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The question was on AI stocks. It is a good, long-term stable company but not a choice for chip stocks.

It has done very well but is maybe overdone, so you could trim your position. It is well positioned in the tech sector but he prefers others with more attractive prices.

It has done well this year. In general energy stocks are good to buy when the economy turns negative and energy prices drop. Don't buy these stocks at peak energy prices.

It continues to re-invent itself and now is a good time to buy.

He sold this a while ago and has now added it back. As a defensive stock it is one of the better plays over the next one or two years.. It has done a good job of re-vamping its stores and most of its capital spending is done.     Buy 1  Hold 10  Sell 0

It has good penetration into the New Canadian population which is leading to explosive population growth. There has been a lot of noise over the SHAW acquisition but it looks like the integration of the acquisition is going well. It sits at an attractive valuation.    Buy 15  Hold 3  Sell 1

Interest rates are indeed contributing to higher rents and the lack of house-building, but cutting rates will encourage inflation. Inflation will likely be around 3% for the next few months and unlikely that North American central banks will raise rates further. Expect an easing of longer-term bond yields as institutional investors lock in yields. Recent data on employment and consumer spending is mildly positive. Q3 will be mostly as expected. AI stocks are ahead of themselves. Expects interest rates to fall, and an uptick in beaten-up high-yielding utilities, pipelines and banks. But oil prices remain a wild-card, though crude and natural gas outlook is mostly positive.

Shares are coming back after an acquisition the street didn't like. Not an Apple or Microsoft, but a great tech company. Share have recovered to levels he bought at. 

He's no trader, but a long-term investor. Perhaps the best of the Canadian banks, which are hated now because bonds are safer and pay high yields. This will change. Eventually, people will see that banks offer growth and pay dividends. 

Soared in 2020-1, but plunged in 2022. It was valued as if it were Apple or Microsoft, but it's smaller. The PE is much more reasonable now and a good entry point now. That said, he prefers other tech stocks.

It depends on how much Washington will spend on defence and that debate is happening now. Problem is that defence contracts come and go without warning. Too volatile for him, so he's never owned it. That said, tensions in places like south Asia vs. the US will drive demand for RTX's products.

Holds a nice, diverse portfolio of industrial real estate, not office buildings or malls. Pays a good yield. Is less levered than other REITs, so it has a lot of dry powder to buy companies and less effected by higher interest rates. Trades far lower than its NAV, maybe 80%.

It remains too dependent on proprietary trading and investment banking.

Has a huge retail and commercial lending base and cushions the company when investment banking and wealth management are weak. Has a big international reach.

Everything that could go wrong has gone wrong, including the executive suite. Expectations of the cruise lines and theme parks rebounding post-pandemic are overshadowed by the streaming and broadcast businesses, a competitive space that changes rapidly. He's in wait and see mode.