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Buy the leader. Strongest on the way up, most resilient on the way down. Best bank in the world. Global financials represent the most clearly defined leadership theme in the market right now.

Gold bull markets go on for a long time, and this one's driven by central banks. Cashflow generated will continue to rise. Inexpensive. Sector's consolidating right now. 

Basic premise is that Canadian oil companies have unbelievable assets. Well north of 20% dividend growth. Great cashflow and shareholder returns. Oil's just broken a triple top on a point-and-figure chart, and these companies look as though they're about to reaccelerate. 

He'd buy this one, and he'd buy CNQ.

He focuses on the top third of relative price performers in a group. The best companies tend to keep getting better. Decent assets, but relative price performance versus the market has been weakening since 2022. Lots of other opportunities for yield and dividend growth in the energy space. He'd prefer ARX or TOU.

He focuses on the top third of relative price performers in a group. The best companies tend to keep getting better. Good dividend plus dividend growth.

He focuses on the top third of relative price performers in a group. The best companies tend to keep getting better. Good dividend plus dividend growth.

There are a lot of choices in the sector. He wants the technical picture to be as supportive as the fundamental picture. Possible that the theme is going to pick up steam. He isn't a value investor, buying cheap and hoping it'll get less cheap. He wants to buy companies recognized as the leaders in their group.

Defensive assets are garnering less and less of a bid as people become more comfortable with economic risk. Used this name as a source of cash to add more beta to portfolios. Great company, but relative price performance has started to back off for the pipelines group. Pipelines carry a lot of debt, and financing costs could get more expensive if long-term yields stay high.

Chemical stocks have been weak over the last 2 years. So you can't pin that on tariffs. Within the space, the fertilizer stocks are much more interesting and have a better technical setup.

Chemical stocks have been weak over the last 2 years. So you can't pin that on tariffs. Within the space, the fertilizer stocks are much more interesting and have a better technical setup.

Within the chemicals space, the fertilizer stocks are much more interesting and have a better technical setup. Recently bought this name. Commodity-oriented space is continuing to firm up. Very long-term base going back to 2016 is being tested, with higher lows.

Performing poorly within its group. His firm's forte isn't picking low prices for favourite companies.

Likes industrials as a whole, especially the global ones. Sells a lot of gear into power generation and power control, which will be a really important place to be. Tested long-term MA during the April correction, but now back above all key MAs. Last 3 earnings revisions have all been higher. Two of three revisions for next year are higher. Sets up well technically. Only fly in ointment is that it hasn't made a new high yet. Decent hold.

He owns GEV instead.

Likes industrials as a whole, especially the global ones. His choice in the space.

People are nervous about the uncertainty out there and are looking for safety. But the relative strength of the defensives is not good. Over the past few weeks, he's reduced his defensive positioning. He's focusing on pricing power and dividend growth. Recognize that the market's showing us that there's more economic strength out there than people think.