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With rates moving lower, we should be looking at utilities in general. In terms of LNG demand strengthening over time, he likes names like ENB and TRP. They're large, with sustainable dividend growth.

Starting to look attractive at these beaten-up prices. Not just EVs. Broad-based repertoire of products, including industrial scissor lifts, which will attract demand if economy continues to be resilient. Warrants a look.

Look at REITs for growth and momentum as we enter a rate-cutting cycle, but you want to be selective. Lots of investor enthusiasm behind the stock. Likes it going forward. Thinks momentum can continue along with rate cuts into 2025, though it won't be a one-way street up. Not a bad dividend yield.

Likes energy sector in general. Particularly positive on nat gas. Going into a part of the year of decent strength and demand for oil. Geopolitical factors are underpinning oil right now. Likes oil going into Q4, and this name should do well breaking above resistance. Rate cuts will help.

Majority of its plays are in nat gas, and he's especially bullish on that. Natural gas feeds into power demand going forward from data centres, crypto, etc. Going to see increased transition to nat gas both outside and inside NA.

Rough waters, has not been an easy hold. Pressured by interest rates, dividend cut. A lot of negatives baked into the price. He looks at it from time to time for his clean energy portfolio, but isn't quite there yet. More interesting at these lower valuations. Doesn't consider takeover potential as a rationale for long-term investing.

Probably has 2-3 years of steady growth and demand, along with hiccups and ripples. Likes it. A UK-way of playing NVDA with chip design. Should do well going forward, at least over the next 2-3 years.

Buys grocers for defensiveness and value, not growth. He hasn't been trimming, still some runway to go. Efficiency gains in the space have been incredibly strong via technology. Rate cuts support households, which supports retail including grocers.

Might be looking to add at these prices. Still likes fundamentals going forward. Has proven more resilient than other telcos. 

The segment that it's in will continue to grow, and this company is well positioned. As a medium-term play, opportunities to the upside.

His pick in the healthcare space. Performance coming into this year not favourable. Value opportunity. Penalized by analysts by lack of takeup in obesity drugs. Buy it for oncology buildout, increased demand there. Solid medium-term outlook.

Strong play in the space regarding its balance sheet and positioning. Volatile this year, but usually comes out ahead. Dividend relatively safe. Outlook for renewables continues to improve, especially as we get into rate cuts.

Future is good. It and other telcos have been a painful hold this year. Most buy it for the extremely strong dividend, and that's sound. Rough waters, but we're coming out of it. Competition aspects that have dragged down telcos are coming to an end. Medium-term outlook still positive. He's been adding exposure on weakness.

Large cap, blue chip. Strong balance sheet with strong penetration in the market. Though no dividend is 100% guaranteed "safe", he wouldn't stay up at night worrying about this one.

Well positioned. Inflation's coming down. Demand for fast food is not going away. Obesity drugs won't be a permanent detriment to the space. Tim's is a cash cow, and that's what you want in terms of free cashflow generation.

Have to be careful in the discretionary space. Canada has had rate cuts and will have more by year's end, and the question is have we caught it soon enough to prevent demand decay in the consumer space. If we haven't, consumer discretionary is going to be pressured.

In the case of a MCD or QSR, we shouldn't see that same sensitivity to economic growth. He's not saying we're in the all-clear, but if we do get rate cuts to the extent that the market thinks we are, those recessionary or negative growth fears start to wane. Which means we can look at the consumer space a bit more positively.