COMMENT
Market outlook. It's not as easy to deploy new capital as it has been in the past with markets reaching all time highs. The backdrop is still positive. There are 3 areas to watch: covid vaccines roll-out, monetary policy that is expected to remain easy, and earnings are positive.
COMMENT
Recovery play. The Canadian real estate sector has lagged for a little while and the discounting is over done. A good recovery play. There are also stocks that are like Uber, Disney and Booking that are related to the reopening of the economy. There are still opportunities but it is harder to find good value in the broader market.
BUY
Continues to like it. The business is great and has performed well. The installation basis is round 1.5B devices and consumer stickiness is still very high. People want to stay in the eco-system and it has a strong brand. Integration is good too. 5G will be a tailwind for renewing iPhones for consumers. Growth will come from the service side and wearables.
BUY
It remains a good company. Still likes the company not just for e-commerce but in payments and cloud computing. The ANT group IPO is not a great development in the near term but the IPO should proceed for the benefit of everybody. The core business is good and the IPO will happen eventually.
COMMENT
An engineering business. They are all over the world in many areas. Siemens Energy, which was spun out last fall, would be where he would look at. It gives you exposure to clean power, since it is well positioned in off-shore and on-shore wind energy, as well as gas.
COMMENT
An engineering business. They are all over the world in many areas. Siemens Energy, which was spun out last fall, would be where he would look at. It gives you exposure to clean power, since it is well positioned in off-shore and on-shore wind energy, as well as gas.
COMMENT
A tremendous business and a stock that he has been watching for a while.
N/A
Editor's note. The call with the expert dropped and the show was cut short.
BUY
They just reported a quarterly loss, and it wasn't as good as Wall Street thought. But they offered good guidance and introduced gambling initiatives--he wouldn't underestimate the impact and size of gambling. Still a buy.
BUY
The stock has been running up. Is it inflated or worth the rise? It was downgraded today, and he had no idea it has moved up this much. You can buy this and put it away for a while.
COMMENT

One of the cheapest stocks on the S&P. Amazon has challenged them as a drug store while competitors challenge them in the insurance side. If they raise their numbers and back that up with solid traffic projections, maybe a debt paydown, this stock could finally get the traction it deserves. They report Tuesday

BUY
They report Tuesday. He expects another winning quarter for this pet stock. He likes the pet healthcare business.
DON'T BUY
The price of oil in the last 9 of 10 days has risen. Many predict the long bear market is over, but he's worried about the oversupply of oil. They report Tuesday and he wants to hear what they say. A recent acquisition added a lot of debt.
BUY
Has new managers. A well-diversified industrial. He wants to know what their China exposure is. They report Tuesday and he expects good things.
WEAK BUY
They report Wednesday. They sell a red-hot hard seltzer. If another competitor comes out with their own seltzer, it may be too much for SAM to handle, but they have enough momentum against their peers. He expects them to report another good quarter, though the field is getting crowded.