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A Canadian dividend giant that rated higher. This used to languish around $35 and is now testing $60. It's re-rated. Happy to own this.

They deal with a third of the planet's natural gas. Great to own. Should enjoy tailwinds from the U.S. Is firing on all cylinders. After the spin-off, this is more investible.

Is tied to interest rates. Long rates have rebounded lately. A very well-managed company with 51 straight years of raising their dividend. It will remain a core position.

Today's disappointments are tomorrow's opportunities. He's looking at water utilities, a business that won't go away. He's waiting for a plan from the new management team. Once we get it, the stock will re-rate back to an acceptable range, with double digits over 5 years very possible.

Likes it long term, but is enduring issues now. 

Has more room to run. It trades at a discount to peers. Its backlog has never grown better. They have a nuclear side to their business at Bruce Power. A lot going on and he likes it.

They have exposure to a data centre in Alberta, possibly a new hug for data centre energy. It's re-rated due to lower interest rates. These stocks are recovering and still are. Still room to run.

Be patient with it. Has good, long-term fundamentals. Likes the managers for being focused. Could be taken out. They are executing, but sort of fly under the radar.

There remains no appetite to own small/mid-cap Canadian-only oil producers. We haven't seen consolidation here, thought it did in the US. Don't sell at current levels. They are messing up on operations now, which hurt guidance. But long term the dividend and assets are fine.

All insurers are doing well. They have some P&C business in the US which is volatile--beware. But has no problem with this.

Is at good prices now, but it may take years for these stock to turn around given the regulatory environment and sentiment. The assets are good. Note that they are close to de-commissioning their copper assets, which they can sell (old landline phone assets). You may be owning or accumulating this for years, then it pays off.

They're turning around governance. Well-managed. But car sales including EV are poor. But he worries that the general economy gets worse. Is on his radar though.

Disappointing. Brookfield owns a lot of this, and he thinks they see a recovery coming. Shares are down because they are paying off a recent acquisition. Stay the course but watch the next few quarters.

One of his favourite investing lessons: In 2008, the Teachers Pension Plan was taking this out at $41 + 1 share, above today's level and pre-5G. Didn't sell then, because his mentor said that if the assets are good, then the management is temporary. The market hates what management has done, but they now have built a 5G network and the investments of the last 10 years have made this company worth more than 10 years ago. He's happy to buy this under $40. There could be a change of government next year. It's undervalued now. True, he doesn't like the recent US acquisition, but they can apply lessons learned in building 5G here to there, the U.S. but the selling has been overdone.

Had owned this a long time. He still likes their assets, offshore in Europe and Taiwan, but the market dislikes the latter. Is an attractive take-out candidate. They can divest assets in Europe or Colombia. Bad managers before, but now good, but their assets matter more and they are good. Collect the over 5% dividend and see what happens.