Ryan Modesto

Not a fan of this. Has gotten attention for its nuclear business. Their growth rate is okay at single digits and trades at 18x forward PE. Okay. Doesn't like their history.

US space companies have high growth, but not the best balance sheets and have high PEs. MDA trades cheaper and has great growth. Has a good balance sheet and is profitable. Good momentum. Will benefit from the SpaceX fervor.

Likes the business for being stable and reliable. We all need garbage pick-up. GFL is good at buying companies and growing. No issues with it. Good overall.

Lots of energy demand out there. They continue to grow and execute. Trades at 22-26x PE, a little high, but they are consistent in earnings and cash flow. It's defensive but has spurts of growth. Energy is fine, but prefers utilities.

Trades at 13x forward PE, but will grow 20% for the next year or two. Are selling $1 billion in non-core asset sales, which will improve their balance sheet. Recent pressure has come from rising prices, but are turning a corner here. Is a staple, so there is underlying demand. They are overcoming their margin issues.

A high-risk volatile name, but likes it long term. Governments are looking at how drones fit into their strategy, so there will likely be a lot of demand. A recent acquisition increases their capacity. They focus on underwater operations, which has little competition. 

Canadian telcos are a tough space due to lower population growth, less immigration and rising inflation. All telcos are stuck. CCA is cheap and pays a dividend, so it won't hurt a portfolio much. He prefers Rogers or Quebecor, though. 

Everybody hates software now, because apparently AI will replace it. But SHOP was innovative, quick to roll out services to include AI. They are seeing some growth. Is a high-growth company. Doesn't worry much about it. Now is a good buying opportunity. Is a growth stock.

The more market share they get, the more they can control prices to consumers. They are the go-to in ride-sharing. Good valuation. They execute. Self-driving remains to be seen.

They make LIDR sensors, which will help robots see. They've rolled out new products and bough some companies as well. They are positioning themselves in robotics vision. Their competition comes from China, and the US is limiting that access for Chinese products. However, a shift in the macro can take this down 20% or more. Is a volatile growth stock. They grow 30% yearly.

Hit by the software sell-off. Are important to small/medium-sized businesses. They will use AI to improve their products, in fact. Is trading at a 20-year low in terms of PE, which doesn't make sense. It looks good here. Software as a whole is a ripe, attractive area, but doesn't know if software will recover in a few months or several or a few years.

Are gaining market share. Monster is their main peer, but CELH trades much faster and cheaper at 18x PE forward. Still likes it.

Like both, but TOU has been sideways, because they are investing in capex, but turning back to shareholder returns. So, TOU should return to vogue. TVE has been a tear lately but trades at 11x forward PE with good growth. TVE will be a little more volatile.

Like both, but TOU has been sideways, because they are investing in capex, but turning back to shareholder returns. So, TOU should return to vogue. TVE has been a tear lately but trades at 11x forward PE with good growth. TVE will be a little more volatile. He expects oil to return to the $70s, but it will take time to clear the Strait of Hormuz.