Advertising
DON'T BUY
Broadly speaking, USA companies not as good investment as Canadian competitors. Divided strong that should increase. Does not see growth in USA telecom space. Rising interest rates will be hard for dividend stocks.
telephone utilities
DON'T BUY
Has sold stock out of portfolio. Recently stock has been challenged with poor earnings and financial reports. Large competition in the sector (Apple Pay etc.) High growth/tech stocks are not a good place to be right now.
0
BUY
Currently owns stock in portfolio. Fantastic business to own. Revenue & earnings growing at steady rate. Expects cloud and advertising business to grow. Clear leader in eCommerce sector. Expecting stock price and company to continue to outperform.
specialty stores
BUY on WEAKNESS
Company has not preformed well during pandemic and conflict in Europe. Stock price not doing well. Good business long term with great franchise and brand. Competition in streaming services very tough (Netflix etc.) Waiting to buy on share weakness.
entertainment services
BUY
Likes Canadian telecom space. Thinks company has expensive valuation. Generally speaking thinks space is good place to be. Company well positioned with fiber and wireless infrastructure build out.
telephone utilities
DON'T BUY
Thinks company shares are too expensive to own. Recent share price selloff is not enough to make shares attractive. Waiting for share prices to fall before buying. Too risky to own.
0
DON'T BUY
Stock price presenting buying opportunity. Geopolitical risk in Russia/China is not good for business. Believes other companies in sector better investments. Does not own stock.
electrical / electronic