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Beat, raised, doing a (really accretive) acquisition at a reasonable multiple. Earnings were flat YOY, but revenues were up 7.6%. Reducing headcount by 10%. Guiding to 8-9% revenue growth. 

Dominant player. A stock you have to own, but has to be at the right price. (He's cheap, he wants to get it at a better price ;) Trades at 20x PE for 2027, with 13%. Better places to put capital to work. Try for 5-10% lower.

Tough environment. Trades at 20x PE for 2027, with 13% growth. So PEG isn't bad. Trying to make balance sheet better. Protected market share with Public Mobile brand, making it more price competitive. More resilient than BCE or RCI.B. Very well run. 13 analysts have upgraded in last 30 days, 0 downgrades.

Quiet place to put capital and collect the nice dividend. Not an "if", but a "when" thesis. The bottom probably isn't far off.

Still cheaper than the banks, and with better growth and lower payout ratios. Great place, plus it's fairly down the line exempt from tariffs.

Insurance space is cheaper than the banks, better growth, lower payout ratios. Fairly exempt from tariffs. Cradle-to-grave financial services. Beautiful dividend. Nice discount to NAV. Upside from private capital and nice little investments like Wealthsimple. Another quiet place to put $$ to work.

Insurance is the space to be, but is this the one to buy? Had some challenges with US side, though beat recently and trends are starting to be more encouraging. Really nice dividend. 9.5% growth rate, trading at 10.5x PE for 2026.

If you own it, hold. But for new $$, he'd prefer MFC or POW.

Balance sheets have been a struggle for all the telcos; got caught when rates went up after spending so much. Less population growth was unexpected. Competition more intense. Dirt cheap at 7x PE for 2026, but no growth until then. There is MLSE upside.

All stocks stumble at times, and you want to buy them when they're cheap. Probably the darkness before the dawn for this name.

Great job growing book value, and with organic growth and underwriting. EPS profile has really improved. The share price looks "expensive", but it trades at only 7.7x PE for 2026, and growing at 18%. More upside.

Darling in the 1990s, then struggled forever. Great comeback.

Shareholder returns are a little lighter than peers. Valuation a bit higher than peers. Cashflow per share growth is in line with peers, as is the payout ratio. Balance sheet better than peers. 

How many boxes does it tick? Ends up being fair. He wouldn't be buying a big oil company right now in front of the OPEC meeting.

He chose this name because he's scared. He's looking for blue-chip names. Buying back solidly. Trades at 8% discount to forward NAV. Seeing growth accelerating. Fundraising demand still good and on track. Not expensive at 12.4x price to AFFO, and growth forecast about 17.6x. 

Price to growth is really compelling. Value and growth. Powerful tailwinds. Even if the economy goes bad, you're going to be OK. (Note that price target is in USD, for the NYSE-listed version.) Yield is 0.63%.

Doesn't believe Asian exposure is affected by US-China issues. Would only be affected secondarily if economy started to slow and people had less money in general. 

Nice recent beat. Still has momentum in Asia. Wealth management earnings were up 8%, even after the $43M charge on California wildfires. At 9.7x PE for 2026, still cheaper than Canadian banks and than SLF and GWO. Reasonable 10% growth rate. Lowest payout ratio among peers. Another "when", not "if", story. Yield is 4.02%, with nice growth.

Likes the valuation of 8x PE, and growing ~24%. Tailwinds from Trump administration with bank de-regulation. Benefiting from years of cleanup and cost cuts. Earnings up 21% in last quarter. Fixed income was up 8%, equities were up 23%. 

Yes, the tape can toss you around if we go into a bear market. And yes, this name would sell off along with all the other banks. But at this price, with this level of growth, it's a really good bet on risk/reward. Yield is 3%.

New money always has to be put to work. So you have to ask yourself:  what should I own, and how much of it? Where should I be on asset allocation -- at, over, or under? And it all depends on the economic outlook, which is hazy. Prices are expensive here.

So he's trying to find places that are going to work regardless of the cycle.

You still have to own US stocks, especially if they're cheaper and more compelling. 

He might be naive, but we have Team Carney in place. You have to be considered a "bad country" to be punished with taxes to such a large degree. He believes we'll be able to avoid the worst. It might mean going against the OECD. But Canada has to do what it has to do.

HUT was traditionally a bitcoin miner, but like many other miners, it has pivoted some of its strategy toward high performance computing (HPC). It defines itself as an energy infrastructure platform, where it operates three main segments: 1) Power: acquiring and managing energy assets like powered land (20% of sales), 2) Digital infrastructure: purpose-built facilities for energy-intensive applications (6%), and 3) Compute: specialized hardware for bitcoin mining and data center cloud GPU-as-a-service (74%). 

Forward sales growth is expected to be strong (30%+), but it is not yet profitable, and it is cash flow negative. HUT owns over 10,000 BTC, which is approximately $1.1B in value. It is a $2.2B company, and so roughly half of its value is in BTC held on the balance sheet, and the remaining value is through its HPC and bitcoin mining services. We think it is interesting, but we would like to see the company work towards profitability and achieve some degree of free cash flows.
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RY's EPS of $3.12 did miss estimates of $3.18. Revenue matched estimates ($15.67B). Provisions for credit losses were higher than expected and this was the main reason for the miss. RY has calibrated its models to higher risks, which preemptively increased provisions for performing loans, even as impaired loans moved gradually. The bank sees low-single-digit mortgage growth in the near term, potentially slower card spending and commercial loans growth in mid- to high-single digits in 2H. Combining a cautious growth view with less interest margin expansion potential could still support RY's high-single-digit to low-double-digit growth in non-trading net interest income. Holding expense growth at the upper end of mid-single digits in 2H can hold 2025 operating leverage. Markets revenue remains a quarterly variable. RBC sees the full-year impaired provision ratio potentially moving to the higher end mid-30s bps guidance, and provisions may peak in 2026. RY tends to be conservative, and we would not be too concerned here overall.
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