Stockchase Daily News RSS The Days Comments by Experts http://www.stockchase.com/ en A Comment -- General Comments From an Expert <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>Market.</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> His portfolios are 20% cash. His maximum is 25%, so 20% is a lot for him. He is not forecasting any meltdown type of scenario, but it is a combination of a few things. Valuations are stretched. Being a conservative money manager, he sees valuations stretched even more for the higher-quality names, as there has been such a move into dividend paying stocks, and earnings are dismal. Also, the market has demonstrated no volatility in the last 3-6 months. The US election is coming up as well as a potential rate hike in the US. His strategy is 20 Canadian names and 20 US names, but he has been two thirds in the US since January 2012.</span></p> http://www.stockchase.com/opinions/view/163876 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163876 BlackBerry <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Given its risk profile, this is not something that would make it into his conservative portfolio. This is kind of at a fork in the road. Will they spinoff the hardware division? He doesn&rsquo;t think they will part ways with the hardware. The losses in that space have subsided over the last year. This is too much of a bet on a turnaround.</span></p> http://www.stockchase.com/opinions/view/163877 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163877 Chorus Aviation Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This is fairly high risk and high reward. You get a good yield, but it is more of a yield trap than a safe income stream that you can bet on. You are better off with names that provide a little less yield, but has stability that the dividend is safe. The stock has had a real move upwards, but the growth trajectory from this point forward is going to be challenged.</span></p> http://www.stockchase.com/opinions/view/163878 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163878 BMO Equal Weight Utilities Index ETF <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He likes the utility space, but about 2 months ago he reduced his exposure. Utilities are very good instruments for providing yield, and there is a strong demand. Some have had a real run, but he doesn&rsquo;t believe this basket as a whole represents the growth opportunities that the multiple is trading at. He&rsquo;d rather Buy individual stocks. His favourite is Emera (EMA-T).</span></p> http://www.stockchase.com/opinions/view/163879 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163879 A Comment -- General Comments From an Expert <p><span style="color: #ff0000;"><strong>Lifecos?</strong></span> If looking for safety, the large insurance names are going to give you that. However, there are easier ways to make money in the market. In some of these lifecos, investors have been waiting year after year for either rates to go up or for the stock price to improve. Prefers US insurance names. <span style="color: #ff0000;"><strong>(See Top Picks.)</strong></span></p> http://www.stockchase.com/opinions/view/163880 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163880 Bank of America <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">You are safe with this. The share price really hasn&rsquo;t done much over the last 52 weeks, and year-to-date is down about 8%-10%. There is nothing wrong with the entry-level at this point. Trading at around 12X, but you are getting a lousy yield of around 2%. Also, if you are Canadian, you don&rsquo;t get the dividend tax credit. In the short term there might be a bit of an upside. He would prefer some of the US regional banks.</span></p> http://www.stockchase.com/opinions/view/163881 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163881 Johnson & Johnson <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>Sell?</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> His short answer would be Yes. It is up about 16% year to date, and over the last 52 weeks it is up about 30%. A good quality name. This has benefited from the hunt for yield. The Pharma side is what has really carried this company over the last few years. You can always come back and buy this again.</span></p> http://www.stockchase.com/opinions/view/163882 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163882 Home Capital Group <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Sept 17/15. Down 12.97%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> This had a nice bounce back from the original meltdown, which came about from mortgage brokers falsifying documents. He had felt that was overdone. A lot of hedge funds have been shorting this, but it is trading at around 7X PE and has a dividend that is safe.</span></p> http://www.stockchase.com/opinions/view/163883 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163883 McDonalds <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Sept 17/15. Up 22.92%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> Sold his holdings. Still likes the name, but when you make that kind of money in a year, you take a hard look to see if the growth or the future upside is nearly as compelling. He went into another food retailer. Still a safe name to hold, but not a lot of upside in the near term.</span></p> http://www.stockchase.com/opinions/view/163884 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163884 ProAssurance Corp <p><span style="color: #ff0000;"><strong>(A Top Pick Sept 17/15. Up 10.5%.)