BUY

A slow mover, but is in the process of breaking out, though not like a tech stock. Their last report showed operating EBITDA margin +280 basis points, free cash flow +40%, and announced a $1 billion share buyback for this year. RSI is 58, so not overbought. Likes their golden cross.

WATCH

Hitting 52-week highs. Caught his attention because last week they beat top and bottom lines. After consolidating 9 years, it's starting to break out. Doesn't know this well enough to see if this breakout will hold, but worth watching.

BUY

Is 6% from 52-week highs. Is 54 on RSI, so momentum is healthy, in a long-term uptrend since 2022. Companies rely on them to maximize yield on an oil field or set up a new rig. Are few of these companies. He's long.

BUY

It's the higher for longer trade. Banking is the best non-tech sector. Banks don't need rate cuts for financials to thrive.

BUY

Will be fine, if they could work with other companies to build AI into their products. Does it matter to earnings if they aren't the first out of the gate with applying AI? Not really. What matters is they make the best version of whatever anyone has made in the past three years. 

BUY

It leads the Mag 7 this week. The quarter was fine. In response to tariffs, they are moving some supply chains to Indonesia and Indian, away from China. Chinese phones are taking market share, but we've gotten past this news. Apple services were +14% this quarter and beat the top and bottom with an 8% growth rate. He will ride it up.

BUY

The last quarter was mostly in line. The new platform will take time to transition. It's trading off, because that last quarter was not a blow-out. But cybersecurity stocks will continue to work.

BUY

They lead in cloud network solutions, sales +20%, EPS +31%. Innovation in AI will only lift this stock.

COMMENT

Believes lower interest rates will help prospects of Canadian REIT sector. Falling rates will mean less interest expenses for real estate companies. Seeing lots off opportunity in office space market. Expecting market trend to reverse as more people return to working at the office. Doesn't see a sharp recovery, but will see a gradual recovery. Good time to buy cheap REIT stocks. Even with a hybrid working model - demand will continue for "in person" meetings. 

TOP PICK

Core holding in portfolio. Tenants include Loblaws and Shoppers Drug market which is very good for stable cash flow. Excellent pick for long term investors (10 years or more). Expecting further development in industrial properties. Lots of room for the company to experience growth. 

TOP PICK

Value pick given current share price. Company beginning to find its way again. Returning back to core strengths of the business. Focus on urban centers very good idea. Management team is performing well. 

TOP PICK

Yield at ~9% is excellent for income investors. High quality business despite small size. Well managed with stable payout ratio that is not at risk. Would recommend holding. 

BUY ON WEAKNESS

Canada's largest industrial REIT with properties in Canada, Europe and Asia. Increasing rents has helped the business, however, rents have appeared to plateaued lately. Concerns that large revenue stream from Magna will be at risk from tariffs. Would buy more shares upon stock price weakness. Strong business overall. 

BUY ON WEAKNESS

Owns shares in portfolio. Many premium properties throughout Canada. High end of the retail leasing market. Would buy more shares any time share price falls. 

BUY ON WEAKNESS

Very good company with industrial properties in Canada and Europe. Recent pullback in share price has created buying opportunity. Owns shares in portfolio. Nature of short term leases agreements not a huge factor on revenues - expected to remain strong.