BUY
SRU.UN has a nice distribution and looks good from a price to growth level.
investment companies / funds
BUY
Upgraded guidance yesterday, which boosted the stock. Known worldwide. Great place to put money while everyone's forgotten about it. Very expensive at 139x. Pricey, whippy. Can reward you over the long term. Has the potential to build an ecosystem sort of like Tesla.
Technology
BUY
CP vs. CNR The takeover was a real love triangle. He's confident they'll get approval. You want to buy them into this weakness. 9% growth rate, 17.5x 2023 earnings. Will be a better entity going forward. CNR looks very good with their new strategy to better their OR over time. Both are to be owned at this point.
Transportation
BUY
CNR vs. CP The takeover was a real love triangle. He's confident CP will get approval. You want to buy them into this weakness. 9% growth rate, 17.5x 2023 earnings. Will be a better entity going forward. CNR looks very good with their new strategy to better their OR over time. Both are to be owned at this point.
Transportation
BUY
Investors are worried about Tim's turnaround, rising costs. Stock's way too cheap relative to the group. Good dividend. Sales up 31%. Growing around 14%, trading around 20x. Ability to grow is profound. Buy it around $79-80, and you can get a double in the next 5 years.
food services
BUY
Whippy. Balance sheet problem. Variant is not helping. Time to buy a stock is when no one's paying attention. If you believe that the world will return to normal, trading at 9.9x on 2023 numbers. Not a buy and hold forever. More of a cyclical trade.
Transportation
HOLD
Quality business. 15x 2022 earnings, quite cheap. Trouble is there aren't many catalysts for growth. He's modelling only 3% EPS growth. Better places for new money. If you own it, it will continue to work. So hold it, or sell some covered call options. The stock isn't going to run away.
computer software / processing