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Benefiting from continued tight market conditions in insurance market, which (perversely) is bolstered by climate change. Consultancy side is a play on the labour market, which remains robust.

In his momentum mandate. Today's price is a good price to get in. Price target: $higher, for a long time to come. Developing a recurring revenue model. Expanding geographically. Fledgling meaningful profit growth will continue.  Very bullish from a secular standpoint. Light years ahead of biggest rival, LYFT.

In his dividend growers mandate. Very high dividend yield, over 10%, and is sustainable (though may not grow in near term). Debt to capital ratio ~40%, selling non-core properties. Closing deals will add cash this year. Vacancy rates should stabilize. Private market value is significantly higher. Needs patience.

Owns none, but has a file going on the big money-centre banks. Watched earnings flow in this week. Broadly speaking, results were all pretty good, with investment banking doing better than traditional banking.

Favours Canadian banks instead. Total addressable market is smaller, but it's a de facto oligopoly where 6 banks have 95% market share. Margins are higher, credit cycles are more muted.

Favours Canadian banks. But if you had to own one, this would probably be the first one to look at. In a league unto itself. Probably best bank in the world.

In his momentum mandate. Best planes out there in medium- and long-range heavy aircraft. Sells to the rich, who keep getting richer, so there's an appetite for their planes. Sold off, probably due to fears of tariff vulnerability. Lots of manufacturing in Canada, though most customers are in US.

Order backlog is good. Supply chains problems are being ironed out. Executing very well. Going after defense and maintenance markets. Good cashflow and de-leveraging to support the shares.

Lost its way. In tech, you want to own the leaders. Unprofitable, with no clear path to turn that around. A fixer-upper. He'd rather invest where to lose $$, something has to go wrong; not that to make $$ something needs to go right.

In his momentum mandate. E-commerce turnkey solution for small- and medium-sized businesses. Biggest market share in e-commerce enablement. E-commerce will continue to take market share from bricks and mortar. As it expands capabilities, "take rate" will grow faster. Timely time to own.

Owns no US pharma, all under pressure. Potential US healthcare reform may target drug prices. Patent-cliff risk. Not a compelling total-return generator. Yield is ~3%, grows at 6%, which lags the market and the sub-index.

World's third-largest retailer. Set apart by narrow product offering, lean supply chain, and good procurement clout. High traffic, repeat business, very high retention at 93%. Very strong same-store sales growth, still not a saturated concept. Great sales growth, earnings growth, compound total return. Despite the run, any day that ends in "y" is a good day to buy. Yield is 0.5%.

Chose this Top Pick yesterday, and applauds the disciplined fiscal governance announced today. Brand tarnished on both sides of border, but it's fixable. New CEO can reset the strategy. He'd support divesting Charles Schwab. Very competitive Canadian personal and commercial banking franchise, and they may lean harder into this. Discount brokerage may become more competitive. Yield is 5.1%.

Leader. Increasingly into AI chips; recent announcement of 3-nanometer chip puts it on par with NVDA. Yield is 1%, with good 25% pace of growth over last 10 years and good scope to continue. Earnings poised to grow 22% over coming 3 years.

We continue to like TMX group. They should continue to benefit in an uptrending market and from a valuation persepctive, given the stability and steady growth, we don't view the 23X P/E as particularly 'challenging'. If a bit more deal activity comes back in the New Year, TMX should see an extra tailwind as well. For entry price, we think something in the range of low to mid-40's here makes sense.
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It is one of our favourite growth companies and we will have a hard time specifically being negative here. Of course, in a TFSA one cannot utilize losses, so that's an added risk to an 'expensive' stock. There are some small competitrors, and new US policies towards cutting healthcare costs could impact sentiment towards the stock. The stock can decline. It went down 21% in 2022, 16% in 2013, 20% in 2010, 52% in 2008, 18% in 2006 and 39% in 2002. Most of these declines were economically-related. Of course, over that same period the stock rose more than 26,000%, with triple-digit gains in 2004 and 2005. 
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VICI has been flat since 2021, although it does pay a nice yield of 6%, and analyst estimates have been rising. It trades at a good valuation of 1.2X book, and 15X forward EV/EBITDA. Margins are growing, and it has a good free cash flow yield. We might expect to see it perform better in a declining interest rate environment, but it has been quite choppy over the past several years. We would consider it a decent income stock, but we would not expect too much in the way of capital appreciation.
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