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He's held the hyperscalers as core holdings since 2015 and he still sees upside. The past quarter validated that with acceleration in the cloud business by Amazon, Microsoft and Google. Margins increased. But there will be more competition for AI services and prices are reducing for best-in-class models. Meta's in the doghouse from regulatory issues and are spending a lot of money but their core advertising business is on fire, which may surpass Google Shopify is using AI to accelerate its core offerings. As for software, Microsoft's Co-Pilot keeps getting better, while ServiceNow will build AI functionality across all its platforms. End users will use software they already trust, but will use AI.

He owns no engineering or construction, which have had a tough 12 months over AI fears. Prefers Stantec of Atkins. He doesn't believe the AI threats is as dire as the market fears.

A sleep at night stock. If you get 12% a year compounded, you'll be happy. The dividend will grow each year. Good management. GOod to buy this 5-6% like now. Don't expect 30-40% returns, but this will be an anchor in your portfolio.

Managed well that puts together good deals. In private equity, he prefers Blackstone which has more leverage in its business model and less exposure to the global office market, though BN owns quality office towers. BM has one advantage: it can list on the NYSE and get on the S&P which can uplift the valuation.

It focuses only on high-end New York City apartments, which has only 2% vacancy, a hot market, where rents are rising. They're trying to buy H&R REIT (which holds the sunbelt market, though a depressed one). If the deal closes, it will be good for GO. Not worried about the dividend.

Trades at 15-20x revenue, so the market expects strong growth for five years without AI disruption or hiccups. Prefers MSFT at a much-lower PE.

He likes it for water treatment business, which is stable, and it pays a nice dividend. Strong capital allocation; they got rid of convertible debentures and are buying back stock. It can compound 10-15% a year.

He has sold or taken profits from all Canadian banks after their strong run. He sold TD. Multiples are way above historic averages, given expectations of the banks returning excess capital to shareholders. The space is seeing more competition, though, like Wealthsimple.

Doesn't know what to do with this. Semis is almost a play on the cyclicality of additional leverage on the growth on semis. Shares have moved up a lot. He expects their next numbers to be very strong but these companies are not about what they will make today or tomorrow, but in 2029? The memory space has positive tailwinds as the demand for memory keeps growing, but will that outgrow capacity? MIcron's revenue looks like it will peak in 2028 then flatline. What will happen after?

It did well initially, then sold off on minor credit concerns and emerging market jitters. It's low-cost to serve their customers: cost them $1 to serve a customer but generates $15 per customer up to $30 a month. They want to expand beyond Latin America into the U.S.