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US store traffic is weakening while it's gotten more competitive in China, so weak there. They just got the Chipotle CEO, so shares just popped chase it, but will wait.

She sold it. Shares now are where they were when they merged. She misjudged the cyclicality of the fertilizer industry. Prices spiked after Russia invaded Ukraine, but farmers cut back spending on fertilizer because of the high price, so prices have collapsed. Also, BHP will produce a lot of potash in years to come.

They cut exposure in Latin America to increase exposure in North America. All good, but it takes time. She and the street were surprised they just bought a stake in KeyCorp. Shares pulled back. Usually, a Canadian bank buys a company entirely, not 15%. They could have paid a better price.  Is holding it, given the low PE and good dividend.

Can be volatile, but they have long-term unit growth potential in the US. Are doing well with new stores there.

Problems lie with product design, and senior people (key designer) leaving the company. But the PE has fallen and she's looking at it. LULU faces strong competition. Wants to see them getting back on track, first. Retail as a whole is very volatile.

Good senior producer exposed to the energy patch with long-life assets. But she prefers CNQ for its exposure to the Oil Sands and natural gas; they buy assets that fall out of favour.

The home improvers thrived during the pandemic, then the consumer pivoted to services. Now, this has normalized and as interest rates declined, hone projects will pick up. These type of retailers tend to improve before 1-2 quarters before the Fed cuts then keep doing well. HD has done helpful acquisitions and it focuses on their pro customers. Two tailwinds. It pays a 2.5% dividend, which they never cut.

It's lagged the group over slower consumer spending at the lower end and in China, but Visa expects to increase earnings low double-digits and earnings in low-teens. The trend from cash to credit will continue, and Visa will continue to benefit from e-commerce.

The pay around a 3% dividend, so considers this an income stock. The private apartment rental market they're in is very tight. Half their apartments are in Ontario which has a rent increase cap, so rent rises only 2.5% upon renewal, but over 20% if a tenant leaves. So there's room to raise rental rates to market rates. Also, they're good at selling pre-2018 properties and buying post-2018 ones which don't have rent control.