Latest Stock Advice
Gen Digital Inc. is trading quite cheaply for a firm that just grew revenue nearly 26% while providing plenty of cash flow for innovation, dividends and buybacks.
H.B. Fuller Company’s consistent dividend growth and rising earnings offer a sound total‑return profile versus many industrial and chemical peers.
Top pick North West Company offers a 3.1% yield as a defensive retailer with entrenched remote markets.
Twilio Inc. adds AI capabilities to stay ahead of rivals and win more strategic multi-year partnerships.
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GLOBAL X SILVER MINERS ETF $32.963 (New York symbol SIL; buy or sell through brokers; www.globalxfunds.com) tracks the Solactive Global Silver Miners Index. That index includes 21 international firms that mine, refine or explore for silver. It was developed by Germany-based Structured Solutions AG. Canadian firms make up 50.5% of the fund’s holdings, but it also includes miners in the U.S. (22.0%) and Mexico (21.0%). Its MER is 0.65%. The ETF’s top holdings are Tahoe Resources Inc. at 11.5%; Silver Wheaton, 11.1%; Fresnillo plc 10.7%; First Majestic Silver, 7.7%; Industrias Penoles, 7.3%; Coeur Mining, 6.0%; Pan American Silver, 5.7%; Hecla Mining, 5.1%; Fortuna Silver Mines, 4.7%; Alamos Gold, 4.7%; Mag Silver, 4.4%; and Silver Standard Resources, 3.8%....
GLOBAL X COPPER MINERS ETF $15.44 (New York symbol COPX; buy or sell through brokers; www.globalxfunds.com) tracks the Solactive Global Copper Miners Index, which includes 20 to 40 international companies that mine, refine or explore for copper. Germany-based Structured Solutions AG created this index. Canadian firms make up 36.6% of the ETF’s holdings. They also include companies based in Australia (14.2%), Peru (5.1%), Mexico (5.0%) and China (4.5%). The fund’s MER is 0.65%. Its top holdings are Teck Resources at 7.7%; Oz Minerals, 7.0%; CST Mining Group, 6.5%; Glencore plc, 5.8%; First Quantum Minerals, 5.8%; Capstone Mining, 5.6%; Kaz Minerals plc, 5.5%; Lundin Mining, 5.0%; Southern Copper, 4.8%; Freeport-McMoran, 4.7%; Sandfire Resources, 4.5%; and Grupo Mexico, 4.5%....
PEYTO EXPLORATION & DEVELOPMENT CORP. $30.95 (Toronto symbol PEY; Shares outstanding: 159.2 million; Market cap: $4.9 billion; TSINetwork Rating: Extra Risk; Dividend yield: 4.3%; www.peyto.com) produces and explores for oil and natural gas in Alberta. Its average daily production of 97,028 barrels of oil equivalent is 93% gas and 7% oil. In the three months ended December 31, 2015, Peyto’s cash flow fell 15.9%, to $0.95 a share from $1.13 a year ago. It raised its production by 16.5%, but that was offset by lower oil and gas prices. Its realized oil price year over year fell 28.1%, and natural gas prices fell 20.9%. The company has cut it’s original 2016 capital spending of $600 million to $650 million down to between $500 million and $550 million. It spent $594 million in 2015....
BONAVISTA ENERGY $2.76 (Toronto symbol BNP; Shares outstanding: 214.0 million; Market cap: $626.1 million; TSINetwork Rating: Extra Risk; Dividend yield: 4.4%; www.bonavistaenergy.com) explores for oil and gas in Alberta, Saskatchewan and B.C. Its output is 68% gas and 32% oil. In the quarter ended December 31, 2015, Bonavista’s cash flow per share fell 30.2%, to $0.44 from $0.63 a year earlier. Most of that drop came from lower oil and gas prices, but also because of falling output. It declined 6.9%, to 79,862 barrels of oil equivalent per day from 85,810 barrels. Like many producers, the company will cut its exploration and development. In 2016, it plans to spend $145 million to $190 million. That’s a reduction from Bonavista’s initial announcement of $210 million, which is down from the $283.4 million it spent in 2015. It spent $639.6 million in 2014....