PARTIAL BUY

Would hold for at least 5 years. Fiber assets and recent transition of business will take time to pan out. Strong dividend yield a signal of short term weakness. Investors must be willing to hold for a long term (at least 5 years). 

SELL ON STRENGTH

Would recommend selling shares at this time. Strong business model, but company is over valued. Store growth in Canada has slowed - moving towards Mexico, which is risky. Buy on cheaper valuation. 

BUY ON WEAKNESS

Leading next generation firewall company. Salesforce very strong. However, valuation is full right now. Would wait for share price to fall before buying. Overall, a quality company. 

PARTIAL BUY

Does not own shares in business. Would prefer Amazon. Company does not have diversified earnings stream. Move into social media commerce will provide growth - but hard to determine outlook of this sales channel. Strong company, but not good enough to buy shares in.

SELL ON STRENGTH

Excellent company, however other options like NVIDIA. 5 year business case is very strong. If company is able to hold on to unique position in the market - could be a good buy. Would recommend selling on strength. Outlook for viability of technology is difficult to determine. 

PARTIAL BUY

Dominant treasure futures market company. Very good dividend history. Would recommend buying. Would watch for competitors, but if other companies not able to compete - would be a good investment. Cautiously optimistic on outlook. 

BUY

Would recommend buying shares on share price weakness. Dividend yield suggesting value in current share price. Assets very strong with durable brand name throughout Canada. 

DON'T BUY

Growth has been stolen by GPU market due to changing customer demands. Will have to change business plan. Will take time to determine if able to compete in data center market. Believes share price is over valued. 

BUY

Excellent company with legacy assets that are impossible to replicate. Very strong business with good outlook. Would recommend buying and holding. 

SELL ON STRENGTH

Leveraged vehicle on Bitcoin prices. Would not recommend going all in. Would suggest a portion of portfolio on company. Given current price of Bitcoin (all time high) - would suggest selling. 

BUY

Does not own shares. However, environment services business is strong. Ability to generate recurring revenues very strong. Likes waste business more, but good company in general. 

DON'T BUY

Vulnerable business with lots of competition. Ability of company to turn around in question. Would not recommend buying. 

BUY

Would recommend buying. Best management in Canadian financial services. Excellent company that is good for long term investors. 

BUY

Very strong business. Excellent management team. Lots of strong assets with new opportunities in LNG. 

BUY

Would recommend a partial position in a well diversified portfolio. Excellent management team with Warren Buffett at the lead.