COMMENT

Although S&P 500 entered "bull market" last week, believes market will expand in terms of performance.
Expecting other sectors of the economy to perform better going forward.
Certain tech stocks still offer value for long term investors. 
China re-opening good for the economy and commodities specifically. 

TOP PICK

High margin business with excellent future.
Relative to peers - trading at fair value.
$250 revenues expected in 2023.
Undisputed leader in search.
Hardware (Chromebooks, and homeware) doing well.
Android has 70% market share.

TOP PICK

Semi-conductor business very strong with rise of A.I.
Long history of performance.
Wide variety of products that support economy.
"Moore's Law" very good for future of chip business.
Service style business for tech industry. 
Large revenue growth in Asia markets. 
Trading at 1.3 PE/Growth ratio - cheap compared to peers. 

TOP PICK

Trading at 200 day average - which makes good purchase price for long term investors.
Diverse retail footprint across the globe.
Revenues exceeding expectations.
39,000,000 members in digital loyalty membership base (USA).
Expecting major growth in China urbanization.
~2% dividend yield good for income. 

PAST TOP PICK
(A Top Pick Jun 23/22, Up 10%)

Stills owns shares in company.
Long term investment.
Membership loyalty very strong (90%) - generates most of profits.
Per square footage buying power very high.
~11% growth for revenue expected.
Current share price a little high.

PAST TOP PICK
(A Top Pick Jun 23/22, Up 4%)

~4.9% dividend yield very safe (mostly defensive names).
Comprised of mainly infrastructure and utility names.
Conservative name to own for the long term.

PAST TOP PICK
(A Top Pick Jun 23/22, Up 23%)

Top pick in the energy space.
Integrated oil producer throughout the world.
Long term energy demand strong.
Limited supply & investment in oil output will keep prices high.
Expecting a $80 oil price going forward due to Saudi Arabia budget demands. 
High free cash flow and dividend yield (~3.9%). 

DON'T BUY

Covers top financial companies in Canada.
No leverage, with 15% distribution annually.
Not sure how dividend is sustainable.
Has under-performed financials index.



BUY ON WEAKNESS

Has done very well the past 5 years. 
Demand for diabetes and weight loss drugs very strong.
Largest healthcare company in the world.
Valuation very high - would wait for shares to fall before buying.
Likes other companies in the space at lower price. 

HOLD

Well know ETF with ~3.4% dividend yield.
Canadian banks, utilities and infrastructure included.
Good ETF, but prefers XEI.

BUY

Very strong company with duopoly business model.
High value infrastructure assets.
Has outperformed S&P 500 index.
Excellent company to own long term.


BUY ON WEAKNESS

Demand for fertilizer is strong in the long term.
Current share price still high.
Long term growth of commodities such wheat will be strong.
Strong company, but wait to buy on weakness.


BUY

International market presenting value.
All financial metrics are priced low in Europe.
High dividend exposure in ETF provides ~6% yield.
Good name to buy for long term.

HOLD

Healthcare as not performed well this year.
Technology attracting lots of investor money in the short term. 
Long term, demand for healthcare is strong.
Recent M&A and company re-organization has negatively impacted share price.
Current share price presenting value - however waiting to see how company stabilizes.


BUY

Very strong large cap energy name.
Concerns of recession overblown - not too worried.
Tightening oil market will raise oil prices in the long term.
Good time to buy with current share price.
15% free cash flow yield.
~4.8% dividend yield.