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Jeff Young appeared on BNN Market Call – Monday, December 8th

Jeff Young on BNN
BNN VIDEO: Click above and search for the latest from Jeff Young

TOP PICKS:

WPT Industrial REIT (WIR-U)
WPT owns warehouses and distribution centres in the US, and is benefiting from the growing e-commerce trend. They are a smaller and more nimble player than some of their peers, which allows them to pick up overlooked assets at accretive prices. WPT has a 6.6% dividend yield and the ability to grow this over time.

Keyera (KEY)
Keyera is a midstream energy infrastructure company with exposure to oil, gas, and NGL processing, transportation, storage, logistics, and marketing. The company has a 3.4% dividend yield and has a pipeline of projects that will help deliver increasingly better financial results in the coming years, which should ensure ongoing dividend growth. We view this recent pullback as an entry opportunity for a company with a secular growth story.

Gildan Activewear (GIL)
Gildan is a manufacturer and marketer of wholesale and branded activewear in North America. The company has major competitive advantages and will benefit from the slide in cotton and energy prices throughout 2015.  Although their recent quarter was a slight disappointment, the company raised the dividend by approximately 20% and initiated a share buyback. The company has a 1% dividend yield, but this is offset by significant earnings and dividend growth in the years ahead.
Jeff Young is the Lead Manager of the NexGen Canadian Dividend Funds, Canadian Diversified Income Funds, and North American Large Cap Funds.

NexGen Intrinsic Funds with Joe Sirdevan of Galibier Capital Management

Learn how Galibier Capital rigorously chooses stocks with enduring competitive advantages for his Intrinsic Growth portfolios in this video

sirdevan video

 

 

 

 

 

NexGen Intrinsic Growth Funds

  • Former Jarislowsky Fraser partner, Joe Sirdevan of Galibier Capital
  • Concentrated portfolio of Canadian & U.S. Equities
  • Valuation=focused, bottom-up stock selection

NexGen Intrinsic Balanced Funds

  • Former Jarislowsky Fraser partner, Joe Sirdevan of Galibier Capital
  • Concentrated portfolio of Equities & Fixed Income
  • Valuation-focused, bottom-up stock selection

 

To learn more, click here

NexGen Global Equity Portfolio Manager, Charles Lannon, on BNN

Charles Lannon, Director of Research at Toron AMI, appeared on BNN to discuss his latest top picks & past picks. In addition, his market outlook suggests a variety of global growth prospects: The U.S. and Japan accelerating, China decelerating, and Europe stuck in neutral.

Summary:Charles Lannon photo
– Analysis of 3 fresh Top Picks
– Performance of 3 Past Picks
– Current global outlook

To take a closer look, click here

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