DON'T BUY

They report Tuesday, and he doubts they can escape packaged food purgatory. Pays a 4% dividend, not enough to help the secular decline in this sector.

BUY

They host an analyst meeting Tuesday and he expect them to tell a great story about farmer orders. It can go higher.

COMMENT

They report Tuesday. They have entered cryptos, which could drive the stock higher, not their video games.

BUY

They report Wednesday. The stock plunged after their last report, but has surprisingly bounced back. He expect good revenue growth this growth, driven by data centres.

HOLD

Is down 3% this year but he is holding on. He thinks that if they tell a positive story at Thursday's analyst meeting, then shares will rise.

BUY ON WEAKNESS

It reports Thursday. It could break its downtrend. He wishes the competition wasn't so fierce, and it's not letting up. An amazing company helping small companies. Is worth buying at 20x earnings. A good report, and this flies.

DON'T BUY

Is very surprised shares tanked after reporting (he had recommended buying before the report). They had a bad conference call and quarter. Everything went wrong for them, including tariffs. He expects a corporate shake-up.

PARTIAL BUY

It was a winner until 2021 when it peaked, but has slid since. It still hasn't bounced back. Had a disappointing 2023-4 season, which the company blamed on lack of snow. However, season pass sales are floundering, because they have been pumping up skiing prices. Also, they suffered a 2-week strike in Utah which hurt shares. Last spring, shares fell to Covid levels. Last week, MTN changed CEOs. Q3-2025: -7% YOY skiier visits, +3% resort revenue YTD and +8% raised prices YOY. People spent more money on ancillary services. They posted in-line revenue and an earnings beat. Guidance mentioned tariff unknowns. Shares then sold off. The turnaround could take a while, though MTN is cheap at under 20x PE now. But MTN needs to do something, like cut prices.

BUY

Over 40% of their business is in aerospace-defence, with 27% of this business from government contracts. Another 30% of business is from utillities, including renewables. Another 20% comes from building testing systems for many industries, including testing pacemakers. Their report last May beating sales and earnings. Management raised full-year guidance. They just bought a company to grow their shipbuilding business. Trades at 26x PE for 2026, not cheap, but offers 15% earnings growth in 2026. Also good is having little Wall Street coverage, so you can start a position now before Wall St. catches on.

DON'T BUY

A Toronto fintech offering exposure to cryptos, so it's speculative. It has less than $1 billion in assets under management, but are increasing products to consumers, but mostly aimed at Europeans, not the U.S. market. Last quarter was profitable without meaningful debt. Too risky.

BUY

He believes in the company after Warren Buffett, who has installed heirs he will believe in. The company will be consistent.

DON'T BUY

Mark Zuckerberg has been talking about dis-intermediating advertising firms. Don't go against him.

BUY

After some management turnover, it's finally getting its feet right. He likes a lot of what the current CEO is doing.

DON'T BUY

He likes subscription business, but PTON lacks growth.

BUY

The quarter was much better than people realized. They're starting to cut some big deals.