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Last quarter it spun off SOBO, the liquids portion. So now it's primarily a gas pipeline, with a slug of Bruce nuclear (powers 30% of Ontario). Paying down debt. Gas and solar will bridge the cap to additional nuclear for data centres.

Benefits from aging boomer population. Many sales in China, which is on the verge of a recession/depression. As China starts to turn around, DHR will pick up. Defensive healthcare name that he likes for most portfolios.

The most clear and present danger, still a cold war right now. US and China are inextricably linked, and Covid highlighted the reliance of NA and Europe on China for everything. If something happened, we'd need to act on supply chains and would probably see a fair bit of inflation. 

No party wins from trade escalations. Sounds as though US tariffs are coming, but hopefully they can start off slowly and build over time. Presidents Xi and Trump had a mildly warm relationship, so hopefully this will help discussions. Both countries want to broker a deal, showing that they can work within this "frenemy"-type relationship.

In the US industrial space, he'd be more inclined to look at the smaller- and mid-caps. Those will benefit from reshoring and lower interest rates.

Gave up a golden sports asset to buy a cable asset in the Pacific Northwest, instead of paying down debt. A head-scratcher. Competitive industry; harder to grow revenue, especially when costs are escalating. He owns Telus.

Reasonably good quarter relative to peers. Dividend is up, which is very important when you're investing in the space. Price is OK, and yield's still pretty good.

Competitive industry; harder to grow revenue, especially when costs are escalating. He owns Telus.

Water filtration and boilers. Big trend around the world with population growth. Stumbled on sales in China, whose economy is struggling. Moving into India, where it's been a great success. Future is bright. Add to your position if you're not already overweight.

Dividends grew 13% last year, 11% per year over 5 years, 35% per year over 10 years. Getting paid to wait. Sometimes the market just doesn't recognize the value of a company, and then some catalyst (impossible to know what or when) comes along to unlock value.

On a tear. It's always been expensive. Revenues have been growing, though net income's been a bit slow to follow. If it can get to a critical mass, then stock will be OK. Expect volatility. Look for big selloffs around quarterly earnings. Watch position size in your portfolio.

Auditor resigned, never a good sign, he'd never invest during accounting uncertainty. Stock dropped further. Merely a distributor. When something in the value chain doesn't actually add value, be wary of long-term prospects. Too risky.

Instead, invest in one of the majors making the chips such as NVDA, QCOM or AMD.

One of the major chip maker names to consider for your portfolio. Adds value to the supply chain.

One of the major chip maker names to consider for your portfolio. Adds value to the supply chain.

One of the major chip maker names to consider for your portfolio. Adds value to the supply chain.

A lot of $$ was made, but now investors have come to realize marijuana is just a commodity. The company bears all the costs, but it has the federal/provincial government as a partner that shares equally in all the upside, but none of the down. Even advertising is restricted.

For a consumer stock, he holds Unilever.

His name in consumer stocks. Big, boring business. Has grown developing market revenues to be greater than half the company. Brand power, staying power. Yield is 5%.