</strong></span> This is in the medical liability space. He got into the name because of Obama care, where more and more Americans were able to access healthcare and more and more health professionals needed to be insured. The company went on a strategic but aggressive acquisition spree, and expanded their geographical footprint across the US. It also gave them a lot of customers where they could cross-sell products to. Sold his holdings and went into another insurer. <span style="color: #ff0000;"><strong>(See Top Picks.)</strong></span></p> http://www.stockchase.com/opinions/view/163885 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163885 Iamgold Corp <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Gold had a pretty good year, but there has been some weakness in recent months, and this company has been a part of that. A much more conservative way to play gold is just to buy gold bullion. That way, you are not taking on balance sheet risk or management risk.</span></p> http://www.stockchase.com/opinions/view/163886 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163886 Element Financial <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This is being split at the end of this week into 2 separate companies. He would stay away for now, and would wait to see what this looks like when the dust settles in 3, 6 or 9 months.</span></p> http://www.stockchase.com/opinions/view/163887 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163887 Gap <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Like many other retailers, it has suffered a bloodbath over the last year, and is down about 8%-10% this year. They haven&rsquo;t been able to move the merchandise, and in this business if you are not moving the merchandise, you have to start discounting, which eats into the margins. He doesn&rsquo;t see a real catalyst for growth in the future.</span></p> http://www.stockchase.com/opinions/view/163888 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163888 Gilead Sciences Inc. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He likes this and is buying it for new clients. This is a waiting game. It had a huge run from 2012, but has really done nothing since 2014. Trading at a great valuation of around 7X, and gives a decent yield of about 2.25%. They are a leader in the hepatitis C and AIDS drug space.</span></p> http://www.stockchase.com/opinions/view/163889 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163889 Magna Int'l. (A) <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Like many auto names, it has really seen its share price decimated over the last 1-1.5 years. In this space, this would be his favourite company. In 2015, auto sales peaked and since then the entire space has seen some downside. However, at the current valuations of 8X PE, it is pricing in a fairly deep recession. Although he is negative on global growth, everything has a value that it makes sense to own it at, and this one makes sense to him. Over the next couple of years, he could see 10%-15% upside. Dividend yield of 2.25%.</span></p> http://www.stockchase.com/opinions/view/163890 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163890 DH Corporation <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">A good quality business and likes the space they are in. The only reason he has not stepped into this has been the valuation. Dividend yield of about 4% makes a lot of sense. Too expensive for him.</span></p> http://www.stockchase.com/opinions/view/163891 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163891 RioCan Real Estate Investment <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">You have to look at this in the bigger context of what other REITs do you own in your portfolio. The REIT space is heavily correlated to one another if there is any move in interest rates. He doesn&rsquo;t expect Canadian rates to rise anytime soon, but REITs have had a heck of a run, so they will be ultrasensitive to any whispers of rates moving up. A high-quality portfolio with quite a bit of diversification.</span></p> http://www.stockchase.com/opinions/view/163892 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163892 A&W Revenue Royalties Income Fund <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong><span style="color: #ff0000;">(Market Call Minute.)</span></strong> Look at DineEquity (DIN-N) instead.</span></p> http://www.stockchase.com/opinions/view/163893 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163893 General Electric <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong><span style="color: #ff0000;">(Market Call Minute.)</span></strong> He loves this. They have done a great job of divesting assets, and the Alstom acquisition is accretive.</span></p> http://www.stockchase.com/opinions/view/163894 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163894 Wal-Mart Stores Inc. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong><span style="color: #ff0000;">(Market Call Minute.</span></strong>) He likes this and what they are doing on the grocery offering where you can order your groceries online. They are using Uber and other deliver services to get it right to your door. They also have organic as well.</span></p> http://www.stockchase.com/opinions/view/163895 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163895 Vanguard US Total Mkt Ind ETF <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">(Market Call Minute.) US indices or ETF&rsquo;s makes sense, depending on the size of your portfolio. If you are a newer investor or have a smaller amount of capital to invest, this is a great way to do it because of the low cost. If you have enough capital to diversify property, you are better off cherry picking and building a portfolio that is diversified in individual US stocks.