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Likes it. Got hit in April. Market priced in weaker economic growth going forward, tariff confusion, and higher probability of recession. Appetite shift toward precious metals. Pause on copper; for example, EV production will eventually continue, but is on hold. Electrical buildout globally will eventually ramp up again.

A lot of bad news was priced in, analysts are now getting on board. Good play longer term.

Likes its heavier weighting to natural gas. His view continues to be that nat gas will be the preferred energy play going forward because of increased demand growth for LNG. Well poised to benefit from that. Global shift to cleaner forms of energy will continue, and that includes nat gas.

Dividend wasn't sustainable, got cut. Game-changer for him, as now this name offered value (instead of income). Analysts are now starting to reward that decision. Very good footprint feeding into long-term energy demand.

Stock's come back on relief from tariffs. Globally, demand for agriculture and fertilizer continues. Well positioned. Be aware that this name will be choppy, as we're not out of the tariff woods yet. More of a speculative play.

Has done well, and will probably continue to do so. Well positioned in its space. Also does well in an environment of higher long-term yields, whereas many companies (especially those with elevated debt) flounder. A name like this will insulate you from that.

This is the next phase. We've been in this AI growth patch for a while now, which won't end, but quantum is the next level. It answers a lot of the problems that we deal with in the world such as medical issues and cybersecurity.

Problem is, not a lot of developed companies in the space. The industry is quite immature, but sometimes (if you have a longer time horizon) that's where you find opportunities for decent, long-term growth. Unlike AI, quantum needs a lot of space (perhaps it could solve office realty issues). IBM is starting to look more prominent in that space.

This is the next phase. We've been in this AI growth patch for a while now, which won't end, but quantum is the next level. It answers a lot of the problems that we deal with in the world such as medical issues and cybersecurity.

Problem is, not a lot of developed companies in the space. The industry is quite immature, but sometimes (if you have a longer time horizon) that's where you find opportunities for decent, long-term growth. Unlike AI, quantum needs a lot of space (perhaps it could solve office realty issues). IBM is starting to look more prominent in that space.

Once upon a time, he really liked it. Beaten up for inability to bring forward a weight-loss drug; that may or may not be a realistic critique of this stock long term. Analyst community is really...just...waiting. He sold last year, not ready to come back in. Solid company, an improved oncology pipeline might be a reason to get back in.

Legal problems in US, those in India seem to be resolving. Will do well going forward. Has figured out how to monetize AI for the end user. AI does present a challenge to Search, but this company will innovate. Likes it, will continue to deliver results as a long-term play despite the moments of increased volatility.

Well positioned, nice footprint in NA and globally. It all comes down to the Seven & I deal -- last few weeks have seen more positive rumblings of an agreement. His speculative call is that the deal will get done. Company will eventually come through. If the stock can start to form a base here, a positive trendline should start to form (though may not get back to where it was last year).

Japan is "open for business" in this new world we find ourselves in, and that's an advantage for ATD. Yield is 1.07%.

Seeing better pricing on crude products from Western Canada, a game-changer for a stock like this. Balance sheet can withstand shocks. Starting to see realistic moves by Canada to open other export markets for energy. Trading at extremely low valuations, time to start picking away at it for the long term. Yield is 4.61%.

Fine job in utilizing AI, becoming more efficient. Cosmetics and clothing are two of its bigger channels, and these are among the easiest to switch supply chains. This makes those segments relatively less impacted by trade and tariff volatility. No dividend.

The long end of the bond market in many countries has really pushed beyond where we thought we'd be at this time. We're looking at a credible fiscal threat coming out of the US, which is impacting bonds. But we're also seeing increased deficit spending globally. 

Investors should be mindful of this. You need to be looking more at the short-to-medium term. The long end is delivering fantastic yields right now, but you need to be cautious. Hopefully we cap out soon, but we're getting close to some dangerous tentacle levels on US long bonds.

At the end of the day, the bond market has more clout in response to policy than the equity market. The bond market's not in the mood for countries to be running reckless fiscal policies, and it's prepared to respond.

Shares of FSV are up 22% over the last year and revenues are expected to grow in the mid-single digits over the next two years, albeit lower than the 15% they have typically seen. However, the company has been good at finding growth through acquisitions over time and the macro backdrop isn't helping which is hard for any company to swim against. Both net margins and ROE are not far off levels they have been in the past.
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EPS was $1.74 for the Q1 and it is buying back stock as well. The stock is exceptionally cheap but that has not prevented a 29% YTD decline. The balance sheet is a bit levered but nothing too concerning. Insiders own 14% and have been net buyers in 2025. It's interesting, but very small and cyclical. We would not add until there is some stabilization in share price.
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