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Nursing homes. 20x FFO and 10% earnings growth.

Is up 11% today on an upgrade. It's an example of nothing news-driven to act as a catalyst in the software space, just an upgrade.

Upgraded today. Will remain strong despite the day to day headlines out of the Middle East, because their earnings are steady. He remains long.Upgraded todayWill remain strong despite the day to day headlines out of the Middle East, because their earnings are steady. He remains long.

Demands is outstripping supply, driving prices up. Is this the right time enter a stock that's up so much (220% this year)? No technician will say it is. That said, the fundamentals support MU right now. Twelve months from now, capex can continue at this clip, though she is skeptical earnings can continue to grow 20-30% every quarter. Semis need a cooling off period.

Focused on systematic, evidence-based, academic research. Largely out of the Chicago School of Business. Great job trying to harness the different factors -- for example, higher quality, or smaller companies, or cheaper valuation, or higher profitability.

Factor-based strategies can underperform for long periods of time, such as when large-cap technology dominates.

Probably the class act of ETF/fund companies in terms of extracting excess returns from factors.

We forget to look at the positives in the market, possibly: a resolution to the US-Iran war, continued AI investment, continued infrastructure investment amid re-shoring, or an economic boom from AI efficiency, possibly in increased jobs or productivity. Also, possibly good, old-fashioned earnings growth. There's also something to worry about, like geopolitical risk. About 70% of the TSX is financials, commodities and energy, which worked well in 2025, but if say two of those three go sideways, then the TSX could lag other markets. He focuses on growth and momentum, tech and AI. He looks at strong balance sheets, good momentum like 52-week highs and positive cash flow.

He is optimistic in spite of the volatility and is still seeing earnings estimates for the S&P 500 continue to climb and even accelerate a bit in March and April. He hasn't seen the AI parade affected by higher oil prices as well as the consumers too much. Corporations are still doing quite well and AI will benefit many companies throughout the whole economy. He has seen big pullbacks when investors get shaken up regarding the future of AI which presents buying opportunities for trading. The market is expecting a relatively short term for the war with Iran. However if it drags on for a long time this would have an impact everywhere in the economy including a spike of oil to $200.