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Stock Opinions by Jordan Zinberg

COMMENT
Energy is the only bright spot in the market among a wall of worry. Results in earnings have been quite good, so investors should take advantage of low stock prices. There are opportunities if you know what you want. Concentrate your portfolio. In 2021, indices were strong across the board, but in 2022 you must be selected. He doesn't spend a ton of time focusing on the macro--there are so many factors at play. For instance, in 2020 with Covid who would have foreseen a fantastic two-year run in stocks?
Unknown
STRONG BUY
The Michael Jordan of Canadian tech. Hold and never sell it. Consistently high returns on capital. The PE is never low, always a little high, but he can live with that. He made a mistake trimming this at $600, and now look where it is. CSU is best in class, must-own.
computer software / processing
COMMENT
He hasn't looked at this for a while. The growth rate isn't high enough for him, though it did well during the pandemic. Well-managed and established. This stock won't hurt you to own.
specialty stores
BUY
They are like an Uber for healthcare staff: allows hospitals to quickly hiring nurses for hospitals, and PHA transports patients and staff. Not well known. The problem, is that haven't been able to expand outside Quebec--and he's looking for this. That said, you can own this now.
Healthcare
BUY
Nothing wrong with this. This ran up to $60 because of an influential money manager in the US who vocally pushed this up. PBL also has business in digital lotteries, which offer far higher margins than traditional lotteries and has a lot of room to grow. This grows 20% a year consistently. The family are great stewards of capital. Shares fell because it got ahead of itself. He's fine with the current PE.
INDUSTRIAL PRODUCTS
DON'T BUY
He looked at this 18 months ago. Growth isn't good enough for him, though their results have improved. In this space, consider Richard Packaging, which he owns and offers high returns but is not know well.
publishing / printing
WATCH
He sat on their board a few years ago. it's a non-prime car lender through dealerships to customers who can't borrow from a bank. Managers have grown the business well over time. AXIS has improved their direct-to-consumer access online. He'd like to see AXIS raise their return on equity before stepping in. Watch valuation. Is a prime take-out candidate.
finance / leasing
PAST TOP PICK
(A Top Pick Aug 16/21, Down 10%) A fast-growing IT services company, founded in 2017 and now generates $2 billion in revenues. Early Q4 results were better than expected. It's growing quickly and he expects more growth in North America and Europe. Management guides $5 billion annually in revenues by 2025 with $500 million of EBITDA. If so, the stock will hit $25.
Technology
PAST TOP PICK

(A Top Pick Aug 16/21, Down 17%) It got a little ahead of itself, down since August, though the market has been down since then. GSY is trading at 17x earnings vs. 11x historical PE. GSY loans to folks who can't go to the bank for money. Q4 results were great with records profits. GSY grows twice as fast as the banks, but trades at a lower PE.

merchandising / lodging
PAST TOP PICK
(A Top Pick Aug 16/21, Down 27%) They continue to execute, performing as well as US peers. The unified communication space has seen a big PE contraction, but the PE is better now. PE got really high in this space. They recently did a stock split. If they continue to execute, STC will do well. He recently trimmed his large position, but still owns this.
Telecommunications
PARTIAL BUY
He got in very early at 15 cents. Their software help hospitals manage patients and increase efficiency. Very active in the UK. Management has built a company like this before and are doing it again now. Topline growth has been great, but he'd like to see more profit growth. The stock is a good trader around $3 where it has been stuck. This could be a take-out candidate one day, but nothing is imminent.
Healthcare
BUY
Could grow more than CSU which he strongly recommends. It's vertical market software, the same business as CSU, like at a golf course. TOI hasn't gotten much analyst coverage, but they don't need Bay Street to raise capital. Ownership structure is complex, but will be cleaned up. Great to buy and put away.
Technology
BUY
Excellent growth stock, a fantastic compounder. The valuation is a tad high for him, but you can buy this. Excellent manager of real estate services.
other services
WATCH
He looked at it recently. They run a core recruiting business in CEOs/CFOs, and launched a new division in mid-market recruiting like middle-management. The latter has been growing well. Shares have ripped higher then come down. He's watching this for another quarter or two.
consulting
DON'T BUY
The founding CEO has an excellent track record. He owned his previous company which did well. The valuation ripped higher and got ahead of itself--not their fault. However, in healthcare tech, there are names with better PEs.
Healthcare
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