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Rent increases are fairly low, which Loblaw negotiated to help keep prices low. On the flipside, you get the stability of having Loblaw as the major tenant. Residential development opportunities on those sites, but that takes a while. Not exciting, but collect the dividend and sleep at night. Conservatively managed, very stable. Yield is ~5-5.5%.

He sees better opportunities in smaller-cap names. 

Compounding machine. Prices keep going up for iPhones, and they keep finding ways to extract more $$ from customers each month. A bit worried about anti-trust and tariffs. China is an additional risk, though Chinese business has been performing well despite the weakness there.

For the price you're paying for earnings growth of about 10%, there are more exciting names in the internet-focused area such as GOOG, AMZN, META and MSFT.

One of his 4 (AMZN, META, GOOG, and MSFT) main holdings in the technology space.

One of his 4 (AMZN, META, GOOG, and MSFT) main holdings in the technology space.

One of his 4 (AMZN, META, GOOG, and MSFT) main holdings in the technology space.

One of his 4 (AMZN, META, GOOG, and MSFT) main holdings in the technology space.

Owns it in his income growth fund. Very good asset base, high regard for management. Excitement around potential of data centres. Getting extended, he trimmed by about 1/3 once it got over $50. Good hold for the dividend.

Huge growth runway in US. Tough year, but turned things around. Earnings are improving; revenue and sales are starting to accelerate. Not a perfect proxy, but Google Black Friday trends on ATZ are at new highs. About 5% of his global growth fund.

Yes, fashion can be tricky. That's why he likes fashion companies that don't have a signature "look". GPS in the 90's and GOOS have faced this issue. Whereas ATZ has a broad product portfolio; goal is highest quality at best price point.

Getting into intelligence and surveillance globally. Manufacturing is weak now due to macro environment, but sees it turning around. Likes it for yield and growth.

Bumpy through 2024 due to acquisition of mid-market company plus weak results in corporate division. Will benefit from higher transaction volumes due to lower interest rates. Very stable, high cashflow.

One of the most attractive REITs on the TSX right now. Coming out of poor fundamental operations where capital allocation was mismanaged. New CEO cut dividend, sold properties. Prepared either way if interest rates fall or rise. Payout ratio will fall closer to 80%. Stock may have fallen recently because that new CEO is retiring next year. Yield is 7.3%, one of the highest out there.

Tough quarter after 3-4 year run of strong demand, with sales and margins increasing. That's taken some confidence away from management, blurred medium-term outlook. Wait for another quarter to see that there's not another leg down.

When things are going well, investors get excited. But when these semi-commodity names face tough times, the multiple can come way down.

One of the largest holdings in his income growth fund. High regard for new CEO. Executing on goals. Probably biggest benefactor in the Canadian banking sector of lower interest rates. Nice yield.

The sector sets up really nicely for 2025 with rates coming down. Will be a bit of messiness around the next quarter with slightly elevated loan-loss provisions. Investors are already looking through that to the back half of the year.

Lots of uncertainty with its Panama mine, and the issue is at an international tribunal. But that's the risk of the mining business. He prefers and owns HBM in his global equity growth fund.