Alex Ruus

Believes energy the most under valued sector in the market. 
Important to value individual stocks, rather than worrying about macro issues. 
Company fundamentals more important than inflation/interest rates concerns. 
Opportunities in tech with recent market sell off.
Investors must be careful when buying, even at the bottom of the market.
Investors willing to put in the work to uncover cash generating stocks - will be rewarded. 
Utility sector presenting good buying opportunities with rising interest rates (recent selloff). 

Excellent business model.
No liabilities with zero well bore liabilities. 
Cheapest energy royalty company available right now.
~7% dividend yield with very low trading multiples.
Very high quality assets. 
Very defensive stock to own. 

Very high dividend yield - ~6.5%.
Year end results very good, with dividend increase. 
Key infrastructure that is very hard to replicate (hard to build new pipelines).
Very cheap valuation at current price.

Average investors don't know about company.
Very undervalued company.
Excellent management with good assets.
Fantastic niche position. 
Strong business model going forward.

Will keep shares in the company.
Believes the fundamental attributes of the business are strong.
Will keep buying shares with recent market sell off.
Diversified business model. 
Consistent dividend raises. 
Low cost power provider. 

Natural gas selloff has impacted share price.
Cumulative dividends equate to ~13% yield.
Will continue to own shares. 
Would argue a very good time to buy shares.

Largest oil sands producer in Canada.
Likes the stock and will continue to hold.
Excellent assets with very long life.
Costs coming down on the operations.
Refining operations also very strong.
Record profits producing large amounts of cash flow.
New management should improve company performance.

Subprime lender to high risk customers.
Stock price has performed well.
Risky business in current economic environment (rising interest rates).
Current share price low.
Would hold off from buying.
Difficult to predict future of company.

Currently undergoing strategic review process, with speculation company will be acquired.
$8 a share could be buyout price.
Recent announcement of large credit line bad news for stock buyout bulls.
Waiting for share prices to fall before buying. 

Gas weighted company.
Long term is a good investment, but will be volatile in the short time.
LNG in Canada starting soon.
9% dividend yield with current share price.
Finally have clean balance sheet (lowered debt).

Current share price very expensive.
Growth rate slowing as law of numbers takes hold.
Increased tension between China/USA will limit growth.
Wait until share price falls below $80 before buying.

Great company with excellent assets.
Key infrastructure that is very hard to replicate.
Perfect company for the long term shareholder.
Cheap share price with ~6% yield.
P/E ratio at 14.

Recent bad news tough on stock.
Has owned shares in the past, but not currently.
Very bearish on the auto sector.
Electric vehicle very disruptive on sector (top down government policy).
Wait until sector become better run. 

Very good company with excellent management team.
Green spin on the company with Co2 recycling attributes to business.
Excellent green story within energy sector.
Very under valued share price with strong dividend.

Long term is a good investment, but not good for short term investors.
Re-opening of travel economy will be good for business.
Aviation industry recovering strongly.
Waiting to see how business performs in the near future.