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August 5, 2020
More room to run, though we might see a pullback. Gold trades off different factors like geo-political tensions. Inflation expectations have been moving up. A good strategy is to have gold bullion as the core and an ETF for the miners. He has more bullion right now, as the market may be coming up to some volatility. No dividend.
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More room to run, though we might see a pullback. Gold trades off different factors like geo-political tensions. Inflation expectations have been moving up. A good strategy is to have gold bullion as the core and an ETF for the miners. He has more bullion right now, as the market may be coming up to some volatility. No dividend.
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August 5, 2020
Boring is good. Time to be cautious. The market's gone up a lot, and the valuations aren't justified. A very stable company, 65% of revenue comes from regulation, solid balance sheet, and plan to raise the dividend. Yield is 3.54%. (Analysts’ price target is $58.18)
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Fortis Inc. (FTS-T)
August 5, 2020
Boring is good. Time to be cautious. The market's gone up a lot, and the valuations aren't justified. A very stable company, 65% of revenue comes from regulation, solid balance sheet, and plan to raise the dividend. Yield is 3.54%. (Analysts’ price target is $58.18)
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August 5, 2020
A good hiding spot. Seasonally, this is where bonds do well until the beginning of October. Then, there will be better opportunities in the equities market. Bond investors are a lot more cautious than stock investors, so they're not buying into the market recovery. Bond yields may decrease even more. Yield is 1.42%.
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A good hiding spot. Seasonally, this is where bonds do well until the beginning of October. Then, there will be better opportunities in the equities market. Bond investors are a lot more cautious than stock investors, so they're not buying into the market recovery. Bond yields may decrease even more. Yield is 1.42%.
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August 4, 2020
Still likes it and has long owned it. ATD is dominant in convenience stores across North America and Europe. They may expand to Asia and Australia. They use procurements scale to price sharply on gas which attracts shoppers into their modern stores, which enjoy high gross margins on cigarettes, coffee and snacks, which boast margins 3-5x higher than gas. ATD is a great acquirer, but are moving more into organic growth which attracts a higher multiple for investors. (Analysts’ price target is $45.85)
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Still likes it and has long owned it. ATD is dominant in convenience stores across North America and Europe. They may expand to Asia and Australia. They use procurements scale to price sharply on gas which attracts shoppers into their modern stores, which enjoy high gross margins on cigarettes, coffee and snacks, which boast margins 3-5x higher than gas. ATD is a great acquirer, but are moving more into organic growth which attracts a higher multiple for investors. (Analysts’ price target is $45.85)
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August 4, 2020
A major trucking company in North America. A great growth stories, growing earnings at 18% compounded over the last decade through organic growth and 80 acquisitions since 2008. Though cyclical, TFII has gone to an asset-lite model, so they can deliver a higher investor return than its peers. They trade at a 25% discount to their US trucking peers. (Analysts’ price target is $65.02)
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A major trucking company in North America. A great growth stories, growing earnings at 18% compounded over the last decade through organic growth and 80 acquisitions since 2008. Though cyclical, TFII has gone to an asset-lite model, so they can deliver a higher investor return than its peers. They trade at a 25% discount to their US trucking peers. (Analysts’ price target is $65.02)
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August 4, 2020
A dividend growth story, not so much acquisition. Their main pipeline moves two-thirds of western oil out of the west, and their line 3 project in Minnesota should be the greenlight after many deadlines. They also move midstream gas, moving 25% of North American natural gas. They own a small, but fast-growing renewable energy business. Enbridge home-heating gas is Stable and profitable. The stock is depressed along with oil prices, but it will come back. Pays a 7.5% dividend, but it's safe based on their balance sheet and ENB hasn't cut its divvy in the past. (Analysts’ price target is $52.34)
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Enbridge (ENB-T)
August 4, 2020
A dividend growth story, not so much acquisition. Their main pipeline moves two-thirds of western oil out of the west, and their line 3 project in Minnesota should be the greenlight after many deadlines. They also move midstream gas, moving 25% of North American natural gas. They own a small, but fast-growing renewable energy business. Enbridge home-heating gas is Stable and profitable. The stock is depressed along with oil prices, but it will come back. Pays a 7.5% dividend, but it's safe based on their balance sheet and ENB hasn't cut its divvy in the past. (Analysts’ price target is $52.34)
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August 4, 2020

