BUY
CP vs. CNR

Chart looks better and fundamentals work. When those 2 factors go hand in hand, it's quite compelling. Has outperformed CNR.

DON'T BUY
CNR vs. CP

Chart for CP looks better and fundamentals work. When those 2 factors go hand in hand, it's quite compelling. CP has outperformed CNR.

WAIT

Next downside potential is ~$49 (the 200-day or 40-week MA). The big runup on the chart is part of the whole AI derivative trade. There was support around $60, and it busted through that by 15% in one day on Monday's DeepSeek news. Uptrend has been broken, the bounce is over, downtrend likely by another 10% to resume and head to $49.

You could sell a bit here and buy back around $49. If you're looking to buy new, just sit on your hands and wait till then.

DON'T BUY

Laggard in the group. The names he prefers are really in a sideways trading range; chart for SU is an example.

WAIT

Thinks rates are heading higher, so REITs are going to come under pressure. If the S&P 500 real estate sector is down 2%, perhaps the Canadian sector won't be hit as hard, but it'll still head lower. If his call is correct about a bigger correction later on, it'll be a better opportunity.

Look to energy names instead for a strong dividend yield.

TOP PICK

Sideways trading range. Reported earnings today. Should not be affected as much by potential US tariffs, as energy may be exempt. Boring, blue chip. He likes energy, and this is a way to play. Yield is 2.9%.

(Analysts’ price target is $104.28)
TOP PICK

Garbage is boring and a beautiful business. Looks poised to break out to new highs. A boring name with strong technicals (price momentum, RSI, and whether institutions are buying or selling). Price momentum is improving and, especially, trading above 50- and 200-day MAs. RSI is reaccelerating. Strong technical setup, with a good fundamental idea. Yield is 0.6%.

(Analysts’ price target is $287.29)
TOP PICK

A bit extended. Broke out yesterday to new highs, so he wouldn't be surprised to see some near-term consolidation and weakness over the next couple of days. Chart's working. Yield is 1.6%.

(Analysts’ price target is $143.47)
BUY

Likes energy. A name he likes based on the sideways trading chart.

COMMENT
Gold at record-high today.

He thought there would be more of a consolidation around $2600, but it's broken out to new highs above that. Quite positive. Trend is up and to the right, and it's pointing him in the direction of something like AEM.

BUY

It reports Monday. Its volatile and outspoken CEO is messianic to its retail base. He targets $100, as shares have momentum now. PLTR is one of a handful of defense contractors; the defence department gaves WAY too much business to this handful.

BUY

It reports Tuesday. The new CEO is returning PYPL to solid growth. Once dominant, PYPL sank to the buy-now, pay-later companies, but seems to be returning.

BUY

It reports Tuesday. Is a standard beat-and-raise story, tending to blow away estimates. 

BUY

It reports Tuesday. Despite acquisitions, MRK remains about their drug Keytruda, the cancer treatment, that keeps working. He beats numbers will be good, but he wants to hear about these acquisitions.

WATCH

It reports Tuesday. Their anti-cancer drugs still haven't broken up to justify the cost of acquiring them. Good news would pop shares up. Little downside now.