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It is the best data based business in the world. It There was a recent special dividend and it might be fully priced now.

He is a big fan of it and of the CEO Mark Leonard. It has acquired hundreds and hundreds of smaller software companies that have narrow markets, and then successfully integrated them. There are still lots more VS companies to buy and there is now the additional theme of AI.

He owned it for 20 years and then sold six months ago. It has gone nowhere and has had too many problems. An unrewarding stock even with a 7% yield.

It is a great company which is well diversified. It had problems with some heart devices that didn't work out well. He prefers Stryker  which is in the field of joint replacement, is well managed, less risky and a better value.

It is down because of commercial real estate but this makes up only a small part of the company. It is unstoppable and has an annuity type of cash flow that just keeps going. He sees rising cash flow and a rising dividend. It has 5 to 6 trillion dollars in assets.

Debt ratings are the biggest part of its business and there are only three companies that do this. The issuer of debt pays them when debt comes up for renewal or there is new debt.

The stock is worth $45 if you add up all the parts and consider higher bond yields. Pays a dividend of 6%.

It is a good company which provides many services such as those used by gated communities. There is still a good market available. Buy and Hold.

The dividend is probably safe and is in the 60 to 70% payout range The risk is that it is heavily indebted like all utility companies. It is best for dividend, not for growth.

It cut its dividend and the price dropped substantially, Also it had some hydro generation problems and debt issues. It is now one of the biggest renewables and is well run with good assets. It will take a while to return to the previous highs.

The caller was wondering if the rising numbers of EV's will affect the business. Internal combustion cars will be around for a long time and Couche-Tard will adapt to the EV market. He feels it is fairly priced.

He is a big fan of nuclear energy as a low carbon producer of energy. Cameco has had many difficulties getting uranium out of the ground and the stock has been a poor performer for a long time. It is the obvious play in Canada but it is hard to make money in this business.

It is a totally different paradigm in relation to the rest of the auto industry with a mulitple much much higher than the traditional one. Too speculative and expensive.

The caller was wondering whether to sell Johnson and Johnson and buy Stryker. Both are good companies and good for recessionary times. Johnson and Johnson is a consumer staple which sometimes has trouble with margins. He owns Stryker, a well run company.

The caller was wondering whether to sell Johnson and Johnson and buy Stryker. Both are good companies and good for recessionary times. Johnson and Johnson is a consumer staple which sometimes has trouble with margins. He owns Stryker, a well run company.