</span></p> http://www.stockchase.com/opinions/view/163896 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163896 Crescent Point Energy Corp <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong><span style="color: #ff0000;">(Market Call Minute.)</span></strong> He is still quite cautious on energy. This is one of the higher-quality names, although they have had to cut their dividend and issue more shares. He would rather have Suncor (SU-T).</span></p> http://www.stockchase.com/opinions/view/163897 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163897 Amtrust Financial Services <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This is in the business/casualty insurance space. They also do specialty risk warranties. They have been on a fairly aggressive acquisition spree. They have been buying smaller insurers, cutting costs and using their scale to expand. That acquisition spree is done, and they are now starting to digest. He expects the acquisitions to become accretive by 2017. Trading at around 9X PE. Dividend yield of 2.59%.</span></p> http://www.stockchase.com/opinions/view/163898 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163898 First American Corp. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">A conservative way to play the housing market. Their primary focus is title insurance. He likes the housing market in the US, with the US consumer having low debt to income than in Canada. Dividend yield of 3.42%.</span></p> http://www.stockchase.com/opinions/view/163899 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163899 Cisco <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">You are not buying this because it is cheap. There are so many companies transitioning from old archaic businesses to the Cloud business and this is doing that as well. The difference is that Cisco&rsquo;s network switching business is still making them money. Any growth that you see on the Cloud business that Cisco creates, is above and beyond the growth that is already there with their meat and potatoes business. Dividend yield of 3.32%.</span></p> http://www.stockchase.com/opinions/view/163900 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163900 DH Corporation <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He likes the company and loves what they have been able to do. They have good growth ahead of them and have made a lot of good acquisitions, but they seem to be trading in a range between the high $20 and $40. A solid company.</span></p> http://www.stockchase.com/opinions/view/163901 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163901 Sleep Country Canada Holdings <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Feels that everything is solid with this company. However, there is a question about housing and if we are experiencing a big bubble, which at some point would soften.</span></p> http://www.stockchase.com/opinions/view/163902 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163902 A&W Revenue Royalties Income Fund <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He still loves this company. A very strong company. It has had a very good run, and is in reasonably pricey territory, so he took a little money off the table. Expects it is fully valued at this point.</span></p> http://www.stockchase.com/opinions/view/163903 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163903 Brookfield Infrastucture Partners <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He likes the Brookfield group. They are terrific managers and have great assets. They like growth. Own them all and spread your risks.</span></p> http://www.stockchase.com/opinions/view/163904 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163904 Altagas Ltd <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This has been on a volatile ride. Feels it is a good, long term holding. Is BC going to have federal support to build a natural gas economy? We will get a big answer to that when we hear the decision on the big LNG project, Petronas, that is expected tonight. The announcement will not have a direct impact on this company, but will certainly shape the environment in which it operates.</span></p> http://www.stockchase.com/opinions/view/163905 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163905 Cargojet Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This has had a good run. On the current valuation, he is more comfortable with Chorus Aviation (CHR-T). This is an interesting company and they seem to be well-managed.</span></p> http://www.stockchase.com/opinions/view/163906 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163906 Canadian Imperial Bank of Commerce <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">After some troubles a number of years ago, this bank seems to have come back quite strongly. It is generally hard to go wrong on the Canadian banks. If you can get it a few dollars cheaper, and prepared to hold it, that is usually a good thing.</span></p> http://www.stockchase.com/opinions/view/163907 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163907 Cineplex Inc <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Oct 22/15. Up 4.12%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> He loves this. It has had a great run and pays a great dividend. They nudge up the dividend every 2 years. A good reason for holding it now is that they are finishing out a fairly major CapX program over the next couple of years. When they get through that, they will probably do a big dividend increase, or a big special dividend. The movie slate is good. They are absorbing a lot more of the dollar that is being spent.