Zachary Curry

Federal Infrastructure Bank. This was well expected. It further increases fiscal spending that will help lift us from the downturn. It's a good thing and will probably push the economy out of the pandemic. Renewable energy and rural broadband has been a focus for a while. The rural broadband may continue to support exodus towards rural areas.

Recovery is expected to be uneven. We have seen a nice recovery up from the bottom, but going forward, continued lumpiness and volatility is expected. A bumpier ride for investors going forward.

They have assets that are stable and provides income to investors. With bond yields and interest rates being low, these companies are being looked at positively for stability and income. The petrochemical plant project is a question of how they come up with funding, and managing the timeline between spending and revenues.

A great company. In general, Canadian banks have done a good job reserving for loan losses. The yield is quite high. There are worse names to own. It is a high quality holding that is being extra conservative. Income payments are positive.

With today's stimulus announcement, these kinds of companies will see continued demand for their services. They have baggage, but there will be projects and spending that will help these types of companies. Long term, there is a tail wind.

Gold and silver. The commodity side of gold and silver are seen as a hedge for inflation and volatility. However, he does not see gold to be seen positively with inflation since he doesn't think we will see too much of inflation. It could be a hedge for volatility. He prefers to focus on companies than commodities.

They could benefit as they are seen as stable income holding. It could be a good substitution for bonds longer term. It could help alleviate some of the volatility.

The company will benefit from the rural broadband project. Yield is close to 6%. The payout ratio is okay at around 75%. They will have to spend to receive more income, but the media providers are internet providers in Canada. If you decide to cut the cord, you still need internet. The work from home trend will increase internet use as well.

They are at the forefront of the renewable energy space with their products. Hydrogen is part of the renewable space. It is volatile because of time of sale and adoptability of products. The space is growing however. Under a Biden presidency, we would expect more investment here. It will probably be a long time horizon however.

The energy space in Canada is seen quite negatively. You will probably not see an immediate big decline in fossil fuels. Their projects are large and could generate some positive cash flow. The push for renewables is stronger. It is the best in a bad lot.

Their rapid covid test is positive. The company also has a lot of other great products, including interesting products for diabetes. The underlying fundamentals are strong. The equipment side of healthcare is more positive than the drug side.

It's primarily focused on wind and solar with some hydro. Their recent acquisition was viewed poorly by the market. The company is quite positive, with the mantra of capital recycling. They invest money in projects with partners and sell it once it is up and running. A long term buy and hold.

The payment space is one that is changing rapidly. They have been a forefront of this. More people are staying at home and it could benefit from demand for different payment platforms.

A beneficiary of the pandemic. There is increased freight, online shopping and shipping. They have a beneficial position by aggregating a number of different shippers. Their contracts are fairly long term, offering stability.

A wonderful company with great products and services. The shares have gone up quite quickly. The best strategy is to build a position in batches so you can participate in upside if there is no retrenching. Focus on the quality.