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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
BUY
ConocoPhillips(COP-N) 

January 11, 2018

COP-N vs. CVX-N.  He prefers COP-N.  It has underperformed.  It is more in the E&P space and did some divestitures recently.  They are in a great spot.  There is nothing wrong with CVX-N but it will underperform.

integrated oils
0 0 0 0 0
0 comments

COP-N vs. CVX-N.  He prefers COP-N.  It has underperformed.  It is more in the E&P space and did some divestitures recently.  They are in a great spot.  There is nothing wrong with CVX-N but it will underperform.

integrated oils
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$59.180
Owned Owned
Unknown

DON'T BUY
Chevron Texaco(CVX-N) 

January 11, 2018

COP-N vs. CVX-N.  He prefers COP-N.  It has underperformed.  It is more in the E&P space and did some divestitures recently.  They are in a great spot.  There is nothing wrong with CVX-N but it will underperform.

integrated oils
0 0 0 0 0
0 comments

COP-N vs. CVX-N.  He prefers COP-N.  It has underperformed.  It is more in the E&P space and did some divestitures recently.  They are in a great spot.  There is nothing wrong with CVX-N but it will underperform.

integrated oils
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$132.570
Owned Owned
Unknown

DON'T BUY
Gilead Sciences Inc.(GILD-Q) 

January 11, 2018

They had a great pop.  He stepped out of Biotech and healthcare as a sector went to a neutral.  He is more cautious on this as the entry gets higher.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments

They had a great pop.  He stepped out of Biotech and healthcare as a sector went to a neutral.  He is more cautious on this as the entry gets higher.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$79.060
Owned Owned
Unknown

COMMENT
Unilever PLC(UL-N) 

January 11, 2018

He believes in the stock. You are getting earnings growth of roughly 10% a year, and revenue growth anywhere from 2% to 4%. They are a little on the low side now, but just sold off their spreads business, so they have $6 billion in cash. Their strategy going forward is to have subsidiaries which are high margin/high growth. They want to reduce costs and overhead, and get margins higher so that they can a) pay down some debt and b) continue the dividend growth and c) capture more e-commerce markets. 43% of revenues are in Asia, and nobody else is close.

food processing
0 0 0 0 0
0 comments

He believes in the stock. You are getting earnings growth of roughly 10% a year, and revenue growth anywhere from 2% to 4%. They are a little on the low side now, but just sold off their spreads business, so they have $6 billion in cash. Their strategy going forward is to have subsidiaries which are high margin/high growth. They want to reduce costs and overhead, and get margins higher so that they can a) pay down some debt and b) continue the dividend growth and c) capture more e-commerce markets. 43% of revenues are in Asia, and nobody else is close.

food processing
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$54.020
Owned Owned
Yes

COMMENT
ICICI Bank Ltd.(IBN-N) 

January 11, 2018

There are 2 really good banks in India, this and HDFC. India has a lot of government fiscal policy change right now, and GST has been added so they can get their revenues up and be able to start to spend on infrastructure. Unlike this bank, HDFC Bank is more of a development bank, and have been able to grow their dividends at a much faster rate. He chose HDFC for his holdings for the future.

banks
0 0 0 0 0
0 comments

There are 2 really good banks in India, this and HDFC. India has a lot of government fiscal policy change right now, and GST has been added so they can get their revenues up and be able to start to spend on infrastructure. Unlike this bank, HDFC Bank is more of a development bank, and have been able to grow their dividends at a much faster rate. He chose HDFC for his holdings for the future.

banks
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$9.760
Owned Owned
No

COMMENT
Morgan Stanley(MS-N) 

January 11, 2018

If you look at all the US banks' total returns, they are almost identical. The reason is because of ETF's. It’s pretty much a 26%-27% total return over the last 12 months for almost all the big money centred banks. Interest rates are rising, so it’s a good place to be. For access to American banking, he owns Toronto Dominion (TD-T) instead. On the dividend per share being paid out by US banks, they are just getting started. This bank would be deemed more as a money centred bank. A little slower growth than some of the others, because they have more of a global positioning with greater capital markets exposure.

investment companies/funds
0 0 0 0 0
0 comments

If you look at all the US banks' total returns, they are almost identical. The reason is because of ETF's. It’s pretty much a 26%-27% total return over the last 12 months for almost all the big money centred banks. Interest rates are rising, so it’s a good place to be. For access to American banking, he owns Toronto Dominion (TD-T) instead. On the dividend per share being paid out by US banks, they are just getting started. This bank would be deemed more as a money centred bank. A little slower growth than some of the others, because they have more of a global positioning with greater capital markets exposure.

investment companies/funds
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$54.200
Owned Owned
No

COMMENT
Lloyds TSB Group PLC(LYG-N) 

January 11, 2018

This was up 10% last year, which wasn't as great as a lot of the European banks. The biggest problem in Europe is that they have ultra low rates and are just starting to think about getting rid quantitative easing. Until interest rates and inflation start to rise in Europe, you are going to get stickiness out of European banks and their growth rates. This bank just started to initiate a dividend again, which they haven't paid for 6 years.

banks
0 0 0 0 0
0 comments

This was up 10% last year, which wasn't as great as a lot of the European banks. The biggest problem in Europe is that they have ultra low rates and are just starting to think about getting rid quantitative easing. Until interest rates and inflation start to rise in Europe, you are going to get stickiness out of European banks and their growth rates. This bank just started to initiate a dividend again, which they haven't paid for 6 years.

banks
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$3.870
Owned Owned
No

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