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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Markets.  The new French leader, Macron, is liked by Europe.  There is still a risk, but most likely we don’t need to worry about France for now, except that eventually the EU will break up.  The world needs pro-business, but eventually he thinks Europe will not work.  Analysts are expecting 70% earnings growth this year on the S&P, which he thinks is out to lunch.  There is lots of room for disappointment, but the market should rally for a least a few weeks.  He would sell this rally.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Larry Berman CFA, CMT, CTA

Educational Segment.  US Government Shutdowns.  Valuations are high and this is a ‘risk-off’.  You want to be defensive if you can.  There have been 22 government shutdowns in history.  The most recent two had a small impact on GDP (0.1%).  The market historically gets nervous before a shut down and then is fine afterwards.  From a markets point of view it is a case of buying dips.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: _N/A
2017-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Liz Miller

Markets.  People are taking a second look at the Trump administration and wondering how long will it take to put through some of his measures.  The market rally is not entirely about the new administration.  What we have seen is optimism over the underlying economy and then how much more positive it will be under these new measures.  We are seeing a dichotomy in the economic news.  There is optimism but no data to back up the sentiment.    Ultimately the underlying economic story will drive stocks.  She thinks we may be starting a decade of strong growth.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: _N/A
2017-04-24 WAIT Boeing
BA-N
Liz Miller

She would not be a new buyer.  It took off last fall, up 50% on good results and increased defense spending, etc.  It historically has a run and goes sideways for a long time.  You hold it ready for the next run.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 BUY Carnival Corp.
CCL-N
Liz Miller

It was a bargain for a while because a number of the companies in the sector had struggled and had accidents.  This is viewed as the leader in the industry.  Fuel costs being low are an added benefit.  You could have bought it cheaper a year ago but there is plenty of upside going forward.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 COMMENT CCL Industries (B)
CCL.B-T
Larry Berman CFA, CMT, CTA

He does not know the details of how they are going to split it.  There is research that shows there is a perception that you can buy more shares after a split.  This is a human condition.  There is nothing beneficial in fundamentals.  Trade it if you want but because you like the company and then own it post-split but don’t buy it just because it is going to split.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-24 PAST TOP PICK Walt Disney
DIS-N
Liz Miller

(Top Pick Nov 9/16, Up 22%) You can’t ever say it is not a great company.  She just waited for the stock price opportunity.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 PARTIAL SELL Facebook
FB-Q
Liz Miller

Nobody needs to hold it considering all the gains.  Take profits if you have made them.  She sees no change in their trends.  They will do phenomenally until it is over.  You will never regret taking profits on a stock that has done this well.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 BUY Honeywell International
HON-N
Liz Miller

It has been a great stock for quite a while, doing better and better.  They had a very good earnings report recently, especially in the aerospace division.  If we see higher defense spending in the US they will benefit.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 PAST TOP PICK Lincoln National Corp.
LNC-N
Liz Miller

(Top Pick Nov 9/16, Up 17%) She continues to buy it.  The story is intact for rising interest rates and lower regulation.  They are well positioned to do meaningfully better going forward.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 COMMENT Mattel
MAT-Q
Liz Miller

It goes in very long waves.  It is about very long cycles.  It will take a number of years for MAT-N to come back again.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 PARTIAL SELL McDonalds
MCD-N
Liz Miller

A perfectly good long term holding.  It had a recent pop and if you had a lot of profits she would recommend taking some off the table.  You expect it to grow in the US with GDP.  Internationally there is still room for them to grow further.  She thinks they are doing everything right but it is a rich stock right now.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 TOP PICK McKesson Corp
MCK-N
Liz Miller

A very big player, and has long been a leader.  The stock is a long way down from its high.  She thinks this company and stock will come back strong.  It is a beautiful entry point for it.  (Analysts’ target: $151.00).


