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Has owned this since 2010 at $15. Are very global. Have grown through discipline acquisitions in Europe and US. Their backlog continues to grow as more companies digitize and want cybersecurity, willing to outsource their back office. The PE has risen in recent years, so buy on pullbacks.

Has done well. Their diabetes drug is effective for weight loss, which is pending approval, but would open a new market. She expects approval. Stock price reflects this approval though. Weight loss is a lucrative market given obesity levels around the world. The PE is too high for her, but may buy on a pullback.

Recently declined along with the wider retail sell-off. Trades at 24x forward PE to reflect their growth prospects. They can double their units in the US and their products have always been well-received by a wide age growth, from teens to mature women. They bought a company to expand into menswear, which they can expand itself. Are broadening categories into intimates and swimwear as well as different sizing. Will be volatile along with consumer spending and weakening economy, but their customer base is resilient. Also positive is that many US customers are new to Aritzia, a new market.

Doesn't forecast commodities. Nat gas is sensitive to weather. There's only so much you can store which are currently full. There was a warm winter in Europe and here, so the expected drawdown didn't happen. She doesn't invest in this space, but ARC a long time ago. Arc is a good producer, well-run.

Are sensitive to market flows. Part of the Power Financial Group; she owns Power shares, the parent company. Prefers Power Corp. for its dividend.

Just added on pullback. Strong managers which is key for PC insurers. Are excellent underwriters in assessing risk. Their combined ratio has been 90% or less. Also, they have a global presence, with 60% in North America and 40% outside.  Have many commercial and personal lines and have just expanded in accidental and life insurance in Asia. Diverse and deep. Investment portfolio is conservative, about 87% in investment-grade bonds. Shares down 20% on the current pullback. PE is 10.5x forward is attractive. Pays only 1.7% yield, but good company growth ahead.

Pipelines have been pulling back along with the oil price. Has owned this for many years. Pays a safe, attractive 7% dividend. 98% of cash flows are contracted. Very defensive, defensive in energy. Operates the longest crude oil pipeline in the world.

Consumer staples are defensive as we head into a slowing economy. Their discount banners are attracting customer traffic amid inflation. She likes their private labels with 25% customer penetration and strong margins. Great locations. Have benefited from the reopening as people return to the office. Drug stores will play a growing, bigger role in healthcare (Loblaw owns Shoppers Drug Mart and is well-positioned).

Since then, Adobe has been a show-me stock. Last week, the company showed big by delivering blow-out top- and bottom-line beats and raising its full-year forecast. For Q1-2023, EPS came in at $3.80, beating the expected $3.68. Likewise, sales of $4.66 billion beat $4.62 billion, a quarterly record, despite a strong USD. Earnings climbed 13%. Adobe raised its forecasted adjusted EPS for 2023 from $15.15 – 15.45 to $15.30 – 15.60 while Wall Street guided $15.29. Also, Adobe bought back five million shares in the quarter, and predicted 9% earnings growth for 2023. Read Adobe and Algonquin Power: Out of the Penalty Box? for our full analysis.

Then, last Friday when markets were selling off yet again, AQN rallied 3% after issuing its latest report. Q4-2022 adjusted EPS came in at $0.22, which missed the street’s estimate of $0.27, while the full-year clocked in at $0.69 “near the top end of” their revised guidance. At least Q4 adjusted earnings rose 10% YOY while full-year gained 6%. Further, the company sold nearly $360 million of wind-power assets before 2022 ended to shore up the balance sheet. By the end of last September, about 22% of their debt consisted of that nasty variable rate stuff. By the end of 2022, about 89% of debt was fixed. Read Adobe and Algonquin Power: Out of the Penalty Box? for our full analysis.