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Stock Opinions by Jordan Zinberg

COMMENT
Watch second quarter earnings closely. They will give a good clue to investors re earnings trajectories for the rest of the year and 2023. The correction we're in provides opportunities to buy high quality growth stocks with mid single digit multiples regardless of when the market bottoms. We could see a recession but the market will bottom before it happens.
Unknown
DON'T BUY
It's a royalty stream which is like a bond proxy with a 7% yield. There's not a lot of growth. It has exposure to the restaurant segment which has a lot of headwinds so he does not favour it.
investment companies / funds
WATCH
It is a consolidator of dental offices and growing rapidly with 500 locations in Canada. It has lots of debt along with a lack of profitability
Healthcare
TRADE
It has been volatile over the past two years. There are better ways to invest in the transportation sector. His preferred pick in this sector is TFI International which operates in the trucking industry and has a better return and is more stable. If you want to buy Air Canada pick a level you're comfortable with and put in a bid for a part position.
Transportation
Unspecified
Growth is high and very consistent. It is one of the top names in the sector. The headwind is consumer and discretionary income.
specialty stores
Unspecified
It is a smaller bank and could be a good way to play the oil and gas sector. Or you could consider the service companies. It is a decent company but there are other ways to play the financials. The larger Canadian banks in general show fairly consistent results with an 8 to 10% ROE and 2 to 5% dividend yield. His favourite bank is Royal.
banks
Unspecified
It is a fantastic business and has been a solid performer for many years. Other names will give better growth.
Financial Services
Unspecified
It is a patient flow technology company combining health and technology. He has held it off and on in varying amounts over the years. Management has done a great job growing the business and producing recurring revenue. Although it is doing the right things he would like to see more profitability and a higher ROE.
Healthcare
WATCH
It is a Canadian company operating in just the U.S. The CEO has done a good job growing the business. It screens cheaply but needs more consistent profitability.
Healthcare
PAST TOP PICK
(A Top Pick Mar 01/22, Down 3%) Keep in mind that these past top picks were made only four months ago and have not had a longer time frame to show returns. It is a solid tech name in cloud based solutions and has held up well in the tech sell-off. Q1 was mixed but most of its profitability should be in the second half of the year. It is a 10% organic grower.
Technology
PAST TOP PICK
(A Top Pick Mar 01/22, Down 6%) It is not a REIT but a real estate corporation which re-invests in growth. It is mostly in Western Canada in a segment overlooked by institutional investors. It has made some very good acquisitions. It has compounded at 20% a year over the last 20 years and is one to just keep holding and forget about.
property mngmnt / investment
PAST TOP PICK
(A Top Pick Mar 01/22, Down 29%) It is an online lender giving access to credit for the U.S. consumer. Q1 was quite good and management maintained guidance. Watch for more partnerships with U.S. banks. Its dividend is 6% and if it meets guidance it is trading at a very low valuation. It is high growth, under-followed and misunderstood. He is adding.
Financial Services
TRADE
The industry is trading at a discount to its U.S. peers. There are other similar ones to own as well. It is good but he wants to see a couple of quarters with profitability.
Healthcare
COMMENT
He shorted it because of poor valuation. You should read the short report that came out a couple of months ago.
computer parts mnfctr
Unspecified
A high beta stock. It is on his radar but he prefers smaller tech companies that are more profitable.
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