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It is well managed but never got much respect from the market. He sold because the company was doing well last year but the stock didn't move much. He is not sure about tariff effects. He has moved on to BYD and Uber. BYD has dominance in the electric vehicle market. Its EV can get a 400 kilometre charge in 5 minutes.

He owned it for a while. Had a big run-up last year but thinks it is pretty much done now with a lot of insider selling. Tends to have big swings.

It has sold off a lot so you could start a position and dollar cost average into a turn-around. It has a healthy balance sheet and lots of free cash flow so it will turn around so don't wait even though it could go lower.

It is a trading opportunity and not a long term hold. There is still upside and there has been insider buying. It has announced an issuer bid. 18% of shares have been bought and cancelled in a year so revenue per share is going up. It is trading at a discount to its American peers and to its historical valuation.

It recently announced results stronger than expected. The co-founder is stepping down which is good for the changes being made. They now have a relationship with Uber so their products can get to their customers faster than with Amazon, maybe within an hour.

It has recently pulled back. The executive chairman did very well with Dominoes as their CEO and is moving the stock price up. He had to buy $30 million of stock with his own money for $200 million in compensation. Although his success with Dominoes is good for the stock, it hasn't moved up too much.

It is a pure play lumber producer. Forest stocks are down because the housing market in the U.S. is quite weak. 50% of the lumber they manufacture and sell is in the U.S. Watch for interest rates in the U.S. coming down which would be good for housing. If you own it, hold at least some of your shares, maybe all of them.

It is growing at 20% per year but trading at 100X earnings so there is a valuation risk. It is a good company but not so much the stock. It uses different software for different vendors and expanding internationally. It could go sideways or down.

It is the third largest mid-streamer in Canada. He owns all three but considers this one the most attractive of them. Has the largest infrastructure in the Montney region. It is positioned to participate in the increase of LNG exports from the BC coast. Its dividend is 5 1/2% with a payout ratio that is more conservative as well as having a healthier balance sheet than the other two. It is the same price as a year ago.           Buy 13  Hold 6  Sell 0

It is down with the other airlines. Although there is some slowing down of business in a couple of areas, the demand is strong for international travel and  this type of traveler likes premium seats. Delta has the highest proportion of premium seats and by 2027 half the revenues will come from premium fees. 85% of new seats being installed are premium seats. He is not really taking recession into account because companies are creating more premium products to meet the demand from their wealthier customers.        Buy 22  Hold 3  Sell 1

Its business is agentic AI which is the sequel to generative AI. Agentic AI can learn from its interactions and act on its own. With generative AI you have to provide prompts. Agentic AI can deal with more unstructured and complicated work and can better emulate the human mind. Analysts are waiting for traction but he isn't waiting around and is buying now.         Buy 3  Hold 19  Sell 1

Today is a sell the news event with oil down sharply. Oil in recent weeks rose because it was anticipating what would happen in the Middle East. Made sense. Today's events de-escalated the tension, but this isn't over by a long shot. Israel wants to delay Iran as much as possible Iran getting a nuclear weapon. Also, no nuclear reactors were hit to avoid spreading radiation. Don't adjust your portfolios, because the wild cards are vast. No idea what will happen.

An ETF listed in Canada that covers global stocks won't give you the maximum tax benefit. If you want the most tax-efficient ETF, then look at a high-dividend, covered-call ETF. 

For a high total return ETF without dividend (therefore you pay no taxes).

Don't enter it now, because of the overall market. It's okay to take money out of overvalued tech and put it into this, but investing money market funds, no, doesn't like the bank sector to enter.