John O'Connell, CFA

Worried about contagion from banking instability in the USA.
Unfortunate that investors reacting to fear.
Supports backstopping of banks to avoid major depression.
Confidence in banking system essential in order to avoid major pain in the economy. 
Believes regulation should apply to all banks - not specific banks over others. 
$30 billion investment into banking system is good as it signals commitment to supporting banking sector. 

Doubling down on stock with recent market sell off.
Dominates cloud services. 
Massive investment in distribution unrivaled. 
Very well run business.
Covid-19 demonstrated value of Amazon business.
Great long term investment. 
Company 20% larger today and 60% cheaper. 

World class consulting company.
Major consultant to large corporations.
Very large company without capital requirements.
Consistently hiring top talent.

Defensive stock that is good for long term investors.
Likes dynamics of healthcare industry - believes demand for healthcare will remain strong.
Very well run company.
Don’t think this operates in Canada
Continually growing business.

Continues to own shares.
Believes company is very strong.
Top Pick on March 17, 2024.
Will continue to hold.

(A Top Pick Jan 07/22, Down 30%)

Has since sold shares.
Company proving to be a value trap.
Lost patience with company.
Will invest in other companies within sector. 

(A Top Pick Jan 07/22, Up 41%)

Incredible content and intellectual property.
Very large production capabilities. 
Distribution abilities very strong as well.
Concerns of streaming costs overblown.
Strong believer in Bog Iger.

Organization that not able to generate real returns for a long time.
Would avoid buying company.
Dividend yield not worth investing in.
Better names in the sector to own.

Does not own shares in the company.
Lots of people wondering why company splitting out assets.
Highly cyclical company that looks for commodities.
Better to invest at bottom of market.

Currently owns shares in the company.
Share price presenting good value.
Wonderful long term performer.
Highly specialized equipment that is in high demand.
Recurring revenue model with requirement to service machines.
Company investing in new products and services with strong cash flow. 

Does not own shares in the company.
Huge cost overruns that make profits hard.
Not a growth business.
Share issuances make it hard for business to prosper.
Strong dividend yield does not make up for weak shareholder returns.

Does not follow company.
Company underperforming.
Very tough business model to make returns. 
Not impressed with management team.
High debt with poor assets. 
Equity issuances not good for investors. 

Better business model than ManuLife.
Well regarded CEO. 
Strong dividend yield.
Company will perform better with rising interest rates.
Unsure on growth prospects for company.
Tremendous opportunity to run business more efficiently. 

Consolidating business with large amounts of debt.
Highly cautious on investing in company with rising interest rates.
Company vulnerable to tech disruptions. 
Would not recommend buying.
Very competitive business.

Has sold shares in company.
Problems with inventory causing investor headaches.
Seeing increased competition from other players in industry.
Historically a well run company.