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Increased investments in R&D. Divested low-growth areas, repositioning for the future. Dental visits were down during Covid. Headwinds in Russia and China have hurt. She's underwater, but management is doing the right things. In US, dental costs are more discretionary. Demographics and low EM penetration rates are tailwinds.

Renewable space facing headwinds from interest rates and project costs. Some new agreements are inflation-indexed. A long-term, attractive sector. She's chosen BEP.UN, as it's more diversified, larger cap, global scale.

Long-term, an attractive sector. Renewable space facing headwinds from interest rates and project costs. Diversified in wind, solar, hydro, and uranium. Large cap, global scale.

Over-expanded during pandemic. Partnership with AMZN will help. Valuation still too high despite pullback.

Higher rates have been a huge headwind for income stocks, and many have underperformed. The choice depends on your risk tolerance and your time horizon. You can get a 3-year GIC for 5-5.5%, 3-year corporate bonds are yielding 5.5%. If your timeframe is below 5 years, and you want to be defensive and conservative and not lose any capital, maybe the fixed income route is the thing to do.

Longer term, say over 5 years, if you can withstand some volatility, there are a lot of income stocks that look quite attractive because of the pullback. It's a good time to build positions, because interest rates aren't always going to be at these levels. You don't need to pick stocks with the absolute highest yield, but pick ones with an attractive yield, plus you'll get some capital appreciation over time. Your total return will be in excess of what you can get in the fixed income market right now.

See her Top Picks.

End market has been in a downdraft. Chart tends to be volatile, very cyclical. Semiconductor stocks are trades, not long-term holds. AAPL eventually wants to bring chips in-house, an overhang.

Best performer of the Big 6, doing well on wealth management in custodial services. She chose banks that were more geographically diversified. Likes banks as a whole due to the pullback. Valuation is at a higher multiple than others. She's sticking with her choices, but has no problem adding a small position in this one.

Core tech holding. Pulling in expenses, improving operating margins. Generative AI tools will be very competitive. Cloud business growing nicely at 28% YOY, which will continue. Very profitable, strong balance sheet, lots of cash.

Chosen for defensive income. All telecoms have faced headwinds from interest rates, regulatory concerns, and increased competition. No one's gone super price-competitive yet. Immigration a positive. Capital spending on fibre should trend down next couple of years. Happy to hold. Yield just over 7%.

Disappointing. Latest results showed topline traction, but margins were hit. Repositioning. Lower income households have been hit by interest rates, so discretionary spending is down. Retail shrinkage a big US problem. She's holding for now.

Smaller cap, so not a big position for her. Grew rapidly during Covid, then hit by series of headwinds. Longer term, still a growth story in the US. Additional costs for new stores, which are mostly coming online later this year. Foot traffic is weakening. Reports next week, she's not expecting upside surprises.

Headwind of higher interest rates. Cost overruns on Coastal GasLink, so has underperformed ENB and PPL. Once Coastal is complete, overhang should lift.

Higher interest rates have been a headwind. Likes the yield on ENB (over 7%) and PPL (6.5%).

Higher interest rates have been a headwind. Likes the yield on ENB (over 7%) and PPL (6.5%).

Retail tends to be a volatile sector. Successful expanding into menswear. Premium-priced products geared to higher-income households. You could buy on a dip. Unit growth potential not as great as for ATZ.