COMMENT

Former market darling. Oil prices hasn’t helped them. He would look at other names with a little more growth.

BUY

One of the leaders in the enterprise software market. They lost a big client in mid-2017. A good company. (Analysts’ price target is $93.92)

COMMENT

What do you think of the tech sector? We like the sector. Overweight in his funds. There is some negative connotation to this group as these risky high growths high valuation out of control companies. Facebook (FB-O), Apple (AAPL-O) and Alphabet Inc (A) (GOOGL-O) are very profitable. Actually, ones of the most profitable companies in the world. You are paying for the growth. The same with Amazon (AMZON-O) and Netflix (NFLX-O) that are disruptive, and you don’t have to use the basic valuation methodologies they teach you at Finance 101. You want the to continue spending in taking market share.

HOLD

Stock has sold off in relation to higher interest rates. Highest yield in the entire telecom sector in Canada. If you buy it and put it under the mattress for 10 years you will probably get the dividend and some minimal growth. They don’t own anything in the sector. The dividend is safe.

DON'T BUY

Packing and labeling company. Had good growth through acquisitions. Very competitive space. They are having more challenges finding target companies. They have been deleveraging. The company is expensive for what you are getting.

BUY ON WEAKNESS

Good turn-around story a couple of years ago. He prefers other ways to play the technology space. It had a big run. He would wait for a pullback to buy at a more attractive valuation.

DON'T BUY

Generic drug manufacturer. Too many operational issues on this company for them to buy it. Probably closer to the bottom but they would like to see more quarters of solid turn-around. They like other companies better in the space. (Analysts’ price target is $18.00)

BUY

Recently bought this name. Very well-run company. Its been a tough market for the last couple of years. Margins are lower. They own a lot of the land where the convenience stores are that acts as a put option.

BUY

Great stock. Great growth company. Continues to take market share putting smaller independent retailers out of business. They have better service. Spending more money on technology to help customers find what they need. Once they are done with these investments earnings are going to pick up again.

BUY ON WEAKNESS

Software service company. The sector has been one of the best performing in the market. Great company. They own other companies in the space like Microsoft (MSFT-O). Valuation is a little stretched. He would wait for a pullback to put new money on it. Well run company.

BUY

Emerged from the financial crisis as a much stronger company. He prefers in the US banking sector companies more leveraged to economic growth. One of those big safe companies. If you are looking at 10 years you can put on your portfolio and just hold on to it.

BUY

Great management team. Netflix (NFLX-O) and at-home entertainment has been killing them. A stock that you look at and you want to buy it. He is just not there yet. They are having new initiatives like the rec rooms. This summer is going to be the tell because there is a very strong slate of movies.

TOP PICK

Medical device manufacturer. Very diverse product portfolio. Revenues going up. Margin improving. Should lead to mid-teens earnings growth. (Analysts’ price target is $279.91)

TOP PICK

Everybody loves cruise lines. Yield is 2.2%. the stock sold off in the last couple of month he thinks because oil prices concerns and new cruise ship supply. Bookings are higher. High-growth market sensitive to GDP. (Analysts’ price target is $143.41)

TOP PICK

Chip maker. $12 billion dollar buy back. Tons of free cash flow. Cheap stock. (Analysts’ price target is $312.30)