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They're not that tied to the oil price, because they're more into natural gas and a midstream segment. This has pulled back with most utilities, due to interest rates and general profit taking. A well-run company that pays a good dividend. Not a bad name in utilities.

He bought CVS instead. WBA did a big purchase of Boots which they may be regretting. WBA really operates pharmacies, plus a medical business. He prefers CVS for Aetna, their insurance business, pharmacy benefits and a medical business.

Are very different asset managers. CI's balance sheet is not good. Prefers BAM, but shares have risen to a high valuation. Great managers and earnings stream (asset management fees).

Are very different asset managers. CI's balance sheet is not good. Prefers BAM, but shares have risen to a high valuation. Great managers and earnings stream (asset management fees).

Enjoys an oligopoly with Airbus. There's strong demand from the airlines as more people are travelling. However, Boeing has a terrible balance sheet, problems with the 737 Max, parts shortages, and now the unions. Management needs to prove it can deliver and right the ship. Airlines may prefer Airbus long term. Boeing needs to redeem itself.

This got away from him. He held back because these are long-lead projects and there could be labour and permit issues and delays, and their business depends on contracts, jumping from one to another, instead of a reliable stream. That said, they have a ton of projects on the books and have grown into an infrastructure giant.

Shares are fairly or over-valued. He likes Apple. But most of their profits come from hardware, which offer thinner margins than software or cloud margins. Trades at a high 30x-plus PE, which means the earnings stream must grow by 25-30%. It will grow, but by that much?

He avoids car companies, because it's a tough business. Their report last night proves it--they've having a tough time. He prefers car parts makers.

Well run with a fine geographic footprint. They have their hands in so many parts of the carmaking business. A great industrial company. Pays a good dividend and the PE is cheap. He sees growth, given steady demand for cars for the next 1-3 years.

Shares are down because the market fears they will do a tie-up deal with Humana, but CI bowed out. This is good given Human's problems. Managers are excellent, making good deals. EPS grew 13% compounded annual growth rate from 2013-2023. Are buying back shares and pay a dividend.

He liked their recent report, including guidance projecting revenue growth, EBITDA and free cash flow. They did a deal with MLSE and another equity deal to delever the balance sheet. Patience will pay off, and you will be paid a 4% dividend to wait. Solid growth is ahead.

Spun out of AIG, in retirement and life insurance business. Very cheap. They've been buying back shares. They have earnings power of $5/share, so you're paying over 6x earnings (vs. MFC's 11x PE). They have excess capital on the balance sheet. Pays a 3% dividend. It benefits from higher interest rates. Is up 47% this year.