BUY

Has just added more shares and owned this while, despite shares lagging in recent weeks. It's well-positioned considering Apple. Also, it pays nearly a 2% dividend. Will buy more if this pulls back.

BUY

Is up 21% in Q2. Defense companies are spending more on cybersecurity, which benefits this.

COMMENT

US political situation not a major concern for investors - retail investors should focus on buying quality companies. Cooling inflation numbers pointing towards strength in the markets. Overall, markets are pointing towards strength. However, there are some weak spots in the market with recent weakness in retail companies like Nike. Without strength in "Big Tech" names, could be weakness in the US Economy for the second half of the year. Consumers are facing headwinds even with cooling inflation numbers - will be interesting to see how this plays out. Bankruptcies and credit card defaults are up which is another sign that points to weakness. Expecting strength in under valued sectors like energy in the not too distant future. Will see broader market strength at some point in the future - especially with falling interest rates. 

TOP PICK

Recent winning of billion dollar space contract from Canadian government very profitable. Stock performing very well the past few years. Demand for products remains strong, at a profitable rate. Expecting further growth in the years to come. Stock price under valued in relation to peers. Would recommend holding for the long term investor. 

TOP PICK

Fits into defensive thesis. Current valuation very low - great time to buy. Demand for stable electricity very high. Reliable dividend rate (~6%) is good for yield investors. New A.I. data centers will ensure demand for product. Good for long term investors. Strong management team. Business will be benefited with falling interest rates. 

TOP PICK

Expecting further gains from gold. Gold stocks have not followed run up in gold, which presents buying opportunity. Discount to net asset value, and low cash flow multiple good for margin of safety investors. Mines located in Mexico have a lot of opportunity - lots of gold to produce. Expecting to maintain ~450,000 ounces of gold production going forward. 

PAST TOP PICK
(A Top Pick May 30/23, Up 28%)

Recent name change from Crescent Point Energy. Company has lots of opportunity. New management team focusing on strong assets that generate cash. Will continue to own. Believes stock price is still under valued. 

PAST TOP PICK
(A Top Pick May 30/23, Down 14%)

Will continue to own. Rising interest rates were not good for the business. However, falling interest rates will be good for the business. Population growth in Canada good for the business. Trading at cheap valuation. Generating strong free cash flow, with ability to raise dividend. Would recommend holding. 

PAST TOP PICK
(A Top Pick May 30/23, Down 20%)

Strong dividend yield. Will continue to own shares. Weakness after the Covid-19 expected, but large decrease a surprise. However, strong pipeline of new drugs, and well known brand name. Expecting stock price to appreciate in the future. 

BUY

Very strong business. Good for long term investors interested in tech space. Ability to generate cash continues to increase. A.I. trend will also benefit the company. High stock price valuation not a concern - lower than it has been historically. 

BUY

Owns shares, and expecting further growth. New management team will lead the company into better times. Competition from Apple not a concern, but believes technology is still relevant. 

BUY

Rising interest rates have been hard on the company. Would recommend holding and/or buying. Current share price is presenting value for investors. Does not think A.I. will undermine business. Good for long term investors. Oligopoly in Canada with mobile business. 

BUY

Owns shares of company. Very strong business that has excellent assets. Current valuation is very cheap. Strong dividend yield. Excellent management team with a large amount of skin in the game. 

DON'T BUY

Has sold shares, and invested elsewhere. Seeing better opportunities in other names. Bank of Montreal/CIBC is better option for investors. 

DON'T BUY

Is not buying into REIT sector yet. Waiting for interest rates to fall. Vacancy rates still high with "work from home" trend. Not cheap enough to buy. Would rather growth sector (A.I., data centers, healthcare, energy).