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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
WEAK BUY
Toronto Dominion(TD-T) 

November 13, 2017

They did extraordinarily well coming out of the financial crisis.  So much of their direct lending was leveraged to the energy space but now prices are up to $55 for energy so they will not see the large defaults people were afraid of.  His preference would be BNS-T.  TD-T is probably the best to play the US.  They took on a competitive US environment and did very well.  No one in the US thinks of it as a Canadian Bank.  You are betting on the strength of the US banking system doing well.  He prefers BNS-T because of the international exposure.

banks
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0 comments

They did extraordinarily well coming out of the financial crisis.  So much of their direct lending was leveraged to the energy space but now prices are up to $55 for energy so they will not see the large defaults people were afraid of.  His preference would be BNS-T.  TD-T is probably the best to play the US.  They took on a competitive US environment and did very well.  No one in the US thinks of it as a Canadian Bank.  You are betting on the strength of the US banking system doing well.  He prefers BNS-T because of the international exposure.

banks
0 0 0 0 0
0 comments
Brendan Caldwel

President, Caldwell Securities...

Price Price
$72.810
Owned Owned
Unknown

COMMENT
Magna Int'l. (A)(MG-T) 

November 13, 2017

He does not follow it specially but has owned a number of related companies.  MG-T is probably Canada’s best known Auto parts supplier.  He thinks it will be as strong if interest rates stay as low as they have been.  They are highly leveraged to strength in the stock market. 

Automotive
0 0 0 0 0
0 comments

He does not follow it specially but has owned a number of related companies.  MG-T is probably Canada’s best known Auto parts supplier.  He thinks it will be as strong if interest rates stay as low as they have been.  They are highly leveraged to strength in the stock market. 

Automotive
0 0 0 0 0
0 comments
Brendan Caldwel

President, Caldwell Securities...

Price Price
$67.530
Owned Owned
No

COMMENT
CRH Medical Corp.(CRH-T) 

November 13, 2017

They are in the US mainly and partner with anesthesiologists, for gut surgeries.  There is a whole system in the US as to who can treat whom and what they will pay.  These guys have been hit because of lack of organic growth and the concern is whether the reduced amount the Medicaid is willing to pay will impact margins going forward.  He thinks it is overdone.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments

They are in the US mainly and partner with anesthesiologists, for gut surgeries.  There is a whole system in the US as to who can treat whom and what they will pay.  These guys have been hit because of lack of organic growth and the concern is whether the reduced amount the Medicaid is willing to pay will impact margins going forward.  He thinks it is overdone.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Brendan Caldwel

President, Caldwell Securities...

Price Price
$2.080
Owned Owned
Unknown

SELL
Celestica Inc(CLS-T) 

November 13, 2017

It one of Canada’s largest suppliers of electronic components and they took a hit, so he sold it in wake of the earnings call.  He did well on it but nothing lasts forever.  It will be a few quarters turning around.

electrical/electronic
0 0 0 0 0
0 comments

It one of Canada’s largest suppliers of electronic components and they took a hit, so he sold it in wake of the earnings call.  He did well on it but nothing lasts forever.  It will be a few quarters turning around.

electrical/electronic
0 0 0 0 0
0 comments
Brendan Caldwel

President, Caldwell Securities...

Price Price
$13.550
Owned Owned
No

WEAK BUY
Hudson Bay Co.(HBC-T) 

November 13, 2017

Retail has not done well.  Eaton’s used to be the largest retailer on the face of the earth.  Retail then was very different than the way it is done now.  You have to look at AMZN-Q.  He thinks, however, HBC-T will do relatively well this season.

department stores
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0 comments

Retail has not done well.  Eaton’s used to be the largest retailer on the face of the earth.  Retail then was very different than the way it is done now.  You have to look at AMZN-Q.  He thinks, however, HBC-T will do relatively well this season.

department stores
0 0 0 0 0
0 comments
Brendan Caldwel

President, Caldwell Securities...

Price Price
$11.750
Owned Owned
No

WEAK BUY
AGT Food & Ingredients(AGT-T) 

November 13, 2017

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

agriculture
1 0 0 0 0
0 comments

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

agriculture
1 0 0 0 0
0 comments
Brendan Caldwel

President, Caldwell Securities...

Price Price
$18.475
Owned Owned
No

DON'T BUY

Their Chili is possibly the best anywhere in the free world.  When you look at growth here, there are places where you can’t go 40 meters without coming across a Tim Horton’s, so there is very little growth here.  It remains to be seen if the US growth will drive them.  He prefers IRG-T.

food services
0 0 0 0 0
0 comments

Their Chili is possibly the best anywhere in the free world.  When you look at growth here, there are places where you can’t go 40 meters without coming across a Tim Horton’s, so there is very little growth here.  It remains to be seen if the US growth will drive them.  He prefers IRG-T.

food services
0 0 0 0 0
0 comments
Brendan Caldwel

President, Caldwell Securities...

Price Price
$83.050
Owned Owned
Unknown

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