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The former SNC Lavalin which had a checkered history. He likes professional services companies, because there will always be a demand for them. The problem is that occasionally a CEO will take a fixed-price contract that could make a nice margin or lose 5-years' profits. ATRL has been through that. He likes where ATRL is heading. The market isn't afraid of its near-30x PE. Strong growth with 9% margins, which lag its peers like Stantec, but there's little margin of safety here.

Both great, both enjoying growth ahead with much of the world still to adopt cashless payment. MA has seen a little higher growth, but both have good growth and both enjoy 97% gross margins and 67% operating margins. They got knocked about occasionally over fears of regulation. Prefers Visa slightly over its valuation discount. Good to buy either.

Both great, both enjoying growth ahead with much of the world still to adopt cashless payment. MA has seen a little higher growth, but both have good growth and both enjoy 97% gross margins and 67% operating margins. They got knocked about occasionally over fears of regulation. Prefers Visa slightly over its valuation discount. Good to buy either.

The pricing and politics are out of your control, and so is seismic activity--will it go away? Having a small position in base metals make sense, but IVN is too uncertain. IVN is a lottery.

He was very disappointed when they bought Ziply. They should have bought back shares. Makes sense to slash their dividend. They should focus on what they do well, including media assets. Expectations among investors are now very low. Things could change, but we're now at maximum pessimism.

They act more like a staple. They attract a wide range of age groups, young and old. Competition is tough, but they are run well and trade at a reasonable PE.

A lot going on here in recent years, but just a few years ago, the stock was nearly doubled, based on hopes for Disney+. That said, they will be a long-term winner in streaming; their content is strong around the world. Also, their theme parks keep selling, and are expanding internationally. Probably we've seen peak Marvel, but Disney holds a deep catalogue of content, including Star Wars. If they can sort out management and make streaming profitable, they should return to 20% margins.

Likes their business, but their valuation is high and they face competition in chip design. Great technology though. 

Acts like a utility and pays a reasonable yield. But don't get too excited. The age of telcos with lots of growth are past.

He's followed this for 25 years and owned it for about half that. They own power tools, dominating that North American market, given market-leading growth and improving margins. The founding family owns 20%. Boasts 15% EPS share. To avoid tariffs, they moved a lot of production to the US and Mexico.

If you break this up into parts, those parts would be worth more than the sum. The great fear is over search, given chatGPT's threat. About 55% of GOOGL's revenues come from search, but their informational and commercial search is only 40% of all revenues. So maybe 25% of overall revenues are at risk. But YouTube, android and cloud segments are performing very well. You pay 17-18x PE but offers double-digit growth.

Offers low-cost production, long reserves (33 years) and a low 11% decline rate. Likes their capital discipline; are paying down debt and paying back shareholders. Trump's threats over oil are unrealistic--America needs Canadian oil. Period.