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SELL
BMO Europe High Dividend Covered Call Hedged to CAD ET
PARTIAL SELL
BMO Canadian High Dividend Covered Call ETF
PARTIAL SELL
BMO Equal Weight Utilities Index ETF
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BMO Covered Call Utilities ETF
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Brookfield Infrastructure Partners
HOLD
Goldcorp Inc
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Signal Opinion Expert
BUY
Toronto Dominion(TD-T) 

December 4, 2018

Why is it falling? Has long owned it and still likes it. Why falling? Becuase banks are a leveraged play on the Canadian economy. We are going into decelerated economic growth after it was speeding it. No, this is not heading to recession, just slowing down. Earnings growth is decreasing. But don't sell it. The dividend grows 7% annually. You won't make money in bank stocks every year, but add the dividend growth and dividend.
banks
0 0 0 0 0
0 comments
Why is it falling? Has long owned it and still likes it. Why falling? Becuase banks are a leveraged play on the Canadian economy. We are going into decelerated economic growth after it was speeding it. No, this is not heading to recession, just slowing down. Earnings growth is decreasing. But don't sell it. The dividend grows 7% annually. You won't make money in bank stocks every year, but add the dividend growth and dividend.
banks
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$71.840
Owned Owned
Yes

DON'T BUY
Arc Resources Ltd(ARX-T) 

December 4, 2018

Sold it 18 months ago, because there weren't enough pipelines to take away natural gas in western Canada, just like the oil problem. Also, nat. gas production in U.S. can be shipped closer to U.S. destinations instead of shipping it from western Canada. There's no easy solution to this. We won't get an L&G terminal in BC in 2023, though it's a glimmer of hope.
oil/gas
0 0 0 0 0
0 comments
Sold it 18 months ago, because there weren't enough pipelines to take away natural gas in western Canada, just like the oil problem. Also, nat. gas production in U.S. can be shipped closer to U.S. destinations instead of shipping it from western Canada. There's no easy solution to this. We won't get an L&G terminal in BC in 2023, though it's a glimmer of hope.
oil/gas
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$8.800
Owned Owned
No

DON'T BUY
Altagas Ltd(ALA-T) 

December 4, 2018

The dividend isn't sustainable, now at 15%. The market has already priced in a dividend cut. He sold his shares in 2016. They blew their brains out on the WGL purchase, then the CEO left. Tax-loss selling is kicking in. But don't sell it now. A new CEO starts at Dec. 13 who may cut the dividend, and ALA may benefit from the January effect. But long-term, don't own this.
oil/gas
0 0 0 0 0
0 comments
The dividend isn't sustainable, now at 15%. The market has already priced in a dividend cut. He sold his shares in 2016. They blew their brains out on the WGL purchase, then the CEO left. Tax-loss selling is kicking in. But don't sell it now. A new CEO starts at Dec. 13 who may cut the dividend, and ALA may benefit from the January effect. But long-term, don't own this.
oil/gas
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$14.300
Owned Owned
No

WATCH
Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
food services
0 0 0 0 0
0 comments
Respects the brand and managers. He feels that managers will correct relations with franchisees. And QSR will make more acquisitions. He's watching this, but not ready to buy yet.
food services
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$74.670
Owned Owned
No

TOP PICK
Royal Bank(RY-T) 

December 4, 2018

A core holding. RY is the dominant Canadian bank (commercial and personal) and has the premier wealth management franchise. Insurance and investor/treasury services business nicely round out their operations. They're also nicely diversified by geography, such as the U.S. A leader in e-banking and an emerging leader in A.I. They can build a sustainable, competitive advantage with their large scale of operations. They can sustain their 4% dividend and 7% increase. (Analysts’ price target is $110.48)
banks
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0 comments
A core holding. RY is the dominant Canadian bank (commercial and personal) and has the premier wealth management franchise. Insurance and investor/treasury services business nicely round out their operations. They're also nicely diversified by geography, such as the U.S. A leader in e-banking and an emerging leader in A.I. They can build a sustainable, competitive advantage with their large scale of operations. They can sustain their 4% dividend and 7% increase. (Analysts’ price target is $110.48)
banks
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$96.710
Owned Owned
Yes

TOP PICK
A stable business, the largest convenience store operating in North American, with further outlets in Europe. Their strategy is to price sharply on oil to draw traffic, then lure those customers to buy items like soft drinks and cigarettes where the gross margin is 3-5x higher than gas. Boasts good organic growth with a history of purchases--more to come in Asia which should catapult them past 7-11. (Analysts’ price target is $79.33)
food stores
0 0 0 0 0
0 comments
A stable business, the largest convenience store operating in North American, with further outlets in Europe. Their strategy is to price sharply on oil to draw traffic, then lure those customers to buy items like soft drinks and cigarettes where the gross margin is 3-5x higher than gas. Boasts good organic growth with a history of purchases--more to come in Asia which should catapult them past 7-11. (Analysts’ price target is $79.33)
food stores
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$68.960
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

December 4, 2018

Canada's largest integrated oil company, including long-running assets in the Oil Sands. It's one of the few oil producers he owns. Suncor is insulated from WCS price drops. They own four refineries and 1,750 gas stations. (Analysts’ price target is $59.48)
integrated oils
0 0 0 0 0
0 comments
Canada's largest integrated oil company, including long-running assets in the Oil Sands. It's one of the few oil producers he owns. Suncor is insulated from WCS price drops. They own four refineries and 1,750 gas stations. (Analysts’ price target is $59.48)
integrated oils
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$42.610
Owned Owned
Yes

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