Advertising
TOP PICK
A play on the consumer getting back out. A trend that tailored fit has been popular. This has now changed to more wide legged jeans. Likes the space and company, as well as the growth factors. It is moving sideways and there will be more traction coming up. (Analysts’ price target is $35.27)
Consumer Products
TOP PICK
A blue chip Canadian name. Not his historic preferred name in insurance but it has turned a corner with some innovation investments. Simplifying how things are done. Some nice exposure to NA and the developing world. Shaping up very well, shifting down to 50 and 200 day moving average. (Analysts’ price target is $29.65)
insurance
TOP PICK

Provides financing for purchases over a set amount of time. Infancy in the US but in Europe, 20% of purchases use this structure. Lots of possible growth. Square paid for an Australian company that does something similar. A very attractive takeout target. (Analysts’ price target is $71.13)

Technology
PAST TOP PICK
(A Top Pick Sep 02/20, Up 58%) One of the few Canadian companies that you can hold it for the long term. Exposure to many different asset structures, including infrastructure, renewables, etc.. Simplifying their structure a little bit.
management / diversified
PAST TOP PICK

(A Top Pick Sep 02/20, Up 52%) People are buying makeup and perfumes again. They did well with skincare and their deal with Target during the pandemic. Beauty and cosmetics are coming back. They will perform quite well if things stay open.

Consumer Products
PAST TOP PICK
(A Top Pick Sep 02/20, Down 1%) Got out of it in the high $13s 6 months ago. There was a dip a couple months ago. Still believes in the 5G space. Not something that is a long term hold.
Telecommunications
COMMENT
Market outlook. Markets haven't had a correction in a while and seasonality suggests weaker performance. Markets are getting close to targets and risk-reward, there is some upward movement but at some point, there will be a correction. It probably will not be a major correction, around 5-6%. A good time to make sure positions are appropriate and have some cash ready to be deployed.
Unknown