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Spinoff from Constellation Software.
6th of a size of Constellation Software.
Consolidator of small software companies. 
Very strong business that will be good for long term shareholders.
Would recommend buying.

Healthcare tech company.
Have recently been short the stock in the past.
Not sure how financials are going to improve.
Poor management of company.
Not a good long term holding.

Owns shares and is one of few large caps that owns.
International trucking company that is very good a growing.
Very strong management team that is disciplined at capital allocation.
Will continue owning shares.
Lots of room for growth in the future.

Owns shares in the company and believes is very well run.
Good for long term shareholders.
Long term lending business that also operates online.
$2.6 billion loan book - up from $10 million; 10 years ago.
~25% profit and revenue growth the past 10 years.
Lots of room for growth.
Higher interest rates a risk, but believes will able to adjust.
 

Fantastic CEO that has history of success
Aggregator of healthcare companies.
Valuation and profitability not in a great space.
Wants to see consistent profitability.

Low valuation for in-home medical services company.
Does not own shares in the company, but has owned in the past.
Looking into buying shares in the future.
Management team has done great job growing company.

Owns shares in the beginning, but not anymore.
Large acquisition last year has negatively affected company financially.
Recurring revenue strong.
Stock in penalty box right now and makes it hard to raise money.
Waiting to see what happens with the company.

Public company that originally was a car leasing business.
Recently pivoted into equipment leasing business.
Diversified lending company.
Growing at a strong pace.
20% return on capital with strong dividend.
Great long term investment.

Privatization bid for the company not surprising
Low valuation of the company creating good opportunity to buy.
Lots of talented people working at the company.

Great steady company that most people are not aware of.
All types of packaging in healthcare and consumer business.
Very low profile of CEO.
Valuation recently very high.
Waiting for shares to fall before buying.

It reports Monday. Must listen to their conference call to determine food inflation. But this stock has disappointed so often in the past.

It reports Monday. Can America's largest mall REIT cut it? Maybe. They're smart guys. Definitely listen to their conference call.

It reports Monday. Will increase their exposure to hydrogen in California, which indicates that hydrogen fuel cells have a chance. He expects good numbers next week.

It reports Tuesday. They will hire 15,000 people for burrito season, so business must be great. Some say earnings estimates for this year are too expensive, but he feels they are too low.

It reports Wednesday.  If you believe in the future of solar power, then this one's a winner.