Portfolio Manager at Wellington-Altus Private Wealth
Member since: Jun '18 · 205 Opinions
Innovation in the tech sector creating tremendous opportunities for investors. Finally seeing growth avenue to re-invest large cash reserves within tech companies as A.I. accelerates. Large amounts of capital investment into tech development also contribution to larger economic growth within North American economy. Early stages of A.I. make it difficult to determine who will be the "winners" in the business cycle. No doubt, some companies will fail - but there will also be winners.
Large spotlight on the company, which has created massive valuation run-up. However, believes company has enormous opportunity. Government demand for data analysis within the military very strong. Eventually the innovation within the military will eventually pass to the public - which will increase revenues. Is a good investment for the long term.
Company profits are expected to rise at a record date. Fantastic job at raising capital - latest bond was raised at 0%. Potential for growth continues to be strong. New avenues of revenues in freight and food. Not overly worried about competition from Waymo and self-driving cars.
Not massive top line growth - however - excellent dividend growth and stock buybacks. High margins will increase profits on the bottom line.
Does now own shares anymore despite excellent stock performance. Not sure how revenues will increase as user growth plateaus. Has re-invested into Tesla. Owned shares for 10 years before selling.
Excellent bank with international presence. Will continue to own shares. Brand value very strong in Canada. Will continue to buy whenever the share price dips. Balance sheet excellent. Not exposed to the threat of tariffs from the USA.
No operational risk with liabilities from wellbore. High margin business. If "Drill baby bill" materializes, will not be good for company. Dividend is stable. Most of returns have been generated by dividend growth. Good for yield seeking investors.
Unsure on direction of company as new data/A.I. companies are finding ways to use less energy. Will be a good stock to watch.
Difficult to know exactly what valuation will be in a few years. Revenue growth has been strong, but the P/W multiples is also sky high. Would be a good stock to hold for the long term. Could see volatility in the next 1-2 years as growth plateaus.
Track record of stock performance has been excellent. Largest asset manager in the world. Does not see the asset base declining - will only grow. Very strong management team with good capital allocation skills. New products always being added to the mix.
Large array of brands including Burger Kind/Tim Hortons. Company debt loads are too high for preference. Good job at managing company through M&A - however would prefer other options in the market.
Owns shares in the company. Excellent company with strong margins and operational performance. Ability to generate cash flow unparalleled. Amazon Web Services very high margins. Current valuation is less than companies like Costco. Profits starting to appear in places like Europe.
One of only Canadian holdings. Very strong eCommerce company. Founder led which is a great sign. Unsure on how A.I. will impact business. Will continue to own shares.
Very good company with excellent prospects. Owns shares in the company. Believes banking stocks will continue to lead market. Deregulation from President Trump will allow company to generate new profits. New Crypto developments will also provide catalysts for growth.
Does not own shares. Balance sheet includes a lot of debt - which is a concern. 2% debt is going to renew at 6% soon - very concerning. Also unsure how tariffs will impact the company. Too many unknowns to justify investment at this time.