Unspecified

It has two scenarios, a ride-hail program and robo taxis. Robo taxis could begin to create their own customer base. Waymo is giving competition. Ride-hailing is only half their business with Uber Eats and freight being the other. Uber Eats involves a rapidly growing advertising business

COMMENT

It has been lowering guidelines and the sector is not great with auto parts companies being impacted by tariffs. He likes Linamar better. It is cheaper and more diversified with an industrial side, and would be less impacted by tariffs.

Unspecified

He owns some but is not keen on the telecom sector. Should be OK with its investment in fiber optics and more free cash flow. He is comfortable with the dividend.

Unspecified

It has a higher level of production in the U.S. so would be less affected by tariffs than other Canadian lumber companies. The U.S. needs Canadian lumber and one quarter of production from B.C. goes to the U.S., -  but lumber is still needed for B.C.

Unspecified

There could be freight recession and the trucking market could turn around. TFI's price has held up very well in a 5 year chart. If looking for recovery potential TD has more potential than TFI.

WEAK BUY

It is now better to buy than before. Higher prices for repairs held people back but now they are more used to it. It has a better outlook ahead for the next 1 or 2 years. It has invested a lot in the  scanning and calibration business which is quite lucrative.

TOP PICK

It is a leading provider of robotic process automation software. It has the agentic form of AI which is more of an autonomous problem solver and can handle exceptions better without really needing human intervention. Therefore it can handle special and unique situations. There should be more growth going forward.                           Buy 3  Hold 19  Sell 1

(Analysts’ price target is $15.79)
TOP PICK

It lowered its revenue guidance for the year by 1 1/2% but the stock fell by over 20% which was an over-reaction. We should see more progress with opportunities in the enterprise market and Adobe rolling out an express product. The CEO bought $1 million in stock recently.
Buy 33  Hold 12  Sell 2

(Analysts’ price target is $576.85)
TOP PICK

It is the third largest energy infrastructure company in Canada and has the largest footprint in the Montney region. It has good revenue growth potential as well as a decent dividend payout ratio, Has lower leverage than other pipelines and with its recent pullback its dividend yield is just over 5%. Pipelines are stable but do move around quite a lot so you can trade them (or some) as well.     Buy 11  Hold 8  Sell 0

(Analysts’ price target is $61.83)