Ryan Bushell

Believes economic impact of rising interest rates yet to be felt by global economy. Large amounts of international leverage combined with interest rate increases are hard to predict. Less money will flow through the economy from the top to the bottom. A softer/more dovish US Fed policy does not mean a return to past historically low interest rates. Signs that tech, long bonds and Crypto starting to become priced fairly again. Positive on oil & gas as view is shifting back towards importance of the product (particularity gas). Also likes utility companies as power demand rising across Canada.

Strong proponent of natural gas going forward(rising demand). Softer quarter has created good buying opportunity for investors. Excellent business for the long term shareholder. Utility business will have above average growth. Midstream business growing the LNG Canada ramping up (will change natural gas in Canada).

Recent rise of share price is less desirable for investors today (want to buy low), but still believes a good time to buy. Large distribution network across North America. Attractive dividend that is a good long term investment. Rising energy prices good for the company.

Recent acquisition of Westinghouse a major moment, as gives exposure to nuclear energy. Believes nuclear energy will be excellent business going forward. ~4% dividend yield is strong. Very strong management with excellent prospects.

(A Top Pick Oct 14/21, Up 11%) Quiet, but good year in terms of regulatory concerns. ~6% dividend yield is very strong. Project announcements coming which is good for share price (more infrastructure investments). Will continue to own shares.

(A Top Pick Oct 14/21, Down 29%) Darling company in the past years. Recent share price decline creating opportunity for investors. 100 year assets that are not going away. Distribution business still attractive (buying and selling power). Believes long term investors will be rewarded. Continues to own shares.

(A Top Pick Oct 14/21, Up 9%) Disciplined company that will continue to own. Long term is a good investment. Demand for infastrucutre assets not going away.

~7% dividend yield is sustainable. Several good quarters in a row (aside from last quarter). Positive on business in the long term (infrastructure business not going anywhere) Nuclear business will be valuable going forward.

Very popular business in post Covid-19 era (eCommerce demand). Shares have sold off recently. Current share prices presenting good buying opportunity. Valuations much better. Concerns about leverage.

Hoping company performs better going forward. Current share price is presenting buying opportunity, but time will tell.

Company has navigated tech boom and bust. Tech infrastructure will remain in demand. Current dividend valuable. Valuation presenting good buying opportunity. Waiting for shares to fall further before buying.

Current share price a great place to invest. Higher interest rates will be tough on company, but business is a good long term investment. 49 straight years of dividend growth. Share price expected to grow in the long term.

Is a strong business, but waiting for shares to fall before investing. Commodity focused in terms of freight carried. Will be a good long term business, but shares need to fall. Expecting shares to fall more. Very low dividend yield.

Healthcare business not going anywhere. Demand will remain for the business in the long term. Very volatile market will create major ups and downs. Doesn't see flight simulator business growing. Looking for dividend re-in statement.

Company facing cost increases with inflation, but should be able to pass on to customer. Discretionary purchasers are fickle, will be tough to gauge demand of product. Volatile past few quarters. Waiting to see if shares stabilize. Dividend yield not high enough to justify investment.