Latest Stock Buy or Sell? Make More Informed Decisions!

Core holding in portfolio. Very strong asset base. Sharp management with founder who has lots of skin in the game (~50%). Excellent quarter with higher revenue and cash flow. New M&A - bought ~600 apartment as sellers wanted to sell before capital gains tax . Expecting 20,000 apartments by the end of the year. One of the best compounding companies in Canada. 

Excellent company that continues to own. Spin out from Constellation Software. Active in media and communications sector. Larger M&A that has been very secretive. Long term - excellent business for shareholders. 

Oilfield services company that continues to own. Has been able to consistently generate revenues and profits. Recently announced joint venture with Trican Well Services. Expecting ~$20/share price going forward. LNG will also boost demand for services as well. 

One of the largest holdings in the fund. One of the best small cap growth stocks in Canada. Doubling of profits every single year. Expecting ~20% growth going forward. ~30% ROE, with minimum leverage. Lending in the US market with small base (able to grow). Highly aligned management that is top notch. Non-prime lender - but accounting for this with higher rates. Ability to underwrite without a human - tech very strong. 2% dividend yield is safe. 

Owns shares in this business. Printing business that has been around for a long time. Did some M&A about 1 year ago that is going well. Business has doubled the past year. Printing business is not a growth industry - but digital asset management business growing. Good for a short term trade - not a long term hold. 

Owned a large position a few years ago. Has since sold. However, new CEO is expected to be a lot better. Continues to watch the company, and might buy again down the road. 

Has owned the business in the past. Frustrated with rising input costs during Covid-19. Very well run business, but profitability has fallen. Not able to pass on higher costs to customers. Overall, is a good business - will own down the road. If already own - would recommend holding. 

Doesn't know much about the business, and doesn't have a target price. Other names in the financial sector that have more opportunity. Is a quality company - just hasn't investigated lately. Historically a high multiple. 

Very good business - one of top holdings. One of the best financial companies in Canada. Consistent return on capital. Trades at single digit multiple. Safe dividend that is healthy. Recent CEO change a surprise - but not a concern (will continue to own shares). Has been adding new business lines to the company which will generate more profits. 

Excellent company that has great prospects. Very high margins (~55% gross margins). Rapidly growing power division with natural gas powered generators. Ability to grow revenue and profits looks excellent. Might be a takeout target - but stock is cheap until then. 

Does not own shares right now. Valuation remains low compared to peers. Not expecting growth - but is a good company. Healthcare space good with aging demographics. 

Good business that is defensive. However, debt levels high - has grown thorough debt. Would recommend watching. EBITDA would suggest company is cheap - however a true analysis of the business would suggest interest rates are a burden. Would recommend investing if the debt levels fall. 

Company ability to grow very good. Lately stock has been volatile. M&A a little questionable. Has not been following business closely. Good option in the healthcare space, but would recommend watching. 

Owns small amount of shares. M&A has paused lately. Strategic review didn't go well. Time will tell whether business will continue to perform. Wait and see type of stock.  

Defensive software business. Not growing as quick. Excellent margins on the business. Conservative stock in the tech sector. Would recommend if want exposure to IT services.