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Profitability collapsed once government smaller players in to use their networks. RCI.B, with its sports business, is probably the one that will be successful. BCE and Telus both cut dividends. Companies have lost credibility in the market. Decent investments to pick up the dividend.

Starlink might annihilate them all. Lots of changes in technology.

For his team to initiate a position, they're looking for ~20% total return. So even a great business has to be purchased at the right price. Waiting to enter is not a knock on the business. But you need to get enough return for the risk you're exposed to.

Their new Muse AI platform is a game-changer, especially for the enterprise.

In Canada, we have an interesting setup. Rates have moved higher, though not nearly to the same level as in the US. In certain sectors, we're seeing growth and strength. Think about seniors housing, retirement homes, grocery-anchored shopping centre REITs.

The offset to the headwind of higher rates has been higher income growth, especially in more recession-resistant sectors and those that are tariff-resilient.

A historically volatile month, September this time has been more choppy than volatile. There's been an orderly decline, moderate weakness, in the TSX, while the U.S. has gone sideways. Causing this is sector rotation, from weakness in mining, strength in energy while the banks go along in Canada; in the U.S. there's back and forth between AI semis and software battling it out. Looking ahead, he's focused on the US Midterms, the 4 weeks before then after those elections, which are usually volatile. On top of that, we have earnings season. Politics, such as tariffs have had such an impact on markets. Meanwhile, treasury yields and rates are impacting companies, including AI ones.