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Momentum will continue. It's come back from recent lows.

Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried about Trump's attitude to phama, then look at healthcare equipment and services and buy IHI.

Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried about Trump's attitude to phama, then look at healthcare equipment and services and buy IHI.

It has surprised earnings for many, many quarters in a row, and have been buying back shares. It isn't news that AI is troubling this stock, but so far it hasn't shown up in the results. The AI impact is overly priced in, seen whenever they report each quarter some outperformance. That said, he's giving this one more earnings season.

He bought even more because of the stock's momentum. Momentum is crucial in today's market. Plus, Apple has such a dominant, huge market cap--portfolio managers underweighted this earlier this year, but are not rebuilding positions in Apple quickly.

This is a big deal. UFS is what the younger generation wants. The balance sheet has greatly improved and revenue growth has accelerated. Momentum is clear. 

Hitting an all-time high. Revenue growth is 18%. It benefiting from the data centre build-out.

He added more last week and today. The market wants momentum.

Abbvie and AZN are two good healthcare stocks, a sector in which you must be picky because of weakness. Both trade around 15x and pay around a 3% dividend yield.

Abbvie and AZN are two good healthcare stocks, a sector in which you must be picky because of weakness. Both trade around 15x and pay around a 3% dividend yield.

Depends where you look. Yes in some places, not so much in others. It'll be covered more in-depth in today's Educational Segment.

This week we get CPI, PPI, and retail sales. If we think about how the intersection of growth and inflation affect the world and the consumer, this is the big week for markets. We should start to see the beginning of the tariff impact. 

Right now, given the weak employment situation, the tilt is moving toward a rate cut in September. But we'll see. Current makeup of the Fed Reserve Board is on pause. Jackson Hole is coming up in a couple of weeks where, if they're going to think about cutting, they'll almost certainly give that indication.

The worst economic outlook, bar none, is stagflation -- when prices are rising and growth is slowing. That, to him, is the biggest risk of a lot of these policy choices by the US administration. We have to get through this period. That's a big challenge. If he had a crystal ball he could tell you exactly what to do, but he doesn't. 

If you look at the polymarkets and some of the betting pools, the expectation is that we get a slightly better-than-expected CPI number. So we could see equity markets continue to perk up. The YOY report for CPI is expected at 2.8%, and that's tomorrow. The betting markets have it coming in at 2.6-2.7%, and that would be flat to last month. If we get that, markets will grind higher.

You can't not like them, except for the breadth. Many companies are doing well, but the concentration of earnings growth remains very narrow in the big tech areas. That's not robust. President Trump is trying to change that, but it'll be a couple of years before we see the benefits of less regulation and a broadening of the US economy. 

US, large cap, mid cap, rest of the world, EMs, but no Canada. Good completion index for Canadians looking to overseas. Not the most tax efficient because it owns US ETFs wrapped up in it, and with international markets there's a double-withholding tax.

If it's money you have sitting on the sidelines, don't go in now. The rest of the world is still pretty richly priced; cheaper relative to the US, but not "cheap". Wait for a correction. If you already have the money invested, and you're rotating out of Canada and into this, then he's OK with that trade today.