Latest Stock Buy or Sell? Make More Informed Decisions!

US jobs report slightly below expectations - but still at a healthy number - which indicates strong economy.
Economy has continued to grow with strength across the board.
Expecting inflation to trend down.
Believes stock market will go higher in the second half of the year.
Corporate earnings less important than forward looking guidance. 
Believes A.I. will continue to be front-and-center within tech sector.

Leading health care providers to pharma companies.
Excellent at M&A the past 10 years.
Large R&D pipeline.
Also good in hardware sales for new drugs.
Benefited from Covid-19 pandemic.
Recent share price weakness presenting good buying opportunity.
Expecting growth of revenue and earnings. 

Very good exposure to A.I. (GPU for generative models).
Expecting demand for GPU's to grow.
Also sells network equipment to power GPUs.
Excellent company with lower valuation that competitors like NVIDIA.
Has M&A opportunities in pipeline.

Believes travel demand to continue to recover.
Recent 52 week high on stock price - expecting further growth.
US/Canada routes highest in Canada. 
Trading at 8x P/E.
Free cash flow growing at a high rate.
Expecting $30 share price within next 2-3 years. 

Still holds in income growth portfolio.
Was not expecting higher interest rates which has put pressure on company.
AUM still growing - $40 billion new cash in free funds to invest.
Expecting further growth going forward. 

One of the best performing major energy companies in the world.
Trades at cheaper price than other names in the sector.
Very good oil marketing & trading group.
Good capital allocation at company with share buybacks and debt reduction.
Expecting recovery of oil price going forward.

Company has performed very well the past year.
Excellent business model with high cash flow margins.
Long growth runway.
Has recently sold due to high share price valuation (60x P/E ratio).
Better names in sector with cheaper valuation.

Online gambling business based in Europe.
Largest asset is USA business units DraftKings and Fan Duel.
Very well run company.
Managed excessive tech bubble well - didn't raise too much money.
Good to buy on share price weakness.

Does not own shares.
Very good job of getting out of turn key contracts that have been burdensome.
Expecting higher profits going forward.
Trading at discount to peers.

One of largest holdings in global equity growth fund.
Disappointing year for share price performance.
Problems with supply side inventory management.
Inflation also taking a bite into corporate earnings.
Expecting further growth in second half of the year.
Large runway for expanded footprint in USA.
Loyal shoppers that continue to spend.

Recent spinoff of healthcare & energy assets good for business.
Share price has out performed the past 1-2 years.
Expecting further growth in industrial business unit.
Good business model that is well run. 

Transportation services business (tech in infrastructure).
Not at large enough scale to justify in yet.
Will be successful for the long term, but waiting to buy.

Calgary based oil & gas company.
Most of production is natural gas.
Weak natural gas prices causing worries for investors.
Unsure of dividend sustainability. 
Prefers other natural gas names in sector. 

One of larger holdings in income growth portfolio.
Oil infrastructure assets valuable - hard to reproduce.
Recent acquisition of USA terminal a good business decision.
7% dividend yield very sustainable.

Broadest international exposure.
Under performed the past 2-3 years.
Internal management issues root of problems.
New CEO - former CEO of Finning International will be interesting to see.
Lots of upside in the name if company can turn around.