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Top 60 in the TSX. Absolutely nothing wrong with it as a representation of the TSX. 

Likes it. Whenever he sees the word "enhanced", he thinks covered calls (and there's nothing wrong with that). But look to see if there's any leverage (he's not a fan because of the risk), as it's often 25%.

Likes it. Did hold it for years, but sold last November on TD's money-laundering fine. He was concerned about contagion among the other banks that operate in the US. He'd be willing to go in again. Canadian banks should do fine, despite increasing provisions for credit losses.

There are some products that combine the two, but he's found that sometimes they go and change the asset allocation. He wants to be in charge of that. He'd tend to go instead with an equity ETF and a separate bond ETF.

Depends on your risk tolerance. These are volatile stocks. If he's going to take on the risk of owning some very highly priced stocks, he wants the full value of the upside and not capped by covered calls. The premiums are very rich, but that's not what he wants for his clients.

In general, he likes tech ETFs because they've driven 30% of the gains in the market. And AI will be into everything -- even his dog's vet has adopted it.

Nothing wrong with using it instead of a money market fund to park US dollars. He doesn't own this one, but does own ones that are similar.

It's about diversification. This one is the banks in equal weight. It protects you from a bank-specific fiasco such as, for example, TD money laundering. The impact of that is spread out and diversified.

Likes it specifically because it has no airliners, simply weapons. Tanks, artillery, guidance systems, etc. Very good mix of defense weapons contractors. International, with both US and European companies. 

Stocks within the S&P 500 that are always increasing their dividends. There are about 300 of them. Likes it because it doesn't have a lot of tech stocks. Stocks aren't as pricey. A more conservative way to play the S&P.

Main thing is it's not leveraged. Holds all the big, household names. Dividends are small on US stocks, so most of the premium you're getting is from the covered calls which are capital gains. Hasn't come back from April because it doesn't have all the super-charged tech stocks. Yield is around 6-6.5%.

The Wall Street Journal reported that some retailers are looking at exploring the possibility of using stablecoins for customer purchases as an alternative to credit cards. We would not see this as a big threat, and would see the dip as a chance to buy.
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Geodrill offers drilling and exploration services with 19% growth expected next year but the growth rate does tend to be volatile year to year. Shares are cheap at 8X forward earnings but the industry can be cyclical so a lower valuation is justified. Sustainable capital holds roughly 12% of shares as of their latest filing valued at 14.9 mln (5.9 mln shares). There could be a number of reasons why they are selling so we won't speculate but we would not view the selling on its own as a signal that there is an issue.
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ANET remains a strong operator and is expected to grow the top line in excess of 15% over the next three years with EPS in a similar trajectory. They should continue to benefit from AI growth in general and given the growth runway, at 34X forward earnings, we think it looks fine after the recent weakness shares have seen.
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A.I. Investing Themes: Automated portfolio management and optimization

AI-powered platforms can enable continuous monitoring and real-time adjustment of investment portfolios. These tools can automatically rebalance asset allocations as market conditions change, ensuring portfolios remain aligned with investor goals and risk tolerances. Machine learning algorithms can learn from historical data to refine their optimization processes, making smarter, more accurate recommendations over time. This thesis makes sense, as it is essentially what advisers do now anyway, in trying to perfect clients’ appropriate asset allocation mix. By making such determinations more automatic, advisers will free up more time for personal consultations with existing clients, rather than plugging in numbers and expectations all day.
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All credit cards are down 4-5% today on the stablecoin report. Stablecoin has been around, and PayPal has its own. Think about how long it will take in terms of regulations for Walmrt and Amazon to get into this businesses. Also, consumers like to wrack up credit card points. Stablecoin is a long way off. VA and MA are super companies. This is an opportunity.