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Really good growth in the business, great demographics. Great European business. Very few competitors. High end.

Overvalued to start with, and expectations were high. Small miss on weight loss percentage led to huge drop in stock price. LLY is grabbing more market share. Worry that drugs in US will face tariffs. Buy here, do well in the long run.

In his dividend portfolio. NAV is around $64, so it's trading at a discount as usual. He likes that they continue to increase dividend. In current environment, asset management is more volatile but life insurance is less. Yield is ~5%.

One of the cheapest tech companies around, trading well below market multiple. Search, YouTube, and cloud all grew last quarter. Next quarter will be telling as to where capex will be focused -- continue on AI or not? FTC lawsuit is an issue.

This quarter should be OK. Last quarter saw growth by double digits in retail, cloud, and advertising. Increased same-day delivery by 60%, pretty incredible. Great business. Tariffs on goods from China can be passed on to customers. In a bad economic environment, consumers love the cheaper prices.

It's the next quarter where we might see some volatility around the stock price.

Good company. Benefited from a lot of things that may change, like sentiment on AI. He'd wait to see whether its expenditures come off from the big companies, which could prompt more volatility.

Will probably do well if recession. Not expensive at ~11x forward PE, but tends to always be cheap. Nice dividend yield. Very low ROC; won't get rid of underperforming brands. You're better off owning one of the grocers.

Tower sales gave stock a bounce. Large capex business. May be forced to cut dividend. CRTC always makes for such a difficult environment to operate in. Great management, good job diversifying.

Solutions and data analytics for the investment management industry. Benchmark indexes, performance measurement, risk management (especially important with all this volatility). Very good numbers today, good growth of almost 10%. Huge growth potential in alternative asset classes. Gross margins down slightly. 95% customer retention rate. Only 3 players in the space. Yield is 1.36%.

Stock's fallen a fair bit, which was unexpected given the numbers reported last week. Lots of capital; lots of room to increase dividend and buy back shares. Environment is tough with potential recession. Trading at 1x book, 10x PE. Some of the best businesses in the world -- asset management, financial services, capital markets (one of the top 4 players globally), retail, credit cards. Yield is 2.74%.

Took a write down on chips, stock fell. Trading at ~21x PE. Really has a monopoly; AVGO may be getting close, AMD not close at all. New products coming out with Blackwell. Companies will continue to spend, if not as much. Earnings growing rapidly, great balance sheet, no debt. A chance to get a leader at a very good multiple. 

If it gets into the $90s, in a couple of years you won't regret buying. Growth will come from big tech players in US and Europe, not China so much. Yield is 0.04%.