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Likes it. Bought in a bit higher than it is today. Nothing wrong with the business, drop is just the culmination of many factors. Cheap valuation. Capital intensive. Lots of debt from Shaw and MLSE, plus tariff uncertainty. Over time, will be a great hold as you collect your nice dividend.

He sold ~40-50% of his position at $79-80. Now that it's dropped below $70, considering buying it back. Appealing dividend yield. Not sure correction is over yet because of credit cycle. May try to buy cheaper, but it's a reasonable entry point if you have a very long horizon.

Savvy new CEO's doing quite a decent job. Managing balance sheet well, but he's unsure about 15% acquisition of KeyCorp in US.

Backlashing on AMZN may not be the way to do it if you're a proud Canadian, as a lot of hard-working Canadians have actually built their businesses via AMZM. We're small potatoes in the grand scheme of things.

He's looking for the chance to buy, but it's not cheap enough. He'd probably take a stab if it dropped another 10-15%, with a very long-term view.

Loves it, wonderful management. Ran up too much, too fast. Not surprised by pullback, as all the private equity firms have. If liquidity tightens up, these guys won't be able to easily sell projects, GAAP earnings will suffer, with lower near-term cashflow and profitability. 

Income stream from asset management. Trading very richly compared to projected earnings and to peers. Wouldn't buy at these levels.

Loves it and its growth. Looking at it, but not ready to buy. Valuation needs to come down a bit more to meet his margin of safety, especially because it doesn't pay a big dividend (so you're relying on capital appreciation).

Not his cup of tea. Doesn't own the actual real estate; instead long-term leases, but CGX has to spend the capital. Very capital intensive, and it's not even in control of its own destiny. He and his wife usually just stream content happily at home.

Likes it in general. Great platform and franchise. If economy is heading for a contraction (for whatever reason), this name doesn't have the geographic exposure of the other 5 banks. Mainly in Quebec; very small US and international footprint. Extremely good job of growing, so he wouldn't bet against management. It's a macro call.

Disclosure: his dealer custody is with NA. 

Spinoff from AIG. Life insurance and retirement products. Well run. Great margin of safety. Trading at 6x forward PE. Earnings can grow quickly. Very large regulatory base of capital (RBC), well above buffers required. Serial acquires of stock, which is very accretive at this price. Yield is 3.06%.

A big shareholder is agitating for change, wanting management to enhance value. World-class assets. It's cheap.  Refining margins have been coming in and general malaise in economy may explain share price. Very undervalued and value will be realized somehow. Debt, but a lot of FCF. Yield is 3.96%.

Waste remediation, metals recycling. Recurring revenue. Cashflow conversion rate to free cashflow extremely high in the 50% range. Growing by acquisition and organically. Allocating a lot of capital to buybacks, and Chairman recently added a big share. Industry is not too cyclical, not too hurt by tariffs. Valuation inexpensive. Yield is 2.91%.

Last 2 years have been very good, generally speaking. We've dropped from the peak only about 6-8%, it's not Armageddon yet. It's a normal course correction. But, as an investor, you need to know:  your pain points, objectives, and an appropriate asset mix for you. Corrections actually give investors a good opportunity to buy in at a reasonable price, rather than chasing the top.

We'll need to see if this correction becomes something much worse.

It reports Monday. A good software company that's become a great data centre company. But AI stocks have not traded the same since DeepSeek  late January. That said, he expects Oracle to say good things.

It reports Tuesday. It's pulling ahead of peers in sporting goods. He expects strong numbers.

It reports Wednesday, the most important of the week. He bets it will break the spell of undeserved negativity.