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He worries that oil prices will lead to higher prices for consumers as a tax on spending on necessities and discretionary alike, but this will result in deflation longer term. In energy, he owns bellwether CNQ, but generally one should consider taking prices; this energy spike will pass eventually.

It's down, because BN's largest business is private credit, which the market is worried over. But he doesn't believe BN being in the same camp as private credit stocks that offer retail redemptions. He liked it in 2023, when it sold off sharply on commercial real estate concerns in the market. He took profits on it last year, but now it's time to look at it. BN is high quality and being unfairly tarred with the same brush.

There's too much competition in pharma, including generics. NVO is a one-trick pony (weight-loss drug).

It recently touched 40x PE, but has fallen to the mid-30s. Is a great business and likes it long term. He has scaled back his weighting over time because of valuation. Also, it is priced for perfection, so even good, but imperfect earnings impact the stock. He may add to it when its PE returns to the mid-20s.

There's always noise, from wildfires, strikes to geopolitics. And things could be shaky this summer during the CUSMA negotiations if the US walks away. But he has a long-term horizon of 5-10 years. CNR enjoys high barriers to entry, has pricing power, a strong balance and an attractive valuation.

He would differentiate the two that much, but ETFs offer far more liquidity. Now, he isn't surprised to see in Asia a sell-off in oil as well as gold to become more liquid. But this sell-off is temporary noise.

It's a stretch that some AI tool will come along and replace what they do. The baby is being thrown out with the bathwater with these kinds of stocks that are information providers, not necessarily software. It enables AI in its own software. Their retention rate is 99%. Trades at an attractive valuation. Buy now and hold long term.

Stable margins and strong growth. Investors sell this stock when they worry about housing starts, and buy when they get excited. OK valuation and good long-term growth.

Is the world's leading power tools company. 70% of sales are in the U.S. They grow revenues 8-10% and invest a lot in R&D. Still likes it.

A year ago was trading at 16x PE, by far the cheapest in the Mag 7. Last year's selling was overdone and still likes it after this rally.

Is a low-cost producer, fine cash flow, disciplined managers. It's time to take some profits out of energy stocks.

Has been adding to this. AWS leads in the cloud while their retail business is starting to make decent money in North America. Growth is slowing but margins are improving. Likes it long term. Valuation is appealing.

Ignore the noise. Are so well positioned. Software companies are cheaper now. Barriers for entry for AI are high, he feels. CSU trades at attractive valuations. Buy for the long term.

Banks were the second-best performer in 2025 globally. Now, he's trimming his Canadian banks based on valuations. Be careful if you're concentrated in Canadian banks.

Viewed as less dependable as SLF and less exciting at Great West Life. MFC is well-capitalized with a decent PE though lifecos aren't great growers. Is reliable.