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He's using CDRs more extensively in his portfolio, as he likes the hedged nature of the investment. This aligns with his view that we're trading close to the lows on the CAD, and going forward he wants to protect that currency exposure. They're also liquid, and you can buy them in Toronto.

Remember that you're going to be paid dividends and there will be withholding tax, as they aren't Canadian-company dividends. From an estate perspective, these are counted as US-side assets.

Spinoffs come in all varieties. They can be to private equity companies or public. Or the parent company can still retain ownership. In each situation, you have to reach out to the investor relations department to find out what's going to happen as a shareholder vis-a-vis the spun-off company. Tax treatment is a question to ask about. If you're a shareholder, that department is required to reply to your questions. Also consider consulting with your financial adviser.

All this is over and above whether you think the spinoff is actually going to work to extract value. Are the fundamentals or valuation better than the parent? 

VRT hasn't been around that long, track record not as extensive as others in the AI infrastructure space.

He'd lean toward ARM. Likes the company, following it. Well positioned to extract value out of the AI wave. Now looking for value within the AI space for companies not as expensive as NVDA.

Hasn't been around that long, track record not as extensive as others in the AI infrastructure space.

He'd lean toward ARM. Likes the company, following it. Well positioned to extract value out of the AI wave. Now looking for value within the AI space for companies not as expensive as NVDA.

Acquisitions in oncology weren't enough for the stock. A long-term play. Slightly disappointing on the year, but oncology segment will continue to do well going forward.

Successfully integrating AI into products, will continue. Still more growth ahead. The most successful company in incorporating AI into products we're already buying.

Chose it because it has its greatest percentage of revenues to nat gas. Nat gas will be solid going forward with increased demand for electricity. A long-term nat gas play that will continue to do well going forward.

Looking at energy demand right now, it's unfathomable that we're going to meet that demand through solar and wind. You can't flip the switch on coal production to something cleaner without looking at nat gas. You can bring nuclear into the conversation as well. 

But nat gas and LNG is where we're going to see most of the pickup in demand in 2025 and going into 2026.

Well positioned. Analysts are starting to look at it as more of a value play. Rare to say that something in the tech sector is value. Long-term hold. Will have more volatility than some of the larger names. If you decide to play, make sure it's not a big allocation. Instead, pick away at it, and wait and see.

Replacing the auditor or key executives will always sink a stock. Investors will want to wait and see what's going to happen next, and decide whether they can believe in this company's financials. Not a quick turnaround story, will take a while. And it could go badly instead.

Reflects the bifurcated consumer market in the US. Higher-end names that cater to higher-end income levels are doing well. But DG is only in the income segment that's been impacted the most by higher prices.

Well run. Fundamentals look good. Believes nat gas prices will firm up, which won't be detrimental to MX. If you think positive economic backdrop in 2025, this one should pick up. Cyclical. Stock recovery should continue in 2025. He trades in and out.

Higher interest rates were really punitive for most companies in clean energy. Injuries in Taiwan and cable issues, but these are not reasons to sell. Decent value here. Projects will be accretive to revenue and earnings. Fears of Trump not being friendly to clean energy, but that's just one segment of the administration's total purview.

Its poor performance may make it a favourite target for tax-loss selling, which may actually provide a buying opportunity.

Really nice footprint in Asia. Its products still resonate with consumers, despite deflationary situation in China. He adds on pullbacks.

Likes it. Decent pullback. US tariffs may not be positive for a stock like this, but let's just wait till January 20 to see what happens. Decent surplus of electricity in Ontario, which can impact prices to the downside. If you foresee volatility and lower interest rates, not a bad choice.

Not a growth stock. Pays a dividend, but not the highest. Stable company.

Hard to find a company with the same inventory of renewable energy projects. Global, one of the picks to get exposure outside Canada. Dividend looks safe. Fairly stable, solid fundamentals. Will get beaten up in tax-loss season.