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He's light in energy. CNQ has rallied recently after being rangebound.

Gagdets like Goggle Watch have shown people how poorly they sleep. Resmed makes sleep apnea machines, which sees big, growing demand, and they hold 90% of the market.

Buy this for the demand from data centres which need massive cooling. Places like the southern US need AC or else mold takes over a space.

People want more than a credit rating, but things like a criminal record (for employers). Lower interest rates will encourage more financings in the US and drive EFX's business to do credit checks.

They report Tuesday. Their previous quarters were punished. Problems are behind them now, he thinks.

They report Tuesday. Are the only health insurer that regularly beats earnings. Good risk/reward.

They report Tuesday. Their legal troubles could be ending, which would shift focus to their earnings. He think he will like what he sees.

They report Wednesday. Bears kept tearing apart their wealth management business, but investors buy on any weakness. Pays a 3.5% dividend. Hold on.

They report Wednesday. Are facing legal challenges that their baby formula kills, but last week the FDA and CDC cleared them. This could turn the tide.

They report Thursday. He expects their ad tier to perform well, and Squid Game 2 will be released that could attract new subscribers.

They report Friday. Last quarter, their China numbers were terrible and he doubts they can turn it around so quickly. He sold it this week.

They report Friday. Shares haven't rallied despite the bounce in oil prices.

They report Friday. The last two times, he advised buying if shares fell, and he was right. One of his favourite companies.

Their anti-pain drug is not addictive and it works. He's a believer.

He doesn't like enterprise software which ebbs and flows, and now this space is flowing. Also, there's takeover talk of this name.