Latest Stock Buy or Sell?

Not surprised at strong results from Apple & Amazon (free cash flow machines). Tide is going out in economy with rising interest rates. Unprofitable companies will be exposed. Profitable companies can weather economic contraction.

Bullish on energy prices with conflict in Ukraine, under supply in production & increased demand. Recent correction in energy prices unfounded. Concerned that shortage of investment in energy sector is setting up for energy crisis(extremely high prices). Currently has zero capital in Canadian banks (concerned about loan losses with rising interest rates).

Largest section of business is Geothermal, but also has hydro-electric and solar. Investments in 5 separate areas in Central America. Market has ignored company despite the fact that it pays ~3.6 yield. Trades at 50% of valuation of comparable energy producers. Good management team that has continued to build the company. Increasing cash flow and is a potential takeover target.

Best oil & gas environment has seen in decades. Not concerned that stock is over bought. Quality company that will continue to preform. Free cash flow & earnings continue to grow. Expecting continued growth in energy prices (oil & natural gas). One of largest holdings in portfolio. Trading at 5x cash flow with double digit cash flow growth. Base dividend yield + dividend yield = ~10% yield.

Not concerned about recent turnover in management. Generational assets with extremely long reserve life. Believes assets are very undervalued. Rise in energy prices creating record cash flow and profitability. Share price presenting very good buying opportunity.

(A Top Pick Jul 02/21, Up 46%) Still expecting lots of growth in the stock price. Believes market has under priced the stock. Gift to investors. Well managed royalty company with lowest trading multiple in market segment. ~7% dividend yield expecting to rise. Perfect type of asset for retirement.

(A Top Pick Jul 02/21, Up 23%) Continues to hold stock. Very strong company with excellent assets. Paying ~6% yield that is very durable. Very hard to replicate business model with legacy assets. Services will be valuable with rising energy demand.