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Stock Opinions by Zachary Curry

COMMENT
Sitting on the sidelines is the best action today as the markets selloff. Optimistic investors could start an entry point. Thinks inflation has reached its highest point. ~7% inflation is much higher than 2% goal outlined by Central Banks around the world.
Unknown
COMMENT
First stage in market decline is valuation multiple decrease (expect that to keep going). Earnings growth will be lower than previous years. Economic growth numbers will be reflected in share prices (influenced by increasing interest rates).
Unknown
TOP PICK
Believes company has excellent management team that has decades of experience. Cash flow machine that is largest natural gas producer in Canada. Financial position is great (no debt, large cash flow). Have export agreement to ship natural gas to USA (get international pricing). Large insider ownership.
oil / gas
TOP PICK
Integrated into movies, TV, streaming, toys, merchandise, theme parks. Excellent franchise value good for earning revenue. Large amounts of content already produced. Ad supported version of Disney Plus launching. Raising pricing next year will help bottom line. Current share price presenting good buying opportunity for investors.
entertainment services
TOP PICK
Great management team with high discipline in capital allocation. Lower valuations in recent market selloff has allowed company to make good M&A decisions. Company has good financial position (large cash flow and low debt).
computer software / processing
PAST TOP PICK
(A Top Pick Oct 01/20, Up 38%) Great company that continues to hold. Provides high level of income. Proven model of increasing invested capital. Good track record for long term investors. Diversified across many countries and asset classes.
Energy Infrastructure, Industrials & Utilities
PAST TOP PICK
(A Top Pick Oct 01/20, Down 39%) Bellweather for dark clouds in the economy. Company also has problems within company. Will need to reduce costs and work on internal issues. Will re-visit company when management team improves.
Transportation
PAST TOP PICK
(A Top Pick Oct 01/20, Up 14%) Good company that will continue to hold. Fundamental business is great with lots of recurring revenue. Balance sheet very solid. Excellent management team. Will continue buying as shares have recently sold off. Top quality franchise that has sticky business model. Recent dividend increase is also good for share holders.
computer software / processing
BUY
Believes is a good long term investment with a safe dividend. Will see volatility in share price as pandemic eases. Hesitation on senior centers given Covid-19. Demand for services not going away.
other services
BUY on WEAKNESS
Very stable business that has good long term prospects. Long term contracts with recurring revenue. Service is something people always need. Multiples are high, so would wait to buy. Overall, is a good investment.
environmental
BUY
Is positive on energy sector. Good company that has had a turnaround. Return of capital (dividends and buybacks) is good for investors. Overall, is a good business going forward. Believes will be a continued need for fossil fuels.
oil / gas
BUY on WEAKNESS
Believes is a great business. Has strong business model (cemetery and death). Last quarter a tough period for earnings. Is a good time to buy shares on weakness. Lots of room for M&A opportunity.
other services
BUY
Owns shares in the company and believes is a good company for the long term. Has strong business model. Trading at a good valuation after recent market selloff. Will continue to hold shares. Expecting cash flows to rise.
Telecommunications
BUY
Interesting company that has good balance in revenue models. Defense contracts will be valuable in today's uncertain world. Trading at a fair market multiple. Good time for investors to buy. Nature of business means long term payout of business contracts with the government.
Defense
SELL ON STRENGTH
High dividend but has challenges with the price of propane (high volatility). CEO retiring is worrisome. Earnings revisions and stock price has fallen. Lots of uncertainty with business. Thinks better companies out there.
wholesale distributors
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