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He prefers Microsoft. AI is here to stay, but valuations of these tech names have gotten ahead of themselves. Amazon is still growing with strong third-party ads and a cloud presence.

Their software is powering Nvidia to make GPU chips. SNPS shares have run up as a result, though weakened in the past month. Price-to-cash flow is estimated to fall between 2025 and 2026, so the street expects the company to grow a lot. He believes AI will continue to grow. SNPS's valuation isn't extreme like others in AI.

This is volatile, because it's tied to the price of copper which is very choppy

Problem is that many contracts they signed with airlines don't adjust to inflation so this is squeezes margins. New contracts will reflect inflation. He likes their business model, likes it long term.

Are the biggest and best of the US banks. Good to hold in an RRSP or cash account, but not a TFSA because that charges a withholding tax on US stocks. JPM manages risks well.

Carmakers have been slumping (i.e. Tesla), so consider car suppliers instead. LFUS makes fuses, which cars (and other products) need. It's had a good run in recent years and will offer good exposure to EV trend in coming years.

They're trying to incorporate AI and haven't benefited from this AI boom. He's owned this for a while in his TFSA. Has been volatile, their free cash flow growth has been consistent and it's a quality name. Don't expect huge, sudden returns, but it's a good way to offer tech exposure.

As India's middle class grows, that will feed demand for banking services (i.e. mortgages). HDFC is India's second-largest banks.

The own assets essential to the global economy which buffers the company from volatile macro events. Despite a challenged private equity fundraising environment, BN has done well by raising $143 billion the past year. that they will deploy into various funds and create returns which are inconsistent and lumpy though. They raised their dividend by 8% last February, and grew 14% annually over the past 10 years. This is good for retirement.

The US's biggest electric utility. Will grow because AI demands a lot more energy than the traditional internet.

Have 17,000 locations globally and they just bought a company that gives them a presence in Germany and Belgium.  7-11 is 5x larger, but there's a lot of room for ATD to grow, because 60% of convenience stores globally are run by Mom and Pops. They were disciplined in 2020-1 and are now buying companies strategically. Half their business comes from non-gas, so they're adding car washes and fast food restaurants. The dividend has grown 23% annually over the last 10 years.

It reported today with every line item coming in weaker. Share fell 4.67% today.

They announced more price cuts to their cars, among ongoing problems with executives departures and layoffs. Compare this to Ford which led the S&P today.

Is doing well. They use AI the most among the insurers.

As long as US unemployment remains below 4%, he predicts the Fed won't cut interest rats.