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PAST TOP PICK
(A Top Pick Mar 30/22, Down 21%) Has since sold stock. Doesn't believe in strength of business anymore. Supply chain issues and over supply of chips a problem. Short time, has problems to navigate within sector.
computer software / processing
BUY on WEAKNESS
Doesn't think company is a safe buy. Not sure whether stock price has bottomed out. Current share price might be presenting buying opportunity. Expecting the Shaw deal to go through (conditionally). Very strong business model with excellent technology.
Cable
BUY
Currently owns stock and has been a long term holder. Believes company has room to grow and expand. Excellent growth story in Canada.
food stores
BUY
Doesn't own stock, but expects sector to do well going forward (US defense industry will grow). Expecting investment in defense from cyber attacks to rise.
Defense
BUY
Currently owns stock and likes the real estate space. Expecting recovery in office space, but not sure when it will happen. Opportunity for company to take advantage of depressed commercial office space prices. Real estate is a good long term investment.
0
BUY
National transportation will remain strong. Legacy assets that are hard to replicate a strength for company. Would recommend buying.
Transportation
COMMENT
The S&P may not break 4,200, but parts of it like financials and energy are up today because rates are going up. He feels that the Fed will keep raising rates.
Unknown