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Has held this for a long time. It is not just a Quebec bank but has a dominant platform in wealth management. Also holds investments in the U.S. and Cambodia. It is his favourite bank in Canada and he also likes TD and Royal Bank.

It provides health care and healthcare insurance products. It is difficult to understand and is just one bad news headline away from destroying its business. He prefers to stay away from Healthcare and has only one - Stryker.

He uses the products as do many others. It has been an amazing company with a strong main business. However it has diversified away from its main business and this does not necessarily work with any company. He hasn't researched it yet but it should be in a group of 60 to 100 quality businesses that will do well.

He feels that investing outside North America is taking a big risk. The stock may be great but he is not sure about the rules of governance. China needs a reliable legal system.

Clients own it but he is not overly positive on utilities in general at this point. Costs to build new structures are out of control. However what they have is valuable because of this. Rising interest rates make the dividend less attractive.

It still can't get costs under control. AWS, its cloud division has disappointing margins with growth slowing quickly. However its new CEO has signaled that they will get costs under control and if this happens the company could make a fortune. It could earn $4 per share in 2024.

This has been one of his worst investments - the growth has not materialized. He prefers Visa or MasterCard. At $82 it has an attractive valuation and is still profitable.

It is an owner operated trucking company that is becoming an asset type of business, having made a great investment in buying a component from UPS. They are great asset allocators and could do 10 U.S. dollars per share in two years as well as see its share price reach $250 Canadian. An added attraction is that it will turn away business that is not profitable enough.

It is another owner operated business and puts good thought into the acquisitions it makes. It is building a national business in restoration which gives it significant more upside.

It is in the waste collection business - a very defensive place to be. A lot of contracts are tied to the CPI so revenues are bumped up and it can raise prices. Has owned for a long time and will buy more.

It is deep in debt on the streaming platform component, is not making money on it, and may sell programs to Netflix. The Parks business is amazing and Avatar will make a fortune. For streaming he prefers Netflix which makes a lot of money.

It was downgraded today with investors worried about real estate in Brookfield Corp - BPY. It will probably clean it up and re-buy. It has great assets

This would be his first choice if you wanted exposure to natural gas. The CEO is an amazing capital allocator and is buying back stock. Natural gas prices went way up with the invasion of Ukraine but are now lower than pre-war. The price of natural gas is mostly weather related.

As far as being a turnaround stock he refers to a comment by Warren Buffet - 'turnarounds seldom turn'. Telcos in the U.S. have been poor businesses the last few years.

It has raised its dividend again with dividend growth being 3 to 5%. annually. Although growth has slowed for Canadian Telcos, BCE is one of the biggest providers of cell phones.