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Exactly. We're leaving 2024 the same way it's been for most of the year. Canadian economic environment still tepid. The US has a pretty robust economic scenario for 2025 at least.

Canada underperforming the States explains our more aggressive monetary shifting than the Fed. That story will remain in place for at least the first part of 2025. And we're now layering in uncertainty surrounding tariffs and other policies coming out of Washington.

May be a little rich, but he wouldn't go so far as to say that everything is uber-expensive right now. There are pockets of value within the US market. 

Even in the tech sector with stocks like NVDA, most people would say it's extremely expensive given its run in 2024. If you think we're going to have continued growth in 2025, tax cuts and easier regulations, those stocks probably aren't as expensive as people think.

They can. Looking at the performance for 2024, a lot of large-cap names have not done well yet we still see continued strength. If the outlook for energy next year remains solid, the TSX can continue to move higher. If you still think gold has some room to go, that's going to be favourable. If financials can get more coordinated in terms of continued growth, that'll be good.

We can do better, but we're still facing down this uncertainty on tariffs. That could derail a lot of the momentum we have right now.

He's been favouring US stocks all through the year, and he's continuing to move that way heading into 2025. At least for the first year. Beyond 2025, if we see tariffs or US policies that are potentially destabilizing to the US outlook, then he'll rethink that strategy.

But right now, makes sense to tilt your portfolio more to the US and less in Canada.

Weakness in potash prices, but demand starting to improve, especially in Brazil. Don't focus just on potash, remember its retail segment is the largest in the US with about 22% market share. Decent opportunity to add exposure.

His thoughts were a lot better before this morning. Still likes it. Ancillary AI play that will eventually bring AI into product line. Will do well over time. Reaction today is overdone.

Not the first company to have disappointing share performance. 

Solid fundamentals. Healthcare solutions will pay dividends going forward. Not a bad valuation for a long-term play over the next 5 years. 

If the fundamentals look solid going forward, don't worry too much about trying to time the entry.

Even if that were to happen, you'd want to put your exposure to energy in the pipelines. We are going to see increased volumes, barring a recession in the States or NA. Fantastic news for pipelines. Not worried so much about what the price actually is, the way a driller or downstream producer would be. Relatively decent dividend.

Believes fundamentals will remain sound for 2025, so makes sense to add. Not looking at an imminent recession, at least not one that will impact this name. Reasonable value here.