BUY on WEAKNESS
Business model is excellent, but stock price still expensive. Believes better opportunities in the market. Will consider buying if stock price falls. Recent stock split meaningless in terms of business quality.
0
BUY
Believes prospects for energy companies is good. Recent capital discipline is renewing interest in company. Even if oil price goes to $80, company will preform well. Less capital going into exploration and drilling programs will keep oil prices up. Positive on the prospects of the company.
oil / gas
DON'T BUY
Business model of ride share and food business is unique. Recent market selloff presenting good buying opportunity. Cash flow and profits yet to be seen in company. Would buy other names given economic uncertainty. Wait to see whether company is able to generate profits.
Technology
PARTIAL BUY
Insurance & investment segments bulk of business. Covid-19 pandemic presented good financial results for insurance business. Excellent dividend, but prefers bank stocks over insurance. Insurance business very difficult to forecast. Long term prospects of business fairly strong.
insurance
BUY
Asset management business will fluctuate with overall markets. Long term, is a good investment. Short term, will be volatile. Is best in class within industry.
Financial Services