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Does not own shares in company.
Recent cost overruns with Coastal Gas Link program an issue.
Long term is a good investment, but short term will be volatile.
Current valuation is an attractive based on stock price.
~6% yield is solid and attractive. 

Still working out regulatory issues on selling practices.
Constrained on how fast can grow balance sheet.
Would prefer shares in JP Morgan.
Would look elsewhere in the sector.

Owns shares in the company.
Current share price presenting good buying opportunity.
Company is a good long term investment.
Revenue has been growing steadily.
Over supply of inventory a drag on income statement (storage costs).
Recession fears also weighing on the company.
Excellent growth profile.

Property & casualty company with strong presence in Canada.
Growing international market.
Positive aspect of business is premiums renew every year.
Premiums have been re-invested well.
Stock has performed very well.
Would recommend buying on weakness.

Very reliable dividend yield.
Good place for steady income.
Would recommend for long term hold.

Owns shares in the company.
Strong renewable business (wind power).
Operations globally helps to diverse income.
Good long term investment.

Owns shares in the company.
Likes prospects for the company.
Expecting strong agriculture business.
Potash and other business lines very strong.
Conflict in Ukraine has increased demand for business.

Strong company with excellent prospects.
Current energy pullback presenting good buying opportunity.
~6% dividend yield very attractive.
Expecting a dividend increase soon.
Legacy assets very valuable.
Demand for energy going to grow.

A good company, but it's in the wrong spot in this economy. Plus, the stock isn't cheap vs. peers.

He just trimmed shares. He bought at $150+ and it's had a great move in a short time. He took some off the table, but is hanging onto the rest. The valuation is not cheap. He will buy this back at $150 and he's willing to take that risk.

He took some profits today after buying it over $400. They execute better than CAT. Deere just reported a great, but imperfect quarter. Inventories were higher. Not expensive. 15x PE is good and likes their AI applications, but farmers will need to afford that. It's not the right stock in the economy moving forward.

Staples are expensive. PG trades at 22x vs. the market's 18x. The USD is creeping up while 55% of PG's business is done overseas. He didn't love their quarter because EPS is down 4%, though organic sales were up 5%. There's margin pressure here. Staples are a tough space now.

Likes their blend of casinos and sports betting. They had little exposure to Macau, which has opened now. MGM still has some tailwind, but he's reviewing in going in the second half of 2023, because the consumer will slow down.

Likes  Netflix instead because it's pure streaming play. Likes that they're cracking down on password sharing, there is opportunity to expand aboard and likes the ad-supported tier that should grow market share.

A long-term hold for him, up 45% YTD. It benefits the most from the AI gold rush among the chipmakers. Inventory was a problem for the semis, but not anymore. Remains positive on NVDA.