HOLD

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.

BUY

Part of his core portfolio. A buy today. Pricing is a bit lower than the average of the broader market. He'd still like to see continued earnings growth and improved cashflow. Great company with great prospects. Still massive demand for energy and it's well positioned.

SELL

Not good value. Doesn't own, wouldn't buy. Financial performance declining. Earnings misses. Needs to stabilize revenue, improve profitability, and reduce debt load.

HOLD

Better opportunities elsewhere. More risk. If you own it, it's a hold, but don't add.

HOLD

Company's doing quite well. Recent earnings indicate some challenges. Would love to see consistent profitability, improve cashflow, reduce debt, execute on strategy a bit better.

BUY
TOU vs. WCP

Loves both, and recently put money into both.

STRONG BUY
TOU vs. WCP

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.

PARTIAL SELL

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.

HOLD

Don't buy today, but you can continue to own it if you already do. Pretty nice dividend yield, safe payout ratio. Trap. Not a lot of great opportunity. Needs improved growth, better operational efficiency, more consistent revenues.

HOLD

He, too, had higher hopes. If you already own, consider continuing to hold. Don't add, too many headwinds. Wants to see more consistent revenue growth, improved profitability, expanded user base. Challenging space.

HOLD

If you own it, you don't need to run away. Reasonable price. Would like to see improved dividend yield, better valuation. Nothing exciting jumps out, better opportunities elsewhere.

SELL

Risky debt position causing financial strain. Needs to see improved profitability and significantly reduced debt. Exit, and see what the future holds.

TOP PICK
18x PE.

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.

(Analysts’ price target is $85.78)
TOP PICK

Bellwether stock. Good time to buy as a core holding when it pulls back. Decades of execution, and that will continue. Yield is 1.4%.

(Analysts’ price target is $1823.81)
TOP PICK

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)