BUY

Oil service business that also owns refinery.
Expecting higher energy prices to benefit company.
Owns shares in company and would recommend buying.
Profitable company that expects to do well. 

BUY ON WEAKNESS

Does not own shares in company.
Higher wages and labor shortages will benefit company.
Automation will continue.
Current P/E ratio presenting good buying opportunity.

BUY

Floating debt making business hard with rising interest rates.
Recent Kentucky Power acquisition makes future uncertain.
Would recommend buying.
Good long term hold.

BUY ON WEAKNESS

Agriculture business in Canada booming due to Russia/Ukraine war.
Expecting strong demand going forward.
Good crops last year supplying farms with more cash to grow.
Cyclical business that is up and down.
Does not own share in the company and hasn't done research.


BUY ON WEAKNESS

Good stock that is a strong long term hold.
~5% dividend that expects to grow.
Still suffering from 2008 dilution. 
Strong balance sheet.
Good international exposure. 


BUY

Excellent company with strong long term prospects.
Massive cash flow generating potential.
Second behind Amazon in cloud business.
Will be a good long term hold. 
Strong management team as well.

DON'T BUY

Lots of volatility and business controversial.
Scandalous business.
Not a good investment for average investor.
Hard to value business.


HOLD

Founder led business that has grown massively.
Cheese business growing strongly.
Unsure on future of dairy products.
Good long term hold (5-10 years).
Consumer staple style business. 


BUY

One of the hottest energy companies in Canada.
Russia output cuts and China re-opening good for oil prices.
Believes energy prices will remain high.
Great company with excellent management.

BUY

Bell weather in renewable sector.
Strong cash flow generating ability.
Will be a good long term hold (5-10 years).
Strong dividend that grows every year


BUY

Current share price presenting good buying opportunity.
Very large shareholders through the years.
Well run company.
Growth into electronics business will be good for the long term.
Auto sector recovering well. 
Car demand growing. 


DON'T BUY

Dividend model spin out of Air Canada.
Airline leasing business very hard on company.
Dividend elimination very tough on investor confidence.
Unsure of future of dividend restoration .
Would not buy.

BUY ON WEAKNESS

Well managed company that will perform well.
Higher interest rates will benefit company.
Does not own shares, but thinks is a good business.
Hold for the long term and dividend yield. 

BUY

Owns shares in the company and thinks will perform well.
Rolling  up software consulting companies into one.
Cheap on financial metrics.
Good time to buy shares in the company.
Take over bid would result in value for shareholders.
Good long term prospects.

BUY ON WEAKNESS

Key chip supplier.
Very strong business.
Moving into server farm business (cloud requirements).
Good long term hold.