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We're insulated here in NA because we produce more oil and gas than we need. The people who sell the stuff will jack up the price because they can. So it's going to cost people extra money, though the release from oil reserves will help.

We really need to see the conflict resolved in some form so that they can reopen the Strait of Hormuz. 

Still uncertain. Trump's threats will hang over CUSMA negotiations. Most American businesses want free trade to continue. Putting capital to work is much harder without a long runway ahead for your business.

The AI trade is still like buying GM in 1922. Long runway, though you wouldn't know if GM or Ford or Chrysler will be the winner. AI will dominate and change how we do business, especially in white-collar jobs. New jobs will emerge. But there is uncertainty.

Likes the Mag 7 generally. This one's a hold. Has yet to enter the AI space. With its customer base, can command a pretty good price once it does. Recent Chinese sales strong, and tariffs won't have an impact because phones are built there.

The only one he still owns (plus a bit of TD). He'll get into banks again when prices are better.

When banks hit 12x PE, that means ROE is 8%. If the problems of GSY spread up the affluence chain, banks will have problems. Housing market is sloppy. Our economy is being bailed out by gold and oil prices. Yield is 4+%.

He'll get into banks again when prices are better. If the problems of GSY spread up the affluence chain, banks will have problems. Housing market is sloppy. Our economy is being bailed out by gold and oil prices. 

This is the class act you can buy and be fine over the long term.

Regarded as a US company. He thinks it'll be a success. Underlying theme is defense spending picking up 5% across NATO. Space will be a leading area, and MDA is well positioned.

IPO in the US should have no impact, though fluctuations in the CAD/USD will.

Sold when the PE got crazy. Still a great business. Very expensive. Mag 7 will grow faster than COST.

Got hit on fears that AI was going to destroy everyone's business. Totally autonomous is a ways away. Has the customer base. Drop is considerable, great buying opportunity.

Likes the business. Yield is pretty good. One issue management sees is that Alberta government has to get its act together for data centre projects to come to fruition. (He curls with an AI consultant who said that everyone's going to Texas:  land, nat gas, minimal regulations.)

Has projects in US. Power demand will skyrocket no matter where AI is situated.

Outlook is better. Cost overruns have pummeled them. New management has focused on contract pricing.

Down, probably as a result of AI. Gaming isn't going away. Can buy a bit, see what happens.

Drawdown due to spending on AI. Tons of cash, and the winners will be those who can afford to spend across all 9 innings. Core holding in his global growth fund.

Winning the weight-loss drug war. Active pipeline.

Still a great opportunity. Still maintains his core position. He rebalances positions as weighting drops or increases.