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Terrific management. Market's underpriced it because it grows by acquisition, and has taken on a bunch of debt. They've put an asset up for sale, probably earning $6B, and debt will come down. Just as profitable as competitors, but trades at a discount. Yield is 0.1%.

Building US business dramatically, planning to take public sometime in the future. Canadian side is well run, but the mutual funds business hasn't grown in years, perhaps 10% a year. Big dividend. Combining both sides of the business should garner a $35 stock price easily, $50 if they really tried. Yield is 4.6%.

He bought more GS this week. Their credit cards have been their major overhang; they announced they will get out of the consumer business and are close to a deal with Barclays. The charge-offs could be 10%, twice the industry norm. And who will take the Apple credit cards off their hands? These won't impact GS long term. They did give a target of raising $225 billion in third-party assets to support their wealth management business, which they've already surpassed. Their pipeline has increased a lot, too. Trading revenues are -10%, but last year's comps were so great. Is trading a little over 11x PE 2025.

CPI missed expectations today, so maybe the market now things cutting 25 basis points from interest rates isn't so bad. We need to wait for Q3 earnings starting in October before knowing whether the bottom is in. He doesn't know yet. It's wise to still hold some cash and to stay in the megacaps.

As long as the CEO continues to execute, the stock will be fine. However, before he was dismayed to watch GS get into ill-fated consumer finance, so it's important they are mostly exiting these businesses and returning to what they DO best: IPOs, capital markets and trading. Technically, it's not good: an RSI of 36 and is partially oversold. It broke the rising 50-day moving average last week. There should be support around $426-430 and would look at it then as a trade but not an investment.

There's a secular tailwind for this tech spending. The die is cast. It will keep going for the time being. The best sub-sector in the S&P today are semis and NVDA is the 7th-best performer. The spending is happening. NVDA is the default play.

He sold this a few months ago. The net-interest income pressure will challenge the money-centered banks. JPM can withstand that (he owns). For GS, the culture they once had has returned; they have strong underwriting. Volatility will raise their trading revenue in coming quarters. He likes GS and JPM among the money-centred banks. The direction of GS company is great now.

The S&P, he thinks, will go higher, and you should play the market from the long side. We will continue to see strength in semis and megacaps.

At a 52-week high, but he sees more upside to the November high of $111.

Some of these stocks fell 40-60% like Micron, bit NVDA was among the least. This recent decline is the worst selling and won't worsen. The market wants to buy them on weakness.

Good to hear management's recent comments about slower, but stable growth, given worries that travel and discretionary spending is slowing. AXP is expanding its base, which has been loyal, to a younger demographic.

They reported a decent quarter. Is down 23% and sitting on its 100-day moving average.

With rates coming down in the future, we would be cautionary to say that a yield this high will be sustained, especially given MFT's floating rate focus. As rates come down, interest payments will come down as well which should lower the yield overtime. However, if the price of the fund declines by a greater proportion, yield may look attractive. The share price will likely trade close to NAV which will depend on market conditions. 
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We like the uranium sector, and CCO is the largest Canadian public company in the space. It is not perfect, but with production and export limits elsewhere, its production starts looking good, being in safe jurisdictions. The sector supply demand outlook should be favourable for the company. 2) Yes. The company and sector is not only cyclical, but it can be a big momentum trader.  We would keep an eye on position size and reduce when the sector gets 'hot'. 
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MEDP's shares have beeen under pressure in recent months following quarterly earnings where FY2024 revenue guidance was cut. It was not a huge cut as revenue for the full year is now expected to be $2.125B-$2.175B from prior guidance of $2.15B-$2.20B. The big reaction was due to the company's expensive valuation. The stock was trading above 35x forward earnings prior to these earnings and it has now come down to 26x. While growth has showed some signs of slowing, low teens revenue growth is still expected over the next two years and EPS is expected to meaningfully expand. We think it look attractive at these levels for interested investors. 
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