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He may be early on dry gas producers. Here, you get the gas but also condensate. Condensate's needed for pipeline transport as oil sands slowly increase production. Canada's already short on condensate, so the premium's been extending. Growing production by about 50%, at which point it can keep production flat for 20-25 years. No dividend.

Shareholders are already getting 75% free cashflow. Meaningful share buybacks compress the multiple and drive the rerating. $20 target in 1 year, $26 in 2 years, so upside of 50-90%.

Very strong condensate production, in addition to gas. Exceptionally conservative management team, proven and tested. Not making a bet on M&A, but this would be a primary target. Bringing on a big project, has more on the back burner. Discount to US peers, though surpasses them on quality and quantity. Yield is 2.6%.

11-14% free cashflow yield. Not as spicy in terms of upside of 30-50% 1-2 years out. Ongoing modest dividend, share buybacks, and production growth.

Just reported, but shares dipped 2%. Reported guidance in-line. Maybe the market is worried over their sales in China, but nothing has changed overnight. It's case of shares being up nicely and are guiding conservatively. This is up 28% this year, so he's fine with it. Has $2 billion free cash flow last quarter reported and carries no net debt.

On the S&P, the best earners remain the Mag 7 like this. A lot of the dollars invested in tech ETFs goes into the Mag 7 names. This will continue to thrive for the rest of the year.

Is up 35% since the dip two weeks ago. NVDA is its own casino. Look at weekly options volumes (billions). The best thing is not to get carried away when this stock lurches higher or lower.

In consumer discretionary companies, the state of the consumer isn't necessarily the most important factor. Remember what DECK bought a company 10 years ago for $1 million and this company did $1.8 billion in sales over the least 4 quarters.

Maybe the US consumer is slowing, but remember that they continue to expand across the world take share in those places. They've done everything that a growing company should do, including hiring a CEO (from Papa John's) who can expand and has expanded a company.

Just bought more. Meta and GOOG have dominated digital ad spending, but connected TV is now seeing more of that spend. TTD sits in the middle of this huge secular trend. They use AI well to help place those ads. You can buy it here for an impending breakout. But it's volatile.

Their sell-off after earnings made no sense. Shares are already up a lot. He believes in this long-term.

Has been watching this since it went public. Half its labour costs are food assembly--robots, not workers. It's popular in New York, and they will roll out this system across the US. What if they sell this technology to other fast-food companies that suffer labour shortages? It's a robotics play hidden inside a lunchtime salad store. He just bought a small position, though he missed the big run-up. They're on their way to sustained profits.

Wasn't a great quarter, but gross margins beat though the topline was soft. We've seen a bottom, so it's time to get it.

Added on the recent pull-back. So many ways to win here: cloud, retail. Loves it.

They did a good job getting back to basics in their general merchandise, but consumables will be the real driver. He expectations for comps are low this quarter. She's interested in what they guide when they report next week, hoping for a nice 2-2.25% increase. There's a lot of room here for margin improvement. 

Added to her position. Best in breed. Trades at 22x EBIT-to-sales to 13x. Their data breach might weaken their next numbers--we'll see long-term in their next report.

Just announced blow-out earnings and shares are jumping 14% today. Is up 80% in the past year, outperforming 6 of the Mag 7 names. They raised their dividend and buybacks. A good compounder. Trades at 14x today, and a 40% discount to discretionary peers. Operating margin is double their peers in a capital-lite business.