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 WEAK BUY Medtronic Inc
MDT-N
Liz Miller

They have struggled over the most recent years after being a darling.  There is the question of how healthcare will be paid for in the US.  Device companies have the hardest headwinds.  They are also in a very competitive area.  It is not expensive and is a perfectly good way to be in the health care area.  Their struggles may mean they have more upside potential if the healthcare sector improves.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 WEAK BUY Marathon Oil
MRO-N
Liz Miller

It is a big question mark as to how these companies will do under new regulation.  They have really struggled and come down over the last few years.  Don’t put too much faith in the forward PE on this stock because estimates keep going down.  It probably is a value play here.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 BUY Nike Inc
NKE-N
Liz Miller

It has not made a new high above the 2015 peak.  There has been a lot of increased competition as well as a general market pullback.  They have a very strong track record of finding their foothold.  She thinks there is good upside.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 PARTIAL SELL Nvidia Corp
NVDA-Q
Liz Miller

It has been a home run stock, quadrupling in a short amount of time.  When semiconductor companies aren’t darlings, we just pay 10 times earnings for them.  Take profits and wait to see what the future looks like. 


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 WATCH Novartis AG
NVS-N
Liz Miller

The global pharma industry is under this cloud.  The whole subsector is really struggling.  They have come off their bottoms but are working hard going sideways until we get more clarity on healthcare in the US. 


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 BUY on WEAKNESS PepsiCo
PEP-N
Liz Miller

It has been a fabulous stock.  It seems to be doing everything right.  It diversified away from sugary soda.  The risk is thinking of it as a reliable beverage company.  There is always the risk of a trip-up.  She would prefer it to Coke (KO-N).


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 BUY Pfizer Inc
PFE-N
Liz Miller

She is buying it because you have a high quality company that has done nothing for some time.  Development going on is interesting even if not the block buster drugs of the past.  It is a nice entry point and there will be attractive upside.  You get a nice dividend to wait.  3.8% dividend.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 HOLD Proctor & Gamble
PG-N
Liz Miller

It has had quite a good run over the long haul.  Recently it had a pop after going sideways for a while.  She tends to like these stocks when we are worried about the economy.  It is fully valued right now.  This is not a buying opportunity.  It is a good long term holding.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 WEAK BUY Parker Hannifin Corp
PH-N
Liz Miller

It is probably poised to do well with the industrials as a whole.  It is not a bad buy for the long term.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 TOP PICK Regions Financial
RF-N
Liz Miller

It is a small regional player, the largest deposit taker in the state of Alabama.  The banks will continue to benefit from the slow increase in interest rates.  This is an attractive stock.  It is in a good position now after cleaning up its portfolio after 2008.  (Analysts’ target: $15.00).


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 PAST TOP PICK Starbucks
SBUX-Q
Liz Miller

(Top Pick Nov 9/16, Up 13%) You can own it for the long term.  They are 15 years behind McDonalds.  They are reacting well to changing trends.  It was going sideways for about a year and is still off its peak so there is plenty of opportunity.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 SPECULATIVE BUY Tesla Motors Inc
TSLA-Q
Liz Miller

It is never inexpensive.  It has had quote a pop recently due to an announcement.  It depends on your risk profile.  It continues to be a bit of an unknown.  It is a bit of a speculative purchase.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 WAIT Twitter, Inc
TWTR-N
Liz Miller

It is a frustrating stock.  She has traded it around a bit.  The asset has value.  It is the very first news outlet and there should be value there.  It depends how long you are willing to wait for them to turn over the company.  It depends on your patience.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 HOLD Viacom Inc.
VIA-Q
Liz Miller

It continues to be in a turnaround situation where there is plenty of upside as they improve things.  She thinks there are a few more years and then you still hold it long term.  The assets are every valuable and they have been just struggling with management.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 TOP PICK Ventas Inc
VTR-N
Liz Miller

It is a REIT, the opposite of a bank.  But it is in the health care medical niche.  It recently spun off the nursing home business.  It is an attractive entry point.  She prefers exposure more to office than retail in REITs.  She is out of retail, generally.  (Analysts’ target: $64.00).


