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The closer you are to the top of the house in the Brookfield framework, the closer you are to the CEO and the Board, and the incentive structures tend to favour them. Doesn't have the great yield, but has upside. BAM offers you the yield and, broadly speaking, growth aspects. He'd encourage you to stay near the top of the house, depending on how much yield you need for your life circumstances.

For BIP.UN, it's not really whether Mark Carney got elected or not, or tariffs, because it's a global business. Infrastructure, toll roads, coal, etc. Very diversified. 

The closer you are to the top of the house in the Brookfield framework, the closer you are to the CEO and the Board, and the incentive structures tend to favour them. Doesn't have the great yield, but has upside. BAM offers you the yield and, broadly speaking, growth aspects. He'd encourage you to stay near the top of the house, depending on how much yield you need for your life circumstances.

For BIP.UN, it's not really whether Mark Carney got elected or not, or tariffs, because it's a global business. Infrastructure, toll roads, coal, etc. Very diversified. 

The closer you are to the top of the house in the Brookfield framework, the closer you are to the CEO and the Board, and the incentive structures tend to favour them. Doesn't have the great yield, but has upside. BAM offers you the yield and, broadly speaking, growth aspects. He'd encourage you to stay near the top of the house, depending on how much yield you need for your life circumstances.

For BIP.UN, it's not really whether Mark Carney got elected or not, or tariffs, because it's a global business. Infrastructure, toll roads, coal, etc. Very diversified. 

The more successful of the GLP-1 stocks compared to NVO. Decent entry point. Trades in the 30s on forward PE, so there's a strong expectation of prescription growth; every reason to believe that's going to happen. 

Be cautious on position size; don't be aggressive. Stock was down 10% yesterday because NVO made a deal with CVS to become its prime recommended product for obesity. So NVO is starting to compete more on price.

With all the current turbulence, he'll take the modest gain as a win. Story hasn't changed. Decent dividend compounder and earnings grower. He'd still make it a pick today.

Not as constructive on it, simply because the valuation's been reset. Still a core part of his portfolio, and has been for a decade.

Short-term hiccup around "liberation day" just because of spurious correlation on Danish news, not due to tariffs themselves. The Danish market itself is expecting more price competition in the sector. Still part of a diversified portfolio.

Beware of conflating tariffs and politics with the direct fundamentals of a business, especially a bank, even though sometimes those things can intertwine. This name is a bi-coastal US bank, and a Canadian more-commercially-skewed bank. Mid-large cap bank, with businesses north and south of the border; but it doesn't mean they interrelate too much.

Better US and better Canadian economy are good for BMO. But tariffs don't have a direct impact. Risk to BMO is about in the same proportion as to the other Canadian banks. If Canadian consumer weakens, so will commercial credits. That's a worry, along with a US slowdown. Interesting at the right valuation.

Claim to fame, and with tremendous success, has been to buy stable and cash-growing assets at the right price. One potential negative is whether it's hitting the law of large numbers? Now it needs larger deals to run the same playbook, and at a time when sophisticated private equity is starting to do the same thing.

Valuation is not cheap by any stretch, but you have to look at free cashflow per share and compare the growth. PE tends to be a bit messy with depreciation. Not as exorbitant as the PE ratio would suggest. Core position in Canadian portfolios.

Think of it as a core position in a Canadian context. Uranium has really come into its own. Outside of speculative companies, is the best low-cost producer. Nuclear servicing via Westinghouse purchase. Not something you need to jump into with both feet today.

High-quality company in a high-quality part of the value chain. Valuation is the only sticking point. Expect them to buy more of their competitors and integrate them well. Good core, long-term holding. Pick your spots.

Good entry point for long-term hold; potential generational buying opportunity. Reason for the drop is that they were classifying clinic patients as less sick than they actually were. Resulted in recouping less revenue, to the tune of ~$500 per month per patient, amounting to ~$3+B. Keep an eye on how quickly this amount is recovered. Yield is 2.1%.

Be mindful that this doesn't turn into a bigger problem of something fundamentally changing in the ever-evolving US healthcare system. Facts could change.

No matter what happens with tariffs, when you think about retail there are no companies more dominant than AMZN, COST and WMT. AMZN is by far at the biggest discount to peers. Also, leading cloud computing in AWS with stable and expanding margins. Best diversification of cashflow.

Whatever the retail environment looks like, they'll win. No dividend.

Quality, long-cycle industrial. Airplane engines that go into the new generation of planes, but also the older generation that's already flying. Best of both worlds (OEM plus after-market) in a critical part of the value chain. Order book is so long that they control delivery and, so, their future, which is not always true. 

More recession resilient than you'd think, because the building of the planes is more consistent than other parts of the industry. Great management team. Yield is 0.64%.

Diversified diagnostics and bio-processing franchise. Good capital allocators. On the upswing in terms of cyclicality. Under-deployed balance sheet can be utilized accretively. Until recently, valuation was coming down. Defensive healthcare, a more resilient vertical than industrials. More complex treatments of the future benefit a name like this (and TMO). Yield is 0.64%.