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Returns on AI investments are so high because chips can command any price they ask, and the build is both huge and inflationary. The effects of Trump's tariff policies. War in Iran. Ukraine destroying Russia's refineries. All these things have led to higher inflationary prices for the consumer.

It's been quite disruptive, and consumer confidence has dropped along with that. While that's depressing the economy, AI is pushing it forward. We're probably at a bit of a peak for inflation. It appears that the Americans have been able to open up the Strait of Hormuz for everything except Iranian oil. So the oil situation is improving.

A lot of damage has been done to oil infrastructure around the world, which needs to be rebuilt. Oil will come down, but it's not going back down to where it was.

Yes. We'll talk about a stock later that's put AI into its processes and it's recovered its investment. It's the same thing when we invented the car, the buggy people were all scared. It's that sort of situation. It's a massive change to how the world's going to work, and people are scared.

Incredible growth ahead. He owns a bit. Issue is valuation of 100x PE. Growing nicely. Probably 5-10 years away from being a company you'd buy just on financials. Buy a bit. If it drops buy some more, and so on. Right now the market's paying for growth, but at some point it may not.

Fear in the markets has largely been digested in this pullback we've seen. All of a sudden today, the chip stocks are rallying again. Still a lot of moving parts to keep an eye on in the world, just like driving on the highway. But the long-term outlook is very good.

Fair amount of operations in the US that have been impacted by tariff issues. Doing extremely well. One of the leaders in Canada, and in NA, for generic drugs. Generics will continue to do well.

His firm assesses each one individually. They tend not to play unless they think it's a really good idea. Anthropic, for example, they'll let mature in the market before they consider getting involved.

Came down after excitement wore off and on fears that driverless cars would take market share. He believes that these new vehicles will gradually be brought into the UBER platform. Expanding into other areas may decrease cost, but increased volumes will compensate. Outlook is fantastic.

His team has been adding on the downturn. Results in summer were a little disappointing at first blush. Yet defense was up, but expenses were also up a bit. Costs are usually higher when you enter a business. Numbers didn't alarm him. Future backlog has actually increased.

No reason not to load up.

Sold off along with peers. Rise in interest rates, plus fears that the economy's changing quickly. Major brokers have 50-60% upside. Veritas Accounting concerned about aggressive practices. For the long term, probably a good time to buy. Dividend yield not that exciting.

His team tend to be growth investors, and they made a lot of $$ on this one as a trade in the past. They then tried to trade it again. Disappointing. Will probably sell, take the loss, and move on. Concerned it may not make a comeback. (The women in his family aren't buying lulu anymore.)

Very expensive on current fundamentals. Ownership in Westinghouse is a great opportunity, but nuclear plants take a really long time to get approved and built. Kazakhstan is a bigger producer at lower cost. He's traded it in the past. Wouldn't get excited till it got below $100.

He bought a bit on the acquisition. Gildan has great manufacturing capacity and technology, Hanes has great global brands. Costs to the acquisition. Typical consumer is the part of the economy that's being squeezed. If you own it, but a bit more (but not so much that you can't buy more if it goes lower).

For the most part, a 10-year hold. Long-term winner. Stay with it.

A minor component in the AI business, but the largest player in NA.

Canada has finally figured out that if we want to be rich, we have to sell to more than just Americans. Finally building pipelines to the West Coast, and starting to export nat gas out of Kitimat. Stock's still hanging out at a discount rate.