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Signal Opinion Expert
BUY
CCL Industries (B)(CCL.B-T) 

December 4, 2018

Has owned this for five years. Great growth, bigger and more diversified than ever. But the last three quarters underperformed. They bought Innovia in 2016 and have struggled to integrate it. But their major input cost is resin, so the current decline in oil prices will reduce costs and raise earnings. Alot of their products go into consumer packaged goods, which are not cyclical and won't go hit in a downturn.
packaging/containers
0 0 0 0 0
0 comments
Has owned this for five years. Great growth, bigger and more diversified than ever. But the last three quarters underperformed. They bought Innovia in 2016 and have struggled to integrate it. But their major input cost is resin, so the current decline in oil prices will reduce costs and raise earnings. Alot of their products go into consumer packaged goods, which are not cyclical and won't go hit in a downturn.
packaging/containers
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$54.180
Owned Owned
Yes

DON'T BUY
Air Canada(AC-T) 

December 4, 2018

It's done well, as all airlines have. But he's not in this industry. Airlines are very cyclical with high fixed costs (e.g. airport landing fees, unions). Then again, this is seen as an anti-oil trade. So, you can own a big consumer of oil--airlines. He sides with the former and avoids this space entirely.
Transportation
0 0 0 0 0
0 comments
It's done well, as all airlines have. But he's not in this industry. Airlines are very cyclical with high fixed costs (e.g. airport landing fees, unions). Then again, this is seen as an anti-oil trade. So, you can own a big consumer of oil--airlines. He sides with the former and avoids this space entirely.
Transportation
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$27.680
Owned Owned
No

PAST TOP PICK
Nutrien Ltd.(NTR-T) 

December 4, 2018

(A Top Pick Nov 30/17, Up 12%) There are $500 million of synergies up for grabs after the big merger, which could even be higher. They are ahead of plan in synergizing. Also are selling $5 billion of non-core assets. This week, in Chile they just sold a lithium mine, generating $4 billion in cash that'll go to share buybacks and dividends. There are big gains still to come.
agriculture
0 0 0 0 0
0 comments
(A Top Pick Nov 30/17, Up 12%) There are $500 million of synergies up for grabs after the big merger, which could even be higher. They are ahead of plan in synergizing. Also are selling $5 billion of non-core assets. This week, in Chile they just sold a lithium mine, generating $4 billion in cash that'll go to share buybacks and dividends. There are big gains still to come.
agriculture
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$67.850
Owned Owned
Yes

PAST TOP PICK
Inter Pipeline(IPL-T) 

December 4, 2018

(A Top Pick Nov 30/17, Down 14%) Midstream energy has been challenging. IPL runs several businsses: nat. gas extraction which as recovered after depressed margins last year; cash flows coming from oil pipelines; storage which has struggled. When this backwardaction clears, the margins should come back. Then there's a $3.5 billion propane dehydragenation plant that'll be a great asset, that will crank out $600 million in operating profit yearly starting in late-2021. Until then, you;ll pocket the dividend above 7%.
oil pipelines
0 0 0 0 0
0 comments
(A Top Pick Nov 30/17, Down 14%) Midstream energy has been challenging. IPL runs several businsses: nat. gas extraction which as recovered after depressed margins last year; cash flows coming from oil pipelines; storage which has struggled. When this backwardaction clears, the margins should come back. Then there's a $3.5 billion propane dehydragenation plant that'll be a great asset, that will crank out $600 million in operating profit yearly starting in late-2021. Until then, you;ll pocket the dividend above 7%.
oil pipelines
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$21.250
Owned Owned
Yes

PAST TOP PICK
Royal Bank(RY-T) 

December 4, 2018

(A Top Pick Nov 30/17, Up 0.1%) It's tread water as the overall markets have been down the past year. It pays a 4% dividend which consistently grows 7%. Good returns over the course of a cycle, though maybe not every year.
banks
0 0 0 0 0
0 comments
(A Top Pick Nov 30/17, Up 0.1%) It's tread water as the overall markets have been down the past year. It pays a 4% dividend which consistently grows 7%. Good returns over the course of a cycle, though maybe not every year.
banks
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$96.710
Owned Owned
Yes

DON'T BUY
An enigma. Sure, their managers have grown a small company into one of the largest software companies on the TSX. Doesn't trust them, because their reporting is not transparent. Also, this is a heavy growth by acquisition story, which itself is fine, but we are in a time of rising interest rates that will weigh on this stock.
computer software/processing
0 0 0 0 0
0 comments
An enigma. Sure, their managers have grown a small company into one of the largest software companies on the TSX. Doesn't trust them, because their reporting is not transparent. Also, this is a heavy growth by acquisition story, which itself is fine, but we are in a time of rising interest rates that will weigh on this stock.
computer software/processing
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$928.170
Owned Owned
No

DON'T BUY
Cineplex Inc(CGX-T) 

December 4, 2018

He'd like to get interested in this, but he's not there. It's pulled back, because traffic to movie theatres has been declining (given streamers like Netflix). To its credit, Cineplex is pro-active--it has opened the Rec Room (food, dining, videogames, karaoke) and offering the VIP Lounges and serving alcohol in Ontario. Also offering digital tickets to appeal to the young. He won't jump in until they meet or exceed earnings. They just had a disastrous quarter. Too early to enter this.
other services
0 0 0 0 0
0 comments
He'd like to get interested in this, but he's not there. It's pulled back, because traffic to movie theatres has been declining (given streamers like Netflix). To its credit, Cineplex is pro-active--it has opened the Rec Room (food, dining, videogames, karaoke) and offering the VIP Lounges and serving alcohol in Ontario. Also offering digital tickets to appeal to the young. He won't jump in until they meet or exceed earnings. They just had a disastrous quarter. Too early to enter this.
other services
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$24.880
Owned Owned
No

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