Latest Stock Buy or Sell? Make More Informed Decisions!

He sold it because of problems with one of their engines. That was a mistake. They solved that issue and demand for defence remains. A good company.

Some brands like ON and Skechers are hot, and some like Nike are not. You must pick your spots in this sector.

Management has replaced key drug, Humira, and made key acquisitions. Are doing all the right things.

There's risk, but short term, and is fine long term. Now, the company is in the sweet spot--it can't meet customer demand. The CEO is smart and will deliver on the quarter.

They directly benefit from Nvidia's momentum. Shares have doubled in the past year, and strong performance will continue. At 23-26x forward PE, this translates into doubled revenues and earnings. Not as impressive as Nvidia, but more sustainable.

It's overvalued, yes, but it will continue to perform along with the market. The real issue is China, their key market, where Huawei is making good strides. As Apple moves operations to India, he expects repercussions from China.

They reported great bookings. To play AI, invest in data centres. 

Rotation from "Mag 7" into small cap stocks happening in USA & Canada. Institutions are moving into Canadian small cap stocks, which have started to out-perform. Expecting this trend to continue. Finding small cap stocks that are setup for 30%-40% gains (trading at single digit valuations). Traditional valuation metrics apply, but larger pools of capital usually don't invest in smaller companies. Lower interest rates should be helpful to small cap stocks (less expensive to service leverage). 

Most recent addition to portfolio. Believes lots of opportunity in energy services. Active in well construction (cheaper & safer). Attracted to the new product line that will offer recurring revenues. Expecting a re-rate on the stock price as a result. Pristine balance sheet, good management. Expecting further share price appreciation. 

Long time investor. Has owned for over 10 years. Recent share price weakness a good time to buy. Market has oversold some of the recent  announcements. Expecting loan book to grow to $6 billion. $30/share earnings not out of the question. A 6x earnings multiple would imply a ~$180 share price. 

Recent addition into portfolio. Stock not as cyclical as perceived. Backlog of work projects very good. Work and revenue is guaranteed from the customers. Recent earning announcements very strong. Recent dividend increase by 50% very strong. Company growing to a size where larger investors start to invest. 

Excellent company with strong prospects. Will continue to own. Founder led, with lots of skin in the game. Demand of housing expected to keep growing. Does not lose any sleep over company. Mid-market apartments also continue to grow. No rent control in Western Canada - helps increase profits. Lots of "blue sky" to keep growing. 

Excellent company with strong prospects. Will continue to own. Spin off from Constellation software. Will continue adding when share price is weak. Excellent margins with software products. Able to do large acquisitions. 

Excellent prospects - energy service company with recurring revenues. Able to reduce debt. Recent M&A very strong - Trican partnership very good. Trading at 4x earnings - still cheap. Will continue to own. Expecting further share price appreciation. 

Used to be a good "compounder" (~20% annually). However, growth has slowed to around 10%. Is watching, but not investing at this time.