Stockchase Research Editor: Michael O'Reilly KLAC is a semi-conductor technology company, as in their wafer technology assists manufacturers in the most efficient production of chips. Semiconductors have enjoyed a surge in demand with the advent of cloud services, AI and upcoming 5G. KLCA also pays a decent yield that safe with a 50% payout ratio and the Board just approved the 11th consecutive dividend increase. The company has just raised its earnings guidance for the full year. Recently reported revenues were up 15%. We would use $185 as a stop loss with an objective towards $235 -- potential 15% upside. Yield 1.64%

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KLA-Tencor (KLAC-Q)
August 4, 2020

Stockchase Research Editor: Michael O'Reilly KLAC is a semi-conductor technology company, as in their wafer technology assists manufacturers in the most efficient production of chips. Semiconductors have enjoyed a surge in demand with the advent of cloud services, AI and upcoming 5G. KLCA also pays a decent yield that safe with a 50% payout ratio and the Board just approved the 11th consecutive dividend increase. The company has just raised its earnings guidance for the full year. Recently reported revenues were up 15%. We would use $185 as a stop loss with an objective towards $235 -- potential 15% upside. Yield 1.64%

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August 4, 2020

Stockchase Research Editor: Michael O'Reilly The fund is designed to track the performance of emerging companies focusing on delivering cloud based software to customers. These companies tend to benefit from a recurring revenue model. Many of the companies benefit from the "work-from-home" technologies. Holdings include companies like Zoom, Docusign, and Shopify. It offers diversification in a growth space with a low MER of 0.45%. Yield 0%

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Stockchase Research Editor: Michael O'Reilly The fund is designed to track the performance of emerging companies focusing on delivering cloud based software to customers. These companies tend to benefit from a recurring revenue model. Many of the companies benefit from the "work-from-home" technologies. Holdings include companies like Zoom, Docusign, and Shopify. It offers diversification in a growth space with a low MER of 0.45%. Yield 0%

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August 4, 2020
Stockchase Research Editor: Michael O'Reilly The company produces and distributes medical devices in the US and internationally. They are also involved in pharma distribution and community based oncology and other specialty practices. Although there was a slight slowdown in Q1 earnings growth due to the pandemic shutdowns, earnings and revenues still beat expectation. Although the dividend is not huge, it is growing -- up 250% since 2008 -- and the payout ratio is less than 35%. We like the technical setup presently and see a buy here as having upside towards $175 -- 11% upside. We would use $145 as a stop loss. Yield 1.05% (Analysts’ price target is $174.20)
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McKesson Corp (MCK-N)
August 4, 2020
Stockchase Research Editor: Michael O'Reilly The company produces and distributes medical devices in the US and internationally. They are also involved in pharma distribution and community based oncology and other specialty practices. Although there was a slight slowdown in Q1 earnings growth due to the pandemic shutdowns, earnings and revenues still beat expectation. Although the dividend is not huge, it is growing -- up 250% since 2008 -- and the payout ratio is less than 35%. We like the technical setup presently and see a buy here as having upside towards $175 -- 11% upside. We would use $145 as a stop loss. Yield 1.05% (Analysts’ price target is $174.20)
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July 31, 2020
A new investment for him. A US broadband cable company. They announced positive earnings. They are still adding new business and mobile customers. It is buying back stocks aggressively right now. (Analysts’ price target is $584.28)
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A new investment for him. A US broadband cable company. They announced positive earnings. They are still adding new business and mobile customers. It is buying back stocks aggressively right now. (Analysts’ price target is $584.28)
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July 31, 2020
The company benefitted from the pandemic. Their takeout and delivery business is doing well. A technology company with smart loyalty and ordering system. A good royalty business. (Analysts’ price target is $424.92)
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The company benefitted from the pandemic. Their takeout and delivery business is doing well. A technology company with smart loyalty and ordering system. A good royalty business. (Analysts’ price target is $424.92)
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July 31, 2020
Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)
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Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)
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July 30, 2020

