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Rich valuation, but can't deny how well it's done. Consistently profitable on combined ratio (premiums in, minus claims and expenses). Huge market share. He owns CB instead.

Based in US, but being a more international P&C insurer gives it lots of opportunities for growth. Excellent combined ratio. 

Huge momentum stock because of demand for chips to build large language models. Close to 40x PE, but growth has been pretty substantial. Concerns about how much capital the cloud companies are spending on chips, scaling might be hitting a wall. Should be more clarity on that in next 6-12 months. Don't chase.

Concerns about how much capital the cloud companies are spending on chips, scaling might be hitting a wall. Should be more clarity on that in next 6-12 months. Don't chase.

Online banking. In that space, he prefers bricks & mortar and steady-eddy banks that are diversified coast to coast. In the US, he owns JPM.

In the space, he prefers bricks & mortar and steady-eddy banks that are diversified coast to coast. In the US, he owns this one. Well capitalized, has done well.

Part of a global oligopoly, with ~20% share of the global market. Very large installed base, and margin for servicing elevators is about 3x that of selling the elevators. Recent issues from demand in China, should rebound medium term. Still, it's in a great position worldwide. 24x PE, attractive. Yield is 1.5%.

Laggard compared to peers. Partial investment in KEY in the US, with market expectations that investment will be increased over time to expand footprint. Net interest income would actually increase with falling rates. Loves the valuation and shift in strategy. Yield is 5.6%.

Wildfires and labour disruptions hurt volumes. Recent quarterly results show that's improved. Guidance cut. Part of an oligopoly. More economical than trucking. Rails will be a solid part of the economy forever. Compelling valuation, good chance to step in. Yield is 2.2%.

Goods consumption has slowed as consumer spending has slowed. Question marks about tariffs and importing goods. If the US administration gets tougher on tariffs from Mexico (where CNR isn't as active as CP), that could benefit CNR as we see more goods come through Canada.