This page details briefly the stocks we are watching and attempts to explain why
| LG - Lacleade Group - waiting for lower entry point. Great utility with tons of equity |
| BMY - Bristol Meyers Squibb - perennial dividend winner. waiting for lower entry point |
| DD-A |
| KSU- preference. American rail road play- waiting for lower preferred entry |
| CHK-D - Chesapeake prefered |
| REP-A - Repsol - currently held preferred shares |
| NRF - owned in the past, looking for a drop. REIT that may recover, may not. Risk play |
| ZLC - Canadian Long Corporate Bond ETF. Bonds look over priced. |
| JTI - Jite Technologies - small cap Chinese |
| IBB - one of my brokers. a great growth play |
| PZA.UN - pizza pizza income trust - waiting to see this one lower and waiting for end of days for royalty trusts in Canada |
| APA-D - Apache Pref |
| L-A - Loblaws Grocer Preffered series A.. Couple bucks above it’s callback price. Not interested until it comes down. |
| FTS-F - Fortis Preferred |
| PGX - love preferreds - dont so much love the concentration of financials in Pref etfs |
| XLU - own share of this utility ETF. protects against downturn in Canadian dollar |
| XRE - REIT ETF, recently switched to monthly distributions |
| MCZ - Canadian small cap video game peripherals maker |
| IMKTA - us grocer, not normally my kind of play |
| HUM - Humana |
| KMB - Kimberly Clarke - bought in on recent earnings dip |
| NLY - annaly capital management - high yield - plays the yield curve on MBS |
| GNK - dry bulk shipper will benefit if recovery sets in |
| BALT - basically tracks the dry bulk index |
| BKCC - Black Rock |
| FTR - France Telecom - high yield, good to play when European instablility kicks in |
| HCBK - Hudson City Bankcorp. High quality, moderately high yield US bank |
| NWF.UN - North west Fund. One of the oldest companies in North America. Services low cost retail to remote regions of Canada’s north |
| MSFT - I am an owner of the big M. Historically undervalued. Naysayers are everywhere. My kind of play |
| LMT - Lockheed Martin |
| UNS - utility with nice yield. waiting for lower entry price. |
| YNGFF - one that I keep meaning to research |
| LGND - high risk pharma play. Generally not interested in pharma or biotech |
| CIM - Chimera investment - Owned by NLY - high yield, the name scares a bit! |
| ATPG |
| PKN - one of two Nuclear energy ETFs I’m watching |
| NLR - the other of two Nuclear energy ETFs I’m watching |
| TNCC - tennessee commerce bankcorp. High risk, high return US bank that i own a small stake in |
| FXA - Australian dollar ETF. I’m bearish the Aussie dollar, so I just watch this one to see how it plays out |
These are just a few of the many ideas we are cooking up at Canada Stock. They are good starting points for research and you should tread carefully when researching them because they all meet different investment styles and tax situations. Disclosure: the author is long some of the securities mentioned and may be long any or all of the others in the future.