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They're cautious because they're fearful that the ROI on the huge investment (approaching $1B) isn't going to be fulfilled. Thinks that's unlikely, but the markets are rightfully cautious. Not a terrible thing for investors, forcing them to take it a little slower. 

For a long time we heard about the Mag 7, with extreme concentration in these hyperscalers. The other 493 stocks in the S&P 500 were an afterthought. As money flowed to the Mag 7, many of the other 493 companies continued to do quite well but weren't getting any love. That meant that the valuations were becoming more and more compelling.

Areas include consumer stocks, healthcare, and some industrials. One area that was particularly shunned, which his team made a decisive move on a couple of years ago, was healthcare. He's been on BNN during that time saying that he didn't know when it would move, but that he was quite confident that it would. And it has. Seeing not only green shoots, but very good moves.

His firm has allocated money to AI all along, but in a smaller percentage. It's such a broad area, that to be market weight was too big a bet for his clients. The area has great promise, but his team doesn't want to take on the risk side of the equation to the full extent.

They've been underweight in consumer service companies right from the beginning. They made up the difference in performance by very good stock-picking in the other 493 companies. On a risk-adjusted basis, his firm is way ahead.

A lot of the concerns were overstated. Software malaise has sort of passed, but you'll have to look at it company by company. Some real concern about its involvement with OpenAI, but it posted some very impressive sequential growth numbers yesterday. The horse race is in early stages so don't draw any conclusions too quickly.

Cloud services doing very well, Azure growing YOY ~40% clip. Still trades at only ~25x PE. He'd put new $$ in today. (If he owns any stock, he'd be a buyer of that stock.)

A lot of industrials have traded off along with the AI trade. Investor wariness about hyperscalers trickles down to derivatives of AI, and EME is one of those. Over the long term, will be a participant and will grow.

You can have a well-run company and a good product, but fashion preferences change. If another company beats you at your game, you're in trouble. Adidas is very popular right now. A lot would have to change for him to consider investing.

You'd have to go back a very long time to find his firm holding MA. Owned V for a long time, mainly on the valuation differential. MA has always been 4-6 multiple points higher. Visa is better value. Likes the space. 

V might be stronger on the debit card side, which is growing at a faster rate than the credit side. Likes management. Trading in the 20s PE, a discount to normalized multiples. Consistent, predictable. Earnings continue to do well. Nice hedge to a lot of companies that are in the news.

You'd have to go back a very long time to find his firm holding MA. Owned V for a long time, mainly on the valuation differential. MA has always been 4-6 multiple points higher. Visa is better value. 

V might be stronger on the debit card side, which is growing at a faster rate than the credit side. Likes management. Trading in the 20s PE, a discount to normalized multiples. Consistent, predictable. Earnings continue to do well. Nice hedge to a lot of companies that are in the news.

In his US small-cap portfolio. Thinks the pricing environment is bottoming. Chinese production and subsidies have been issues, pricing in the chemical space in general has been subdued. Pricing is starting to firm up. Cyclical, so you have to time your entry. Modest multiple. Upside to earnings could be sharp.

Yes (short and sweet ;). Will be involved in large-scale projects, not your run-of-the-mill type.

URI's involvement is a little broader, but the same type of projects as CAT. URI is cheaper, growing at a faster rate.

Could push higher, but you need to have the broad sentiment change he talked about at the top of the show. Involved in the broad move by semis, and they've all come down as sentiment has turned negative. Geopolitical risk on the shores of China. Globally dominant foundry, despite US administration's to pump INTC as a domestic play.

To evaluate, look at broader macro issues first. Nothing wrong with it, but please look at the broader picture.

Fifteen of its approved products had double-digit revenue growth YOY in last quarter. GLP-1 entrant still not approved, yet showing promise (bit of a wild card). Now trades at 18x PE, and other companies are more competitive on PE. 

Still in his portfolios, still a Buy, but every day they get up and review their holdings with a critical eye.

A year ago, it was a supplier of chips for smartphones. Now it's participating in the AI race. Deal with AMZN just the other day. Not expensive, trading down on AI sentiment. Great promise. Continues to own and buy.

Trades at quite a bit of a lower multiple than CAT, and growing faster. US companies are growing faster than other countries into the idea of leasing equipment. Fantastic growth story, 10-year earnings CAGR is 22%. Great promise.

People are cautious. Architectural billing index is around 46 right now, with 50 being the level that straddles bullish and bearish. Indicates softness. Revisions to URI's numbers are very strong. So he's confident in this position.

Similar chart to other chip companies, can't look at price moves in a vacuum. Moving down in tandem, not company-specific, investors are taking profits. Fantastic performer. Will do well coming out of the slump.

A definite player. In any portfolio, you have to make choices. Nothing wrong with this name. He owns QCOM.