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COMMENT
Doesn't see Omicron variant as damaging as Covid-19. Omicron selloff briefer and shallower than Covid-19. World better prepared for spread of variants(wearing masks etc.).
Unknown
BUY
He has owned FirstService (property management business) for a long time. Capital light business that generates a lot of free cash flow. Growing through organic growth and franchise expansion. Annuity business that is generated by contracts signed with clients. Not a cheap stock, however will continue to hold & buy. Would recommend buying.
other services
BUY
Railroad business is a great business. Only a few players in the industry so easy to raise prices. Better prices = better margins. Owns CN Rail, but not CP Rail. Good stock to own over the long term.
Transportation
BUY
Has owned TD for a long time, likes the stock. 3.7% Divided Yield. Overcapitalized which allows to buyback shares and increase dividends. Over reserved in March of 2020. Great retail and commercial franchise in Canada & USA. Not too expensive at current prices.
banks
BUY
Likes Microsoft and has owned it for a long time. Lots of growth opportunity in cloud business. Growth in office & gaming business. Look for opportunity to buy if/when market falls. Data available in cloud allows Microsoft to help clients.
computer software / processing
BUY
Doesn't own PayPal. Society moving to cashless with Covid-19 etc. Lots of small business uses PayPal. Many positive aspects of company. Good opportunity to buy PayPal now.
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COMMENT
Facebook not as expensive as was previously. Lots of free cash flow and no debt. Lots of assets(Instagram and WhatsApp). Regulatory issues surrounding company have not been dealt with well. Facebook one of few places to advertise online effectively. Opportunity in eCommerce. Change in management might be necessary. Small business not advertising in newspaper anymore (good for Facebook).
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