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June 1, 2020
This is a convenient way to own physical silver. It has a cost of 45 basis points. This market is broad and pervasive in its up thrust. Supply is constrained as less and less mines come on line. It is like buying gold a year ago.
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This is a convenient way to own physical silver. It has a cost of 45 basis points. This market is broad and pervasive in its up thrust. Supply is constrained as less and less mines come on line. It is like buying gold a year ago.
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June 1, 2020
The trend and breakout is pervasive. There is nothing like buying securities at the beginning of a bull market. The next 10 years is more likely to see a 450% return in gold than in the NASDAQ in his opinion. It has a covered writing strategy to bring up the yield.
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The trend and breakout is pervasive. There is nothing like buying securities at the beginning of a bull market. The next 10 years is more likely to see a 450% return in gold than in the NASDAQ in his opinion. It has a covered writing strategy to bring up the yield.
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June 1, 2020
If you want tech, then look at this. It is regulated. Other tech funds are buying this. It is a leader. He would not suggest a big holding, however, in case it goes to zero.
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If you want tech, then look at this. It is regulated. Other tech funds are buying this. It is a leader. He would not suggest a big holding, however, in case it goes to zero.
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May 29, 2020
A large company with $15 billion marketcap. They are involved in data search and capture. The dividend is well covered with only a 21% payout ratio of cash flow. Recent quarterly reported a 13% sales growth. Earnings expected to grow by 14% next year. Yield 1.7% (Analysts’ price target is $62.21)
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Open Text (OTEX-T)
May 29, 2020
A large company with $15 billion marketcap. They are involved in data search and capture. The dividend is well covered with only a 21% payout ratio of cash flow. Recent quarterly reported a 13% sales growth. Earnings expected to grow by 14% next year. Yield 1.7% (Analysts’ price target is $62.21)
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May 29, 2020
A perfect stock even though it is up 50% off the lows. They can service the debt and earnings expected to grow by 133%. Yield 0% (Analysts’ price target is $2.36)
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A perfect stock even though it is up 50% off the lows. They can service the debt and earnings expected to grow by 133%. Yield 0% (Analysts’ price target is $2.36)
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May 29, 2020
He likes it for the natural gas exposure. Payout ratio of 12%. Natural gas inventories are expected to be well below normal going into this winter, he expects. Yield 3.56% (Analysts’ price target is $19.45)
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He likes it for the natural gas exposure. Payout ratio of 12%. Natural gas inventories are expected to be well below normal going into this winter, he expects. Yield 3.56% (Analysts’ price target is $19.45)
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May 28, 2020
It gives him some stability and safety in portfolios. About 3% yield and it is growing. You are buying a lot of their products in going to grocery stores and drug stores. It is a snack and beverage company. It is less exposed to the syrup business like pop in movie theatres and stadiums. You get a higher multiple and lower volatility. (Analysts’ price target is $143.11)
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PepsiCo (PEP-Q)
May 28, 2020
It gives him some stability and safety in portfolios. About 3% yield and it is growing. You are buying a lot of their products in going to grocery stores and drug stores. It is a snack and beverage company. It is less exposed to the syrup business like pop in movie theatres and stadiums. You get a higher multiple and lower volatility. (Analysts’ price target is $143.11)
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May 28, 2020

It is still very cheap in his opinion. It is cheaper than the market multiple. It is growing revenue, earnings and dividends as well as buying back stock. About a 4% dividend yield. A great management team. They merged their consumer business with GSK-N. There should be a boost to the share price when this gets IPOed in two to three years. In the near term there is their generic drug business that is merging with MYL-Q. They will then be an innovation-focused and higher growth R&D kind of Pfizer. (Analysts’ price target is $41.80)

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Pfizer Inc (PFE-N)
May 28, 2020

It is still very cheap in his opinion. It is cheaper than the market multiple. It is growing revenue, earnings and dividends as well as buying back stock. About a 4% dividend yield. A great management team. They merged their consumer business with GSK-N. There should be a boost to the share price when this gets IPOed in two to three years. In the near term there is their generic drug business that is merging with MYL-Q. They will then be an innovation-focused and higher growth R&D kind of Pfizer. (Analysts’ price target is $41.80)

