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Opinions Table


Signal Opinion Expert

2017-11-14

COMMENT
Qualcomm (QCOM-Q)

The company has resisted the recent takeover offer. They make chipsets for mobile devices, and the government of China refused to enforce their patent rights on devices in China, which put a huge hole in their income statement. It’s an unresolved issue. He doesn’t know what is going to happen.

Telecommunications
David Baskin

President, Baskin Wealth Management

Price: $66.000
Owned: Unknown

2017-11-14

COMMENT
Quarterhill Inc (QTRH-T)

When they changed, he thought they might be able to get rid of the WiLan issues. They couldn’t put a consistent quarter together if their life depended on it. The quarter before, blew out estimates because they had some really big settlements with patent litigations. However, the recent quarter was not great, missing estimates and not doing what people expected. A pretty cheap company. Diversifying into an Internet of Things company, and he kind of likes the space they are trying to get into. It’s very hard to get excited about this company.

electrical/electronic
Ryan Modesto

Managing Partner, 5i Research

Price: $2.110
Owned: Unknown

2017-11-14

COMMENT
Russel Metals (RUS-T)

This is a “peak of the cycle” stock, i.e., it requires a very good economy with strong demand for its products in order to make a lot of money. This is not the kind of stock he likes. The 5.4% dividend is probably safe.

steel
David Baskin

President, Baskin Wealth Management

Price: $28.220
Owned: No

2017-11-14

COMMENT
Savaria Corp (SIS-T)

One of his favourite companies. They do accessibility solutions, such as adapted vehicles, elevator lifts, chairlifts, etc. Acquired Span America about a year ago which does cushions and beds, so the company now has pretty much an end-to-end offering for people with accessibility issues. There is a lot more torque with every sale they have. There are also cross-selling opportunities. Expect they will continue making international acquisitions.

other services
Ryan Modesto

Managing Partner, 5i Research

Price: $15.510
Owned: Unknown

2017-11-14

PAST TOP PICK
Stella-Jones Inc. (SJ-T)

(A Top Pick Sept 30/16. Up 11%.) Recently got into the lumber business along with their telephone poles and railway ties business. That was well timed as lumber is now hitting new highs. More of a “steady Eddie” stable type of name. Pays a decent dividend. Right now, railway ties are soft, but will come back.

misc industrial products
Ryan Modesto

Managing Partner, 5i Research

Price: $49.780
Owned: No

2017-11-14

PAST TOP PICK
Spin Master Corp (TOY-T)

(A Top Pick Sept 30/16. Up 56%.) A great Canadian story. He still likes this. They are very innovative. Last year they had Hatchimals, which was a blockbuster product, but doesn’t expect them to have the same sales this year. There is also the Toys “R” Us bankruptcy issues which might create some disruption in the short-term. Wait for 3 months until their holiday results come through.

Ryan Modesto

Managing Partner, 5i Research

Price: $15.150
Owned: No

2017-11-14

PAST TOP PICK
Visa Inc. (V-N)

(A Top Pick Oct 13/16. Up 38%.) He is not sure there is going to be any pullback, because the runway for growth is so enormous. The penetration of credit cards is very low in China and Southeast Asia.

other services
David Baskin

President, Baskin Wealth Management

Price: $111.980
Owned: Yes

2017-11-14

COMMENT
Exco Technologies (XTC-T)

He would call this a value investor’s dream. Across the board it is cheap, no matter what value metric you are using. It’s about a 3%-4% dividend. Has a good history of buying back shares and increasing the dividend. Hasn’t been doing too well lately, but feels there is potential in the next quarter or 2 with better earnings. A name you probably have to be patient with, but your downside risks are manageable.

