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Absolutely. Numbers that came out this morning were very strong, and the futures market reacted accordingly. The market's still pricing in that there will be rate cuts in 2026, but it's pushed them out a couple months. 

It is. There's been lots of focus on AI spending, and that has been quite a big stimulus. When you see the strong US employment numbers, and you hear what's going on around the world, the government spending in most developed countries is massive. 

This, combined with the spending on AI and data centres, is a big catalyst driving economies.

It's on a market-by-market and sector-by-sector basis. At different times, some sectors are very strong while others aren't. Overall, Canada has fundamentally different drivers than the US. 

In the US, over a third of the market is tech-focused. That's what's driven it over time. We're more resource-focused, and last year it was really gold that was a strong driver of Canadian markets. 

Tough call. Gold had a really big move last year. The main driver of gold has been central bank buying, and gold has become the largest reserve currency. 

With the pending appointment of a new Fed chair, people were really worried about a lot of uncertainty in the US. That was really driving gold, and it really came off once the appointee was announced. People are taking it as a positive, and it could be a catalyst that doesn't really drive gold anymore. 

Likes a lot. Latest release saw quite strong numbers and cashflow. People were caught off guard by the capex spend. These large companies with massive cashflows are willing to spend to secure their futures in AI. An overreaction. 

Well run, wonderful business economics, great balance sheet. Valuation attractive. Very much a buy on a pullback.

Wonderful question. Brookfield is a big conglomerate, with BN at the top and all the subsidiaries below. Subsidiaries are more income-focused. 

If you're growth focused, and not income-focused, you want to be at the top of the pyramid. BN can optimize value among its pillars. If one subsidiary is richly valued, it can issue shares. If one is trading at a low multiple, it can buy back shares or privatize. You get added levers of value creation at the top of the pyramid.

As good of a long-term compounder as there is. For the younger investor, buy at the right price, and let it work for you.

Announced big write down on office properties, also announced big capital raise (will dilute existing shareholders). Just that added dilution will bring earnings down. Earnings can bounce back, but now more shareholders are claiming those earnings, so upside is limited. Unless you need the income, don't consider investing.

He owns 2 REITs:  BEI.UN and MEQ.

Flawed structure -- pays out the majority of income to avoid taxation. When there's an economic or market downturn, it leaves them vulnerable to a capital raise.

He owns only BEI.UN and MEQ. If you want to be in the space, look for REITs with below-average payout ratios and ones that can do counter-cyclical acquisitions in a cyclical industry (this really adds value).

One of only 2 REITs he owns. Payout ratio is very low and so is the risk of dilution. 

Wonderful business, adds a lot of value for customers. He struggles with the valuation, given its growth profile. To get a good longer-term return, you need earnings growth and multiple expansion.

WMT, as well as COST and DOL, are very defensive havens for investors. That's bid up the shares. PE ratios for the three are all north of 40x. With just a slight moderation in the PE, the overall return will still be flat. He'd be interested on a significant pullback. Be patient.

Wonderful business, adds a lot of value for customers. He struggles with the valuation, given its growth profile. To get a good longer-term return, you need earnings growth and multiple expansion.

WMT, as well as COST and DOL, are very defensive havens for investors. That's bid up the shares. PE ratios for the three are all north of 40x. With just a slight moderation in the PE, the overall return will still be flat. He'd be interested on a significant pullback. Be patient.

Wonderful business, adds a lot of value for customers. He struggles with the valuation, given its growth profile. To get a good longer-term return, you need earnings growth and multiple expansion.

WMT, as well as COST and DOL, are very defensive havens for investors. That's bid up the shares. PE ratios for the three are all north of 40x. With just a slight moderation in the PE, the overall return will still be flat. He'd be interested on a significant pullback. Be patient.

Very well run, long-term focus. Major asset is GWO, also owns IGM. The third leg of the stool is fintech and alternative investments, and amounts to less than 5% of total assets. You can buy more of a pure-play alternative asset manager out in the market (think BAM, KKR, or APO). PE is ~13.5x, a bit rich for this type of business. Nice dividend ~3.5%.

His preference is to own GWO, which he does.

Look at this name instead of the parent POW. The multiple's a bit lower, dividend yield's a bit higher. Very reasonable growth.

Market reaction likely in sympathy with the market, not necessarily company-specific. Yes, the numbers were quite robust. Looking forward, people are expecting the market to be a bit soft with increased price competition and, so, lower profitability.

Very well run. Generates more than half its premiums from Canadian marketplace, which makes it more defensive. Valuation quite reasonable. If your heart's set on it, an attractive entry price.