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Transitioning from hardware, now almost purely in software. Serial acquirers, only now is it easier to find deals at more reasonable valuations. High WACC is more a function of it being a small company, with market cap only ~$60B (high interest rates impact small companies the most).

Over time, ROIC will drive higher than WACC as it gets larger and continues to execute.

Bumps along the road, but the price has appreciated. Utilities are always levered, so as rates go up, there's more interest expense on the balance sheet and less profit hits the bottom line. Rates coming down have helped EMA's profit. Over time, expectation is that it will be the better choice. Yield is north of 5%.

EMA is his choice. Bumps along the road, but the price has appreciated. Rates coming down have helped EMA's profit. Over time, expectation is that EMA will be the better choice over FTS. 

A challenging year, partly due to slowdown in China. Many products are used after elective surgeries; overhang from Covid has slowed those surgeries. Long-term, the demand is there. Past 10 years, dividend's grown ~11% a year and shares have risen by ~12% a year. 

Healthcare will see a big turnaround over the next 1-3 years. He's buying now for clients.

Of the big 3 telcos, cleanest "dirty shirt" in the pile. Dividend growth this year, subscriber growth still positive. Moving from a period of heavy capital expense for 5G, to a time to stick to the knitting and long-term playbook. Yield is ~8%, which will be in demand as interest rates fall, and safer than other telco names.

Small cap, so higher rates have impacted WACC. Secular tailwinds around EVs, data centres, alternative energy -- they all need fuses. Auto sales still weak, but pivoting to data centres with room for significant expansion over time.

At the end of the day, being a manufacturer is quite tough. Plus, they're in Canada. Significant amount of debt. Counting on smaller levels of government making orders, but there's not a lot of $$ to go around. These buses are a big capital expenditure, and it's hard to justify that in a budget. No dividend.

Instead look for a company that produces component parts at low cost, but very important to the vehicle. That component would have an element of pricing power.

The "too big to fail" banks have had strong recent earnings. US economy is doing quite well right now, benefiting from lots of tailwinds, new US president is pro-business. This position makes sense.

Whether to trim is more a question of portfolio weighting. Look at the money in your overall portfolio and in BAC specifically. If that position is over 5%, or 7% on its way to 10%, then maybe trim down to 2-3%. That way, if things reverse and the price comes down, it won't have an impact on your overall portfolio.

Probably the top oil (mainly) & gas stock in Canada. Quite a significant name in Canada, with market cap just under $100B. Global recognition. High quality, well run. Significantly strong assets in Western Canada. Be cognizant that "drill, baby, drill" may create an overhang over time of more oil production in the US (our major export destination).

Lots of help from subsidies, media attention, and so on, but mis-executed on a number of things 5-10 years ago. Now playing catchup. Putting in lots of capex, but no clear direction on the outcome. Risk of value trap; down 54%, but could easily drop another 50%.

Great company. Looking at the 5- or 10-year chart, just chugs along from bottom left up to the right. If you own a partial position, definitely think about adding. Dividend's grown significantly over time by ~12% per year for 5 years. High quality, very well run.

Cash is building up on balance sheet, so he expects an acquisition over next 1-2 years. They have refrigeration technology, and solid penetration in Eastern Canada, so have to see what the next leg of the stool might be.

Repeatedly compares this to TIH, and TIH always comes out on top in terms of ROIC and dividend growth.

Swedish conglomerate in the electrical space, which plays into AI and data centres. Because Sweden is such a small country, they have to export around the world and maintain those international relationships. So far, US tariff talk has been centred on North America. Europe, so far, has been left unscathed, which bodes well for a company like this.

Doesn't own, but you could be very comfortable adding it to a portfolio for the long term.

High quality, stock's done reasonably well. Overhang on this name and CNR because of tariff talk and what that would do to the shipment of goods across the border, a potential headwind to watch. Strong dividend. Add and hold for the next 10-30 years, as rails will continue to be an important mode of transportation across NA.

Overhang on this name and CP because of tariff talk and what that would do to the shipment of goods across the border, a potential headwind to watch. Add and hold for the next 10-30 years, as rails will continue to be an important mode of transportation across NA.