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $10.220
Owned: Unknown

2017-11-14

PAST TOP PICK
Zimmer Biomet Holdings Inc. (ZBH-N)

(A Top Pick Oct 13/16. Down 11%.) This is medical parts, knees, hips, spinal fusion products, etc. Had felt the stock would benefit from aging baby boomers. However, they had some inventory problems, and didn’t experience the kind of growth he expected. It’s still a great place to be.p

biotechnology/pharmaceutical
David Baskin

President, Baskin Wealth Management

Price: $112.210
Owned: Yes

2017-11-13

N/A
A Comment -- General Comments From an Expert 

Market.  GE-N announced a dividend cut.  It is not the company it was years ago.  It was like IBM 25 years ago when they reengineered it.  There will be tax loss selling to come and the dividend cut is probably not the first to come.  At some point it will probably be a bargain.  They won’t rebuild the dividend any time soon.  If this goes down to $15 then you are back to an attractive dividend.  We are starting to have to deal with BREXIT.  It will be disruptive.  All trade deals being broken by Trump will be so also.  The US is being very disruptive and this will be a negative for the world.  Tax reforms in the US:  It will be difficult to reconcile the state vs. federal taxs.  It will be a disappointing bill that will give you a sell-the-news affect.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-11-13

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Bitcoin: He thinks it is speculative.  It is a crypto currency.  It is money:  a store of value, a unit of account and a medium of exchange (the definition of money).  The intrinsic value of Bitcoin is nothing.  It is more likely to be zero than anything else.  GBTC-N is a fund that trades in Bitcoin as the underlying asset.  From a risk perspective, it is the highest risk category you could imagine.  GBTC-N trades at a 49% premium to the underlying currency.  Expect volatile ups and down.  He is negative on the outlook.  It could keep going up for years but it is a speculative vehicle and you should leave it alone unless you are a big risk taker as you are not owning the underlying technology.  It has no underlying value.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-11-13

N/A
A Comment -- General Comments From an Expert 

Market.  He likes stocks that don’t need the markets to go higher in order to provided returns.  There is a lot of opportunity to make money in Canada.  We have seen a lot of good things happen in the markets.  We are piggy backing a little on the things going on in the US markets.  We have seen energy markets bounce here in Canada.  There are positive signs here in Canada but also things to be concerned about.  The US congress and the president may not get a tax deal done.  Whether or not there is a hike in rates that will make more difference.

Brendan Caldwell

President, Caldwell Securities

Price: $0.020
Owned: _N/A

2017-11-13

N/A
A Comment -- General Comments From an Expert 

Market. We are in the midst of one of the great bull markets, but we worry and worry. We hear worries about higher interest rates, Donald Trump, Hillary Clinton, North Korea, etc. In the meantime, the GDP of the world is doing just fine. Work is as strong as it has been in the decade. US numbers are good. Canada is doing very well considering where resources are. There has been pretty good strength coming out of Asia. Background for higher equity prices is there and corporate confidence is extremely high, and most companies are having positive earnings surprises. You look at the companies and at the fundamentals, see how they fit into the environment and try and pick your spots.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.020
Owned: _N/A

2017-11-13

N/A
A Comment -- General Comments From an Expert 

Blockchain companies? Crypto currencies are a phenomenon right now. The great thing is that you are outside of government control. Bitcoin has gone from nothing to $6000-$7000, but he wonders how you sell them. Nobody backs this. Highly speculative.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.020
Owned: _N/A

2017-11-13

COMMENT
Aurora Cannabis (ACB-T)

There are risks in getting from here to there in getting it legalized in North America.  It is the second mouse that gets the cheeze.  This is as good a company as any to do well in this industry.

Brendan Caldwell

President, Caldwell Securities

Price: $5.970
Owned: Unknown

2017-11-13

COMMENT
Alaris Royalty (AD-T)

He likes the company. Feels management has a good strategy in place. A diversified company with a lot of holdings. They have a good strategy of letting the companies grow. 8.8% dividend yield.