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May 28, 2020
One of the largest oil and natural gas distributors on the continent. He likes their ability to survive and be resilient through cycles. Each time they have been able to consistently maintain their dividend. It is a lower risk way of playing the oil and gas business. It is a toll business. He thinks the 7% dividend is safe. (Analysts’ price target is $52.70)
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Enbridge (ENB-T)
May 28, 2020
One of the largest oil and natural gas distributors on the continent. He likes their ability to survive and be resilient through cycles. Each time they have been able to consistently maintain their dividend. It is a lower risk way of playing the oil and gas business. It is a toll business. He thinks the 7% dividend is safe. (Analysts’ price target is $52.70)
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May 27, 2020
He thinks the trend in the space is exciting. They have multiple revenue streams form content, to patents to gaming. It has strong management. It has over $40 million in revenue and are looking to move into the US. This will increase revenues and trading multiples. (No analysts' price target) Yield 0%
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He thinks the trend in the space is exciting. They have multiple revenue streams form content, to patents to gaming. It has strong management. It has over $40 million in revenue and are looking to move into the US. This will increase revenues and trading multiples. (No analysts' price target) Yield 0%
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May 27, 2020
A previous Past Pick. They sold off today on earnings that just fell short of expectations. They are in the bio-gas space which is being legislated as to how much renewable natural gas needs to be used. They have strong backlogs in orders. An area that has sustainability over the next 5 years or more. Good products and good experience. Yield 0% (Analysts’ price target is $4.89)
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A previous Past Pick. They sold off today on earnings that just fell short of expectations. They are in the bio-gas space which is being legislated as to how much renewable natural gas needs to be used. They have strong backlogs in orders. An area that has sustainability over the next 5 years or more. Good products and good experience. Yield 0% (Analysts’ price target is $4.89)
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May 27, 2020
They are taking advantage of in-home health care during the pandemic. It trades at about a third of their peers, yet growth has been 20% per year. They focus on an area of the medical space that will get head winds from COVID. It will likely be taken out sometime later this year. Yield 0% (Analysts’ price target is $2.36)
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They are taking advantage of in-home health care during the pandemic. It trades at about a third of their peers, yet growth has been 20% per year. They focus on an area of the medical space that will get head winds from COVID. It will likely be taken out sometime later this year. Yield 0% (Analysts’ price target is $2.36)
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May 26, 2020
A perennial grower for many years. They had a big drop-off during the lockdown as people stayed home, but online shopping enjoyed a huge surge. They have great cash flow and continue to buyback shares. Expect dividend increases again in the future. The pandemic will drive direct payments away from cash that will benefit Visa. Now is a good entry point. (Analysts’ price target is $200.85)
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Visa Inc. (V-N)
May 26, 2020
A perennial grower for many years. They had a big drop-off during the lockdown as people stayed home, but online shopping enjoyed a huge surge. They have great cash flow and continue to buyback shares. Expect dividend increases again in the future. The pandemic will drive direct payments away from cash that will benefit Visa. Now is a good entry point. (Analysts’ price target is $200.85)
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TOP PICK
May 26, 2020

One of the two biggest cloud companies (with Amazon). They have a huge base for Office software. They will continue to develop their Teams conference technology for work conferencing. They also have a videogaming and live sports business now in relation to virtual and augmented reality. They struck a deal with the NBA, which will be interesting to see in coming years. They're moving into communications and entertainment. Well-run and innovative, a must-own stock for the future. (Analysts’ price target is $198.19)

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Microsoft (MSFT-Q)
May 26, 2020

One of the two biggest cloud companies (with Amazon). They have a huge base for Office software. They will continue to develop their Teams conference technology for work conferencing. They also have a videogaming and live sports business now in relation to virtual and augmented reality. They struck a deal with the NBA, which will be interesting to see in coming years. They're moving into communications and entertainment. Well-run and innovative, a must-own stock for the future. (Analysts’ price target is $198.19)

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May 26, 2020

What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)

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Facebook (FB-Q)
May 26, 2020

What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)

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