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Is bullish. US margins were 11% of sales and expected to hit 13-14%. The AI flow is driving the economy as the hyperscalers spend and the chipmakers raise prices. This will pick up the rest of the economy. Industrial companies have put behind Covid, and profits are picking up. He sees strong opportunities in Canada, particularly minerals.

Globally, stock exchanges want more and more data. TMX's business is growing. The stock declined because of the fall in commodity prices from the Iran war, but it will come back. This is a long-term hold.

Western Canada has many opportunities for more production and PPL is in the middle of that. Is a decent long-term gold with a good dividend.

Good dividend. They are not directly in forest products, but they supply Home Depot, Lowe's and other US retailers. They benefit from lower lumber prices. Well-run. They buy other, smaller distributors. He buys it only when the dividend surpasses 5%.  

The telcos spend a lot to get into digital as Ottawa keeps phone rates low. But dividends are high, though Bell has cut theirs and the rumour is that new management (next week) will eventually cut. The Telus dividend is 11%, so if they cut it to 6%, it's still competitive. He owns a bit of Telus at $19. Thinks he will be okay in the long run. Telcos are no longer a growth industry.

They have a BC copper mine and a new one in Arizona. As they pay down debt and if copper prices rise, TKO will do better. The current price of TKO is good. Copper is needed as AI massively expands and more so into fibre optic cable.

Some of their business is in nuclear, making it interesting, but the stock is high because of it. Canadian nuclear technology hasn't sold much, so he's cautious about this.

Pays over a 6% dividend. They used to have the big drugs in the world, and the Covid high is done, but their drugs have come off patent. They need to make another blockbuster drug. Hopes they will.

He expects Amazon and Google to win the AI race. They have the money to build data centres and hire the best talent. He trims when the share price rises, and buys when the price declines. AMZN is one of the best companies in the world and is a long-term hold. Their retail and cloud (the leader) businesses are growing.

They benefit from the AI build. HPS makes a transistor used to power semiconductors, which makes it part of this massive infrastructure build.  

The best-run natural gas play in Canada. The stock is volatile, so you can trade it.

A great, profitable business and is well-run. It will grow over time with the economy and any companies they buy.

Is a core holding. It faces AI takeover fears of their software. He disagrees fully. All he uses is Microsoft and chatGPT, MSFT is protected and is a fine company. Has strong cash flow and can endure a long time. Expects it to rebound.

It was a market darling, but this AI business has hit them. Their main business is their legal database, and the fear is that AI will replace that. He expects TRI to protect their data and the stock to rebound in the future. Wait till you see an uptick.

A great company. The issue was that the stock was very expensive, but they dominate the space with Amazon and continue to gain market share. SHOP could take market share in Europe. If this is not a buy for the next year, over 5-10 years, this is a magnificent stock.