Latest Stock Buy or Sell?

Believes it is too early to determine whether markets have reached a bottom. Predicting a 30% chance of recession. Market will have a soft landing. Thinks most portfolio managers have completed selling off stocks.

Believes Canadian energy & software are presenting value and buying opportunities. USA financials also presenting opportunity. Has increase equity holdings to approx 65% of portfolio. Good time to be buying undervalued stocks.

Believes Canadian energy can be major contributor to global energy security (ethically produced & alternative to Russia dependence). Strong financials with recent dividend increase and strong free cashflow yields. LNG exports starting to increase in Canada. Expecting 8% production growth.

Cheaper than competitor (Caterpillar). Company at intersection of energy mining, green energy & commodity demand. Strong financials and dividends. Cheap valuation at the moment, presenting a good buying opportunity.

6% dividend that is consistent and safe presenting opportunity for investors. Recent pipeline construction scheduled for completion on time. Strong financial metrics with reasonable trading multiple.

(A Top Pick May 21/21, Up 32%) Thought that as Covid-19 subsided, more customers would be shopping in physical stores. Ability to raise prices. Inflation turning customers to cheaper options. Trading multiples still have room for growth. Will continue to hold.

(A Top Pick May 21/21, Down 29%) Believed economy re-opening would be good for company. Inflation costs & continued knockdowns negatively affected growth. Strong company with good dividend. Excepting a major recession, will continue to hold.