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The U.S. is increasingly a referendum on AI. The S&P is up 10% this year, with 80% of that from AI stocks. Which layer of AI will reap the greatest benefit? The memory stocks? The construction companies of data centres? Expect a lot more volatility as the market figures it out. He's invested in my of the Mag 7 and TSM. Meanwhile, investors ignore many sectors that have nothing to do with AI, though these contains good companies with fine fundamentals.

They have business in Ontario and Quebec, and a large cable business in some US states, but that is facing strong competition from fixed-wireless, fibre providers and satellite companies like Starlink. He's bearish all Canadian telcos, which are impacted by weak immigration and wireless competition is aggressive as the CRTC clamps down on fees and contracts. For Rogers, the business is mature and demands a lot of capex and carries $40B of debt.

They have business in Ontario and Quebec, and a large cable business in some US states, but that is facing strong competition from fixed-wireless, fibre providers and satellite companies like Starlink. He's bearish all Canadian telcos, which are impacted by weak immigration and wireless competition is aggressive as the CRTC clamps down on fees and contracts. For Rogers, the business is mature and demands a lot of capex and carries $40B of debt.

He has no opinion on the future gold price, but AEM is a great way to get exposure to gold. They hold excellent assets with mines in Canada, a safe place. Trades at a 7% free cash flow yield.

Capital markets and wealth management businesses have driven the Canadian banks. They've benefited a lot as the stock market rises. THe underlying retail banking business is sluggish, but there's optimism here, because next year mortgage renewals will no longer be a headwind to the Canadian economy. The banks have endured with minimal loan losses. The PE of the Canadian banks is historically high, but they remain great options to own.

They provide cables that connects chips with racks inside data centres. They are essential to AI and growing well. Well-run. But the valuations in the AI space are extremely high with Corning at 60x PE. He's cautious this space. You want to own the picks-and-shovels companies, but ultimately we need to see real economic impacts of AI to justify all this spending.

It has sold off in the last two months along with US exchange stocks over fears that prediction markets will take market share from stock exchanges. Management has done a fine job of diversifying business into recurring revenues. They just bought Cboe. Trades cheaply under 20x PE. TMX hold proprietary data, so AI can't replicate that.

Different businesses. LLY is a big play in GLP-1 drugs. How will pills effect the injections business? LLY has done a good job of navigating these new pills. GS enjoys increased stock market and IPO businesses. He prefers LLY, which is tied to a secular growth trend, but GS' good times in capturing revenue in this cycle will end.

Different businesses. LLY is a big play in GLP-1 drugs. How will pills effect the injections business? LLY has done a good job of navigating these new pills. GS enjoys increased stock market and IPO businesses. He prefers LLY, which is tied to a secular growth trend, but GS' good times in capturing revenue in this cycle will end.

They failed 7-11 takeover was an overhang and overall convenience store sales have been weak in the U.S. So, ATD is offering more fresh food and prepared meals in their stores. They are seeing good results. Also, they have benefited from the volatile gasoline market from the US-Iran war; they sourced from lower-cost places. He expects them to buy more stores.

They're in a good, but competitive business. Would like to learn more about it. Be cautious given the valuation.