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As did many companies, had to refinance its debt in 2022, going from 1-2% to 5%. That was a big headwind. Had to do a fire sale on some assets. Now stabilized. NAV is ~$7.50-8 per share. New CEO taking action to realize underlying value of the company. 

A recent Top Pick, so he really likes it. Great entry point. Not a lot of economic sensitivity. Paying down debt, buying back stock and bonds. Yield is ~7%.

Likes it long term. Last year was tough. Now seeing a bit of recovery. Thinks most headwinds will fade, a lot of them were just medium-term issues. Medical cost inflation in US has been extremely high. Believes 2027 guidance is extremely conservative. Earnings revisions should move higher. Beneficiary of AI improving efficiencies.

Weight-loss space is currently a battle between NVO and LLY, though other competitors will arrive on the scene in the next 5-10 years. LLY secured way more capacity than NVO did. LLY executed better, and revenue and sales should grow much faster. He owns LLY.

Huge drop makes it more interesting, but LLY still has the better growth outlook (including the pill version when it hits the market later this year).

Weight-loss space is currently a battle between NVO and LLY, though other competitors will arrive on the scene in the next 5-10 years. LLY secured way more capacity than NVO did. LLY executed better, and revenue and sales should grow much faster. 

Huge drop in NVO makes it more interesting, but LLY still has the better growth outlook (including the pill version when it hits the market later this year).

In his firm's income fund, and he owns some in his RRSP. A great, sleep-at-night company. No concerns over the long term. In a tougher market, it can make accretive acquisitions. 

Venezuelan news is a short-term negative. Seeing incremental oil flow into the US Gulf. Even though down 5-10% not rushing to scoop up shares, because they foresee weaker oil prices. Below $40 is where they'd dip their toes in again, but no quarrel with buying today for the long term.

On his radar. Likes the engineering space. Rolling up engineering companies around the world, large acquisition in last couple of weeks. That's where most growth is going to come from -- buying up companies by using debt and a bit of equity to finance, paying down debt, and getting synergies. Executed well on this strategy for last 10-15 years.

Multiple has come down. Nice time to pick away, but not quite at the entry price he's looking for. He wants a PE ratio below 20x, and it's still ~22-23x.  Would likely scoop up if it fell 15-20% from here.

Thinks estimates for 2027 (which is actually the next 12 months of 2026) are too low. New chips are just hitting the market, and every time they put out a new chip there's just more and more demand for it. Beyond chips and data centres, we're moving more into robotics -- thinks they'll be a leader in this area. Trading at 20x forward PE, too cheap for its upside in next 2-3 years. Yield is 0.02%.

Investment company run in a private-equity style -- buy a company, lever it up, sell at (hopefully) 2-3x what they paid. But uniquely, all capital is only internal shareholder capital -- no funds, no outside investments. 

Largest investment (about 75% of company value) is in Action, a discount store right across continental Europe. One of the best stories in retail growth on sales and locations. Opportunities in Asia and, perhaps, US. Scale is a big advantage. (Price target in pounds.) Yield is 2.43%.

His pick today for an income focus. An analogy would be the way the mid-streamer Pembina operates. It buys lumber from the forestry companies and delivers it to the end retailer, treats it, or cuts it down. So it doesn't take on a lot of the volatile price risk; more of a margin and volume business. 

Has been a leader in Canada, but now has about 20% market share in the US. More volume means it gets more efficient and can take more market share. Will be a growth through acquisition story -- use some debt, lever it up, pay the debt off, and the acquisition feeds the cashflow. Yield is 5.82%, with actual free cashflow yield closer to 10-15%. Lots of room for dividend to increase once debt is paid down a bit.

Trades at only 16x PE, but don't buy it now. The CEO is great, a straight-shooter; when things are going well, the CEO tends to warn what could go wrong, which can be construed as pessimism which pressures the stock. This has often happened, such as announcing he would tighten the bank's lending policy. THAT's when you buy.

On Monday, Nvidia CEO Jensen Huang praised CRWD several times, but CRWD shares didn't move. CRWD rarely declines and is always close to its high. Pounce on any dips.

Shares have been punished for its heavy AI spending. Down 7.7% in 3 months. A high-quality company. Must buy it at current levels of weakness.

Is down 14.4% in the past year, but it's a dividend aristocrat, paying a 3% dividend, just hired a new CEO who pre-announced a weak quarter. A quality company, but enter only partially now and gradually add ad the stock declines and the dividend rises.

Up 32% the past week after Trump announced he would boost defence spending.

The company is doing well and closed an acquisition. The stock could rise $10.