Lyle Stein

Central banks cutting interest rates could lead to deflation - perhaps rates are falling too fast. Would suggest Canada mirrors USA who hasn't cut rates yet. Inflation is not going away. Recent tariff threats from USA are reality check to Canadians. Trump administration has done more for Canada in the past two weeks than years of Canadian Federal leadership. Canadian energy will hopefully start to renewed development as Canadians recognize value of energy resources. 

Best way to participate in Uranium them. Believes Uranium prices will continue to rise. Recent weakness in Uranium prices has created buying opportunity. Owns large portion of Westinghouse - manufacture of nuclear related assets. Excellent growth prospects. Dividend continues to rise with earnings. Capital discipline with strong balance sheet. 

Excellent opportunity for rising gas prices. Believes demand for transition fuel will continue to rise. A.I. demands for power generation will increase natural gas demand. A.I. data centers requiring more power than can be provided. Excellent dividend yield with new projects on the West Cost. Good for long term investors. 

Generators are in strong demand across North America. Small increase in demand for product will see large increases in profits. Backup power is more important now especially with EV and A.I. data center demand. Excellent growth prospects, and seeing value in current share price. 

Profits not appearing from streaming. Sold stock 4 years ago. Management issues and problems with business have not been good. Will take time to see if business can turn around. 

Company has recently turned around with new management. Strong capital discipline. Very strong dividend. Excellent assets with very long reserve life of oil assets. Share prices are still cheap - would be a good long term hold. 

Capital discipline has been very strong. Assets have allowed company to do well through various pricing cycles. Excellent prospects going forward. Would recommend buying for the long term. Copper assets very high quality. Recent acquisition of shares has been good capital allocation. 

Good company, but institutional coverage not picking it up. Very good business with strong dividend. Thinly traded shares, but good for retail investors. Revenues continue to rise with excellent profits. 

Does not own shares, but current share price could be a buying opportunity. Unsure on how much more the business has to run. Other companies in markets with strong prospects that are much cheaper in valuation. If share prices continue to fall, would consider buying. 

Does not invest long term in airlines. Business very hard - capita requirements very high, with low margins. Few barriers to entry - lots of new competitors. Oil prices are volatile - which creates difficulty in costs. No dividend makes this company hard to invest in. Better options elsewhere. 

Very high trading multiple makes it hard to justify investment. If the revenues do not grow in line with current valuation - will be rude awakening for investors (share price will fall sharply). If share price was to fall to ~20x earnings, would be a good time to buy. Business is very strong - just a matter of valuation. 

Owns shares. Believes company has a lot of potential. European gas prices have been low, but still relatively strong. Largest independent gas producer in all of Europe. Very good shareholder discipline - has paid lots of dividends. Good capital allocation. 

Has had a good run in 2025. Impressed with management team. Excellent capital allocation skills. Strong assets with history of capital discipline. Would recommend buying on share price weakness. 

Has had a good run in 2025. Impressed with management team. Excellent capital allocation skills. Strong assets with history of capital discipline. Would recommend buying on share price weakness. 

Does not own shares. Has been watching company closely. Believes natural gas will continue to be in high demand. Would recommend investors pay close attention.