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Though Nvidia's stock fell after the reported, the reported eased anxiety over capex spending from all the big players, who all reported good numbers. Before Friday, there was a feeling the US would not drop rates, but sentiment was since swung to a likely drop. Also, the headline jobless number was positive--the US economy isn't collapsing and fears of a recession are fading. Next earnings will answer whether tariffs are effecting US consumers.

Their last numbers beat the street. There have been delays with a project, but overall MDA will do well. They have a strong backlog. Trades at 13x PE 2026, not expensive. It helps that around the world, countries are thinking of defense. MDA executes well. If Global Star overcomes its delay, MDA could grow their top and bottom lines.

Debit will effect them, and this deal is complex. He always says that Visa is a toll booth, charging money whenever a customer uses a card, without Visa taking any risk. Also, there are so many points systems tied in with credit cards, so people prefer credit to debit cards. So, the impact of debit is limited. And Visa is a global player which could grow in cash-using countries. Great cash flow and margins.

One of the best Canadian oil companies. The stock has been sideways recently, because it's a tough oil market, so relatively it's done well. CNQ buys back shares, raises the dividend and reduces debt, doing all the right things. CNQ will benefit from higher oil prices. Better to own this than a smaller oil company.

SHOP has done an incredible job. Is a great business, generating a lot of free cash flow in coming years. They sold some assets that they needed to. Small businesses use Shopify, so they have a great growth profile. Will continue to do well. Are executing better now than a few years ago.

Trade issues have hurt these stocks. Likes it because they don't have pricing pressure from many different places. They care more about safety. They consolidated to achieve better rates of return. Will do going forward when there is less impact from tariffs.

He sold it at the start of the year. It's hard to own the telcos (still holds Telus). The problem is that the expectation over 5G hasn't paid off yet. Also, the capex spend is high. Third, they hold all these media assets. He'd rather see a purer telecom play. Also, the CRTC wants more telco players. It was good that BCE cut their dividend, but should have done it earlier.

Has expanded into the southern US and UK; a great play as it expands in Latin America. Has a great base in Europe. Has a good asset management business. Will continue to do well. Deregulation in the US and Europe will help.

It went from AI loser to AI winner over the past year, yet still trading at a low PE. They posted great numbers. People are positive over Gemini 3. ChatGPT did not take over search from Google. Also, YouTube continues to do well. People don't give enough credit to Waymo's driverless cars. GOOG will continue to do well. They have a great cloud business, too.

Down today on the Alzheimer's news (their drug doesn't work well); but the street always felt this drug was a lottery ticket. Pays a 3.4% dividend yield. Ozempic is a good brand name; prices will be lower in the US next year, so volume will increase. Can buy it now. 

MSCI continues to innovate. Has gross margins of 75%. Enjoys an oligopoly in financial data, which will always be in demand by asset managers.

It's had a great run, but too many people are now in gold, and the gold price will pull back. AEM is one of the better names. Wouldn't own much gold in 2026 and even reduce your gold position now.

A great company. The CEO has done a fine job getting rid of assets to strip the company to its core to improve returns. Their robotaxi business will help. Uber is a great service. Will be far more profitable down the road.

Is hurt by the CEO retiring and the fears of AI impacting their business. The won't change their hurdle rate when they buy future companies. Basically, CSU buys software businesses and won't change their approach. Will continue to execute well, even with a new CEO.

A great name, though doesn't consider it a global bank like Morgan Stanley or Bank of America. US banks also benefit from deregulation.