Cole Kachur

Believes financial markets have entered into bull market territory. 
Economic rally has expanded from Big Tech into broader economy.
Any economic pullbacks will present buying opportunity.
Portfolio managers expecting a recession - are now under-performing indexes.
Tech rally will continue with strong earnings, and further growth expected.

Share price hovering around $110 which is presenting a buying opportunity.
Valuation presenting major upside compared to NVIDIA.
Expecting a $150 share price going forward. 
Lots of potential going forward with A.I. demand. 

eCommerce, AWS & cloud computing business very strong.
Focus on cost cutting very effective.
Benefactor of consumers looking for deals. 
Shares will catch up to tech peers that have outperformed the past year.
Good for long term investors.
Established brand and infrastructure. 

20% off all time share price high.
Market rally will lift shares to new records.
Small cap indexes presenting opportunity.
Better diversity in companies that make up index. 

Yield focused ETF.
Used to investors looking to generate income.
11-12% yield is risky.
Better to look at safer Canadian banks.

Great company that is well run.
Does not own shares - instead owns parent company - Power Corporation of Canada.
Only provides exposure to insurance industry.
Safe bet for the long term otherwise. 

Rising interest rates tough on bond funds.
Expectation is for rate cuts in 2024.
Wait for rate cuts before investing. 
Good for defensive investors. 

Canadian Banking Sector: Not seeing major risk.
Canadian loan loss provisions very strong.
Not worried about prospects of the sector. 
If loan loss provisions are not needed - will be a large payout.
Royal Bank - top pick in Canadian sector. 

Diversified industrial company. 
Wellington-Altus a major shareholder.
Strong dividend payout with good share price performance. 
Concern: bought deals during high share price environments. 
Wait to buy when shares fall to $40 range. 

Hotel & casino sector will remain strong.
Travel demand will only get stronger as market recovers.
China demand also rising. 
Current share price is good time to buy.
Expecting further share price gains. 

Preferred share market is risky - not a good place for average investor.
Not much upside with lots of downside risk.
Income oriented investors have better options.
Canadian Dividend Index a better product. 

Great product for investors.
Will perform well over the long term.
Very tough benchmark to consistently beat.
Best product for most investors. 

Believes Canadians in general, have too much exposure to Canadian assets.
Would be better to seek diversification in markets outside Canada.
ETF's offer good options for this. 
USA, Europe and Asia can be good places for investment as well. 

Generally, utilities are a safe investment.
Rising rate environment will negatively impact utilities.
If rates are cut, utilities will perform better.
Income is fairly safe within utility sector. 

Current share price is a good place to buy.
Very well run company with excellent capital allocation skills.
No price target - but $80 range would be safe.
Strong business for the long term investor. 
Provides international exposure through asset base.