Financial Services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $18.350
Owned: Yes

2017-11-13

WEAK BUY
AGT Food & Ingredients (AGT-T)

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
Brendan Caldwell

President, Caldwell Securities

Price: $18.475
Owned: No

2017-11-13

PARTIAL BUY
Aritzia Inc. (ATZ-T)

He likes this. Every time he goes to the mall, these stores are full, while competitors’ stores are empty. It was probably priced aggressively when it was sold to the market, because it was an exciting growth story. Then we got into Amazon, and everybody hates retail, which is what has really hammered this company. He would buy a little now and a little next month. One of the insiders just made a big purchase.

Golds
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $11.450
Owned: Yes

2017-11-13

HOLD
BlackBerry (BB-T)

(Market Call Minute.) In transition from the phone business to the software business. Haven’t got their software business growing, and still have to get turned around. The hope is Ottawa.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $13.610
Owned: Unknown

2017-11-13

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(A Top Pick April 19/17. Up 7%.) A global consumer brand in an auto company and dirt cheap. Selling for about 10X earnings. Very solid. Dividend yield of 4.05%.

Automotive
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.000
Owned: Yes

2017-11-13

WAIT
CCL Industries (B) (CCL.B-T)

Focused heavily on adhesive labels for consumer products, and did very, very well. They consolidated the industry. They may have consolidated to the point where opportunities are slower and are having to look in other areas. Very expensive because of the quality of its history. Had a bad quarter, and if they are back on track, the stock will resume growth. Wait a little to make sure they are back on track. You could look at Intertape Polymer (ITP-T) or something similar.

packaging/containers
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $59.030
Owned: No

2017-11-13

PAST TOP PICK
Celgene Corp (CELG-Q)

(A Top Pick April 19/17. Down 18%.) Was one of the hottest stocks in the medical space. They have a plethora of new products in front of the FDA. It caught a cliff when 3 events happened. It was getting close to his target price of $150. One of the major analysts cut their price target which knocked it into the $130 range. FDA didn’t approve one of the new drugs knocking the price down into the $120 range. Missed a little on the 3rd quarter, so it dropped into the $100 range. He still likes it and is still buying.

Consumer Products
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $101.160
Owned: Yes

2017-11-13

BUY
Calian Group Ltd (CGY-T)

See Past Picks today.  This one is fairly diversified.  It was a top pick previously and he still owns it and is still enthusiastic about it. 

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $32.250
Owned: Yes

2017-11-13

PAST TOP PICK
Calian Group Ltd (CGY-T)

(A Past Top Pick Jul 14/16, Up 69%)  A variety of aerospace businesses.  There has been a big secular move as more and more countries have begun to travel.  There is a lot of technology consulting coming down the pipe.  We will need these tech consulting firms.

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $32.250
Owned: Yes

2017-11-13

TOP PICK
Chorus Aviation Inc (CHR-T)

Jazz is a really stable business.  Growth is through the aircraft leasing business that they have been expanding.  Getting back to the old highs are possible.  He is looking at buying it a while after the brake occurred and they have started to turn around.  (Analysts’ target: $10.50).

Transportation & Environmental Services
Brendan Caldwell

President, Caldwell Securities

Price: $9.590
Owned: Yes

2017-11-13

BUY
Chorus Aviation Inc (CHR-T)

(Market Call Minute.) The stock is doing very, very well. The company is improving and the market is recognizing it. It can only go so far, and he is looking at $10.50.

Transportation & Environmental Services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $9.590
Owned: Unknown

2017-11-13

COMMENT
Corus Entertainment (B) (CJR.B-T)

This has a big fat dividend. One of the negatives is that they have a lot of debt. One of the positives is that they have a lot of the great TV programs. He thinks this stock will continue to bounce around in this area. If they cut the dividend, the stock would probably rally, but if not, you would just continue getting your dividend and do nicely. You could probably nibble at this in the $11 range and Sell some in the $14 range.

entertainment services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $11.670
Owned: Yes

2017-11-13

SELL
Celestica Inc (CLS-T)

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
Brendan Caldwell

President, Caldwell Securities

Price: $13.550
Owned: No

2017-11-13

COMMENT
CRH Medical Corp. (CRH-T)

