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Can make some sense as part of your portfolio, but it's pretty tech heavy. Don't make it your entire portfolio, as those tech valuations could be extended.

Up 30% in last 12 months. Diversified with 75 US financial names., such as BRK, JPM, Visa, MA, and BAC. US financials are underowned in Canada. Mainly large-cap value, with some growth names. The space should do well, as we're on track for a soft landing in the US. Lower interest rates are expected to stimulate economic activity and boost demand for financial products.

Deregulation and pro-business policies of Trump administration should benefit the sector. M&A activity will speed up as a consequence, which enhances fees for financial institutions.

High beta, not for everybody. 52-week high followed by a 6% decline yesterday. But makes sense as part of a portfolio for a growth investor.

Denominator (PE multiple) keeps moving higher faster than the numerator (price). So it's actually fairly cheap. Looking at lots of free cashflow for 2025. Leader in AI and gaming technologies. Data centres, deep learning, breakthroughs in image and speech recognition. 

90% market share in the AI GPU segment. Earnings growth rate a staggering 50%, giving it a 0.7x PEG ratio, probably the cheapest mega-cap tech name out there. Yield is 0.03%.

Low beta, more conservative name. Very significant scale. Far ahead of peers with strong alignment of medical insurance, pharmacy benefits, and healthcare services. Aging demographics are key drivers of demand. Shares are 19% off their highs, an opportunity. 18x PE for 11% growth. Yield is 1.7%.

Nvidia CEO, Jensen Huang, said that quantum computing has a long way to go, which crushed quantum computing stocks today. This sector got overheated. These stocks have even more downside ahead. They're losing tons of money and have zero or very little revenue. Frothy and excessive. RGTI was $1 just last October. It's not too late to sell.

Nvidia CEO, Jensen Huang, said that quantum computing has a long way to go, which crushed quantum computing stocks today. This sector got overheated. These stocks have even more downside ahead. They're losing tons of money and have zero or very little revenue. Frothy and excessive. It's not too late to sell.

Nvidia CEO, Jensen Huang, said that quantum computing has a long way to go, which crushed quantum computing stocks today. This sector got overheated. These stocks have even more downside ahead. They're losing tons of money and have zero or very little revenue. Frothy and excessive. It's not too late to sell.

Up 309% in the past year, but -2.51% today. It keeps falling and needs to keep falling to shake out the frothy money. FOMO was at work here.

It's rising, not because of any egg shortage, but because those who take GLP-1 weight-loss drugs need the protein that eggs supply.

Disney is buying Fubo, which is a small, but possibly important deal to quash litigation from Fubo. After the bell, Disney announced that they 157 million global users on Disney+ streaming content with ads. Impressive numbers. He may buy more shares.

They will buy Inari Medical which largely treats a condition called VTE (impacts 900,000 Americans), which will enhance SYK's neuro-vascular business. He likes this deal.

Getty and Shutterstock will merge in a straightforward deal. They're two major players in the same industry that will merge to give their customers a lot of leverage, something needed in the age of AI.

Getty and Shutterstock will merge in a straightforward deal. They're two major players in the same industry that will merge to give their customers a lot of leverage, something needed in the age of AI.

Paychex will buy Paycor, a rival, for $4.1 billion. Pacyor will give PAYX more scale to broaden their offerings. Likes this deal.

Cintas is launching a hostile takeover of Unifirst. Though the applauds M&A, this deal may need federal anti-trust scrutiny, because of this small market (work uniform rentals), though Cintas insists there is competition from Amazon and Costco.