It's burning through cash, has very high debt, is underdelivering and recently Elon Musk snapped at caller questions. Red flags are everywhere. They still haven't nailed down their level three entry-level car. Definitely don't buy.

He's taken aback by its high multiple and with how fast it's grown. He's skeptical when companies grow this quickly. He applauds there being a Canadian tech company, because there are so few, but there's no room for error. One earnings miss will hurt them badly.

It's done better than expected. Relies on consumers spending thousands on a coat, but he's impressed they've expanded their product line. Caveat: their multiple is high, and he's wary of high multiples in the retail space.

Likes it. A lot of companies, like banks, have outdated computer systems--which CGI updated--so there's a long runway of growth for CGI. He's held this for a long while.

They get lumped in with other companies over with cord-cutting fears, but Disney is better positioned given their theme parks and movies. However, segments like ESPN have seen pressure. Overall, avoid this.

They capitalized early on the athletic leisure trend, but can they continue to command consumer interest at the prices they charge? Competitors charge lower prices for similar product--and consumers are fickle.

There are many strong catalysts going forward: their Cloud, Amazon Prime and, especially now, advertising segments. A solid stock.