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
Brendan Caldwell

President, Caldwell Securities

Price: $2.080
Owned: Unknown

2017-11-13

COMMENT
Constellation Software Inc. (CSU-T)

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

computer software/processing
Brendan Caldwell

President, Caldwell Securities

Price: $737.980
Owned: Unknown

2017-11-13

BUY
Concordia International Corp (CXR-T)

It is a very Canadian story.  They are a drug manufacturer that were hit in a wave that took down others.  He does not follow it closely, but a number of these stories have the ability to reconstitute themselves.  They can find a way to make money at it or find someone to take them over.

Pharma & Healthcare
Brendan Caldwell

President, Caldwell Securities

Price: $0.680
Owned: Unknown

2017-11-13

BUY
Encana Corp (ECA-T)

His big holding has been SU-T which has done relatively well because it was east/west upstream/downstream.  It has done very well.  Companies like ECA-T and CVE-T have been hit hard and smaller ones have been obliterated.  Oil is a long way from $25.  With the uncertainty and the threat of civil war in the middle east, companies like this could continue to do very well.

oil/gas
Brendan Caldwell

President, Caldwell Securities

Price: $15.600
Owned: No

2017-11-13

TOP PICK
Empire Company (A) (EMP.A-T)

This is a turnaround in the food business.  The acquisition was bad and they did not understand what they were getting.  They brought in new management with a new way of looking at it.  (Analysts’ target: $27.50).

food stores
Brendan Caldwell

President, Caldwell Securities

Price: $25.030
Owned: Yes

2017-11-13

COMMENT
Enbridge (ENB-T)

An energy stock, and energy has gone from $100 down to $50. Pipelines, because of the stability of their business models, tend not to get immediate reaction. They’re expanding their heavy oil pipelines into the US, which is good. The company is heavily indebted and requires contracts. Believes the dividend will be increased. If you are going to be energy sector, this is as good a way to play as any. Dividend yield of 5.3%.

oil/gas pipelines
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $46.140
Owned: Yes

2017-11-13

PAST TOP PICK
Facebook (FB-Q)

(A Top Pick April 19/17. Up 26%.) He continues to like this. All lights are green. $200 billion of advertising has moved from TV to Facebook. Only trading at 27X earnings.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $178.770
Owned: Yes

2017-11-13

STRONG BUY
Fairfax India Holdings Corp (FIH.U-T)

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

E.T.F.'s
Brendan Caldwell

President, Caldwell Securities

Price: $15.390
Owned: Yes

2017-11-13

TOP PICK
CGI Group (A) (GIB.A-T)

He likes value combined with momentum.  It is the strategy that works.  This is a leading Canadian IT company and there will be continuing demand for consulting services around the world.  Margins have been expanding There are more M&A opportunities as well.  (Analysts’ target: $74.00).

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $67.420
Owned: Yes

2017-11-13

BUY
Alphabet Inc. (A) (GOOGL-Q)

CSU-T vs. FIH.U-T vs. GOOGL-Q.  You have several different options here.  He likes FIH.U-T’s exposure to India.  He thinks India is one of the great overlooked growth stories.  GOOGL-Q is one of the death stars.  It has run to quite an extent.  He thinks it has a good year to run yet.  This is one that will be around in one form or another for a long time.

Business Services
Brendan Caldwell

President, Caldwell Securities

Price: $1041.200
Owned: Unknown

2017-11-13

COMMENT
Great West Lifeco (GWO-T)

The most conservative of the 3 lifecos in Canada. A lot of their business is more utilitarian, and they don’t take some of the risks the others do. As a result, they perform better across negative markets, but the leveraged companies have been doing better. They bought Putnam Funds in Boston, and have had difficulty getting that turned around. With Power Financial (PWF-T) you get this company at a discount of about 17%. He would use Power Financial instead.

insurance
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $34.850
Owned: Unknown