</span></p> http://www.stockchase.com/opinions/view/163908 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163908 Walt Disney <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Oct 22/15. Down 17.97%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> He still likes the movie business. This got hit because of their sports network ESPN. Expects they will manage through this.</span></p> http://www.stockchase.com/opinions/view/163909 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163909 IMAX Corp. <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Oct 22/15. Down 21.32%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> He really likes this and what they are doing in China, but it got ahead of itself in terms of a market price and he sold his holdings several months ago. He is thinking about buying this back at some point.</span></p> http://www.stockchase.com/opinions/view/163910 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163910 West Fraser Timber <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Had owned this as a play on US housing, until he discovered just how much of the US housing is not wood, but concrete. A high-quality company, so if you are going to make that bet, it is probably the best pick. There is an ongoing softwood lumber issue which has some implications, and generates some uncertainty. Also, the US has gotten really good at growing their own timber and meeting the demands themselves.</span></p> http://www.stockchase.com/opinions/view/163911 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163911 Fairfax Financial <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Prem Watsa is a very smart man and has done a brilliant job with the company. Prem has a very large bet that there is going to be a catastrophe in the markets. Wouldn&rsquo;t be interested in this unless he saw more negativity coming than what he is currently happening.</span></p> http://www.stockchase.com/opinions/view/163912 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163912 Enbridge Income Fund Holdings <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Had owned this at one time. It is probably worth some consideration at this point.</span></p> http://www.stockchase.com/opinions/view/163913 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163913 BCE Inc. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Has stayed out of the Canadian telcos. Thinks that some day someone will allow real price competition in Canada, and it won&rsquo;t be a good day for this company and the others.</span></p> http://www.stockchase.com/opinions/view/163914 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163914 Vermilion Energy Inc <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>Keyera (KEY-T) or Vermilion Energy (VET-T)?</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> He doesn&rsquo;t own either, but would probably prefer Keyera, because in this kind of a market they are acquiring a lot of assets at a good price. This one has more of a commodity play in it, and probably has more zip as the commodity patch comes back.</span></p> http://www.stockchase.com/opinions/view/163915 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163915 Keyera Corp <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>Keyera (KEY-T) or Vermilion Energy (VET-T)? </strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He doesn&rsquo;t own either, but would probably prefer this one, because in this kind of a market they are acquiring a lot of assets at a good price. Vermilion has more of a commodity play in it, and probably has more zip as the commodity patch comes back.</span></p> http://www.stockchase.com/opinions/view/163916 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163916 Valeant Pharmaceuticals <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Had owned this, but sold it when it got near its highs. He would be nervous about this now. It has big litigation risks, and has become the poster child for all sorts of things that it may or may not be guilty of.</span></p> http://www.stockchase.com/opinions/view/163917 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163917 Tricon Capital Group <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He likes this and feels it is a good entry point. Good management.</span></p> http://www.stockchase.com/opinions/view/163918 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163918 Corus Entertainment (B) <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Not sure if this has bottomed yet or not. If he were trying to build a position, he would pick away, a little bit at a time on bad days.</span></p> http://www.stockchase.com/opinions/view/163919 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163919 Air Canada (B) <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He is a frequent flyer, and every flight he is on seems to have been full for the last 2 years. Airline stocks have had a rocky history. Because barriers to entry in the industry are relatively low, there are a lot of discount carriers coming in at about the time Air Canada starts to make good money, and cutting fares which makes them cut their fares.</span></p> http://www.stockchase.com/opinions/view/163920 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163920 Suncor Energy Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">He likes this. When he felt oil was coming back, he bought this and Canadian Natural Resources (CNQ-T) on the large cap side, and bought Whitecap (WCP-T), Raging River (RRX-T) and Spartan (SPE-T) on the small-cap side. Feels that Suncor has been brilliantly run and will do well over a period of time.