Dennis da Silvas Top Picks BNN Bloomberg Market Call

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=Xf9Px1mpWVg

Middlefield Senior Portfolio Manager Dennis da Silva, joins BNN Bloomberg to discuss his top picks. • Aired April 26, 2023 • Watch the full interview: • BNN Bloomberg’s Market Call: Dennis d... • Dennis da Silva is Lead Portfolio Manager on the following Middlefield strategies: • Middlefield Global Agriculture Class (F Series: MID162): https://middlefield.com/funds/mutual-... • Visit www.middlefield.com to learn more or get in touch if you have any questions: https://middlefield.com/contact-us/ • -- • Headwater Exploration ($HWX) • Last purchased in April at $6.44. • Headwater is a mid-cap oil producer focused on one of the hottest plays in Canada, the Clearwater formation. It is budgeted to grow production by 40 per cent in 2023 and 25 per cent in 2024, while providing a six per cent yield, expanding inventory (10+ years) and maintaining $100 million cash (no debt) for land acquisitions. This is a very rare combination that should deliver a total return of 30 per cent. Roughly 25 per cent of the land base is developed and unallocated cash could build to 20-25 per cent of current market capitalization over the next couple of years. • B2Gold ($BTO) • Last purchased in February at $4.59. • Top tier intermediate growth gold company with low costs, solid track record of building mines and beating guidance. Just closed the Sabina $1.2 million deal launched in February, in a rare in-construction project with 2025 production from a Nunavut mine that will add over 300,000 ounces per year of gold. The Company has $600 million in net cash, and provides one of the best dividend yields in the gold space (4.5 per cent) and organic growth. B2 currently trades at a justifiable premium to peers. • Trican Well Service ($TCW) • Last purchased early April at $3.00. • The only publicly traded pure-play frack services provider in Canada. Offers leverage to increases in Canadian drilling activity and/or improving margins. Stock is trading at half its historic multiple despite strong industry fundamentals, margins that have increased 50 per cent since 2021, a five per cent yield and a net cash position. Near-term activity increases from NE B.C. due to First Nations resolution and longer-term, think of services needed once LNG Canada is running in 2025/26. Downside protection from having no debt. • --- • Subscribe to Middlefield Group: / @middlefield • --- • Connect with Middlefield online • Get the latest news: https://www.middlefield.com/ • Follow Middlefield on Twitter: / middlefieldgrp • Follow Middlefield on LinkedIn: / middlefield-group • Follow Middlefield on Facebook: / middlefieldgrp • -- • #infrastructure , #Middlefield, #investingforbeginnners, #ETFs, #mutualfunds, #stocks, #inflation, #dividendstocks, #volatility, #investingtips, #dividendinvesting, #investing, #defensiveinvesting, #inflationinvesting, #stockmarket, #market, #wealthmanagement, #rateincrease, #wealth, #canadianinvesting, #financialfreedom, #infrastructurestocks, #goldstocks, #dividends, #water

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