Stockchase Editor: Michael O'Reilly When Warren Buffet is a buyer, the market takes notice. He just purchased another $1.2 billion worth of shares at an average of around $24 over the past week. For arguably the strongest major US bank, BAC pays a good dividend that will certainly be sustainable, given only a 24% payout ratio. Analysts see over 15% upside in the share price. Knowing how the Oracle of Omaha invests, he might be targeting a return to even more lofty targets, near $36 -- the level it traded pre-pandemic. We also like the technical up trend of higher lows and would hold this unless it takes out key support around $22.50. Yield 2.85% (Analysts’ price target is $28.57)

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Stockchase Editor: Michael O'Reilly When Warren Buffet is a buyer, the market takes notice. He just purchased another $1.2 billion worth of shares at an average of around $24 over the past week. For arguably the strongest major US bank, BAC pays a good dividend that will certainly be sustainable, given only a 24% payout ratio. Analysts see over 15% upside in the share price. Knowing how the Oracle of Omaha invests, he might be targeting a return to even more lofty targets, near $36 -- the level it traded pre-pandemic. We also like the technical up trend of higher lows and would hold this unless it takes out key support around $22.50. Yield 2.85% (Analysts’ price target is $28.57)

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July 30, 2020
Stockchase Editor: Michael O'Reilly With the general stock markets almost returning to pre-pandemic highs, analysts feel stocks are price near "perfection". This means that the market is at risk to sizable pullbacks if earnings and future growth prospects stumble. For income investors, HIU offers a way to confidently hold income producing assets, even in the face of significant market retracement. HIU is an inverse ETF of the S&P500 index that trades in Canadian dollars. Holding an asset that rises in value as the market erodes, creates a cash war chest that can be used to purchased undervalued assets later on. The added kicker is that the Canadian dollar will likely fall with the market, which will further add to the value of the ETF. A very defensive holding. Yield 0%
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Stockchase Editor: Michael O'Reilly With the general stock markets almost returning to pre-pandemic highs, analysts feel stocks are price near "perfection". This means that the market is at risk to sizable pullbacks if earnings and future growth prospects stumble. For income investors, HIU offers a way to confidently hold income producing assets, even in the face of significant market retracement. HIU is an inverse ETF of the S&P500 index that trades in Canadian dollars. Holding an asset that rises in value as the market erodes, creates a cash war chest that can be used to purchased undervalued assets later on. The added kicker is that the Canadian dollar will likely fall with the market, which will further add to the value of the ETF. A very defensive holding. Yield 0%
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July 30, 2020
Stockchase Editor: Michael O'Reilly GPC has increased its dividend for 63 consecutive years -- a real Dividend star. The company focuses on aftermarket and replacement car parts -- a rising trend given that new car sales are stagnating. Technically, the stock is riding an up trend with higher lows being made regularly. We would use $82 as a stop loss point and see an upside towards $115. We like the dividend and see it being stable. Yield 3.45%
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Stockchase Editor: Michael O'Reilly GPC has increased its dividend for 63 consecutive years -- a real Dividend star. The company focuses on aftermarket and replacement car parts -- a rising trend given that new car sales are stagnating. Technically, the stock is riding an up trend with higher lows being made regularly. We would use $82 as a stop loss point and see an upside towards $115. We like the dividend and see it being stable. Yield 3.45%
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