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It's been a counterintuitive rally, really since Trump got into office last year between tariffs and the war. Most critics are saying that even if the Strait opens, it'll still be a challenge for oil for a long time. That'll mean higher costs. 

Even with lighter GDP data out of the US today, odds are more toward a rate hike than a reduction. So, why are markets rallying as they are? The reason is that earnings growth is still phenomenal. It's supposed to be 24% this year, and companies aren't weakening that outlook despite potential margin pressure.

The picture of NA companies has changed. Input costs of higher oil aren't what they used to be, and companies are able to absorb them. This year still looks good, and we're still looking at 12-14% earnings growth next year.

Earnings growth is overpowering everything else at this point.

Agrees, though the US economy is in slightly better shape than the Canadian one. 

We're very vulnerable to these shocks. What we do have going for us in Canada is this incredible urge to nation-build, which is affecting swaths of our economy. Seeing that in pipelines, infrastructure, oil, construction, and even the banks. For the first time in 15 years, we're seeing foreign money really interested in coming into Canada.

Yes, we have some weakness here with higher rates and an anemic job picture, but we have fund flows finally coming to Canada.

On fire. A bit technically overbought. The $11B backlog is great. Data centre contract with BCE. Multiple's not expensive at 16x 2027 PE for 30% growth. Trades at a higher multiple than WSP and ATRL, as it's riskier. Try to get it cheaper.

Sentiment is the reverse for WSP and ATRL. Fears of AI disruption curtailing growth. Both look meritorious at these levels. He models 17% growth for ATRL at 14x PE. WSP models 17% growth at 12.5x PE. These 2 are more of a Buy, wouldn't sell.

BDT is on fire. A bit technically overbought. The $11B backlog is great. Data centre contract with BCE. Multiple's not expensive at 16x 2027 PE for 30% growth. Trades at a higher multiple than WSP and ATRL, as it's riskier. Try to get it cheaper.

Sentiment is the reverse for WSP and ATRL. Fears of AI disruption curtailing growth. Both look meritorious at these levels. He models 17% growth for ATRL at 14x PE. WSP models 17% growth at 12.5x PE. These 2 are more of a Buy, wouldn't sell.

BDT is on fire. A bit technically overbought. The $11B backlog is great. Data centre contract with BCE. Multiple's not expensive at 16x 2027 PE for 30% growth. Trades at a higher multiple than WSP and ATRL, as it's riskier. Try to get it cheaper.

Sentiment is the reverse for WSP and ATRL. Fears of AI disruption curtailing growth. Both look meritorious at these levels. He models 17% growth for ATRL at 14x PE. WSP models 17% growth at 12.5x PE. These 2 are more of a Buy, wouldn't sell.

High risk, not very liquid, choppy. Probably won't be EPS-positive until 2028 or 2029. The street is slowly starting to figure out the story. Very talented people involved. For non-registered accounts. Try to get it at a lower level.

If you're a skilled trader, you can rebalance on highs and lows but that's a tough game. Most investors will be best served by owning a bit and holding for a few years.

Prairie Connector project is a key catalyst, worth about $5 a share, and not yet in the stock price. Q1 was in line, Keystone was a bit lower (offset by marketing strength). Meritorious story right now for Canada's future.

At 18x PE for 2028, no longer cheap. Growth of 16%. Wait for a pullback. But if you're in it for the long term, could add a bit here. Great dividend.

Likes it at these levels.

Likes it at these levels.

On fire. Still pretty cheap despite the run. Cheaper than banks but with a similar growth rate. Bit of a play on crypto via Wealthsimple. Lots of engines. Great dividend.

Wouldn't add at these levels. If you don't own, could take a nibble. Try for $4-5 cheaper. Great company, with more to go.

At 11.7x PE for 2027, trading cheaper than the banks. Decent quarter. US is improving, but dental is still challenged. Canada missed. Not cheap at 2.5x book, only 5% growth. He'd be selling calls.