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Oil has been choppy. Turmoil with purchase of Hess, though he likes the opportunity longer term. Tussle with XOM. Pristine balance sheet, very little debt, great dividend. Will do well with oil, profitable, just be patient.

Lumpy during pandemic, supply chain now sorted out. Strong management. Earnings have grown average 15% over last 10 years. 13x earnings, still a good opportunity. Buying back franchises will enhance profitability.

No. If you purchase on a Canadian exchange, you're really just neutralizing the currency fluctuation of holding a US security.

His position is that holding US securities in USD is a benefit, as he wants exposure to the US dollar. He doesn't want to limit himself to an economy that represents 3% of the world's wealth. He encourages diversification at every level, including currency.

No. If you purchase on a Canadian exchange, you're really just neutralizing the currency fluctuation of holding a US security.

His position is that holding US securities in USD is a benefit, as he wants exposure to the US dollar. He doesn't want to limit himself to an economy that represents 3% of the world's wealth. He encourages diversification at every level, including currency.

Reasonably priced. Decent earnings and growth, but not exceptional. Do peer group analysis. Often companies in a sector go up and down together, being driven by the same things. Ask if CAT has a tailwind, and is it the best in the industry? He wouldn't buy CAT, but does own URI.

Growth rates for earnings are roughly double those of CAT, yet the valuations are very similar. More bang for your buck. In his US small-cap portfolio. Still likes it here.

Recently sold on price exhaustion. Outgrew growth of earnings. Yes, sees continued growth of earnings, but the stock price more than compensated him for that growth. This is where valuation is so terribly important in your analysis.

His impression was that the Phase 1 trial did go well. Management emphasized long way to go before it would have a monetary impact. Stock did sell off when earnings released. Still likes it. Recent acquisition will be positive for future earnings and revenue growth. Not expensive. Lots in pipeline.

Fantastic value. Trading above market multiple, yet growth is 4-5x GDP and 2-3x that of the average stock. Missteps every once in a while. Don't be too critical, they will work out. Extremely well positioned. In everybody's ecosystem. Likes it very much.

Challenged by people's reluctance to adopt EVs, but it's just a matter of time. Charging is not so easy. Car rental companies have cooled on EVs. Does internal combustion well. He owns GM.

Margins are superior to Ford's. Likes the CEO and plan going forward. Incredibly inexpensive valuation.

Copper's popping today on news that Chinese smelters are shutting down. Wind at its back on the secular front like EVs, China will emerge from recession. Just because EV adoption is slow, doesn't mean we're not moving in that direction. One study says copper demand will rise 50% by end of decade. Well capitalized and managed. Not expensive. Yield is 1.41%.

Legacy name that's trying to adapt. Now much more about services and subscriptions. Getting into AI through Watson, which long ago beat a world-class chess player and won a bunch of money on Jeopardy! Partnered with META and OpenAI. 18x earnings, not expensive. Good yield of 3.37%.

Originally sold on its clouded future, Metaverse was enigmatic. Recently repurchased. Balance sheet and expenses  under control. Ad market took off post-Covid. Yield is 0.41%.

Lesson: As an investor, don't be afraid to go back. Swallow your pride and look at a company for what it is today, not what it was. Ask whether it's a good investment for your portfolio today.

EPS $0.008; revenue $47.6M. We would like to hold at least until we rates decline, so we can see how the business/stock performs in a different rate environment.
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