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COMMENT
Market weakness. He believes we will continue to see weakness in the next couple days. Markets have largely given up the gains from August in a matter of days. It's probably healthy to see a correction.
Unknown
DON'T BUY
There is a lot of hype and expectations are very big for this company. They will have to execute everything perfectly like a robo-taxi service, software platform and a dominance in self-driving cars to justify their high multiple.
0
HOLD
A very well-run company with a great management team. There are some concerns around the electrification of vehicles. Lower gas demand may be a headwind for the company.
food stores
COMMENT
There is always headline risk for pipelines. If the Keystone XL pipeline is cancelled, the stock may take a hit. However, the company is looking at growing dividends by 5-6% annually.
oil / gas pipelines
DON'T BUY

It has been a great company in the last decade. However, he has always hesitated buying China-based business due to political risk like what is happening with TikTok. You can get exposure to similar themes in North American with companies like Amazon or Google.

0
BUY on WEAKNESS
A well-run company headquartered in Ottawa. They don't have to pay a premium for software talent. All their activities have been executed well. There is a large market they can expand into. In a long-term basis, it is expected to continue to grow at a good rate. If there is a 20% pull-back from the peak, it is a good buying opportunity.
0
DON'T BUY
A huge winner in the pandemic with e-commerce. The stock has pulled back heavily from August highs. They were investing in a bitcoin financial exchange that was controversial. Not his favourite way to play e-commerce and there are better quality names.
investment companies / funds