2017-11-13

WEAK BUY
Hudson Bay Co. (HBC-T)

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
Brendan Caldwell

President, Caldwell Securities

Price: $11.750
Owned: No

2017-11-13

COMMENT
Home Capital Group (HCG-T)

(Market Call Minute.) Has been struggling since the little disaster they had in the spring. Higher activity in the mortgage market by the government. He would either Hold or stay away. 

investment companies/funds
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $14.330
Owned: Unknown

2017-11-13

WEAK BUY
Healthcare Leaders Income Fund (HHL-T)

He loves covered call strategies.  They are very active managers and he thinks they do a very good job of it.  The last few years have been an up market in the healthcare market.  XLV-N is the broad US healthcare market.  You have a much better return with HHL-T because of the dividend as well.  It is a good way to hold healthcare late in the cycle.

E.T.F.'s
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $8.300
Owned: No

2017-11-13

PAST TOP PICK
IBI Group (IBG-T)

(A Past Top Pick Jul 14/16, Up 51%)  A much improved balance sheet and management is really executing on their balance sheet.

Business Services
Brendan Caldwell

President, Caldwell Securities

Price: $7.890
Owned: Yes

2017-11-13

COMMENT
Income Financial Trust (INC.UN-T)

It is trading at double the NAV.  He does not know enough about it to say why it is trading at such a premium.  It has all the banks and US financials.  He thinks there is something wrong here.  He would want to do some homework on it.

REAL ESTATE
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $19.250
Owned: Unknown

2017-11-13

PAST TOP PICK
Imvescor Restaurant Group (IRG-T)

(A Past Top Pick Jul 14/16, Up 49%)  They brought in new management during a turnaround and they executed extraordinarily well.  He has been pleased and sill owns it.

Financial Services
Brendan Caldwell

President, Caldwell Securities

Price: $4.150
Owned: Yes

2017-11-13

TOP PICK
Kroger Co. (KR-N)

This had a couple of issues. First there was food deflation, which tends to cause excess competition in the grocery sector. And then there was the Amazon purchase of Whole Foods. That took the company down from $30 to $20. This is selling at about 10X earnings, compared to Loblaw’s (L-T) selling at 17-18 times. Kroger has a little more debt, but own half their stores. The largest retailer in the US. Dividend yield of 2.3%. (Analysts’ price target is $23.)

food stores
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $22.140
Owned: Yes

2017-11-13

BUY
Linamar Corp (LNR-T)

(Market Call Minute.) Great, long term hold. Had a bit of a slip in the last quarter. He would be comfortable buying it here.

transportation equip & components
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $67.120
Owned: Unknown

2017-11-13

TOP PICK
Medtronic Inc (MDT-N)

This does stuff mainly related to cardiovascular, diabetes, spinal implants and a lot of neurology stuff. The stock has been bouncing between $90 and $75. Has 4%-5% earnings growth. Dividend yield of 2.3%. (Analysts’ price target is $90.)

biotechnology/pharmaceutical
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $79.200
Owned: Yes

2017-11-13

COMMENT
Magna Int'l. (A) (MG-T)

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
Brendan Caldwell

President, Caldwell Securities

Price: $67.530
Owned: No

2017-11-13

HOLD
Microsoft (MSFT-Q)

Has had a great run. One of the best companies in the world. It struggled after the 2000 setback. Every new business that started up in the last 25 years, runs on Microsoft. As these businesses grow, this company’s products are just going to naturally populate as they grow. They got into Cloud computing, and were able to roll their entire user base from the legacy software to software services, replacing the one-time payment to a monthly rental payment, which provides better cash flow and outlook for the company.

computer software/processing
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $83.930
Owned: Yes

2017-11-13

COMMENT
Newell Brands Inc (NWL-N)

This was a Top Pick last time. Had taken a risk when he recommended it. Their press release stated the hurricane had hit the chemical business in Houston, and was going to push up raw materials pricing. Back to school sales was very disappointing, and the stock took another drop. The company is well-managed. They made a large acquisition. He is still a believer in the company and that we will see a recovery in the next couple of years. It could be a double from here if everything goes well.