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Yes
2017-04-24 HOLD Verizon Communications
VZ-N
Liz Miller

We have seen the pull back across the biggies.  They are now trying to get into content.  Investors are trying to decide what it is they own.  There is a large retail investor base in this stock and it no longer looks like it will be a utility stock going forward.  The 4.9% dividend may not be reliable in the long term, although there is no stress on it.  The content business is not historically that reliable to pay a dividend out of.


Price: $0.000
Subject: US EQUITIES
Bias: BULLISH
Owned: Unknown
2017-04-24 DON'T BUY iShare Core MSCI World of Canada
XAW-T
Larry Berman CFA, CMT, CTA

When you buy a foreign ETF in Canada, you get a dividend tax withholding.  These ETFs have double negative taxation.  They are not the ideal ones to use.  He likes it otherwise for its overall exposure.  It is a fund holding a fund and that causes you to get dinged twice.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-24 BUY on WEAKNESS iUnits S&P/TSX Capped Energy ETF
XEG-T
Larry Berman CFA, CMT, CTA

The energy sector outperformed the TSX as energy prices recovered last year, but the TSX has continued to go sideways to slightly higher while the energy sector has gone down.  So he has been adding energy.  He bought equal weight ETFs for North American energy exposure.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-04-24 SELL iShares S&P/TSX Capped REIT
XRE-T
Larry Berman CFA, CMT, CTA

REITs.  We are basically coming up to resistance.  He does not think we will break through there.  He is selling REITs and is almost out.  The dividend is not as attractive as in some other sectors.  He would buy REITs if they got back to their lows.  If there is a cyclical recession in the next few years, then REITs will underperform in that kind of environment.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-04-24 WAIT BMO S&P/TSX Base Metals ETF
ZMT-T
Larry Berman CFA, CMT, CTA

An equal weight play on metals.  It has come off significantly from recent highs.  There are massive risks in this sector.  You have to be very, very good on your timing.  He is not stepping in right now.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: No
2017-04-24 COMMENT BMO US Put Write Hedged to CAD
ZPH-T
Larry Berman CFA, CMT, CTA

ZPW-T vs. ZPH-T. You have 100% equity exposure even though they are miss-classified on many trading platforms that look at what is in them.  They are writing options.  The fixed income holing is just there for margin purposes.  It is a treasury bill so there is no risk to it.  These are not fixed income. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-24 COMMENT BMO US Put Write ETF.
ZPW-T
Larry Berman CFA, CMT, CTA

ZPW-T vs. ZPH-T. You have 100% equity exposure even though they are miss-classified on many trading platforms that look at what is in them.  They are writing options.  The fixed income holing is just there for margin purposes.  It is a treasury bill so there is no risk to it.  These are not fixed income. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Unknown
2017-04-24 COMMENT BMO Europe High Dividend Covered Call Hedged to CAD ET
ZWE-T
Larry Berman CFA, CMT, CTA

Europe covered call.  Its biggest weighting is France and it sold off in recent weeks and then today is on new highs.  This is the safeness way to play Europe.


Price: $0.000
Subject: NORTH AMERICAN - LARGE & ETFs
Bias: UNKNOWN
Owned: Yes
2017-04-21 N/A A Comment -- General Comments From an Expert
A Commentary
Greg Newman

Market. Dividends make you rich over the long-term. Bond yields are still very low. Dividend payout ratios on the TSX are at very healthy levels. There is a lot of opportunity for dividend growth and EPS. We may be in a bit of a sideways environment here. Feels the economic background is still quite favourable for stocks over bonds. The Canadian market has better upside over the next 4-5 years than the US one.


Price: $0.020
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: _N/A
2017-04-21 COMMENT A Comment -- General Comments From an Expert
A Commentary
EDITOR

Tonight's program is on taxes, not stocks.


Price: $0.020
Subject: N/A
Bias: UNKNOWN
Owned: Unknown
2017-04-21 BUY on WEAKNESS Algonquin Power & Utilities Corp
AQN-T
Greg Newman

This has a DRIP program, which can work very well. Sees about 22% EPS this year and next, and yet it is trading at a very similar multiple to its peers. There is some very good dividend growth of around 8%. They just beat their Q4 numbers. He would add on any sort of weakness.


