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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Brendan Caldwell

COMMENT

Believes investors are correctly pricing in chance of recession into markets.
Positive sentiment increases likelihood of another US Fed rate hike.
Markets will get shock if rates hike.
Regional bank crisis helping cool the economy - unsure whether more banks will fail.
Moving holdings to large banks like JP Morgan to protect risk of further bank failures. 


Unknown
TOP PICK
TJX Companies

Major player in discount retail business.
Believes large market for small purchases in retail sector.
Not worried about the threat of online shopping. 
Lots of shoppers still spending money on discount items. 

clothing stores
TOP PICK
Stryker Corp.

Medical device business very strong - high growth area. 
Healthcare sector demand not slowing down.
Aging baby boomer population will require further healthcare.
Need for increased healthcare tech. 

biotechnology / pharmaceutical
TOP PICK
Granite REIT

Likes fundamentals of industrial real estate business.
Large customers like Amazon not going away.
Demand for manufacturing very strong with shift back to North America (away from China).
Long term leases with predictable revenues. 

property mngmnt / investment
PAST TOP PICK
Quanta Services
(A Top Pick Jun 24/22, Up 39%)

Very good company that still owns shares in.
Engineering for power grids/electrical problems.
Service style business for EV space - provides infrastructure. 
Excellent fundamentals. 

misc industrial products
PAST TOP PICK
Murphy USA Inc.
(A Top Pick Jun 24/22, Up 21%)

Large retail business performing well in post pandemic.
Strong fundamentals.
Excellent revenues with increased expectations.
Large recurring cash flows.


Consumer Products
PAST TOP PICK
Capital Power
(A Top Pick Jun 24/22, Up 7%)

Has since sold shares.
Strong dividend yield. 
Excellent long term prospects.
Large business across North America.

electrical utilities
DON'T BUY
Methanex Corp

Does not own shares.
Proxy to economic growth across economy.
Basic component in large variety of retail products. 
China growth in China slowing.

chemicals
DON'T BUY
Air Canada

Not a very good business for investors.
High capital costs with low margins.
Not a great investment.
Would avoid.

Transportation
BUY ON WEAKNESS
BCE Inc.

Stable business with strong dividend yield.
Not a growth company - don't expect capital gains.
Good exposure to media.
Does not own shares.

telephone utilities
BUY ON WEAKNESS

Tough business in Canada with protests.
Very good assets with legacy attributes (hard to replicate).
Canada requires large amount of energy - Pembina a service provider of energy demand.
Strong fundamentals. 

pipelines
DON'T BUY
Barrick Gold

Likes gold sector, but not ABX.
Gold a strong commodity.
Geopolitical risk & company debt major drawbacks of company.
Prefers other names in sector.

precious metals
HOLD
Exchange Income

Does not own shares.
Strong Canadian company within aerospace sector.
Share prices have been excellent over past 5 years.

Transportation & Environmental Services
BUY

Owns shares in company.
Excellent prospects if energy prices remain high.
High cost assets with good torque to commodity price.
Will continue to hold shares. 

oil / gas
BUY

Good long term investment. 
Post merger with Southern Pacific - company in a good spot.
Only railroad that connects USA/Canada/Mexico.
Strong legacy assets (hard to replicate).
Backbone of North American economy. 

Transportation
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