Management did everything they said they would do. Institutional money is coming back into the name. The pipelines are full and they have growing earnings and dividends. The dividend is more than 6%. (Analysts’ price target is $54.59)

They have such a good quality office program that they are moving to subscription based. They are becoming the lead in cloud and storage centers. They should be able to grow at 15-20% each year and could double in the next 4 to 5 years. (Analysts’ price target is $125.59)

The stock has been annihilated in the last couple of years from $30 to the current level. They are a major manufacturer of ATMs and POS systems. They made a major acquisition and took too much debt. Debt is around 90% of their capital structure. Highly speculative. not something he would be interested in.

Canada is lagging the US in interest increases. He expect the Bank of Canada to raise over the next couple of years at least 4 more times. In that scenario a regular bond ETF wont perform well. The only are where they see value in FI is in the High yield space.

Don't see a lot of value in the Canadian Oil and Gas sector. There is some in the integrated companies. He would avoid the sector in general. (Analysts’ price target is $13.39)

Complex company. Their financial services sector nobody understand. Instead of looking at turnaround stories with all sort of complications it is better to focus on companies that are delivering free cash flows and increasing their dividends and trading at attractive valuations.

Only metal stock they hold. He is bullish on aluminium prices as there is demand from the automotive sector. The best in the business. A volatile stock. OK to own if you have a relatively long term horizon (5 years +).