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Markets and volatility. Expects volatility to continue. After-effects of the pandemic like supply-demand imbalances, labour shortages, supply chain disruptions that have been exacerbated by Russia's attack on Ukraine and lockdowns in China. This lethal mix has caused inflation to spike and last longer, making central banks raise rates more aggressively. Resulting volatility in both stocks and bonds. Rising rates and high inflation will slow down the economy, some parts more than others, such as real estate and consumer discretionary spending. He's in the camp of a soft landing. Both Canada and the US have low unemployment, high personal savings, historically low interest rates, and strong currencies. Core inflation numbers are starting to roll over. Don't get too spooked by the headline numbers, but stay diversified in recession-resistant businesses in case things get ugly.

US 9.1% CPI number was a negative jolt? If you take it apart, the main factors were a spike in energy costs and other random items. Oil prices are coming down, already reflected in the price at the pump. We're probably going through the worst of it as we speak. Remain fairly defensive in recession-resistant companies. Take advantage of the volatility to add high-quality companies in your favourite sectors. He likes clean energy, infrastructure, aging demographics, some industrials.

Very correlated to markets. High beta. Depends on IPOs and secondary offerings. If you're willing to ride out the volatility, stock should be higher a few years from now when things calm down. Not for you if you can't stand volatility.

His firm is the third-largest shareholder. Shareholder Lassonde Industries is adding value by increasing distribution chains, especially in Ontario. Expects good results at next reporting. Reopening trade and acquisitions will help. Expects a premium takeover offer over the next few years.

His firm is second-largest shareholder. Leader in embedded devices, wireless antennae, infrastructure. A few speed bumps from pandemic. Contracts delayed. New CEO. Record backlog, margins improving. Undervalued.

Core position. Sales and profits have gone up a lot. Second biggest in the world. E-lotteries are growing. Enormous barriers to entry. Higher input costs, which will get passed on when contracts are renewed. Amazing business, great valuation. Very well managed.

Stock's doing well. Trading at a discount to IFC. Reasonable valuation. P&C is a great business. Can see them growing and acquiring. Buy while it's not yet on people's radar.

(A Top Pick Sep 20/21, Down 28%) Canada's largest pharmacy to LTC facilities. Two transformative acquisitions. Over 20% market share. Expects organic and acquisition sales growth and margin improvement. Telehealth. Distributing supplies. Stable, recession-proof, demographic tailwinds, easy valuation.

(A Top Pick Sep 20/21, Down 76%) Whole sector decimated. One of the fastest-growing healthcare technology solutions providers. Still integrating acquisitions. Positive EBITDA has been pushed out. Management turnover. Well managed, but a show-me story.

(A Top Pick Sep 20/21, Down 11%) Owns 63 manufactured housing communities in the US midwest. Low capex, stable, no rent control, fragmented. Increasing AFFO and occupancy rate. Inflation- and recession-proof.

Trying to turn things around, but late to the party. Lunch has been eaten by WSP and STN. He recently added WSP, the gold standard in engineering consulting, a global leader.

He recently added WSP, the gold standard in engineering consulting, a global leader.