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Wonderful company. Largest ETF player in the game. Markets will come back and grow, and BLK will grow along with them. Great long-term investment.

Right now, 15% withholding tax on US dividends; not on his list of worries that it will be negotiated higher under Trump. Out of his control.

A high-risk opportunity. Traffic to US is down. In the US travel is down, but revenues are up because people are paying for executive class. AC can do the same thing. Tariff noise will soon abate.

His largest holding. Customer does all the work and the company gets all the money. Ads have taken a hit. Regulatory scrutiny is a target on the successful; first it was IBM when he started out, then MSFT. It's rather like getting the Good Housekeeping Seal of Approval ;)  

Could be hurt by lawsuits, but it'll be minor. AI will drive growth for the next 10 years.

Big breakthroughs in cancer. One drug failed recently. We're in the midst of a malaise of selling and going to cash. Great story.

Still a good stock. In December, he sold and put proceeds into TD and POW because they were better buys. He'll often do these switches.

In the fall, stock really moved up on excitement over data centres. He took his position from 6% down to 3%, rolling proceeds into NPI. But now it's at the top end of his buying range. 

Major US acquisition; his partner and son, Jamie, tells him there's a bucket of FCF in there. Haven't completed all their homework, but he suspects they'll buy more if it gets to ~$43-44.

Supplier to HD. Has gone down on recessionary fears. One of the big holdings in his income fund. Canada and US need to build more houses. Well run. Not a risky business. Big fat dividend yield of almost 9%.

Very international. Largest exploration drilling company in the world, just bought the second-largest. The world needs copper. Gold prices are up. He's been accumulating. Headwinds of negative sentiment, but it's a great holding.

Unique in that they own US refineries. Negative energy story has brought stock down. 

Keytruda is now a decade old, and a lot more competition has come on. Great company. You could probably buy here, but see his Top Picks.

Extremely well managed. Trying to buy a company in Australia that does search & rescue there. Likes it, in his income fund. Profitable businesses that are protected, with opportunities to grow.

A Canadian stock that will be a major beneficiary of AI. 

Canadian manufacturing company that will benefit from AI revolution.

Selling off with general selloff in tech. Great CEO.

Sold off massively, but it and its peers can still own the world. Billions of dollars from advertising. CEO has proven to be one of the great internet entrepreneurs. Trading at 20x PE, an unbelievable multiple for a company that could grow 10-15% for the next decade. Big long-term story on AI. Yield is 0.42%.