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Phenomenal, long-term track record of owning great buildings, managing them well, and increasing rents over time. The only REIT he owns, so that's his pick in the sector.

The only oil stock he owns. Never cut its dividend. Low-cost producer, profitable at $40 oil, so oil has to fall a long way for it to not make money. Great free cashflow generator. Disciplined capital expenditures. Conservative, great, wonderful business.

Keeps making niche acquisitions, cutting costs, and generating pretty solid profit growth.

Good news is it's the largest in athletic wear and shoes. No debt, tons of firepower. Industry leader. Slow fixes from horrendous mistakes. Looking for earnings improvement in 2026. Worst is over. To bring manufacturing back to the US would be way too expensive for this type of company.

Still a core holding. Turnaround well underway with new CEO. Looking for earnings to stabilize this year, and go up 30-40% in 2026.

Stock's struggled. Earnings flattened out. Likes it, in some good niches. Very cheap. Lots of upside and earnings power if you're patient. Decided to stop the acquisitions and streamline what they have.

The heart of the business for many companies. With so many things on sale these days, he'd look elsewhere.

Hasn't looked at it in a long time.

Avoid Chinese stocks, they're buyer beware. They don't have the rule of law there, and the Chinese government gets involved and upends things at will. Better places to look.

As a car company, changing the auto industry. Makes a very cheap electric car that's taken China by storm and will compete here. Not sure it'll be sold in NA anytime soon.

With the drop in the stock price, he's finally looking at it. One issue is China's reaction to the US tariffs; is it going to put pressure on government employees to not buy iPhones? Consumer sentiment is just temporary.

Spectacular company. Luxury brands had already taken a hit because of China. He's holding off. If we do get a recession, this will get really cheap and we've seen that before. This name is quite cyclical, but best in class.

He prefers MG. The 2 charts look exactly the same over the last 10 years, so pick your poison. Buy these names when things look awful.

His preference in the space. Very well integrated into the major auto companies, as they can't live without Magna at all. Profitable, makes money every year. Buy it when things look awful.

He actually likes both. Looking at price action over the last few days, these names have held up rather well. Sector's bottomed out. Both names have high dividend yields, tremendous FCF, lots of opportunity going forward to buy back stock. Worst is over for the sector, phenomenal opportunity.

With BCE, you should anticipate a dividend cut; this would be fine with him, as it will free up $$ to reduce debt and possibly buy back stock. If that happens, it would be a positive rather than causing the bottom to fall out of the stock. Investment community wants it to cut the dividend, reduce debt, and undertake a better allocation strategy. Still throwing off significant cashflow. Too early to say if it overpaid for the Ziply acquisition.

Telus has done better, with better growth. Invested in other things to diversify its business. 

He actually likes both. Looking at price action over the last few days, these names have held up rather well. Sector's bottomed out. Both names have high dividend yields, tremendous FCF, lots of opportunity going forward to buy back stock. Worst is over for the sector, phenomenal opportunity.

With BCE, you should anticipate a dividend cut; this would be fine with him, as it will free up $$ to reduce debt and possibly buy back stock. If that happens, it would be a positive rather than causing the bottom to fall out of the stock. Investment community wants it to cut the dividend, reduce debt, and undertake a better allocation strategy. Still throwing off significant cashflow. Too early to say if it overpaid for the Ziply acquisition.

Telus has done better, with better growth. Invested in other things to diversify its business.