Robert Lauzon

Recent GDP data lower than expected.
Believes higher interest rates are starting to take their toll on the economy.
Doesn't expect any major interest rate hikes going forward.
Optimistic about financial markets heading in Q4.
Non-tech sectors will start to catch up in valuations (healthcare, energy etc.)
Is a good time to be investing in dividend stocks(flat to lower interest rate environment). 

Expecting healthcare sector to increase in demand.
Strong franchise within the company.
Earnings/cash flow estimates expected to grow at record rate.
Occupancy rates increasing after Covid-19.
Current share price at 20% to NAV - good time to buy.
Expecting a $12 share price in 2024.

Medical technology demand growing.
Surgery demand growing after the end of Covid-19.
Current share price a good buying opportunity.
Large exposure to Asia market.
Aging population also a good factor. 

History of growing dividend almost every single year.
Current yield ~7%.
Expecting a ~$50 share price in 2024.
Falling interest rates will increase value of share price.
Very attractive assets that are hard to replicate.
Excellent technology in energy transition.

Will continue to hold.
Solid dividend that is dependable.
Expecting a $85 share price in 2024.
Excellent business.

Excellent performance the past year given tough year with rising interest rates.
Current share price undervalued - should be $15 or $16.
Strong business that will continue to own shares in.
Renewable business roll-up not a concern.

Company has found its footing with new management.
Recent asset sale to Altagas was favorable.
Tidewater Renewables will be a catalyst to further growth.
Will continue to own shares.

Cheap share price at the moment.
Does not own shares.
Space looking attractive as interest rate come down.
Seem to be struggling with US assets.
Better names in sector (BCE etc.)

Company seeing outflows in business.
Lots of debt negatively affected by rising interest rates.
Current share price very cheap.
Business moving sideways (not growing).
Prefer CI Financial/Guardian Capital.

Large business across North American.
Good play on infrastructure investment throughout North America.
Does not own shares at this time.
Prefers other names in sector.
Prefers other names with electrification exposure.

Great performance the past 5 years.
Does not own share because does not pay dividend.
Continues to beat and raise profit expectations.
Entrenched user base.
Growing throughout the world.
Share price expensive at the moment.

Small energy company (prefers larger companies).
Stock performance done well the past year.
Strong dividend.
Likes WCP and Headwater Exploration more.

Slow growth business.
Teleco space not growing very well.
Internet segment strong.
Current share price a good buying opportunity. 
~7% divided yield very attractive.
If interest rates fall, very good time to buy.

Believes energy space very strong.
Company buying back lots of shares.
Long life asset with lots of cash flow.
Tax pools also valuable.
Oil above $75 is very good for business. 

Likes industrial real estate space.
Stock down because of rising interest rates.
Current share price a good place to buy.
Narrative on falling office space demand overblown.
Too much debt on balance sheet also reason shares under pressure.
Prefers Granite REIT & DREAM before Nexus.