Price: $12.930
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 BUY Aecon Group Inc
ARE-T
Greg Newman

Probably not a bad thing to be buying now. Trading in line with its 3-year average, but cheaper than its peers. 2017 is probably going to be an off year for them in terms of revenues. Beyond that, he sees really nice growth. They have a really good infrastructure backlog which will really help them. Just increased their dividend by 8.2%. Very strong balance sheet. He sees good growth into 2018.


Price: $16.220
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Arc Resources Ltd
ARX-T
Greg Newman

Low cost natural gas producer. Very efficient and very reliable growth. Production has steadily increased every year since 2012. Relative to the group, the valuation is okay. Great balance sheet, which is key in the oil names. A quality name, and probably an opportunity here.


Price: $18.420
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 TOP PICK Bank of America
BAC-N
Greg Newman

This has a BV of less than 1. He sees 20% EPS growth. It is very well positioned towards the Trump agenda. Thinks they will do something about the Volker rule and probably lower taxes a little. This bank is very well positioned towards the domestic side of the economy. He doesn’t see a lot of risks. Dividend yield of 1.3%. (Analysts’ price target is $26.50.)


Price: $22.710
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 COMMENT Bombardier Inc (B)
BBD.B-T
Greg Newman

This has had a history of almost 20 years of being a very bad story for Canadians. The good news is that the new management team does appear to be executing. They beat on free cash flow on Q4 and have held on to their 2017 guidance, which is very important. Very speculative. He has been owning this by Selling Puts. Not for the faint of heart.


Price: $2.240
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 HOLD BCE Inc.
BCE-T
Greg Newman

Not cheap at around 17X, which is ahead of its 5-year average. 57% of revenues come from wire line which is not good, because of increasing competition from cable. Their wireless numbers are probably going to be pretty good at about 30% of their revenues. He sees growth of about 4% this year over last year. They will be boosting their dividend every year by about 5%. A name that you just Hold, and sell some Calls on it.


Price: $61.350
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 PAST TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Greg Newman

(A Top Pick May 4/16. Up 53%.) He liked this for their solid pipeline of growth, and still models a 20% EPS growth over the next couple of years. Just bumped their distribution by 11%. 67% payout ratio, so the dividend is good. It has reached his target price, so he would not be adding to it.


Price: $52.130
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 COMMENT Bonavista Energy Corp
BNP-T
Greg Newman

If you are a trader, this is one you could probably trade. Not a bad entry. They continue to improve in asset concentration. About 70% is hedged for 2017. The very small dividend is safe. Even though its balance sheet is a lot better than its peers, it still has a cash flow of 2.6%, which is high for where oil/gas is. There are safer names, but probably not a bad little bet for a trade.


Price: $3.010
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 PAST TOP PICK Bank of Nova Scotia
BNS-T
Greg Newman

(A Top Pick May 4/16. Up 28%.) Had felt this was the cheapest of the Canadian banks, had the best opportunity, and was less understood. It has very good growth. Emerging markets are turning.


Price: $76.830
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 COMMENT Brookfield Property Partners
BPY.UN-T
Greg Newman

This is pricey, trading at around 21X. Has about a 110% payout ratio, so distribution isn’t perfect. Q4 was a little light. However, he models very strong growth, 16% adjusted funds from operations growth 2016-2018. Trading at about 16% below his assumed NAV per unit. This is a name that you can be constructive on.


Price: $31.060
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Crescent Point Energy Corp
CPG-T
Greg Newman

Hitting a 52-week low. Payout ratio is under 100%. Growth rate is not bad. A name he has liked because production has increased every year since 2014. It isn’t the best in the oil patch in terms of efficiency, but it should be trading at a lot more than what it is currently. Thinks the fall has probably been overdone. Yield of 2.7%.


Price: $13.620
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Cominar Real Estate Inv Tr
CUF.UN-T
Greg Newman

Their NOI dropped 3.7% in Q3. He models less than 1% growth over the next couple of years, versus its peers which are in a 2.5%. They have an all-in payout ratio of 114%. Making asset sales to bring down their balance sheet, which is good. Feels the fundamentals of Québec and Ontario are slightly better than what they have been. Trading at 11X. Probably not a bad place to be picking away, but it is not your highest quality REIT.


