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He'd say take a small swing. It's been on a roll. All the big guys say they can't get enough chips, so demand will be there this quarter. This quarter will be good. When the AI bubble bursts, this will be first to go. 2-3 more years in this stock.

Last time, he recommended this as a Top Pick. Niche business, but volatile. No debt. Management owns 60% of shares. When cash builds up, they tend to pay $1 extra in dividends. Cash build is approaching that, so if it can't make an acquisition at a good price, you'll probably get that extra dividend in the next 12-19 months.

A good play, done very well. No reason not to own. Good future, especially with extra takeaway capacity coming online. Infrastructure opportunities in Western Canada are superb.

Instead, he owns PPL and ENB, mainly because of the higher dividend yields.

The simple answer is to own it when the price of corn's going up, don't own it when corn price goes down. Rumour is that farm cycle's doing down because volumes have been good, bumper crop.

World leader, dominates the industry. Not cheap, but solid long-term grower.

He sold some when it got above $200, then bought back below $150. It's 2% of his portfolio; when it gets to 2.5%, he brings it back to 2%. If it goes below 2%, he brings it back up. Likes it long term. 

The negative is repeated fights with AAPL; if the relationship ends, looking at $20 downside. Sexy side is AI on a chip; if that comes through, probably $70-80 upside.

Last big exploration cycle peaked in 2013. Gold is already going. World copper supply is down substantially, and we need it for the electricity boom. No debt, cheap, buying back stock. Accumulate below $10, reduce it over $14, and sell at $20.

Takes a share of production, without those costs. Lower risk. Best upside is a higher price of oil. Down when the price of oil goes down. Oil prices are stable right now. So you could buy here, and then reduce when some incident or other causes oil to spike. Yield is 8%.

Amazingly well run. Talented founder is still there; probably won't see anything negative until he leaves. Cigarette consumption continues to drop worldwide, gasoline consumption will probably follow. So you have to rely on snacks and acquisitions for revenue growth. 

Still opportunities, no reason to sell.

Into processing chips with different technology. The AI boom means a plethora of chips will be sold over the next decade, with upside for all stocks. Hasn't done a deep dive, but it's conceptually a good stock.

Owned by the big institutions and they're out chasing AI stocks, so not much interest in gold. 

Gold's use in the digital world has declined. Over time, it's underperformed a lot of assets. Doesn't use it for defense in his portfolio. It's cyclical, 7 up years for every down year, and you usually forecast the down year 3 years too early and suffer.

Management has one of the highest reputations in the industry. Highest quality gas play there is. Outlook for gas is good, especially with the new pipeline coming on. Might pay a bit of a premium, but it's worth it.

His models show that it has 10-15 years of growth to becoming a global, dominant brand. Penetrating the US, opening up in Europe. Feedback that it's not as cool as it was. His target price is close to $60, so you could still buy today.

The story is not same-store sales growth, it's number of stores in the future.

He sold some time ago. He struggled with its ability to connect with the younger generation. World leader in so much stuff. Probably a value play, he wouldn't say not to buy. 

But he'd prefer to pay more, knowing it has more momentum behind it. He'd wait until metrics start to improve, showing that its lustre had come back.