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They spun off personal products, so JNJ is more a medical device company. They have huge cash from that spin-off, which could allow buying a medical device or biotech company. The talcum powder lawsuit is settling, too. They've raised their dividend for 54 years. 

Has fallen alot because of the sense that the economy is weakening, but rails have pricing power. Are higher operational expenses due to issues in Vancouver and are labour negotations. He sees these as short-term headwinds. Rails are a great, environmentally friendly business. There are only 5 major rail companies in North America, which is another plus.

Their problem is their loan-loss provision which increase a lot more than their peers. But there are no capital issues. You can buy on this pullback. Remember that banks understand their loan book much better than 20-30 years ago; if these provisions are not used, they go back into earnings. Buy it now; it's at book value.

Has executed incredibly well--they know how to buy and grow software companies that need help to grow. Valuation has always been high, though.

Tim Horton's is doing okay, but Popeye's and Burger King face problems. The latter is taking longer to revamp, but the locations they already changed see better comps. QSR can bounce back and can buy other companies.

They were right to sell non-core assets and kept Uber Eats, a great service. The CEO, from Expedia, is going a great job, and generate a lot of fress cash flow. Changes like ordering an Uber ahead of time are smart. Will do well in the future.

Has a great infrastructure business. Expects them to continue to buy US asset, which is a plus. Pays a great dividend and run very well.

Trades at a higher PE than its peers, but they execute very well. Shares continue to grind higher.

They make Ozempic, the big weight-loss drug. Momentum remains strong and will continue. 30% of Americans are obese and another 30% are very overweight with similar numbers in Canada and China, so there's major room to grow. Them and Eli Lilly dominate this market.

Has 80% gross margins and high operating margins. The passive investing business continues to grow. MSCI has moved their analytics and index businesses into areas like real estate, which offer good growth. Demand for their analytics continues to grow; it's needed for risk management. MSCI is in an oligopoly.

Enjoys big gross margins, but shares have fallen because consumers, notably China, have slowed down in a slow post-Covid recovery. But this is priced into the stock now. LVMH continues to grow their brands, the best in luxury. Tiffany will benefit them in the next little while. They continue to innovate.