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No show today.

Time to pardon Jay Powell. He's not a criminal. Powell says that Trump is putting him under criminal investigation for not cutting interest rates fast enough--and he has a point. If this is such a big deal, why didn't the stock market react today? Wall Street is betting that the prosecution won't happen. Even Republican senators are pushing back against the prosecution. Besides, Powell's term ends in 4 months. Also, Trump usually changes his mind, such as last spring's tariffs. To prosecute Powell would end the independence of the Fed Chair--not good. Secondly, Trump wants credit card companies from charging more than 10% interest. Congress needs to pass that law. Again, Wall Street doesn't care, because the threat is too over the top. The bank stocks fell in the morning, then rallied later. If Trump gets his way, he's only mandating a crash where these companies stop lending.

Not enough growth. Stick with Prologis.

Down 1.5% this year so far. It's undervalued.

TNZ released a corporate update on Jan 10.  It outlined its potential production growth and investment attributes. The presentation was received very well by investors.
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Pipelines are more dependent on oil volume rather than price. Most pipelines are at capacity with long term contracts. If more. oil flows from Venezuela it may result in lower prices, and valuations might be pressured.  But cash flow is not likely to be hugely pressured, and any impact is not likely to be quick. US companies maintain that Venezuela is still 'uninvestable' despite what the administration says. It is not as simple as just turning on the taps. 
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Management is solid and there has been recent insider buying. The balance sheet is very strong and good earnings/cash flow growth is expected. It can't control commodity prices but can control its costs and production (both good). The dividend is well-covered and has growth potential. Stock momentum is solid. It may be an acquisition target. Its drilling has shown good success and its assets are quality producers. There is a lot to like here.
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There is no surprise that gold is rallying with the geo-political risks and a stimulative US budget along with an increase in defense spending. So there should be a continuation of what we had in 2025. If deficit spending continues along with the other factors we will see inflation pressure. One of the benefits of increased spending on defense, etc. is for the banks, since spending will move through the system. We are not going to see a lot of nonperforming loans. The wealth effect should see some capital investment, capital goods, and infrastructure plans. The US mid-terms will be in November next year and if Trump loses he will be lame duck president. Tariffs will remain status quo for Canada and he is surprised the market is up as much as it was last year in the face of these tariffs.

It was spun out of Pfizer. It doesn't make their list. It is kind of a small cap with a small footprint. In the health care field only look for companies on sale.

It has a couple of challenges and are going to pay a higher price for the tools.. You don't want to buy into a sector when it has had such a big run. Wait for a correction. He prefers Applied.

When rates were negative in Europe banks were good to own, It is a good company but it is time to take some profits.

Surgical supplies. It doesn't screen well. The top line is tied to US healthcare spending. The chart looks riskier than it actually is.

The issue they had in the US is definitely behind them. The Canadian banks have had a big run-up and are a bit ahead of themselves. Interest rates are a little toppy. It is time to take a little money off the table but it is a great company.

It is a global leader in scales, from very tiny units to very large ones. There is no dividend but they are buying back about 3% of the shares. The outlook for the sector looks quite good. It is not cheap.

It reports Wednesday. He doesn't think interest rates will come down dramatically. US banks don't own the mortgage assets but Canadian banks do. He thinks it is a good business but it is good to take profits on a stock and cut back its percentage of your portfolio.