Central banks cutting interest rates could lead to deflation - perhaps rates are falling too fast. Would suggest Canada mirrors USA who hasn't cut rates yet. Inflation is not going away. Recent tariff threats from USA are reality check to Canadians. Trump administration has done more for Canada in the past two weeks than years of Canadian Federal leadership. Canadian energy will hopefully start to renewed development as Canadians recognize value of energy resources.
Best way to participate in Uranium them. Believes Uranium prices will continue to rise. Recent weakness in Uranium prices has created buying opportunity. Owns large portion of Westinghouse - manufacture of nuclear related assets. Excellent growth prospects. Dividend continues to rise with earnings. Capital discipline with strong balance sheet.
Excellent opportunity for rising gas prices. Believes demand for transition fuel will continue to rise. A.I. demands for power generation will increase natural gas demand. A.I. data centers requiring more power than can be provided. Excellent dividend yield with new projects on the West Cost. Good for long term investors.
Capital discipline has been very strong. Assets have allowed company to do well through various pricing cycles. Excellent prospects going forward. Would recommend buying for the long term. Copper assets very high quality. Recent acquisition of shares has been good capital allocation.
They plan to buy Formula One's TV rights, and they are in the best position to leverage more than anybody else buying such rights. Hopes it happens. Flawless execution.