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westercoaster

westercoaster
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  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now [View article]
    @TimmiesRegular. Thanks for the comment.
    I have been picking up more Westjet recently and agree with your sentiments.
    I think all three big telecoms are a good bet for a fairly safe growing dividend income, but I think RCI was the most punished by the (exaggerated) news of increasing wireless competition. And their recent purchases such as NHL rights and wireless spectrum, have increased their potential value in a way that was not recognized by the market.
    What particularly interests me about Empire is the recent purchase of Safeway which I think gives them real growth potential here in the west.
    What is it about Metro that you see as superior? I would like to own one of these three food retailers but have failed to pull the trigger yet.
    May 23, 2014. 02:17 AM | Likes Like |Link to Comment
  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now [View article]
    Thank you so much for responding so quickly to my very gentle "prod from the North" with this superb article!! I am not at all surprised that there are several potentially attractively valued dividend-payers coming up.

    A few Canadian names that I think at the present time are definitely worth considering for further research are (TSX tickers): Empire (EMP.B), Rogers (RCI.B), Westjet (WJA), and the former Dundee series of REITs, now renamed DREAM (D.UN, DRM.UN, etc). These all seem to me to be reasonably valued at this time, on an earnings-justified and dividend valuation basis (using FAST graph).

    Thanks again for all you do!
    May 22, 2014. 04:04 PM | 1 Like Like |Link to Comment
  • 10 Stocks To Buy Now: Be Cautious - But Don't Panic: Part 2 [View article]
    Mr Carnevale,
    I am enormously grateful for the FASTgraphs tool and the wonderful articles you write. Particularly those in the vein of this most recent one, and the previous sector by sector series, in which you offer up potentially undervalued stocks for further due diligence.

    But as the FASTgraphs tool allows analysis of Canadian-listed stocks, I dearly wish you would consider spending some time specifically screening for potentially undervalued high quality stocks that you think are worthy of further DD on this side of the 49th parallel. The TSX has outperformed the S&P500 this year, but appears to still remain potentially better value due to the slower price recovery post-2008 downturn.

    Thank you for giving this consideration
    Westercoaster
    May 16, 2014. 12:01 PM | 3 Likes Like |Link to Comment
  • 10 Clean Energy Stocks For 2014: March Update [View article]
    BR
    Atlantic power management are a joke. I would do some careful due diligence before entering this value trap with an unsustainable dividend.
    Mar 6, 2014. 12:33 AM | Likes Like |Link to Comment
  • Hey, Cisco, First Things First [View article]
    QTR - thanks for the article.
    You are alluding to the fact that you have a particular price target in mind for CSCO if there is a pullback this week. Care to share any specifics? I too have been watching closely since the earnings, but have not yet been ready to pull the trigger. Thanks.
    Mar 3, 2014. 05:47 PM | Likes Like |Link to Comment
  • Time To Play Starbucks? [View article]
    I wish more contributors would provide this level of detail on their potential options ideas. Thanks.
    Jan 8, 2014. 03:53 PM | 2 Likes Like |Link to Comment
  • Price Targets And Performance For My Stocks [View instapost]
    Thanks for sharing.
    Typo: IBM long, target 130 ???
    Also if your bullishness on QCOM is short term, do you have a target or potential negative catalyst concern?
    Nov 15, 2013. 07:21 PM | Likes Like |Link to Comment
  • 2 More Reasons To Go Short Pandora [View article]
    Quoth - thank you for the analysis.
    I am short too as I have no doubt AAPL will crush P over the next few months.
    Do you have a price in mind at which you feel Pandora may have a support level? My feeling is there may be strong support around the 50 day SMA at 22. Thoughts on when to close out the short?
    Thanks
    w
    Oct 9, 2013. 08:41 PM | 1 Like Like |Link to Comment
  • Is Now The Time To Double Down In REIT Town? [View article]
    Brad,
    The current Canadian names I personally like that I would love to see you explore are:
    Dundee Real Estate - DU.UN, current yield=7.55%
    Artis Real Estate - AX.UN, current yield=7.86%
    RioCan Real Estate - REI.UN, current yield=5.87% (the biggest REIT in canada)

    Thank you for the great article.
    Aug 19, 2013. 02:22 PM | Likes Like |Link to Comment
  • July Dividend Portfolio Update [View article]
    Thanks for the article PTI. I enjoy the clarity by which you outline your strategy.

    One aspect of your method I am unclear about:
    "Of these 24 stocks I already own 18 of them...."
    Why is your default plan to start new positions rather than increase your holdings of stocks that have already passed your thorough due diligence? The number of positions you hold is presumably increasing with time, but the quality may be decreasing as you are already holding what you have identified as the cream of the crop.

    Sorry if I have missed something obvious here.
    Jul 9, 2013. 10:32 AM | Likes Like |Link to Comment
  • An Even Easier Dividend Growth Portfolio. [View article]
    Thank you Cranky - great read.

    As a fellow Canadian, I was wondering if you could give more info about the ETFs you alluded to that you hold from the North - e.g. the multi-asset ETF?
    I.e. would you have a different 9 letters in mind if investing from the perspective of Canada?

    Thanks!
    Jun 18, 2013. 02:10 AM | 1 Like Like |Link to Comment
  • Royal Bank Of Canada: The Best Of The Best [View article]
    @cranky -
    Thanks for the heads-up - I have been reading your recent articles and find them to be very interesting and great to stimulate further DD.
    For some reason NA didn't seem to make either list. Not sure why?
    Mar 15, 2013. 06:04 AM | Likes Like |Link to Comment
  • Royal Bank Of Canada: The Best Of The Best [View article]
    Thanks for you comment Bob, and for the valuable article.
    As a Canadian investor, I feel less disinclined by this issue obviously.

    I have often wondered whether the fact that National Bank (and some other Canadian stocks) have historically been less appealing to the market due lack of presence on the major US exchanges, and therefore undervalued on their home exchange for this reason. Other e.g.'s that come to mind: Husky Energy, Canadian Oil Sands.


    Mar 14, 2013. 02:15 AM | Likes Like |Link to Comment
  • Royal Bank Of Canada: The Best Of The Best [View article]
    Does anyone have any thoughts on National Bank of Canada that they could share (ticker: NA.TO, NTIOF.PK)?
    The 6th largest bank in Canada, it appears to me to be currently more undervalued than the 'big 5' and has the most room for future revenue growth.
    Mar 13, 2013. 05:25 AM | Likes Like |Link to Comment
  • The Dividend Aristocrats: Where Have All The Bargains Gone? [View article]
    @ Chuck, thank you very much for your comment - but I think we have misunderstood each other. Of course I agree that the absolute market price has nothing to do with the company value. The absolute market price (whether its $1 or $1000) is irrelevant. This is a factor of how many shares there are and the market cap, and nothing else.

    What I thought Chowder was implying was that variations in price do not really matter, just the inherent strength of the company. I have heard people say this before. That buying a stock at a certain price is an attempt at market timing and doomed to fail. Chowder said "overvaluation has nothing to do with price". This is something I can't agree with. Overvaluation has everything to do with price, by definition. If a company is priced higher than I think it should be, then to me it is overvalued. If a company is priced lower than I think it should be, then to me it is undervalued.

    As I said, the strong do not always get stronger. e.g. PBI, AVP, TDS
    Mar 4, 2013. 10:19 PM | Likes Like |Link to Comment
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