well, but Bank of America (BAC-N) is entering a sweet spot in the cycle. There are things they are doing in cutting costs. It has the most exposure to small businesses and US consumer. They’re entering a point where they can buy back a lot of stock and increase the dividend. He would choose this over an ETF.

banks
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0 comments

Own 2 or 3 US banks or an ETF? The ETF will do well, but Bank of America (BAC-N) is entering a sweet spot in the cycle. There are things they are doing in cutting costs. It has the most exposure to small businesses and US consumer. They’re entering a point where they can buy back a lot of stock and increase the dividend. He would choose this over an ETF.

banks
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0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$31.190
Owned Owned
Unknown

TOP PICK
CVS Health Corp(CVS-N) 

January 12, 2018

Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

specialty stores
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Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

specialty stores
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0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$78.780
Owned Owned
Yes

TOP PICK
Blackstone Group LP(BX-N) 

January 12, 2018

This is sort of a quasi-financial name. Just announced they are acquiring Pure Industrial REIT (AAR.UN-T). They are really in the sweet spot of the cycle. All their underlying funds are doing well. There is a huge opportunity for them to grow their infrastructure fund. Dividend yield of 6.7%. (Analysts' price target is $40.)

investment companies/funds
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0 comments

This is sort of a quasi-financial name. Just announced they are acquiring Pure Industrial REIT (AAR.UN-T). They are really in the sweet spot of the cycle. All their underlying funds are doing well. There is a huge opportunity for them to grow their infrastructure fund. Dividend yield of 6.7%. (Analysts' price target is $40.)

investment companies/funds
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0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$35.390
Owned Owned
Yes

TOP PICK

With their recent acquisition, they have close to 7,700 gas bars/convenience stores in North America. Also has a footprint in Europe. It’s still growing its EBITDA at close to 18% a year. It is incredible the amount of synergies they are taking out of these businesses. Dividend yield of 0.6%. (Analysts' price target is $76.)

food stores
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With their recent acquisition, they have close to 7,700 gas bars/convenience stores in North America. Also has a footprint in Europe. It’s still growing its EBITDA at close to 18% a year. It is incredible the amount of synergies they are taking out of these businesses. Dividend yield of 0.6%. (Analysts' price target is $76.)

food stores
0 0 0 0 0
0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$65.130
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Jul 7/17, Up 10%)  He likes it from a timing perspective but there are other opportunities out there.  There is lots of tailwind, however. 

E.T.F.'s
0 0 0 0 0
0 comments

(A Top Pick Jul 7/17, Up 10%)  He likes it from a timing perspective but there are other opportunities out there.  There is lots of tailwind, however. 

E.T.F.'s
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0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$183.310
Owned Owned
Yes

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