This is lagging their peers in the US financial space. If interest rates increase, earnings will grow. He thinks their reputation still needs some improving before it brings back investors.

They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.

They have announced some write-downs on oil sands related assets in Q4, but they have a very clean balance sheet. They do not have any massive capex projects upcoming to eat into their cash flow. He sees any further weakness as a buy opportunity.

He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)

They continue to thrive against Amazon and he likes their business model. Upside in the stock price will depend on the health of consumer spending. A good core holding.

They effectively sold their airplane division. He looks for companies with good balance sheets and strong margins. He does not see this as a good margin business and would rather look for more quantifiable investments.

He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.