Price: $14.430
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 BUY on WEAKNESS EnerCare Inc
ECI-T
Greg Newman

This has everything going for it, except valuation. They beat Q4, due to strength in their service experts and their home services segment. Increased their dividend by 4%. Trading a little higher than its 3-year average, and he prefers buying names that are a little lower or where there is a catalyst. He sees 9% EBITDA growth over the next couple of years. Wait for a pullback before buying.


Price: $20.960
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 PARTIAL BUY Exchange Income
EIF-T
Greg Newman

He models a 12% EBITDA growth over the next couple of years. Trades at a valuation that is lower than its five-year average. Debt to EBITDA continues to improve at around 2.2. The 5.5% dividend yield looks pretty safe. Missed on Q4 due to weather and equipment issues. You could be picking away at this time.


Price: $38.160
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Financial 15 Split Corp
FTN-T
Greg Newman

This separates the preferred shares from the capital. The dividend is pretty safe, because they are stripping it away from the capital, and it is the banks. The real risk is if you are Long the capital portion, what if you don’t get capital appreciation quickly. These deals last for about 5 years. If you don’t have capital appreciation, and you have embedded fees, the leverage investment on the capital financials won’t work out that well. That is the real risk. Feels the banks are pretty good place to be with interest rates likely to go higher in the next 5 years.


Price: $10.420
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Inter Pipeline
IPL-T
Greg Newman

Trading at around 20X versus its peers of around 26X. They just won their Q4 numbers, due to their recently acquired Williams assets. He doesn’t see a lot of growth.


Price: $28.000
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 PAST TOP PICK Manulife Financial
MFC-T
Greg Newman

(A Top Pick May 4/16. Up 34%.) He chose this for its Asian growth, its US currency exposure and for wealth management tailwinds. It was really cheap at the time. He still models good EPS and good dividend growth from here.


Price: $23.140
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 BUY on WEAKNESS Pembina Pipeline Corp
PPL-T
Greg Newman

They announced 2 new projects in April, and boosted their dividend by about 6%. This has really impressive growth. He is modelling 30% EPS 2017-2018. A really nice dividend with a steadily declining payout ratio. Good dividend, and the balance sheet is in really great shape. Trading in line with the other pipelines, but with a much better growth profile. You can add to this on any small pull back.


Price: $44.280
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 TOP PICK Power Financial Corp
PWF-T
Greg Newman

He likes financials. This one has a very nice dividend and is very defensive. It should benefit with slightly higher interest rates and a better stock market with their underlying holdings. He models a 9% EPS growth over the next couple of years. Dividend yield of 4.8%. (Analysts’ price target is $37.00.)


Price: $34.290
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 BUY on WEAKNESS RioCan Real Estate Investment
REI.UN-T
Greg Newman

This is turning the corner. Retail has been a tough place. They’ve had to release a lot of their Target properties and have done a good job there. He is projecting that they do 3% FFO growth from 2016 to 2018. Very good balance sheet. They have a lot of development and intensification projects that they can use to grow. His target price is $28. On bad days when there is a yield scare, you could pick it up at about $25, get paid some premium, and when it gets to $28 sell some Calls.


Price: $26.530
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Russel Metals
RUS-T
Greg Newman

Payout ratio is about 102%, down a lot from 2016. It is starting to do a lot better. Metal prices have come up a lot. One of the largest distributors in Canada. Their energy segment, a pretty big component of their business, is a bit of a wildcard. He has been adding to this a lot over the last 6 months. Dividend yield of 5.7%.


Price: $26.300
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 BUY on WEAKNESS Student Transport of America Ltd.
STB-T
Greg Newman

A cozy little company with a nice 8% dividend yield, which is covered pretty well with a 60% payout ratio. He is looking at 7% revenue growth on contract wins next year, combined with some cost cuts. The only problem is, it is trading a little above its 5-year average right now. He would wait for a bit of a pullback.


Price: $7.960
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
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