misc consumer products
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $28.470
Owned: Yes

2017-11-13

WATCH
Owens Corning (OC-N)

Mainly focused on fiberglass. Thinks the vast majority of upside on the stock is behind us. This is very levered to housing markets, and go up and down big time. It’s done well because housing has recovered in the US, and will probably continue to do well. However, you have to get out of it when you think the housing market is done.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $82.200
Owned: Unknown

2017-11-13

TOP PICK
Oracle (ORCL-N)

One of the great names in software. Largely database and largely financial institutions. The US banks in the last 10 years have been fixing themselves. Oracle is moving to the Cloud, and he can see this moving into the $60 range. Dividend yield of 1.5%. (Analysts’ price target is $57.)

computer software/processing
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $49.400
Owned: Yes

2017-11-13

BUY
Pfizer Inc (PFE-N)

One of the great American pharmaceutical stocks. A little cheaper than a lot of them. They don’t have a whole series of blockbusters hitting the lights out, but have a very diverse product line. They’ve made some acquisitions and will make more. Extremely well-managed. Believes it can drift towards the low $40. A good solid Buy and Hold. Dividend yield of 3.6%.

biotechnology/pharmaceutical
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $35.300
Owned: Yes

2017-11-13

COMMENT
Proctor & Gamble (PG-N)

One of the great consumer product companies. However, we’ve seen the entire retail sector come under pressure, mainly generic brands coming out of the supermarkets nibbling away at the super brands. The company has implemented cost cutting, going from a growth company to more of a stable company. This is one you can put away and sleep at nights, and gradually get higher dividends out of it. Dividend yield of around 3%.

misc consumer products
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $89.000
Owned: Unknown

2017-11-13

DON'T BUY
Restaurent Brands International (QSR-T)

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
Brendan Caldwell

President, Caldwell Securities

Price: $83.050
Owned: Unknown

2017-11-13

COMMENT
Sherritt International Corp. (S-T)

A big international mining company.  You have to assume electric cars going forward are all they are hyped up to be.  You also have to assume S-T is going to be a major beneficiary.  There has been and continues to be stronger demand for base metals that they dig out of the ground all over the world, which provides diversification and they could also be subject to political risk.

integrated mines
Brendan Caldwell

President, Caldwell Securities

Price: $1.470
Owned: Unknown

2017-11-13

COMMENT
SPDR S&P 500 ETF (SPY-N)

SPY-N vs. ZSP-T.  They should be identical except ZSP-T trades in Toronto but has exposure to the US$.  If the US$ gets stronger it should help the ETF.  SPY-N has underperformed dramatically because it is in US$.  They would be identical if you converted the dollars.  There is foreign tax withholdings of about 30 basis points on SPY-N.  ZSP-T gives you a foreign tax withholding also but you get a tax credit.

E.T.F.'s
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $258.330
Owned: Unknown

2017-11-13

WEAK BUY
Sunopta Inc. (STKL-Q)

When a stock takes a hit you have to look at it to whether it will be a onetime hit.  This one has the habit of doing this, as do a lot of fruit stocks.  There is an incredible demand and he is positive on the continued growth of it.

Brendan Caldwell

President, Caldwell Securities

Price: $7.000
Owned: Yes

2017-11-13

DON'T BUY
Stelco Holdings Inc. (STLC-T)

They have totally different management.  A good decade ino the past until it was up and trading.  There were a lot of industrial companies in Canada in the late ‘90s and early 2000s.  You are seeing a resurgence in the industrials.  China has been the big importer of industrial steel and they just held a big party conference.  It might be that you will see a slowdown in industrial products.  There may be pressure from decreasing Chinese orders coming down.

Brendan Caldwell

President, Caldwell Securities

Price: $19.440
Owned: Unknown

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