How to realize big benefits from a holding company discount

How to realize big benefits from a holding company discount

A holding company discount represents a great hidden opportunity for investor profit.
Even in 2017, a holding company discount is a little-understood phenomenon in finance. It represents a special kind of hidden asset and source of potential profit for investors in holding companies.

A holding company is… Read More

The Successful Investor Hotline – Friday, January 13, 2012

CANADIAN PACIFIC RAILWAY LTD., $70.77, Toronto symbol CP, is our “Stock of the Year” for 2012. Next week, Stock Pickers Digest, our newsletter for aggressive investors, will reveal its #1 pick for 2012.

We’ve had great success with CP since we recommended it in the first… Read More

SUNCOR ENERGY INC. $33 – Toronto symbol SU

SUNCOR ENERGY INC. $33 (Toronto symbol SU; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.6 billion; Market cap: $52.8 billion; Price-to-sales ratio: 1.7; Dividend yield: 1.2%; SI Rating: Average) became Canada’s largest oil company when it bought Petro-Canada (old symbol PCA) on August 1, 2009… Read More

Merger sets the stage for growth

Suncor is new to our Conservative Growth Portfolio. We added it last August after it bought Petro-Canada, one of our long-time recommendations.

We avoided Suncor before the merger. Its focus on high-cost oil-sands production made it more volatile than other high-quality oil companies, and left it… Read More

The Successful Investor Hotline – Friday, March 19, 2010

ENCANA CORP., $31.37, Toronto symbol ECA, fell 8% this week, mainly because the company announced a plan to double its natural-gas production over five years.

This announcement pushed down EnCana’s share price because the weak economy has hurt gas demand and depressed prices. Investors worry that… Read More

The Successful Investor Hotline – Friday, February 5, 2010

BCE INC., $28.60, Toronto symbol BCE, is starting to see the benefits of its restructuring plan, which began in July 2008. The plan included cutting jobs, relocating employees and selling extra real estate. The restructuring should save the company $400 million a year by the… Read More

ENCANA CORP. $93 – Toronto symbol ECA

ENCANA CORP. $93 (Toronto symbol ECA; Conservative Growth Portfolio, Resources sector; Shares outstanding: 750.0 million; Market cap: $69.8 billion; SI Rating: Average) is a leading North American producer of natural gas and oil.

The company took its current form in April 2002 through the merger of… Read More

EnCana’s split unlocks value

EnCana encountered some skepticism when it shifted its focus from conventional energy production into unconventional gas and oil sands properties. These properties are costlier to develop and slower to generate a profit, but they have much greater long-term potential.

The company’s latest move to add value… Read More