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That's the $1M question. When the Iran conflict broke out, that trade got expressed in terms of higher energy prices. Peak pessimism saw a spike in oil to $140 a barrel, which is just not sustainable. Now it's traded down on the prospect of peace.

Commodities are also rising on the back of inflation that comes through from energy. The TSX is up, but the question is how much retracement are we going to see when peace takes hold? We'll definitely see some, and for some areas it could be significant.

He wouldn't recommend pivoting out of your winning AI and energy trades, but it's definitely time to think about taking some profits. Moving forward, you want to be pushing capital into areas that the market has really ignored.

Midterm elections in November will also be very significant for the markets. CUSMA negotiations are coming up. 

Really surprised by their strength. Poor economy, in a technical recession now, probably a full recession next quarter based on what we're seeing. Yet the banks are moving higher.

Higher interest rates are good for banks until we see credit losses. Banks have not built up provisions. Lower rates would be beneficial for the Canadian economy, but bad for banks. But with oil at higher prices, it's very difficult to see rates being cut.

When he sees how much banks have run, he's taking profits for good risk management. Doesn't see the trajectory as sustainable. Remember how much these banks declined in 2008.

Healthcare looks fairly cheap. An example is AZN, which will increase revenues by 1/3 between now and 2030. Stock's up, but not meaningfully.

Consumer staples is another sector. Luxury goods have been decimated.

Money has flowed into energy and defense. If those stocks sell off, that capital will need a pathway to be redeployed into the economy. It'll be interesting to see where funds flow.

Security rollout and significant spike in deployments are both positive. Overriding challenge is that it's a fallen champion. Can't expect more upside. Needs to "show us the money", but consistently.

Has become the victim of a sort of new wokeism, which alienated a big chunk of consumers. He sold. Franchise is one of a kind, but management keeps making mistakes.

Inexpensive here, if you have a long horizon. Reasonable value, but no immediate catalyst. Business is good, it just needs to find the next CEO with the right vision; when they get that right, the stock will move.

Always expensive. $1700 is approaching an area where he'd look more closely. Underlying growth for the segment is positive, demographics are good. Good story, worth doing some research on.

Doesn't agree that AI is going to ruin construction businesses. The design portion of projects may be streamlined through AI, such as accelerating gathering data, but the fundamental narrative doesn't change. The Build Canada projects must be good for construction companies.

Not a sector he'd play, but it's OK at these levels.

Looking at a longer-term chart, not a huge growth rate for a company of this size with its level of market share in cloud computing. Recent pop, but he's troubled by capex spending and its issuing debt. Have to ask what's the value proposition? 

If you own it, don't sell, but don't back up the truck either.

Likes cybersecurity, but look at the move on the chart since April, and now it's gone parabolic -- doesn't like that trend. He doesn't want to be that buyer when everyone else is getting out.

That said, expects significant growth in security markets. Premier name, great company. Wait for a better entry point. The recent pullback is not enough. Be patient, you'll get your chance. Below $200 would be the time to take a look.

He sold when it became obvious that LLY was winning the weight-loss race.

Exporting through LNG Canada to capture Asian pricing for nat gas is going to be big.