</span></p> http://www.stockchase.com/opinions/view/163921 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163921 Mettrum Health Corp <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">One of the marijuana stocks, and likes it because its larger brother Canopy (CGC-T) gets all the air time, and in his view this is a lot better value. They have a huge number of patients and are doing a good job of building the company. The real play is going to be next year when the government opens up the recreational market.</span></p> http://www.stockchase.com/opinions/view/163922 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163922 Clearwater Seafoods Inc. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This is a brilliant company. They have ordered a new $40 million clam boat. More than anything, this is a play on Asia needing protein. This company holds almost all of the licenses to extract. Dividend yield of 1.44%.</span></p> http://www.stockchase.com/opinions/view/163923 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163923 AGT Food & Ingredients <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Pulse crops such as lentils, field peas. A very determined Saskatchewan native with family in Turkey, has built this company from scratch. They have an enormous plant in Minot, North Dakota. The first piece of good news is a huge crop, which will lower prices a little, but increase volumes. This will allow him to pull some working capital out. Secondly, he is getting into the ingredient business, so he is going to grind up the crops. He has a line up of big food makers. It is a better base than corn starch to make healthier foods.</span></p> http://www.stockchase.com/opinions/view/163924 Tue, 27 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163924 A Comment -- General Comments From an Expert <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>Market.</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> As far as the macro things go, earnings are sort of done, there is no catalyst, the US election is coming up and the market is just waiting. There have been the cross currents with BREXIT. The defensive part of the market including Internet sensitive has sort of fallen but has started to pick back up in the last little while.</span></p> http://www.stockchase.com/opinions/view/163925 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163925 Clearwater Seafoods Inc. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Chart shows that it has been in a range from about $13.40 with a top that is narrowing a little. If the stock can break out through the top, that would be quite positive. The food business space has been pretty supportive over the last couple of years.</span></p> http://www.stockchase.com/opinions/view/163926 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163926 Intertape Polymer Group <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Just made a new high which is really positive. It has support at around $22.50. A long-term chart shows an upward movement from 2014. You could probably buy this pretty safely right now.</span></p> http://www.stockchase.com/opinions/view/163927 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163927 Franco-Nevada Corp. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Gold is really a hedge against currency volatility more than inflation. Gold long-term, is a pretty good hold, and the best place to be is in the producers. The stock is falling back to test the September low. If this was breaking down below $87, he would have a bit more concern. You&rsquo;ll have to live with volatility for a while.</span></p> http://www.stockchase.com/opinions/view/163928 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163928 Transalta Renewables <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">There was a new Buy signal on September 21. The trend line has been really good. There was a little bit of a dip last year, but it is back on trend now. Some of the indicators are a little extended, which means the stock may come back a little, or it may just pause. Expects the 1<sup>st</sup> point of resistance will be at around $16.75.</span></p> http://www.stockchase.com/opinions/view/163929 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163929 AGT Food & Ingredients <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This is a name he likes. Chart shows that there was a little bit of a break out, but is now coming back to test at around $36.70. The space is really good long-term. Long-term chart shows a great upward trend. You could take an initial position now with a Stop just below the current price. If it got above $40, it would be something you would probably add to. </span></p> http://www.stockchase.com/opinions/view/163930 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163930 Bonavista Energy Corp <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">This had a peak in early September, but has come back down. The whole space has a seasonality to it. It tends to get strong in the summer and then weakens into November and then picks up again. If you want to own an energy name, you could start to nibble away next month until you get the full position you are looking at. Perhaps in 3 portions.</span></p> http://www.stockchase.com/opinions/view/163931 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163931 Aecon Group Inc <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Aug 21/15. Up 55.76%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> He still likes this.