Loves both, and recently put money into both. Especially TOU, a very slightly better opportunity. Will continue to deliver consistent earnings growth, especially if maintains its strong cashflow growth. Add on weakness, but keep in mind that it has volatility, so a 5% or less position.
Reasonable debt levels, payout ratios are fine, solid recent results.
At an interesting crossroads. So much growth from this company, he needed to rebalance. Path to becoming a $4-5T company is a lot harder than for other opportunities out there. Still one of his top picks among the Mag 7. Hold, as long as it's not a massive position for you.
Great strategy around AI, seeing it in iPads and will see it in iPhones. Will propel share price higher over next year or two. Don't expect the 10+% returns of the last 20 years, but can deliver better than the S&P.
Loves that it's a platform business. Plays in a space that competitors are too big for or the space is too small. Ability to build technology and adapt revenue streams with the times. Proven to execute extremely well. Has gone head to head with AMZN and won. Performance has been great, though an up-and-down ride at times. Can hold for a long time. No dividend.
Much better buying opportunity and growth prospects than the Mag 7.
A bit of a "baby CNQ", with potential to reach those levels. More pricing power than others. Owns midstream piping, which means their margins are better than competitors. Even with nat gas price at low levels, does quite well, and foresees nat gas price going up. Likes the valuation. No dividend.
(Analysts’ price target is $27.10)
Robust outlook for nuclear. Valuation's a bit high, and for that reason it's a hold. Don't add at this point or start a position. Wants to see better earnings growth and a more reasonable valuation. Likes the business, but not the price yet.