Brianne Gardner

Believes market over bought in February. 5-6% market pullback not a surprise for her.
Second half of February historically weakest time of the year.
US Fed actions causing uncertainty among investors.  
Thinks more volatility to come. 
Looking into defensive names with quality names.
Expecting economic recovery in second half of this year. 

Leader in software sector.
Well positioned company at the forefront of change.
Open A.I. and cloud computing the future of business.
Currently beating competitors in A.I. revolution.
Expecting share price to hit $350.
Expecting video game acquisition to close.
 

World's best precious metals company.
Leverage to mining upside.
Very positive view on high quality asset class.
$69 price target on share price.
Expecting further growth.
Gold is a safe haven against interest rate hikes.
High exposure to silver which is used in EV manufacturing.

Legacy assets with healthy dividend. 
Transports more than 25% of crude oil in North America.
28th consecutive annual dividend increase. 
60-70% payout ratio for the dividend.
Target price of $60.

Still owns shares in the company.
Believes healthcare a good defensive name.
Target price of $110 per share.
Good performance in the past for the portfolio.
Averaged 16% growth the past 5 years.
Good company for the long term investor.

Has sold shares @ $134.
Still likes fundamentals of business despite headwinds of higher interest rates.
Will buy when shares fall.
Canadian banking system one of strongest in the world.
Better names in the banking sector. 

Still owns shares in company.
Continues to see upside in the company.
Energy prices will remain strong.
Target price of $92 per share.
Two decades of increased dividend payments.
Healthy yield of ~4.5%.
Best in energy sector. 

Does not own shares. Follows closely.
Wait for shares to fall before buying.
Has seen shares really YTD.
Tech sector should expect further recoveries, but expect volatility. 
US Fed rate hikes will affect company (not much upside).

Has sold shares the past year.
Under pressure since November 2022.
Company has difficulties with operations.
Dividend cut by 40% recently. 
Better names in the sector.
Waiting for management to get control of company. 

Has owned in the past, but not currently.
Currently over bought given share price.
Wait for shares to fall before buying.
Fundamentally does not score well. 
Revenue and earnings growth not high enough.
Debt levels too high. 
Q4 loss a negative sign. 

Not a good short term hold.
Payment systems tech getting lots of attention.
Recent tech sector pullback has driven shares lower. 
Company not earnings positive yet.
Waiting until company is profitable before buying.

Fundamentally a strong company.
Recent increase in shares makes name expensive.
Waiting for shares to fall before buying.
Long term is a good investment.
Very strong assets and management. 

Very strong company. 
Fundamentally is a good company (legacy assets).
Energy demand growing across North America.
~6.8% dividend yield is very healthy.
Strong name in the sector.

Very strong company.
Recent pullback has driven shares lower.
Excellent assets for the value oriented investor.
Potential upside around 26% could be expected.
Good long term investment. 
Strong balance sheet. 

Recent pullback good for long term investors.
Recessionary environment is good for business (cheaper products).
Strong assets with 8500 locations in USA.
Excellent brand with strong track record.