COMMENT

Is encouraged by US debt ceiling agreement, & thinks it will positively affect markets.
Lots of moving pieces with regards to macro environment (debt ceiling, inflation, interest rates etc.)
Is expecting second half of year to be positive for investors.
Expecting volatility through June in markets (short term). 




TOP PICK

Expects shares to appreciate given recent weakness.
Strong fundamentals with good balance sheet and earnings power.
High investment in eCommerce portion of business (reducing 3rd party sellers).
Sales slowdown in China reason for recent sales slump (re-opening will increase sales). 
Expecting shares to climb to $135.

TOP PICK

High quality communication company.
Recent share weakness equates good time to invest.
7% dividend yield very strong.
Expecting a 25% increase in the share price going forward.
Excellent for long term shareholders. 

TOP PICK

Labels & packaging business a good defensive name for investors.
Past 10 years has seen consistent growth in revenue.
110% increase of divined the last 5 years.
Excellent company for the long term.
13 of 15 past years - shares have appreciated (consistent gains).


PAST TOP PICK
(A Top Pick Mar 10/23, Up 34%)
Very strong company that will continue to hold.
High margin business on the forefront of A.I. research.
Current price is a good time to trim position.
Very strong management that is investing in new technology. 
PAST TOP PICK
(A Top Pick Mar 10/23, Up 10%)

World's premier precious metals company.
Less risk thank traditional mining companies.
High margins & diversified business.
Expecting gold prices to rise with weak US Dollar & lower interest rates. 

PAST TOP PICK
(A Top Pick Mar 10/23, Down 4%)

Very high dividend yield (~7%) that is expecting to remain safe. 
Pipeline infrastructure very valuable (hard to replicate).
Transports over 25% of crude oil in North America.
Price target of $58.
Will continue to hold. 

HOLD

One of North America's largest logistics providers.
Defensive name that is good for low risk investors.
Large & diversified business.
Better names in the sector - but not a bad investment for the long term.
Record Q1 revenue with ~4% dividend yield.

BUY ON WEAKNESS

Shares up the past year ~8%.
Sees potential for upside.
Would recommend buying on weakness.
Upward momentum for investors.
Wait for share to fall before investing.

BUY ON WEAKNESS

Very strong chip manufacturing company.
Recent increase in share price due to record earnings.
A.I. for chips good for business.
Wait for shares to fall before buying (valuation very high).


BUY ON WEAKNESS

Very strong Canadian brand.
Good pivot during Covid-19 (comfort clothing).
Excellent retail performance.
Back to work will see demand for work clothing.
Great long term hold with excellent fundamentals.
$50 share price target (40%+ upside). 

BUY ON WEAKNESS

Loan loss provisions a good aspect of bank (conservative orientation).
Favors other names in the sector.
Overall, company presenting a good share price to invest in.
Long term, is a good investment.
$70 price target.
Buy on weakness.

BUY ON WEAKNESS

Very good company, but share price valued fairly.
Will be a good long term business.
Recommends buying on weakness. 

BUY ON WEAKNESS

Health care business a very good long term sector.
Strong business with defensive characteristics.
Excellent business fundamentals.
Management very strong with deep experience.
Sees a lot of potential for business.

BUY

High quality grocery business (largest in Canada).
Excellent business fundamentals.
Volatile share price - but over the long run is a good business.
Price target of $138.
Upward trend in share price.
Consumers staples a defensive sector with lower risk.