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January 27, 2020
It is a defensive name that is not priced like a defensive business. They are the operator of the land registry office in Alberta. They have a long term contract and have very steady cash flow. About 45% of their revenue is from their services and technology business. 5.5% dividend and they generate a lot of free cash flow. (Analysts’ price target is $17.75)
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It is a defensive name that is not priced like a defensive business. They are the operator of the land registry office in Alberta. They have a long term contract and have very steady cash flow. About 45% of their revenue is from their services and technology business. 5.5% dividend and they generate a lot of free cash flow. (Analysts’ price target is $17.75)
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January 27, 2020
It is a tightly held stock, not well known. It is a leading eye care operator in Canada. They grew significantly over time to 379 locations across Canada. They made a small acquisition in the US in the luxury eye care segment. It is recession resistant and benefits from the aging demographic. It has a strong management team and he thinks it has a big growth runway as they consolidate a fragmented eye care industry. (Analysts’ price target is $42.00)
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It is a tightly held stock, not well known. It is a leading eye care operator in Canada. They grew significantly over time to 379 locations across Canada. They made a small acquisition in the US in the luxury eye care segment. It is recession resistant and benefits from the aging demographic. It has a strong management team and he thinks it has a big growth runway as they consolidate a fragmented eye care industry. (Analysts’ price target is $42.00)
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January 27, 2020
Lumber prices and stocks were under a lot of pressure last year. Today you have strong US housing and demand. This is an attractive entry point. A bid to take it private was withdrawn and the stock dropped. (Analysts’ price target is $16.38)
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Canfor Corp (CFP-T)
January 27, 2020
Lumber prices and stocks were under a lot of pressure last year. Today you have strong US housing and demand. This is an attractive entry point. A bid to take it private was withdrawn and the stock dropped. (Analysts’ price target is $16.38)
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January 24, 2020
He likes their dividend model. They are 85% liquids. He thinks they could increase the dividend come 2021. It trades at 2 times cash flow currently. His target is $2.41 per share. Yield 9.62% (Analysts’ price target is $1.58)
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Surge Energy Inc (SGY-T)
January 24, 2020
He likes their dividend model. They are 85% liquids. He thinks they could increase the dividend come 2021. It trades at 2 times cash flow currently. His target is $2.41 per share. Yield 9.62% (Analysts’ price target is $1.58)
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January 24, 2020
The company has disappointed the market that there will not be a surplus of free cash flow in 2020. However, he believes in 2021 they will be able to pay down debt aggressively and still have surplus to buy back shares and increase the dividend. By 2024 the free cash flow will be in excess of $760 million and he thinks they will use this to grow shareholder value. Yield 5.88% (Analysts’ price target is $4.23)
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The company has disappointed the market that there will not be a surplus of free cash flow in 2020. However, he believes in 2021 they will be able to pay down debt aggressively and still have surplus to buy back shares and increase the dividend. By 2024 the free cash flow will be in excess of $760 million and he thinks they will use this to grow shareholder value. Yield 5.88% (Analysts’ price target is $4.23)
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January 24, 2020
They had some problems with some pumps that reduced production. The problems have been resolved and sees them generating $0.97 cents in cash flow this year. He expects to see them pay down debt and the stock is very cheap presently. His target price is $5.50. Yield 0% (Analysts’ price target is $2.41)
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They had some problems with some pumps that reduced production. The problems have been resolved and sees them generating $0.97 cents in cash flow this year. He expects to see them pay down debt and the stock is very cheap presently. His target price is $5.50. Yield 0% (Analysts’ price target is $2.41)
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January 24, 2020
55% of it is in the US, 35% is in Europe and Japan with the rest composed of emerging and Canadian. It has a good dividend without too much reliance on technology. Yield is 2.6%.
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55% of it is in the US, 35% is in Europe and Japan with the rest composed of emerging and Canadian. It has a good dividend without too much reliance on technology. Yield is 2.6%.
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January 24, 2020
This is big-cap China, Taiwan and Korea. Tencent, Alibaba and Samsung are in this fund. This is where he sees growth in the future. It is very volatile from time to time but it's not as volatile as it seems. Yield is 2.85%.
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This is big-cap China, Taiwan and Korea. Tencent, Alibaba and Samsung are in this fund. This is where he sees growth in the future. It is very volatile from time to time but it's not as volatile as it seems. Yield is 2.85%.
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January 24, 2020
This is in the US, with all the big tech in this fund. There could be a limit to how far the S&P500 index can go, but this is an easier way to see which sector is going to roll over, since all the sectors are represented. Yield is 1.45%.
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This is in the US, with all the big tech in this fund. There could be a limit to how far the S&P500 index can go, but this is an easier way to see which sector is going to roll over, since all the sectors are represented. Yield is 1.45%.
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January 23, 2020
They had a significant break out last quarter. It is supply chain management software. He likes their global clients. The last quarter was spectacular. Another quarter like that and people will really pay attention. (Analysts’ price target is $110.33)
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Kinaxis Inc (KXS-T)
January 23, 2020
They had a significant break out last quarter. It is supply chain management software. He likes their global clients. The last quarter was spectacular. Another quarter like that and people will really pay attention. (Analysts’ price target is $110.33)
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January 23, 2020
The stock bounced around a lot. They have 57,000 clients and about 47 Million small businesses they could address. (Analysts’ price target is $46.50)
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Lightspeed POS (LSPD-T)
January 23, 2020
The stock bounced around a lot. They have 57,000 clients and about 47 Million small businesses they could address. (Analysts’ price target is $46.50)
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January 23, 2020
All regulators will say pilots should get more training across the board since the Boeing fiasco. It is 28 times earnings and he likes the backlog. There is a moat around the business. (Analysts’ price target is $37.78)
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CAE Inc (CAE-T)
January 23, 2020
All regulators will say pilots should get more training across the board since the Boeing fiasco. It is 28 times earnings and he likes the backlog. There is a moat around the business. (Analysts’ price target is $37.78)
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January 23, 2020
His entry point is right here. Sells to Europe. Dividend is sustainable, and has never been cut. Sales are hedged, and they get the higher Brent price. Target is $35. Yield is 13.08%. (Analysts’ price target is $25.07)
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His entry point is right here. Sells to Europe. Dividend is sustainable, and has never been cut. Sales are hedged, and they get the higher Brent price. Target is $35. Yield is 13.08%. (Analysts’ price target is $25.07)
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January 23, 2020
Starting a gold mine in Argentina, which will be very profitable. You get gold and silver with this one. Silver will have a much greater upside than gold. No dividend. (Analysts’ price target is $6.41)
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Starting a gold mine in Argentina, which will be very profitable. You get gold and silver with this one. Silver will have a much greater upside than gold. No dividend. (Analysts’ price target is $6.41)
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January 23, 2020
Raised target to $30. Infrastructure like storage and distribution. Great entry point. Likes oil patch, but not ready to buy oil companies just yet, so he likes these plays. Yield is 4.84%. (Analysts’ price target is $28.83)
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Gibson Energy (GEI-T)
January 23, 2020
Raised target to $30. Infrastructure like storage and distribution. Great entry point. Likes oil patch, but not ready to buy oil companies just yet, so he likes these plays. Yield is 4.84%. (Analysts’ price target is $28.83)
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