</span></p> http://www.stockchase.com/opinions/view/163932 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163932 Emera Inc <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Aug 21/15. Up 14.04%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> He has been adding to this. It is the kind of stock that makes every portfolio manager look pretty good. This has a nice long upward trend line, and every time it comes back and touches the trend line you Buy, if the fundamentals still look good.</span></p> http://www.stockchase.com/opinions/view/163933 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163933 iShares Trust Dow Jones U.S. Telecom Sector Fund <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"><strong>(A Top Pick Aug 21/15. Up 14.56%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA"> This was a defensive position where there was talk about rates going to go up. This still ranks really well on the longer-term data.</span></p> http://www.stockchase.com/opinions/view/163934 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163934 BB&T Corp. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Had a high of around $42 in 2014, and got to as low as $30 early this year. It is now bounced back up to around $38. Looks like it is now starting to roll over. If it breaks below $36, it is probably going to go a little bit lower to the $32-$34 range. He would look to buy this on weakness, or a break out above $42.</span></p> http://www.stockchase.com/opinions/view/163935 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163935 Metro Inc (A) <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">There is a lot of talk about food inflation hurting the supermarkets right now. This area has a little bit of seasonal weakness in August. The first place he would look would be at around $39.</span></p> http://www.stockchase.com/opinions/view/163936 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163936 Ballard Power Systems <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">The chart shows a pretty nice return from July to now, with a nice base being built from early 2015. It is going to find resistance at around $4. This name is going to be really impacted by announcements/news. If you own and have a gain, he would consider taking half your gain off the table. Then if it got above $4 with momentum, then maybe you buy some more.</span></p> http://www.stockchase.com/opinions/view/163937 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163937 Teck Resources Ltd. (B) <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Probably one of the stronger names in the pro-growth area. It offers a lot of value. This has had some pretty big moves for a stock that was much lower 8-9 months ago. The chart shows some pretty big swings during its upward climb. You have to buy this at the right price and be convinced that a year from now there will not be some deflationary environment.</span></p> http://www.stockchase.com/opinions/view/163938 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163938 Costco Wholesale <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">An excellent executor of the business model. Sold his holdings mid-summer. This has a seasonality, and the whole space has some pretty big weakness in August. He would probably look to buy this back in November. If you can get it at around $135, you are probably getting a pretty good price.</span></p> http://www.stockchase.com/opinions/view/163939 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163939 Potash Corp of Saskatchewan <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">At around $20, this is probably a no-brainer.</span></p> http://www.stockchase.com/opinions/view/163940 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163940 North West Company <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">They own a whole bunch of specialty food stores in the Northeast. He just sold his holdings earlier this month. It is holding in at around $26 and he is looking for a re-entry at around $25.83. The bottoming process however, can take several months.</span></p> http://www.stockchase.com/opinions/view/163941 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163941 Wells Fargo <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Even though he is not super bullish on financials, this would probably be a good risk/reward if you don&rsquo;t already have something. The long-term chart is pretty good.</span></p> http://www.stockchase.com/opinions/view/163942 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163942 Extendicare Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Seniors housing. They have done some divestitures in the US. Profitability has really gone up, and they are in a really good space; demographics. The breakout queued his interest. He has taken a small position of about a 3<sup>rd.</sup> A good space to be in.</span></p> http://www.stockchase.com/opinions/view/163943 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163943 Aecon Group Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Expects this to go much, much higher although there is a bit of volatility to deal with in the meantime. Has a $25 target from here. If it gets above $19, a way we go. Dividend yield of 2.56%.</span></p> http://www.stockchase.com/opinions/view/163944 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163944 Baxter International Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;" lang="EN-CA">Very big in kidney medicine. Healthcare is a really good space to be in. One of the few spaces that is in a secular bull market. This company has some pricing power and some really big competitive advantages that are going to be recognized by the market. Dividend yield of 1.1%.</span></p> http://www.stockchase.com/opinions/view/163945 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163945