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He feels that Jevon's Paradox may apply to lower AI cost structures which will promote demand and benefit large cap tech companies. There is an open door for the substitution for software and semi-conductors so it could be more challenging for large tech when people have more versions available.

It flat-lined with the sector but is in good shape coming into 2025 with lots of momentum on high margins, etc. It one of the best oil and gas companies. There is lots of optionality for natural gas.

It had mixed results over the past few years but is ramping up production in Ontario and paying down its large debt. It could pay off its debt over the next three years at the price of gold even a few months ago at around $2700 which would be good for the stock price. Gold could reach $3000.

The oil and gas service sector has had a dip because of tariff concerns but has recovered. It continues to be very diversified and has half of its rigs in the U.S. It is expected to pay down another $200 million in debt this year.

The mid-streamers should be less sensitive to tariffs - pipelines make money on tolls and service fees. The dividend yield is 6%. It could be range- bound for a while since its valuation is quite high.

It is a spin-off from CSU. It specializes in carve-outs and the advantage is that the selling company is not necessarily looking for the highest price. It has run up a lot so the evaluation is quite rich. 

A dividend cut is now being considered since the payout ratio is elevated. They could then use the money saved for paying down debt. He feels that the risk-reward is not attractive enough.

It is the industry leader for natural gas production with decades of inventories and great margins. It is a stable business but not growing as fast as in the past at 6 to 7%. He prefers mid-streamers, pipelines and service companies, to producers. The mid-streamers have tended to give more ROE.

The valuation assumes there is no growth happening but there is. It is expanding, including overseas, but not focused on China like its peers. Has a new CEO from Dominoes which did very well.

It is quite well priced at 21X earnings. It has many divisions and thee is a feeling that the parts are worth more than the whole company trades at. It is spending $75 billion in Capex to support AI and data centres. In the last quarter the growth rate looked to be a little slower than expected. but they have declared that they have more business than they can handle.

It is an alternative investment manager and the whole sector has done well. The last quarter was decent and showed earnings growth in the 20% range. On Investors Day it said that earnings would grow at 20% each year for the next 5 years. Its valuation is less than its peers but it trades at less.

It was a fast  growing company that slowed down quickly. It has changed its CEO and is focusing on making improvements. The store count is growing less but at 9% this year. It didn't blame the economy for its problems and gave a good self-reflection with its workers.

Keep holding - there have been sweeping changes to the board with good potential. It sold its stake in Schwab for $10 billion so it is well capitalized now. It is trading at 10 1/2 earnings which is better than the other banks. TD had under-performed and if catching up to its peers that would give 10% upside as well as the dividend.

Earnings per share growth rate this year and next year is 18%. Wait for a pullback.

It has been in a trading pattern and has pulled back. Tariffs could be more troubling than the troubles it has had in the past years. It should have sold off more than it has considering the risk. Otherwise it is a solid business and doing well.