Today, Brian Madden commented about whether PXT-T, GOOS-T, CURA-CSE, AGI-T, CPX-T, BCE-T, BLDP-T, BPY.UN-T, CNR-T, MX-T, QSR-T, BIP.UN-T, ATD.B-T, PKI-T, DSG-T, CIX-T are stocks to buy or sell.
Great company. Overvalued. Pandemic and e-commerce have been a boon. Growth both organic and by its acquisition spree. Trades at 71x earnings. His preference is for Open Text, which has a larger market and has grown more quickly. OTEX trades at 14x earnings.
Great company. Likes it, but prefers Couche-Tard. Has grown nicely. Dividend higher than ATD.B. Both hinge on increasing electrification. Can buy it pretty comfortably here.
Shares were undervalued. Skepticism because they have significant real estate exposure. The offer to go private will probably be supported by a majority of shareholders who want the cash. The smarter choice would be to accept the share exchange for BAM shares. Sit tight, as the offer might be sweetened.
Polarizing stock. If you like Tesla, you've got to like Ballard. He doesn't like either. It's not so much a stock as it is a science project. It's been around since 1994, and it's lost money in every one of those years, with losses mounting since 2018. Even with electrification, not projected to make money anytime soon.