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Boudrias

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Everything posted by Boudrias

  1. Do we see a 7% reduction in earnings as some expect. That would cause a revaluation. I did start nibbling on AVGO. I am using my dividend cash flow to continue buying value. On the Canadian side I am buying EIF. The earnings growth has been solid. They are a dividend grower as well.
  2. What was the objective in resigning Miller? I get the ppg but what else? His desire to succeed is obvious as he plays on the edge. It often backfires some of which should be expected. By all reports he is active in mentoring the younger players. Is Miller supposed to be the transition vet that leads the younger core towards CUP contention? As competitive as he is I often wonder how rounded his game actually is? Unforced errors and a slow skate back to the bench. Any production above 0.80 ppg and Miller can be managed. Less and he becomes a burden and frankly a questionable role model. IMHO PA and Rutherford knew that resigning Miller still left him with options. Miller now has cost certainty with a rising CAP. There will be interested trade partners. What many Canuck fans will not like in moving Miller will be the realization that this group is ways away from serious contention. Management will watch how the roster performs and will be evaluating their development pipeline. A natural process but IMHO if they don't think enough help is coming soon they might blow things up to some extent and move what appears to be core players like Miller and Boeser.
  3. Time for Kev to be promoted from his son’s triple AAA to the Canuck’s d-coach. So glad he is retiring a Canuck.
  4. Williams and the defence won that game. I find the offensive play calls a head scratcher. Buck Pierce is the offensive coordinator for Winnipeg? He should be in Vancouver!!!!!!
  5. I was on board with moving Miller and Boeser this past summer. I can understand that as a fan we don't know the options that PA had or didn't have. Bottom line is the d-core was not addressed well enough. The Poolman option was high risk for medical reasons. Yes, IMHO Meyers and Dermot would make a dif. Bottom line to all this is whether this group can morph into a serious CUP contender. IMO it cannot. Two teams that stand out to me are Ottawa and the Kings. We aren't there. I watched the Flamer/Oiler game with interest. Look at Sutter's TOI allocation. Outstanding! Boudreau played is 4th line late in the 3rd. He was trying to send a message to his leadership IMHO.
  6. I find those ads really distracting. They play them during game action. They should stop that! I have no problem with adverts on the uniforms. Need all the revenue we can get to pay for Bo's raise.
  7. Shaw Direct on 304 at 1 pm. PVR'ing. Canucks win. Their 5 on 5 play will be more than Philly can handle.
  8. I will watch the Oiler/Flamers game on Saturday with great interest. To me the Oilers haven’t done enough on their d-side or goaltending to get past the Flames this season. The Flames look very solid thru their whole lineup. Canucks have to bat 50% on their road trip. Philly hammered the Devils so Saturday’s early game should be a good outing.
  9. My problem with TWS is how much of their production is in Taiwan. Political risk. I am giving AVGO or Broadcom a serious look. I get some chip exposure but also system infrastructure and solutions. Y = 3.8% and 63% upside. Probably a long term hold. Might sell some GOOGL to finance it. I'll likely buy at $420
  10. I think the role of geopolitics in the division inside the USA does not get recognized enough. Economic interests are divided into major geographic areas with the corresponding push and pull. If unity of purpose deteriorates then what? Texas, Florida and Atlanta are hollowing out Silicon Valley. Might be a positive. The 5 o'clock news doesn't unite anymore. ABC, CBS and NBC are ghosts of what they were. So many avenues in media can divert people. Yes JFK but all the POTUS with WW2 experience were grounded in a reality that we never saw. I think critical thinking has to reassert itself. I am sure it still exists in some 'think tanks'.
  11. Not sure where the PE 35 is coming from. That number was posted on StockCalc as well. 2022 EPS is 0.96 = PE 15.1; I like to use the FW/PE of EPS 1.10 = PE 13.1 D/E 104; Market targets an upside of 72%. The Cash ob hand will take a jump as they sold wind power assets for $492 million + $85 million. That's $577 million kitty. Debt reduction or another deal? Your concern on debt is legit. It does go with the territory (utility). Debt is usually spread out over long term durations.
  12. Inflation is a big deal right now and could cause serious problems in the economy. Could really drag out a recovery. How do you like the volitility? The ticker can't be trusted as a valuation tool much anymore. So much money slooshing around looking for short term returns. AI and programed trading must be a big part of volumes. As an old value guy I am putting in stink bids and getting filled. I bought AQN with a 7.08% yield this morning. Some of these utilities have pretty bullet proof revenues/earnings so I am buying.
  13. Another down day in markets. S&P at 3500. Could drop another 8% considering it dropped thru 3500. Plus side is I am buying 6-7% yield these days.
  14. It was rightfully pointed out that the Oiler PP finished Van off. That said the overall tenor of the game was positive for the Canucks. Fans should think about the start last year a tad. This roster has a lot of upside.
  15. I thought the Canucks carried the majority of the play. Moved out of their d-zone well. Lots of scoring ops. Couple of nice hits. The missed call on Hughes cost them the game as it was a 5 minute major. 4 - 0 likely wins the game. Philly should be a recovery game for hurt fans.
  16. Wouldn't it be a novel idea that a concrete plan be put forward that has time lines and actual estimated costs? I agree with you the timeline is much further out than most think. It certainly is not determined by the affordability or availability of EV transport.
  17. America desperately needs a middle ground in their politics. Gabbard served her country in uniform and in Congress. I am hoping she can create a centrist group that can lead that country.
  18. This will be short lived. As soon as world oil demand recovers expect WTI at +$100 again. Little capital investment in oil production and no new refinery capacity of any significance. Governments cannot plan effectively on how to transition from hydrocarbons to alternatives. Many are counting on totally unrealistic assumptions at rates of conversion.
  19. However you measure concensus in markets is an open question. The people I follow seem to have a S&P of 3500 has a possible bottom. If it breaks thru that then the next level talked about is 3250. So much of the indecision is based on earnings per share estimates which many consider to be overstated. Companies in 2021 and in the first quarter of 2022 had solid earnings based on a Covid bounce back. If Covid reasserts itself this winter then all bets will be off on the downside risk.
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