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Pretty darn defensive. Firing on all cylinders. Monetizing with 2 recent sales. Evidence of capital recycling. Announced 15% stake in Colonial Pipeline in TX. Counter-cyclical; buys assets in bad markets. Real, inflation-linked revenues. Excellent growth outlook. Much more diversified than in years past. 

Reasonable 9x price to AFFO, growing ~12.6%. Good value right here. Yield is 6.20%, which he sees rising ~6% every year.

Last quarter was a nice beat. Asset sales. Sizeable projects seem to be making progress. Low leverage, low payout ratio with nice dividend, lots of volume growth on existing assets. Lots of upside from new project announcements. 

Natural gas plus getting it offshore are real tailwinds for Canada. Trading ~16.3x 2027, not cheap, but ~13% growth. Fair value once you tack on the dividend. Play defense with the nice dividend plus good capital appreciation over the next year or two. Yield is 4.91%.

They report Monday. Been hammered by economic weakness, but also benefit from the tariffs. Watch what they have to say.

They report Tuesday. With tariffs, nobody knows how much they will inflate the price of cars. Listen for their call.

They report Tuesday. It's the only stock in consumer products that he follows and is hanging in there compared to its peers.

They report Tuesday. Expects the CEO to announce a domestic and international plan. Shares are stalled under the current CEO. He doesn't expect a breakout quarter, but will hang onto it.

They report Wednesday. Benefits from Joe Biden's infrastructure bill and has plenty of projects to build ahead.

They report Wednesday. Many are worried about their ad business, but he isn't.

They report Wednesday. They've disappointed 3 straight quarters, with soft outlooks after delivering solid results. Co-Pilot needs to gain serious traction while data centre spending stays strong, but not too strong, and hopes that Azure resumes acceleration. If it misses once more, this will be punished.

They report Thursday. Their last report laid an egg, but expects this one to be better, so he will hold on.

Numbers are improving under the new CEO, with good numbers from Aetna and core drugstore business (they closed the weak performers). Though the health insurers like UNH have taken it on the chin recently, he expects Aetna to score. They report Thursday.

They report Thursday. Restaurants have struggled because of high prices, but MCD rolled out some cheaper offerings and customers responded, he hopes.

They report Thursday. Some will say these will be Apple's last good numbers before tariffs, but he isn't concerned. He is confident they can work their way out of any problem involving China, but it will take time and money. He expects the CEO to announce plan that involves India.

They report Thursday. Retail is consolidating into three giants: this, Costo and Walmart. But Amazon has major tariff problems with China, though he likes what he hears about their retail business outside China.

They report Friday. He doubts they will report anything positive because of the low price of oil.