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One of his go-to names in the sector. Trades at a premium because it has perhaps the lowest geopolitical risk of any producer. Valuation is too rich.

His go-to name for a streamer, but he owns no gold right now as valuations have risen so much.

Phenomenal compounder. Valuation still at massive discount to US peers. Management closely aligned with shareholders and working hard to unlock value. He'd consider buying today. Unique position with capital allocation to maximize its portfolio.

A pick for income, but also has growth; that combo is really important. Really likes still. Would consider buying today.

An EM stock, so it gets swamped with news of China. Still, a safe way to invest in China. Has grown footprint by capitalizing on weakness in economy. Massively undervalued; he'd consider buying today.

Sold last year once more of the value from its initial spinoff was realized. See his Top Picks for recycling the capital proceeds into another opportunity with a similar playbook.

Really well run, very good compounder. Likes the business, always on his watchlist, but it always trades as such a rich valuation. Strong growth profile, but valuation exceeds it. If you can get it at the right price, hold for a long time because huge runway ahead.

Largely insulated from tariffs, as services take place locally whether Canada or US. Only hiccup would be if housing materials were hit by tariffs; still, labour costs (not subject to tariffs) are the bulk of renovation expenses. Would be sensitive, however, to a broader economic turndown.

First-class management. Most unique footprint of any rail in NA. Tariff uncertainty impacts it the most, as it facilitates trade among US, Canada, and Mexico. It's held in really well. Attractive 20x PE, but tariffs will impact growth.

He did think about exiting, as he looked out over 4 years and saw potential economic weakness on the horizon. But it's a trophy asset, one to own long term. He decided to hold on, and to buy a bit more if it does get hit.

He holds CP, which has excellent management and the most unique footprint of any rail in NA. Tariff uncertainty impacts CP the most, but he decided to hold on and buy a bit more if it does get hit.

Current US administration fairly accepting of de-regulation. US banks have all exploded; average 1-year return is 50%. Future looks rosy, which can be contrasted to Canada.

Look at BNS and TD, whose valuations are so compelling. See his Top Picks.

You'll be OK if you have your heart set on this one. He always prefers JPM.

Unmatched on risk management, balance sheet, and operating capabilities. This is his go-to name for US banks, but the valuation at 15x is too rich. If your heart's set on a US bank, wait for a bit of a pullback. Instead, he'd look at BNS or TD.

See his Top Picks.

Stay away right now, stock's gone parabolic. Software services for US defense. Aligned with Trump allies, more defense spending, unique capabilities. Secretive on exactly what it does. Can't really sell its product globally.

Unfortunately, tariffs mean consumers will pay more. Eventually it will cost people their jobs. Phenomenal awakening of raising prices and capturing margins. Valuation of 20x would make him sell, deploy profits elsewhere. See his Top Picks.

So richly priced. Valuation is north of 30x PE because value proposition is so strong and consumers are pinched so hard.