An infrastructure company in telecoms; their biggest customers are telecoms like Verizon and Comcast. They string the contintent for 5G capability. Warning: It's a lumpy business, because it's bsed on fixed costs. However, Dycom is getting a lot of positive attention because they are the go-to business to lay the fibre optics for the coming 5G revolution. This can easily earn $6/share, so it's not expensive now. (Analysts’ price target is $102.00)
An infrastructure company in telecoms; their biggest customers are telecoms like Verizon and Comcast. They string the contintent for 5G capability. Warning: It's a lumpy business, because it's bsed on fixed costs. However, Dycom is getting a lot of positive attention because they are the go-to business to lay the fibre optics for the coming 5G revolution. This can easily earn $6/share, so it's not expensive now. (Analysts’ price target is $102.00)
They participate in the spread when the deal is announced. Shaw is trading 24% the price Rogers has offered. This is due to the fear of regulatory intervention. Thinks that the real concern is on the wireless side, and this deal works without the wireless side. They can divest Shaw's wireless side and still be a good deal. Thinks there is a 85% chance of the deal going through. (Analysts’ price target is $37.92)
They participate in the spread when the deal is announced. Shaw is trading 24% the price Rogers has offered. This is due to the fear of regulatory intervention. Thinks that the real concern is on the wireless side, and this deal works without the wireless side. They can divest Shaw's wireless side and still be a good deal. Thinks there is a 85% chance of the deal going through. (Analysts’ price target is $37.92)
It is a recent addition to his portfolios. It is Canada's largest commercial printing operation and unnoticed by the majority of investors. They are going to be a big player in the flexible packaging industry. It will be more like CCL industries. They are best known for their fliers. They have been shrinking that footprint. The shares are inexpensive. They have a long history of growing the dividend. The stock should turn up dramatically this year as it was depressed last year. (Analysts’ price target is $25.25)
It is a recent addition to his portfolios. It is Canada's largest commercial printing operation and unnoticed by the majority of investors. They are going to be a big player in the flexible packaging industry. It will be more like CCL industries. They are best known for their fliers. They have been shrinking that footprint. The shares are inexpensive. They have a long history of growing the dividend. The stock should turn up dramatically this year as it was depressed last year. (Analysts’ price target is $25.25)
Movie theatre business is done. It's all about NFLX and DIS. Best service, local language products. No one's going to catch them. Margins will grow and earnings will increase dramatically. Wishy-washy in the short term, but very bullish long-term. No dividend. (Analysts’ price target is $609.50)
44% market share in image sensors, which are in Apple and Samsung phones. 64% market share in gaming consoles. Price target of $147. Buy half a position here, and another half down around $100. Yield is 0.45%. (Analysts’ price target is $138.29)
Trading at a very low valuation. Biggest weighting for him. Likes it for the exploration front, partnership with government and valuation. Trading at 2.4x cashflow at $65. 28% free cashflow yield. Theoretically could keep production flat and pay 28% free cash. Sitting on $460M cash. What to do with the cash? Looking into new acreages. Free optionality on exploration or could get acquired for deleveraging by a company like Vermillion. 70% upside possible. (Analysts’ price target is $30.52)
Trading at a very low valuation. Biggest weighting for him. Likes it for the exploration front, partnership with government and valuation. Trading at 2.4x cashflow at $65. 28% free cashflow yield. Theoretically could keep production flat and pay 28% free cash. Sitting on $460M cash. What to do with the cash? Looking into new acreages. Free optionality on exploration or could get acquired for deleveraging by a company like Vermillion. 70% upside possible. (Analysts’ price target is $30.52)