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Everybody's scared. Forecasting markets is difficult enough -- you have to pick through the direction of earnings growth and of interest rates, and figure out those 2 variables. Macro-economic things can develop every day, and now we have Trump pondering 25% tariffs on Feb 1, or kicking them down the road to April, talking at Davos right now, and ordering interest rates down. Powell's really got his work cut out for him. It's all very opaque.

At the end of the day, it's the art of the deal and Canada is more the solution than the problem. We're necessary for the supply chain. The trade balance is favourable, though the US has a surplus except for our energy that they need, and Trump just told OPEC to lower prices and the Saudis that he wants $1T instead of the $600B offered. Lots going on and people are very nervous.

He thinks things will be OK and "this too shall pass", but over how many months he doesn't know. But we're talking about people's money here, and we don't know for sure what's going to happen when because nobody really knows the mind of Trump.

If he's placing new money today, he's looking at themes and ideas that are fairly insulated from any sort of eventuality of tariffs.

According to Mr. Trump, we're in the golden age. If interest rates go in the direction they're supposed to, we don't have massive tariffs, earnings continue to go the way they should, and AI themes continue to develop, then markets probably have further to go.

On the S&P, a lot of people are coming out with targets of 7000 by the end of this year, and that can happen. There are pockets that are pretty cheap such as Canada, the rest of the world, and dividend payers. But we have to have smart policy for that to work. He believes there will be a return to common sense, with more rhetoric and less delivery, but we don't know for sure.

Yes, very safe. Payout ratio is ~53%, in line with the bank average around 54%, so put away that worry. The better question is do you want to put new $$ to work here right now? It'll go higher if Canadian banks go higher, and they will grind higher under friendlier regulations. If banks go up over the next year, TD will participate but move up less.

Relative to the group, this one's going to be in the penalty box for quite a while. Growth will slow due to extra compliance. M&A seriously challenged due to lack of targets in Canada and regulatory constraints in US. You're better with US banks here, or BMO in Canada.

If you own it already, you'll be fine to hold and collect your dividend. If it goes to $78-79, write some puts and oblige yourself to own it.

Board changes and accelerated CEO start date are steps in the right direction. Gave investors the right message about being serious and changing the guard. Market cheered that, but stock probably got ahead of itself.

Looks really good at these levels.

Looks really good at these levels.

A much better choice for new money than TD right now.

Still very much behind the name. Great in mobility and delivery. Last year and a bit has finally been profitable. Very impressive growth rate ~25-27%, yet still attractive on price to book. Concerns about self-driving, but Uber has the ability to organize all that and it's not easy to do.

We're all trying to figure out which stocks tariffs will either impact or leave unscathed. There's a thirst for natural gas, and we need to get it offshore as part of the bridge to totally clean energy. Q3 beat. Midstream continues very robust, pricing tailwinds. Trades ~15x for 8% growth. Nice dividend.

Lower-hanging fruit is gone, but it still works from here so you can buy it. GEI is a better choice now.

We're all trying to figure out which stocks tariffs will either impact or leave unscathed. There's a thirst for natural gas, and we need to get it offshore as part of the bridge to totally clean energy. A good choice for new $$ now.

Probably the most crowded stock in the world, and people have made massive fortunes. Still hasn't reached target price. Huge beat with revenue up 97% YOY, thirst for chips. Trump's $500B AI announcement probably extends demand beyond 2028-29.

The danger with this stock is not owning it. A 27% growth rate, trading at 31x -- not as compelling as it was, but still has a PEG of almost 1. Try to buy lower, but better to buy now at $145 than not own at all.

Loves the dividend, which was increased. De-risked funding plan. Wouldn't buy more at these levels, doesn't see all that much growth from here. Kind of expensive at 17-18x. 

KEY works better from here, and PPL slightly better. Lightening up on TRP to diversify makes sense, as long as you aren't paying capital gains tax and it's in a registered account.