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He'd rather own businesses hurt during pandemic, but are better today. Cruising business is tough. He'd rather own a BKNG, ABNB, MAR or HLT.

Jobs number out of the US today shows a probability of next to no rate cuts coming in the US. But we're probably going to have more cuts in Canada. As a result, one can imagine that the CAD will be weaker compared to the USD, and the chart shows this.

The US economy is a beast, and we haven't caught up. GDP in Canada has flatlined for a number of years since 2015-16 when oil prices cratered. And for large part, US has benefited from large tech and AI, which we don't have.

Bottom line is that they have the numbers they use to calculate inflation, and that's how they set interest rates. He expects inflation to continue to come down in Canada, and expects to see significant deflation in a lot of sectors. So, hopefully, those 3 for $11 chips will come back down to 3 for $10.

Turnaround by new CEO. Expects $50B free cashflow in 2024, could be used to pay down debt and start a dividend. An AI play. One of the top providers of cloud data storage. Improved retail margins. Continuing to win e-commerce market share.

Sales machine. Market leader in joint replacement and medical products. Post-pandemic backlogs still huge. Double-digit topline revenue growth last few years, should continue. Acquisitive. Good free cashflow. Still growth in EMs. Valuation's run up, but he's not selling.

Surprisingly, hasn't met his goals for return performance. But starting points do matter, and it ran up dramatically prior to pandemic, so maybe it got a little pricey. Restoration business suffered due to good weather. Long-term thesis. Serial acquirer. ("Genius") founder run and owned.

All his Top Picks today are high margin, low capex, run by great management teams, generating lots of free cashflow.

Index business -- fund managers need to use benchmarks, owned by MSCI, for which they pay a licensing fee that goes up every year. 290K indices that they sell. A Top 10, great business in the world, but valuation always expensive. Big dip in April-May, missed earnings expectations. 

A play on global growth, generates lots of free cashflow. Topline and bottom line should grow by double digits for a very long time. Yield is 1.3%.

Sells real estate data to anyone who needs it. Subscription-based, proprietary. Market leader. Just made a smart acquisition. Raised guidance. Stock's fallen a lot this year and he has no idea why. Thinks next year will generate ample free cashflow. No dividend.

Chugging along with double-digit topline and bottom line growth. Earnings have doubled over past 5 years. People are now travelling more, doing more online shopping. When's the last time you used cash? Exactly. That's the thesis for this name. Valuation not that expensive given the high-quality business. Yield is 0.7%.

Healthcare is very tough to invest in, especially pharmaceuticals. Doesn't have the weight-loss drugs, underperformed. Diversified conglomerate, and competes with his holding in SYK. 

Spinoffs planned, could be interesting because you could pick the one with faster growth. Call back then and he can chat about it ;)

How many times is Bob Iger going to come back to save this company? Issue is that they've tapped the well on a lot of their products, needs a creative refresh. Another Lion King? Come on. No one's going to movies. Not winning in streaming. 

Parks business is fabulous. If that were spun off, he'd want to own.

Great business, you'll do really well. He hasn't done enough research into it to compare it to what's already in his portfolio. But charts don't lie.

Its ability to repurpose from newspapers and radio into data is just breathtaking. Loves the capital-light, subscription-type businesses. AI has not hurt its business. See his Top Picks.

Puzzling that stock's down, as Q1 results were quite strong, beating expectations and long-term guidance good. People are concerned about how low-income US consumer is going to be impacted by inflation. He recently went through the drive-thru and a Whopper is $8! 

Sees that a lot of chains are introducing value meals, which may get stock going again. Stock's really good value here.

Disaster the last 5 years, down about 40%. Should be doing better, given demands for software. Market did not like one expensive acquisition, hurt balance sheet, still not recovered. No interest.

CSU is the one for him. 

Makes small acquisitions, doesn't overpay, cautious with the balance sheet. Lots of great opportunities going forward. He likes the up-and-to-the-right businesses.