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Does not own shares. Quality merchandise and corporate strategy, however waiting for share price to fall before buying. Also, waiting to see how management executes in the next few quarters. Better options for investors in the markets. 

2022 very profitable, but cyclical business. Commodities tend to go up and down, but is a stable business overall. Dividend yield is safe and compelling. Would recommend holding, and waiting for share price to fall before buying. Strong name and management team. 

Owns shares and will continue to hold. Strong brand name with oligopoly (6 banks in Canada). Very steady profits and solid customer base. Not overly exposed to rising interest rates. Recent M&A continues to go well. Share price weakness a good time to buy. Dividend very safe, and expected to rise. Also a moderate rate of capital gains. Would recommend buying. 

He trimmed is Nvidia by 10%. Sometimes after a stock split, shares run up, then pull back by 20-25%, and he's prepared for that here. This is his biggest position. He'll see how it plays out. He could sell more next week. Maybe shares can rise to $160.

He did a put spread on May 2, the 500-520 end of July put spread. He wasn't concerned about NVDA or tech, but to the market's reaction broadly to Nividia's earnings. Rally broadening in the S&P had not happened. You're limiting your downside with a spread. He bought back the 500 put, which leads him long only the 599 outs.

They project 30% YOY revenue increase next year. Shares might settle here a bit, but could enjoy a bump on news that the S&P will add them the index. Their annual recurring revenue will continue to be a behemoth for them.

He just bought Dell recently, and will add more if shares fall. In fact, it was a gift that shares fell after earnings. Sure, there are profitability concerns, but the bigger story is their 30% backlog. They will continue to grow. They will be at the centre of AI hardware.

Is adding to it. They're increasing share buybacks and dividends.

Peak negativity is fading now as this bottoms. He targets $200 in the near future. It's not just a car story, but an AI one and a charging one. He will buy more soon.

EPS growth is up 19%, revenues 15% in the last quarter. Innovation is key in this sector and PAWN is a rapid innovator.

He sold FedEx to buy more Apollo. FedEx talked about longer-term costs cuts last quarter, which lifted shares, but cost-cutting is now in the stock. Topline revenue declines are expected next week when they report. The stock hasn't done anything this year.

He's trimmed it over the past year, but not yet now. It's up 38% in the last 3 months. He'll probably trim next week. But long term, the story is still there, given the enterprise demand for Nvidia chips.

They're growing their commercial business in Mexico, people are holding onto their cars longer and they manage their margin expansion well. Still likes it.

RPOs are up 44%, or $98 billion. An AI winner.

Their sports business has grown nicely and Las Vegas spending is picking up. Likes it.