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Major tech earnings are coming this week, so markets are tentative today. Will numbers be positive? Layoffs? Full-year-forecasts up or down? Q1 and Q2 earnings on the S&P have been negative, but Q3 has been positive, so the end of the year looks positive. But if earnings will be lower for the year, then earnings now are too high and need to come down. There's complacency in the market, given the VIX at 16, so volatility could happen in the next several months. Also, the market expects the US Fed to raise rates 25 points next week--the issue is inflation. Unlike the market, he expects rates to stay higher for longer later this year.

Has done incredibly well lately. They have a unique brand, which makes their value. A lot of growth comes from China, so LVMH will continue to do well. They've reduced piracy very well and grow online operations well too.

The problem with these drug companies is that they depend on their drugs coming off-patent, so do they have a pipeline to replace that? Prefers JNJ because it has other businesses to cushion that loss. PFE is defensive and pays a good dividend. Look for M&A developments too. Not trading at a high PE and are well-financed. Healthcare is highly defensive.

The CP deal is important, so it's down to how well they execute this merger. Rails are a great business--pricing power and little competition.

They ran into trouble recently by proposing to buy Kentucky Power, but the deal just died. AQN was smart to trim its dividend and they pledge to sell $1 billion of assets, which is the next thing to watch. How much will they receive? Pays a decent yield. The company is aware of its issues. Don't expect much growth here for a while. Collect the dividend and watch shares rise gradually. Ending the Kentucky deal was good; the balance sheet is better.

Has done a great job, especially during Covid. The tough part for SHOP is they have to become a logistics company like Amazon had to which will cost a lot of money. They offer a lot of value to small/mid-sized company which need e-commerce, even though consumers are back at shopping malls.

Interesting, because the world is looking at nuclear power again, so Cameco can benefit. Cameco signed a deal with Brookfield to manage nuclear businesses--they're diversify, which is good. Will benefit from trend for smaller nuclear plants.

They sold their personal care business to generate a lot of capital. They're strong in vaccines, but don't have a strong pipeline of drugs. So, they need to buy other companies to make up for that. Not a high PE and pays a good dividend. The key is what they will do with their capital.

Trades reasonably around 10x PE. They execute well and pays an okay dividend. They spun off their real estate, which helped them. A great Canadian brand and does well in less-populated parts of Canada. There'll be some volatility in some earnings, but this will do well over time.

Has owned this for years. They just bought a European company and one in the U.S. They grow by buying and execute well. Debt rose but they will manage that. Good that they're growing through Europe. They've built Circle K well. Can use supply chain management to reduce costs. Buy on any pullback.

Long owned this. A great pipeline of products in their pet business. Fine balance sheet. People spend $3,000 annually on their pet. Their livestock business will come back. This did well during Covid, but shares fell back after. He expects strong quarters of growth ahead.

Some are looking at Apple the wrong way, citing supply chain problems, but those are going away because they're diversifying their manufacturing away from China. Their services is doing very well and growing. Wearable also is faring well and growing. Remember that margins in services are big and cover smaller margins in hardware. Also, they continue to buy back shares.

He likes Canadian banks. TD has fallen alot over concerns of their First Horizon deal in the U.S. not closing, but regulators would want Horizon to be in strong hands (TD) after what's happened with SVB, etc. Canadian banks are very different from US ones, given heavier regulation here. Canadian banks are safe. TD has great retail operations in Canada and US. He expects the Horizon deal to happen and benefit TD.

He likes Canadian banks, which are safer than American ones (more regulation here). Good retail banking in Canada, but are big in asset management and investment banking. Will continue to do well. PE is reasonable and pay good dividends that continue to rise.

It's better to invest in car parts than car stocks. Inflation costs have already been passed onto buyers, so don't expect much in the future. EV's are a tailwind for the parts companies. Are trading at decent PE's. Again, the car business is tougher and he avoids that.