HOLD

Owns shares in portfolio. Major holder of company. Recent lagging in share price not a concern. Very high margin business. Despite lack of new products, still believes in future of business. Also expecting A.I. growth with technology.

HOLD

Owns shares in company, and will continue to own. Expecting changes with return of Bob Iger. Believes company will be able to reduce spending, and turn around business. Strength in theme park business. 

DON'T BUY

Does not own shares. Does not think growth is going to continue for company. Major clients are traditional auto companies (Ford etc.) that are not growing. Would not recommend buying. 

DON'T BUY

Has since sold shares (January 2023). Company in big trouble with floating rate debt. Recent dividend cut very hard on investors. Renewal power business up for sale, but not getting much interest. Would recommend selling and/or not investing. Dividend also not growing. 

BUY

Largest pipeline operator in North America. ~7% yield very strong. Expected to continue growing dividend. Recent weakness in energy prices reason for share price weakness. Assets very valuable as hard to replicated. Pause and/or falling interest rates will be good for business. Good for income oriented investors. 

BUY

Owns shares and likes ~7% dividend yield. Falling interest rates will be good for the business. Wireless industry basically an oligopoly. Immigration into Canada will be good for business. Demand for interest also rising. Expecting to see further growth. 

BUY

Owns shares of company in portfolio. Likes renewable sector. Higher interest rates tough on business. If interest rates fall, will be good for bottom line. Lots of support from parent company allows for lots of options. Would recommend holding and/or buying. 

HOLD

Does not own shares in business, however - strong business with excellent management team. Inflation not impacting business too much. Defensive stock good for weak economic times. Would recommend holding company shares. 

HOLD

Owns share in company and will continue to hold. Rising interest rates and supply chain issues are behind the company (rates expected to fall). Would recommend holding. Strong business for long term investor. 

HOLD

Owns shares in company. Recent share price weakness not a concern. Nature of business strong. Would recommend holding. 

BUY

Owns shares and believes in prospects of business. Chocolate business very strong. "Snack business" also growing at high rate. Able to pass on costs to consumers. Brand loyalty continues to grown. Strong array of products. Stable business that is good for defensive investors. 

COMMENT

Believes Chinese economy will not continue to grow due to slowing population growth. Cheap markets in China are not expected to grow - does not see growth catalyst. Expected stimulus from Chinese government not materializing. Upcoming US inflation reads will be indicative of trends. Trend appears to be downwards for US inflation, however time will tell. Slower inflation will be good for markets - could be catalyst for economic growth. 

BUY ON WEAKNESS

Favorite cyber security ETF. Has trimmed exposure, but great ETF in general. If interested in cyber security, a good ETF. All time highs, not a good place to buy. Wait for share price pullback to buy. 

BUY ON WEAKNESS

~5% yield is safe. Good for defensive investors. Rising population good for business. Recent share price weakness a good place to buy. Would hold if already own shares. Good infrastructure in company. 

PARTIAL BUY

Recent share price weakness due to tough nature of business and pandemic. Does not see much room for growth. Would wait for further weakness before buying. Good stock to trade, but not a good long term investment.