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The shift has been so dramatic that it's difficult to deny a structural change has occurred. While the absence of insider selling is encouraging, it could simply reflect a blackout period given the severity of the news and upcoming earnings in a week. Though executive talent remains, they wouldn't assume a rapid turnaround is imminent. Unlock Premium - Try 5i Free

The deal prices tonight. Yesterday's major contract (comments posted) requires capital to execute, and they're comfortable with the company maintaining financial flexibility. They view yesterday's rally as excessive and today's decline as overdone. With a 45-50% conversion premium across two tranches, dilution is limited unless the stock rises 45%+ (though they doubt investors would mind in that scenario). Coupons are low and provide tax-deductible interest. The stock's volatility remains frustrating, but they believe this is the right move following such a significant contract win. Unlock Premium - Try 5i Free

The Saskatchewan data centre is positive news, but represents short-term pain for long-term gain. The deal reduces BCE's free cash flow this year from $3.5B to $2.3B, with $1.7B allocated to the project. For investors worried about capital expenditures, this may be troubling. However, it's likely the right long-term strategic move to generate higher-growth diversified revenue. Unlock Premium - Try 5i Free

It's been encouraging for the price of oil that some vessels that are not American and from friendlier nations are allowed through the Strait of Hormuz. This may dampen the oil price is the war lasts for a long time. The US has more firepower than Iran, but Trump is must be aware of his voters because gas prices have jumped, his popularity rating has plunged and he must consider the November midterm elections. He may be thinking of pulling out sooner than later, but everyone is speculating. Oil and fertilizer prices have risen which will inflate grocery prices. She doesn't own oil producers, but holds pipelines.

AI is an overhang on this stock, which could pressure subscriptions to their software. Adobe is trading at a low PE and is growing, however, the CEO of 18 years is retiring, which surprised the street. Nobody likes surprises. 

Is buying this pullback. Expectations for this year were lower interest rates, a tailwind, but the war has raised fears of inflation, therefore of the Fed holding rates. TMO supplies the picks and shovels to the entire healthcare industry, which is a good way to healthcare.

We're speculating what will happen. Last year, most of the Canadian area was protected from tariffs because of CUSMA. The US would be paying more for our goods through tariffs; they buy many of our goods. Banks are at the tail end of their elevated provisions and their stocks have done quite well as interest rates have declined. The Bank of Canada has signalled it may hold rates for a while, but the government has released more fiscal support and opening more trade channels, which are good. She remains bullish banks.

Has owned this 5 years and would buy this pullback. They grow by buying companies and organically. They enjoy big growth in their end markets; they bought a big power company last year with customers in the U.S. This sector has pressured this sector, because of AI fears. WSP argues this is not accurate and she agrees with them. WSP is using Microsoft AI tools to help their business.

When the war began, the US dollar strengthened, which is often negative for gold. Also, gold has had a huge run, so there could be profit taking. She doesn't invest in commodities and wouldn't buy gold now.

They've had several problems in recent years, but after selling their renewable business, they are on track to be a regulated utility. They have many US operations. Owns another utility. AQN lowered guidance for tax reasons.

Is an attractive sector, which she owns, because automation keeps growing. ROK is a leading player. A fine, long-term hold.

She continues to hold it and would add more shares now. AI is a threat on their Office tools, but this sell-off is overdone, because MSFT has layered in their own AI into these tools. Azure grew 39% last quarter and could have grown faster with more chips available. If AI does well, them Azure benefits tremendously. MSFT has a great track record of innovating and buying companies. They will grow earnings in the high-teens.

Has been pressured by AI fears. SPGI says their database is proprietary and protected from AI. Meanwhile, they have a profitable ratings business, enjoying an oligopoly. More M&A activity will help. Sells at a low PE and the selling has been overdone.

Pays over a 5% dividend, which they raised 3% last December. She owns pipelines in the energy space. Cash flows are visible. They can grow EBITDA around 5% through 2030. Has a strong backlog of orders. 

A fine way to play copper which is in great demand from AI data centre building. A prolonged high oil price will dampen demand for everything, though, including copper. That's why there is a pullback now, after a huge run. She doesn't own any copper stocks.