Teal Linde

We are in a relief rally because of the 90 day pause in tariffs announced today. However in the recent downturn and following rally, insider buying has been very quiet. Even when the market was down by 19%, insiders didn't think it was enough. Retail investors have been doing most of the buying, outnumbering sellers by 4 to 1. The question is how long can this last. He feels today's momentum could last another day or two before a pullback. As to the market in general, 90 days from now we'll know more.

They recently announced agreements with two robo taxi companies. Amazon's model is one app for everything, all sellers, and Uber could replicate this system which would be significant. Robo taxis are already running in California, Also in Austen Texas where Waymo's robo taxis have 99% more riders than cars with drivers, but at this this point there are only 100 driverless cars. There are several advantages to driverless cars including the response to calls is immediate.

He continues to hold. While there is little corporate insider buying in other stocks Ensign energy is the exception where the CEO has has made significant purchases recently. However ESI is commodity based.

It holds a dominant position in the natural gas and LNG market. It has less leverage than some other pipelines and is self-funding from free cash flow. It has entered into a joint venture for a data base to be built on their land. Has a good dividend of 5 to 5 1/2% and the risk/reward is quite attractive. A comment was made that the telecoms are lagging even with falling interest rates.

It was losing last year but is winning this year and in fact is the only Canadian bank up this year. He is hesitant about doubling a position at this point since it should go sideways.

It has run up quite a bit and its value today is where it has peaked in the past. It has benefited from interest rate cuts and has exposure to natural gas and LNG.

This is a speculative buy. There has been a freight recession in place since last year due to an over-supply of freight and storage trucks during the pandemic.

You could buy this but it would be better to buy the parent company, Brookfield Corporation (BN) instead, for a long term hold and outlook. BN owns 75% of BAM and has a better valuation. It has had a 15% compounded return over 10 years and expects 17% in compounded earnings. Insiders generally own shares of parent companies.

They do excess and surplus insurance, so are a specialty insurance company. Although he expects a pause in the stock price going forward, hold it for the long term.

It is part of the dollar store category. Last year it cut its store growth count from 15% to 9% so there is a change in the growth profile. He has taken some profits but is looking to exit at some point. There is a certain amount of saturation.

It announced it will not be affected by tariffs and is well managed. However he has sold - it has had a hard time getting respect from the market in spite of their successes. Has a dedicated fan base but this is not enough to move the stock.

It has cut the dividend but the yield is still attractive. It is probably fairly priced and needs interest rates to come down. You can hold but could also take a look at Rogers.

He considers it a value stock with concerns about anti-trust laws and also about AI Chatbot etc. taking away from their search business. It shows 14% revenue growth but the question is the weighting in your portfolio. Growth could slow down.

It has been a phenomenal success story. It is expanding in Latin America and Australia and can increase efficiency there. It is getting expensive at 38 to 39% expected earnings.

Economic uncertainty contributed to the pullback and it is down quite a bit. It is a secure, slow and steady type of company. It has a dominant position in the overnight courier business in Canada. It is in a range where you could start to accumulate.