Andrew Pyle

No, market didn't break. Expectations were on both sides of the option plays. Market is content with what it saw. Everyone wants to see better than just a beat, wants to see a strong beat. The concern is do we see deceleration in growth momentum at some point. We'll see a bit more growth out of NVDA before concerns about it stalling.

The fact that we got out of that initial jolt after the release suggests that this market has some strength and confidence behind it. This could play to a number of factors such as where interest rates and policy are going. Markets are in decent shape right now.

He doesn't like to do either. He's after GARP (growth at a reasonable price) at all times. NVDA is undisputed leader in the sector. Companies are going to have to continue to invest heavily, whether talking about end users of AI or cloud services.

The concern is do we see deceleration in growth momentum at some point for a company like NVDA that, for now at least, is predominantly hardware. We've seen that in the past with other producers. We'll see a bit more growth out of NVDA before concerns about it stalling.

He's more invested right now than he'd have thought. It's been a generally constructive summer. With the US election, and turbulence in September/October, he'd anticipate talking about de-risking right now. The game has changed in the last 3 weeks, market participants are a bit more confident to look for opportunities and get their feet back in the water. He puts himself in that camp.

Rattled by high interest and high inflation. Concerns over stability of Taiwanese Strait. Recent pullback is a chance to add. Fundamentals are sound in terms of windfarm buildout, doing an incredibly good job. Not breaking through recent lows. Have to be comfortable with certain levels of risk that aren't in other names in that space.

Performance has diverged from others due to where it's developing. For example, workers being injured in Taiwan puts investors off. Have to look through that, bit of a leap of faith.

Excellent company. Dividend looks relatively safe at this point, with decent growth. Rate-cutting cycle will prop up dividends in general. Canadian operations are sound, and those outside Canada are extremely strong. Looks a bit expensive, but probably still has room to grow as rate cuts start rolling in.

Outlook is quite sound. Four weeks ago, everyone thought we were in the middle of a recession, which clearly is not the case. Strong growth opportunities into 2025, underpinned by a resilient economy. Good entry point for a company that, generally speaking, has the market to itself.

In some cases, 70x would be seen as too expensive, but it wouldn't detract him from UBER.

With rates moving lower, we should be looking at utilities in general. Stock's topped out in last couple of weeks, could be a near-term ceiling. In terms of LNG demand strengthening over time, he'd prefer names like ENB or TRP. Those names are larger and have more sustainable dividend growth.

With rates moving lower, we should be looking at utilities in general. In terms of LNG demand strengthening over time, he likes names like ENB and TRP. They're large, with sustainable dividend growth.

With rates moving lower, we should be looking at utilities in general. In terms of LNG demand strengthening over time, he likes names like ENB and TRP. They're large, with sustainable dividend growth.

Starting to look attractive at these beaten-up prices. Not just EVs. Broad-based repertoire of products, including industrial scissor lifts, which will attract demand if economy continues to be resilient. Warrants a look.

Look at REITs for growth and momentum as we enter a rate-cutting cycle, but you want to be selective. Lots of investor enthusiasm behind the stock. Likes it going forward. Thinks momentum can continue along with rate cuts into 2025, though it won't be a one-way street up. Not a bad dividend yield.

Likes energy sector in general. Particularly positive on nat gas. Going into a part of the year of decent strength and demand for oil. Geopolitical factors are underpinning oil right now. Likes oil going into Q4, and this name should do well breaking above resistance. Rate cuts will help.

Majority of its plays are in nat gas, and he's especially bullish on that. Natural gas feeds into power demand going forward from data centres, crypto, etc. Going to see increased transition to nat gas both outside and inside NA.

Rough waters, has not been an easy hold. Pressured by interest rates, dividend cut. A lot of negatives baked into the price. He looks at it from time to time for his clean energy portfolio, but isn't quite there yet. More interesting at these lower valuations. Doesn't consider takeover potential as a rationale for long-term investing.

Probably has 2-3 years of steady growth and demand, along with hiccups and ripples. Likes it. A UK-way of playing NVDA with chip design. Should do well going forward, at least over the next 2-3 years.