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We're seeing the typical script. In August, his team was warning clients to be careful. Usually you have a swoon in September, which typically lasts until October 11-14. Then we usually go into a seasonal rally and a Santa Claus rally to end the year.

It's playing by the book. But there's no ignoring the fact that there's a 90% chance that the Fed will raise interest rates next week. That's a serious headwind. With 10-year bond yields cross 5%, and oil getting to critical levels ~$100, investors have to start taking notice. You have to wonder if this is just the typical swoon, part of the script? Or is it the start of something more concerning?

For a typical client portfolio (70/30) he's been pretty aggressive, even up to 90% equity. His team believes we're in a really good, unfolding bull market. 

When you go into periods like this, you want to have respect for your asset allocation. When things start to turn, they don't turn right away. By the time you get 4 data points, you already have a market that's down quite a bit.

He doesn't think we're going there. This is a buying opportunity. When they add up the sum of the parts of the market (they cover 300 companies), the earnings power we're seeing is unbelievable. It really is. Growth rates are so much higher -- the kind you see coming out of a recession, but we're not. We're 4 years into a bull market.

Earnings growth is so good, he thinks we'll be in an elongated cycle. Things can disrupt that, such as Federal Reserve error or oil going to $150. So you have to be somewhat mindful.

No, growth rates are very strong. Strong for the rest of this year and for next. They look to start slowing to a more regular pace of 12-14% in 2028. But we'll see. The numbers keep getting ratcheted up. The spending is real. 

We're seeing productivity gains to small caps, which have been rallying and outperforming. They're very interest-sensitive, so should be going the other way. (They are right now because everything is.) But they've done better than big caps. Productivity gains are being felt across the board. 

We're into a really beautiful expansion, and people are still misjudging the upside.

Cyberattack and hospitals facing budget pressures with higher interest rates. Expensive capital equipment, but once it's in place the company has a bit of a moat. Hard to switch once you've bought it. Good recurring revenue. Great job acquiring and driving organic growth. Many procedures are medically necessary, which makes earnings even more resilient.

Earnings growth of 10% as far as the eye can see. Priced ~14.5x PE. Priced right, good stock to buy. If you're nervous about this market, sell some puts.

ROEs have really gone up for the banks in general. PCLs have been tame. NIMs have cooperated. AI has helped cut costs. Banks have another leg to go.

Things have really changed for this name. TD's managed expenses well. ROE jumped to 16% last quarter. Trades ~15x PE, growing ~13.5%. Don't sell. But to buy more, wait for a dip. 

Bottomed out. He just wrote a put on this recently. One of the cheapest on PEG that you're going to get in the space. Growing ~76%, trading at a much lower multiple than that. Highly cyclical play. Trades at 16x PE for 2027. Strong, visible growth out to 2029. 

Put it in a non-registered account, where you don't mind taking some risk. 

Valuation is very appealing at under 10x PE, growing 18%. Trades at 8% discount to his team's NAV assumption. Investor day on September 17 should be a catalyst. If you want a cheap name that hasn't done much, this is it.

More compelling at the moment than BAM, BIP.UN, or BEP.UN.

Another beat. Approved $7B in new projects, and new ones likely to be announced this year. Numerous tailwinds. Increased guidance. Whole space is on fire.

Valuation is 21x PE for 2028, growing only ~6%. Better choices for new $$ include KEY, TA, GEI and AQN.

Whole space is on fire. On valuation, a better place for new $$ than TRP.

Whole space is on fire. On valuation, a better place for new $$ than TRP.

Whole space is on fire. On valuation, a better place for new $$ than TRP.

Whole space is on fire. On valuation, a better place for new $$ than TRP.

Great story. Valuation has come down since last year. Caught an upgrade this morning. Q2 was great, Q3 looks impressive. Doing everything right. Agentic ambitions. You really have to use the chart, as it's always so pricey.

Trading ~40x PE for 2028, growing 25%. Not that bad (compared to a CRWD or a TSLA). In the realm that you can buy it. Use rough periods like now to add quality names like this.

Really good multiple of 11.5x PE for 2027, growing ~13%. A lot of stocks are trading around this PEG ratio of under 1. AI disruption risk. Consistent EPS growth, strength in commercial real estate. Trading below long-term average.

Likes it, but AI fears still exist. Not sure it's your easiest, cleanest path to make $$ over the next 12 months. Good holding, won't fall that much more.

High-quality name. Thinks Zabka will be 5% accretive by Year 3. Consumer slowdown hasn't helped. His team recently lowered its target price. Steady Eddie. Good long-term holding. 

High PE of 23x, but growth only ~7%. Doesn't see catalysts right now. Wouldn't put new $$ toward this one.