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It announced it will not be affected by tariffs and is well managed. However he has sold - it has had a hard time getting respect from the market in spite of their successes. Has a dedicated fan base but this is not enough to move the stock.

It has cut the dividend but the yield is still attractive. It is probably fairly priced and needs interest rates to come down. You can hold but could also take a look at Rogers.

He considers it a value stock with concerns about anti-trust laws and also about AI Chatbot etc. taking away from their search business. It shows 14% revenue growth but the question is the weighting in your portfolio. Growth could slow down.

It has been a phenomenal success story. It is expanding in Latin America and Australia and can increase efficiency there. It is getting expensive at 38 to 39% expected earnings.

Economic uncertainty contributed to the pullback and it is down quite a bit. It is a secure, slow and steady type of company. It has a dominant position in the overnight courier business in Canada. It is in a range where you could start to accumulate.

The question was on the Nasdaq. Everyone should have exposure to large cap tech and if you don't have the time to study individual stocks then the Nasdaq100 would give you the exposure. Both the Nasdaq ETF's and individual stocks are volatile.

Like other Canadian banks it is undergoing re-positioning itself for a turn-around. It has dialed back its overseas business and is now focused on Canada, the U.S. and Mexico. The Canada and U.S space is pretty crowded. It has acquired a struggling regional bank in the U.S.

It has had 30% revenue growth year over year and e-commerce was up over 50%. It did temper guidelines in the last report. Wait for a downturn because it has history of volatility and is up a lot right now. The market is myopic in the way it looks at quarter by quarter results and any changes in margins.

It is trading near the levels seen at the early stages of the pandemic. Trade war fears have dragged down the airlines but this is overdone. Air Canada is at an 80% booking level which is normal. Its flights to the U.S. are down but international business is strong. It makes more money on international flights than domestic. The price is still OK.                             Buy 14  Hold 2  Sell 1

It is an alternative investment manager. It is involved in private credit and private direct lending and is capitalizing on sale leaseback transactions. It is heavily involved in bringing alternative investments to retail investors. It pays a 4 1/2% dividend and has a good growth outlook. At the February investors conference it was looking for 20% annualized compound earnings and the stock was priced higher then.        Buy 12  Hold 4  Sell 0

It has been around a long time but many people don't realize that 2 1/2 years ago new management came in and really changed things. They improved the site and are using AI to make both the content and ads more relevant to the users. In the last quarter it had 16% revenue growth and the number of users was up 10% year over year and is accelerating. Ads are increasing too. It also raised guidance. Trades at less than 19 X earnings.
Buy 31  Hold 10  Sell 0

RE's symbol has changed to EG, Everest Group. Market cap $14B, P/E 7.5X, yield 2.32%. An insurance company, it has shown decent historical growth, and consensus calls for very good growth this year and next. Recent premium growth in reinsurance was lower than expected, but not really to worrying proportions. Aviation losses are higher than average, but these should stabilize. The dividend has grown 6% over five years. We think EG is fine, if not exciting. It is priced well, and the stock is up 85% over ten years. We would be OK owning a small position as part of a US financial allocation. 
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EPS of 8c beat estimates of 6.8c; revenue of $121.6M beat estimates of $120.3M. EBITDA of $17M beat estimates by 19%. Revenue slightly decreased year over year but EPS soared from 1c last year. Production is ramping in Europe and the chemicals and oxides division did very well, the best in years. Outlook commentary was positive, with management stressing its ability to meet supply chain gaps caused by restrictions elswhere (i.e. China). The stock has done very well and is now 17X earnings. 
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EPS was 65c, missing estimates of 71c; revenue of $1.00B missed estimates of $1.02B. Written premiums rose 9.6%. Combined ratio was 94.5% (more accidents and catastrophe losses). EPS was flat year over year, ROE was 10.3%. Book value rose 16%. The stock is still up 10% on the year, and despite the decline this is not a disaster. But a miss is a miss, and investors may also be selling to move into more exciting areas now that the market is rallying a bit. The outlook still calls for very decent earnings growth over the next two years.
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Investing Opportunity: The Market Looks Forward

The average investor is very scared of recessions. The media highlight the bad news, such as declining house prices, job losses and weak corporate profits. Investors know that the stock market is driven by profits, so they tend to worry and sell their stocks when recession talks surface. Certainly, if you lose your job in a recession then of course there is a serious personal impact. While we certainly do not love recessions, they do certainly create stock market opportunities. As noted, when all the news is bad, stocks tend to become very attractive. If you can look beyond the pessimism in a recession, you can see opportunity. And this makes intuitive sense, if you put yourself in the shoes of a chief executive. In a recession, corporate executives get worried too. They fire staff, cut costs and hunker down for the bad times ahead. Then, when economic conditions improve, suddenly profit margins soar because costs are much lower. Yet stocks can be cheap because of all the previous recession concerns. Higher margins and low stock valuations can be a very profitable investor combination.
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