TOP PICK

Yield curve indicating that interest rates are expecting. Will see value in this product. Expecting US Government bonds to breakout. 

PAST TOP PICK
(A Top Pick Jan 19/24, Up 8%)

General position that is good for investors who are bullish on the market. Has recently began reducing position. Not as bullish as was at the start of the year. 

PAST TOP PICK
(A Top Pick Jan 19/24, Up 9%)

Has recently sold position. Not as bullish on materials. Expecting rotation out of this sector. Material sector usually peaks in May. 

PAST TOP PICK
(A Top Pick Jan 19/24, Down 6%)

Seeing weakness in company. Despite car maintenance going up, company not performing. Has sold shares. 

BUY ON WEAKNESS

Better option than BCE. Has stronger growth profile. Lots of capital required for business. Rates for mobile use falling (not as much revenues). Would wait until stock reaches bottom. Trend has not reversed yet. Buy on weakness. If interest rates are cut, will also help the company. 

BUY

Recent trend indicating downward pressure. Competition on weight loss drugs making it hard to generate profits. Seasonal perspective - a good time to buy pharma stocks. Expecting stock to appreciate going forward. 

HOLD

Excellent dividend with oligopoly market position. Would recommend holding position. Recent pressure on stock creating a buying opportunity. Anti-money laundering lawsuit a short term concern. Long term - is a great investment. 

BUY

Recent pullback was a good opportunity to buy. Recent uptrend is good for investors. From a technical perspective - good time to buy. 

PARTIAL BUY

Seasonality not a guarantee to buy or sell. Despite being "out of season" - could trend upwards. Expecting strength from silver in July. Recent up trend in silver a good sign for investors. Overall, would wait until July before investing. 

HOLD

M&A activity very strong in the past. Excellent management team with sharp capital allocation skills. Compounded rate on investment has been good for investors. If economy falls into recession, not goof for business. Would recommend holding shares, but not adding at this time.

HOLD

Company has been range bound for ~10-15 years. Recent strength in stock price good for investors. Higher interest rates good for investors. If interest rates fall, not good for business. Would recommend holding shares. 

BUY ON WEAKNESS

Health care sector seeing strength. Good for investors. From technical perspective, stock has broken down - not performing well. Overall, is a strong business. Would buy on weakness. Weakness in share price, a good time to buy. 

BUY ON WEAKNESS

Well run company with strong management team. Gold stocks lagging gold prices. Many large banks buying gold to hedge against inflation. Would wait for further weakness in market before buying gold stocks. 

BUY

Stock continues on upward trend - good from technical perspective. Good way to get exposure to energy sector (excellent proxy). Overall, a good stock to buy and hold. If interest rates fall, will be good for business. 

DON'T BUY

Recent "peaks and troughs" making it difficult to value. Not convinced stock is heading back to $200/share. Expecting a pullback in stock price. Movement out of tech sector, not good for business.