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Always expensive, but his research discussions show that it's the best at what it does (endpoint security). In hindsight, should probably always buy on dips. Great company, though valuation is hard to swallow. Overall security software space is very attractive -- one of the most defensive parts of the software industry.

He sticks with PANW.

Reasonably priced. Safer than CRWD, though slower-growing. Overall security software space is very attractive -- one of the most defensive parts of the software industry.

It's nascent. He doesn't own any of the usual small-cap suspects. Technology could have some promise, but right now it's not clear that there are commercial applications yet. 

He'd lean more into what companies like IBM and GOOG are saying about this. When those companies say that there are no commercial applications at this point, it's better to wait. Seems like an end-of-decade type of story.

Growth will be in the cloud computing division and advertising. E-commerce is under-penetrated in overall society, still under 20%. He views this as a logistics business, and it's the best. Prime is awesome, and they've won that game.

Over time, will eke out more profitability. One of his favourite Mag 7 stocks.

Very volatile, since it's expensive and grows at a pretty decent clip. Networking solutions for AI, among other things. Coming into 2025, his team was super-optimistic about networking. But questions arose on how much inter-connectivity of data centres the hyperscalers will need, so he's on the sidelines. 

Wait and see. He'll revisit at some point.

Video game publisher. He likes entertainment as a theme because in periods of economic uncertainty, it becomes clear how much value you can get from streaming. Crown jewel is Rockstar Games. Makes 10/10 games almost every time. We're about a year away from Grand Theft Auto 6, which could be the biggest entertainment property ever. Upside on pricing and # of units sold. 

Trades at 30x PE. His price target is $340. No dividend.

Known for TVs and such. Consumer electronics is their legacy, but now a very small piece of the business and not a very attractive one. Two key properties are PlayStation and music. Should benefit from TTWO's release of Grand Theft Auto 6, as they take a percentage whenever a game is sold. Online services (with monthly subscription fees) should continue to do well. 

Second-largest of the big music companies, after Universal. Streaming has saved the music industry from CD pirating and such. Trades at 21x PE. Yield is 0.50%.

The safest Top Pick today. Largest UK utility by market cap. Now pretty evenly split between US and UK operations. Capital plan is achievable over a multi-year period, which should deliver 10+% asset growth. Earnings growth target range is 6-8%, and he's hopeful it can get to the higher end of that range over time. 

Raised equity to fund the massive investment plan, so funding concerns are in the rearview mirror. Should provide high single-digit or low double-digit returns over the next year and a bit. (Price target is in pounds.) Yield is 4.5%.