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It is a great company with a great M&A strategy. He likes it but would choose a competitor a lot smaller with a similar type of model.

He wouldn't buy it but also wouldn't sell it. It pays an 8.6% dividend and he sees no dividend issues going forward. They need to have continued asset sales for the next few quarters and effective pricing.

It is a basket of common stocks including big U.S. companies. He is not sure about it but it is doing well for the caller. Income is the focus.

Its growth projects are on track. It has reached its debt target and 100% of free cash flow can go to shareholders. He expects a double in the base dividend in April. It is cheaper than its peers along with a better balance sheet. It is levered to heavy oil and is a go to name.

It has been a top pick and has had an outstanding run along with more growth, At this price level there are more enticing plays. They're holding but he would recommend SNC Lavalin for new money.

The question was on buying an ETF for India. He likes the idea of investing in India. He thinks China will continue to struggle and this benefits India which has good potential at 8% GDP growth forecast. For U.S. dollars he recommends INDA and for Canadian dollars he suggests ZID. He reminds investors that there is a lot of volatility in foreign markets.

The question was on buying an ETF for India. He likes the idea of investing in India. He thinks China will continue to struggle and this benefits India which has good potential at 8% GDP growth forecast. For U.S. dollars he recommends INDA and for Canadian dollars he suggests ZID. He reminds investors that there is a lot of volatility in foreign markets.

He bought it in the 20's. IT is still trading at a reasonable price/growth so it is a good opportunity to buy.

The second quarter was a beat across the board and they raised 2024 by 7%. He doesn't see a lot of growth and there are other areas more compelling. It is repurchasing in the near term. 

It is at its highest level in a year. It has 3 major features: top line growth, margin expansion and dividend growth. It is getting out of long term care which is a catalyst. Growing at 9.3% and trading at 9X it is still cheaper than its group. He considers it better than the banks. Lower rates will help with their charges.
Buy 12  Hold 5  Sell 0

It had a solid quarter, especially transport. It is an organic grower (at 7%) with accretive acquisitions and M&A upside. Inflation linked revenues are an asset along with a very robust pipeline. Its dividend is almost 5% and it has good dividend compounding. Lower interest rates are helpful.     
Buy 10  Hold 2  Sell 0

This has more upside than others in the tech space. Its partnership with Instacard expands its reach and it is looking for more partnerships. It trades at 23X 2026 and growing at a 50% compounded annual rate from 2024 to 2027. Also it is guiding to 20% growth in Q3 so there is lots of upside.
Buy 50  Hold 5  Sell 0

EBAY has been trending up nicely over the last year, gaining 49% and paying a yield of 1.69%. EBAY is also quite cheap at a 12.6x forward earnings valuation. Growth outlook is not exciting, expecting revenue growth of 2-3% annually and mid-single digit EPS growth. Recent quarterly results have seen strong EPS growth. Our prior comments are relatively unchanged. We think it is a high cash flow, mature value stock and would not expect it to continue delivering over 45% returns.
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The memory market is much more cyclical than other sectors of tech. MU is expected to see massive growth in 2025 (based on EPS consensus) but recent downgrades have caused investors to question this growth. The balance sheet and cash flow remain fine, and generally we like the company. On 2024 earnings it is quite expensive, but VERY cheap IF it can actually hit the earnings estimates. 2025 EPS is estimated at $9.48, vs 2024E $1.23. We think it can be bought today if one has some patience and fortitude. 
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Revenue growth is expected to be about 9% annually till FY2027 and EPS is expected to expand 22% for FY2025, 10% for FY 2026, and 14% for FY 2027. We think CRM is a strong name, but growth has slowed down as capital spending on external SaaS solutions has tightened up. The company should benefit as AI is adopted, but it appears that many large companies are shifting spending to developing in-house AI solutions. As rates come down and companies ideally have more to spend on SaaS solutions, CRM could see growth improve. We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. 
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