Latest Stock Buy or Sell? Make More Informed Decisions!

Believes large tech names have carried majority of market gains, and broader markets gains appear to have narrowed. TSX index not keeping up to performance of S&P 500 market cap weighted index. Interest rate cuts have not spurred performance in rate sensitive sectors within Canada. Over the medium term - presenting buying opportunity for real estate and other rate sensitive industries. Over the short term - expecting further pain in depressed sectors. Tech multiples are exceeding 2000's era multiples - however - would advise investors not to be too hasty on opinions. Quality tech names are generating cash flows unlike the 2000 era cash. 

Believes current share price is presenting value. New management team has slimmed down products and focus. High visibility path to generating cash flow and profits. $15 Billion order backlog is good for the business. New technology is presenting opportunity for company to evolve and provide new products. After market parts and special purpose machines also very profitable for the company. 

Opportunity in A.I. with supply of semi-conductor devices and chips is very profitable. Demand is soaring which is good for profits and cash flow. Dividend growth is strong, and is a good option for yield seeking investors. Good entry price at current share value. 

Demand for air conditioning and cooling products continues to increase. Ability to generate profits very strong. Expecting further sales increases going forward. Strong management team that has executed well on capital allocation. Market leader in industrial and consumer segments. Streamlining of European business units will help performance. Green component of company providing eco-friendly options to investors. 

(A Top Pick Jun 23/23, Up 25%)

Excellent business with very strong margins. Will continue to own shares. Has owned for 20 years. Very strong management team that is excellent at capital allocation. Recent M&A trends very strong - ability to execute well on this aspect. 

Will continue to own shares. Very strong business. Capital allocation skills very high within management team. Vertical integration of software business is proving very profitable. In reality, private equity company that acquires software companies. Very strong business model. Recurring revenue with mission critical functions (customers need it). 

Will continue to own shares. Short term pressures not a concern. Investors should take a long term view. Deferred procedures have started to increase after Covid-19. Profits continue to increase as demand for healthcare rises. Aging population also good for the business. 

Western Canadian oil and natural gas producer. Does not own shares. Not a good investment due to weak natural gas prices. 82% of production is natural gas which is not profitable at this time. If natural gas prices increase - would recommend Tourmaline. 

Does not own shares at this time. Is a quality company, and has been watching closely. Waiting for share price to fall before investing in company. Also concerned about product innovation cycle - hoping is restarts soon. Upcoming Olympics could also be good for the company. 

Iconic brand with many subsidiaries. However, recent M&A has not panned out well. Salty "snack" business not panning out as well as planned. Owns shares and will continue to hold. Expecting higher margins, sales and cash flow going forward. Cocoa prices are expected to fall as well. 

Steady dividend increases good for investors. Quality company that continues to own shares in. Leading company within pool category. Pool services and chemical products business also very strong. Warming climate also good for business. 

Very good company, but does not own shares. Hard to predict energy prices - unsure on whether oil prices will remain high. Better options for investors in the market. However quality name with good assets, balance sheet, dividend, management and profits. 

Does not owns shares. However, likes property and casualty insurance space. Canadian company with online business model that is good for reducing costs. Will take time to see if business is consolidated. If already own shares - would recommend holding. 

Very high stock valuation. Briefly became the largest company in the world. Owns shares and will continue to own. Company continues to execute well in chip business. A.I. will ensure demand for chips continues to rise. Would recommend buying anytime the shares pullback. Very profitable business that has major tailwinds. 

Does not own shares, or any real estate REIT companies. Rising interest rates, and Covid-19 pandemic have been very hard on REIT companies. Retirement homes continue to rise in demand, but not investing at this time.