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Stock Opinions by Brett Girard, CPA, CA, CFA

N/A
Market. Risk is high across the market and it is up. There is the hedge fund story today. People are taking advantage of the volatility and low interest rates. There is speculator froth in the markets. You have to try not to play the market. It is all about risk management. Equities will see growth over the years but you have to have fixed income in the portfolio to offset inflation if we see it come. With the right strategy you can have a little bit of everything and protect yourself. We are in uncharted territory in with the amount of stimulus now being injected. You have to be diversified.
Unknown
DON'T BUY
Movie Theater Stocks. It will probably be longer in Canada before we get back into the theatres. He would recommend streaming media stocks. He also would recommend DIS-N. LOGI (Logitech) would leverage on work-at-home.
Unknown
DON'T BUY

It is a small cap company in the AG space. He prefers NTR-T. They have the end-to-end business. He also likes Raven Industries (RAVN-T) – autonomous farm vehicles.

machinery
BUY
Chub was going to acquire Heartford. The merger has been rebuffed. CB-N has come back a lot this year because of rising inflation. They invest premiums that customers pay. They are a nice way to play the 10 and 30 year rates spiking.
insurance
WEAK BUY
People at home have more time on their hands and are getting into the options markets to control large swaths of shares. Single options purchase are at an all time high. CBOE-Q has one of the exchanges that these trade on. The trend is subsiding, though. The business will be around for many years but be careful about what trends will be persistent.
0
BUY
Invest now in Industrials? If inflation is going to be persistent as we proceed to a reopening then he expects industrials to be a good investment. You might take advantage of the stronger loonie and convert into USD. The US industrial offerings are much more diverse. He would recommend using an ETF.
Unknown
BUY
It is a great company to invest in. He has held it since 2019. They help actuaries figure out how better to price risk. They are using new technology to sort through big data. This is great for a very long term hold.
0
BUY

They have shown they can consistently grow. He would combine it with SHOP-T as well in his TFSA portfolio.

computer software / processing
PAST TOP PICK
(A Top Pick Apr 01/20, Up 18%) Most people have 1 to 10 of their products in their house. This was a great way to be defensive and it did quite well for the first 9 months. There has been a sell off recently. They are a great way to play emerging markets. The fiscal stimulus there has not been the same as in the first world. The expectation is that going forward they will return to their old growth. It's an important part of a portfolio.
food processing
PAST TOP PICK
(A Top Pick Apr 01/20, Up 20%) It is his telco of choice. Through COVID they actually grew their subscriber count. Wireline phone subscriptions went up, but roaming went down. Telus health has grown explosively.
telephone utilities
PAST TOP PICK
(A Top Pick Apr 01/20, Up 0%) This was a cautious call. He deployed it starting at the end of August after tech tell away.
N / A
PARTIAL SELL
They did an acquisition and did a share offering to finance it. They are moving from commercial aviation to defence. He would suggest selling half. Over the long term it will be a great company. Take your gains off the table.
transportation equip & components
DON'T BUY
It has fallen from grace. The last year's performance has been good but it has fallen from a significant perch. He would not choose this American industrial.
electrical / electronic
DON'T BUY
The challenge with this one is that it is a small bank. He would steer away from it but there is nothing wrong with Europe although there is a mine field of banks to stay away from.
Financial Services
HOLD
He has no plans to sell it. They were very strong last year. It has been a little slow this year. You are not going to have explosive growth every single year. You might want to watch it and buy it if it dips coming out of the pandemic.
Healthcare
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