Tony Ciero, CFA and CFP

We had a strong 2025. I think they missed the youth unemployment, and that's one of the main reasons why it went up that high this time around. Though youth unemployment reached 12-12.5%, he believes it's a lot higher than that. They're not counting people who have yet to participate in the market.

We need to improve on that. One way is to cut taxes, especially for small businesses. They're the backbone to our economy. If they start hiring again, that's fantastic. Youth employment would go up, overall unemployment numbers would come down.

Tiff Macklem has a tough job balancing interest rates and inflation (with the price of oil over $100).

AI is the easy narrative to blame. Sure, it has it's place, but it's not 100% responsible for the increase in unemployment in Canada or the US. 

The US has the model somewhat correct -- cutting taxes, pressure to reduce interest rates. That's spurring growth and the economy. 

Canada has announced some deals up north and overseas. But how about cutting taxes and interest rates here? Those measures alone will start promoting growth in Canada.

Good job backing out of the deal to preserve balance sheet. Strong management. Mature industry. All we cared about 10 years ago were subscription rates. Now they have to see what else can produce revenue.

Overall, SU is on the right trajectory and run efficiently. CNQ does have the nat gas component, so if that price appreciates we may see a bump in the stock price.

Consider investing in both. Both provide stable dividends, backed by the price of oil. Both were doing quite well even before the Iran conflict, which has just added to the performance. Remember that diversification is key.

Overall, SU is on the right trajectory and run efficiently. CNQ does have the nat gas component, so if that price appreciates we may see a bump in the stock price.

Consider investing in both. Both provide stable dividends, backed by the price of oil. Both were doing quite well even before the Iran conflict, which has just added to the performance. Remember that diversification is key.

Good buying opportunity. Part of the AI data centre buildout. Market volatility means some are taking profits in this name, but still good long-term hold (at least 5 years).

After doing really well last year plus turmoil from Iran, US banks have seen a lot of profit-taking. Long term, keep a core holding. If you take profits, consider diversifying into JPM.

After doing really well last year plus turmoil from Iran, US banks have seen a lot of profit-taking. Once it rebounds from that, will continue to do quite well.

Has doubled over the last 12 months, so consider taking some off. Very well run. In good jurisdictions. Despite the run, his firm is a big fan of gold -- more to go because of USD weakness.

With profits, consider going into bullion itself (such as CGL).

Despite the run, his firm is a big fan of gold -- more to go because of USD weakness. Turmoil in Iran is causing the price to fluctuate as investors shift over to oil. Gold will come back to life once things settle down.

Despite the run, his firm is a big fan of gold -- more to go because of USD weakness. Turmoil in Iran is causing the price to fluctuate as investors shift over to oil. Gold will come back to life once things settle down.

Hedged, so you don't have to worry about fluctuations in the USD.

Revenues last quarter were spectacular. Returns going forward may not be the same. Global memory chip shortage, as chips get redirected to AI. Consider taking profits, but don't sell it all (collect the healthy dividend).

Price is bouncing around due to profit-taking and market volatility. Somewhat tied to the US dollar. Incorporating stablecoin, which should propel it going forward. Keep holding. Prefers V to MA.

Price of fertilizer has been affected by Iran conflict. Jumped up 7-8% yesterday, so give it some time. If the Strait opens up soon, prices will come down and you'll have a better buying opportunity.

If you own, continue to hold. With AI, growth model to buy other companies doesn't seem the right way going forward. See if management can turn things around, giving them 18 months minimum.