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Actually makes a lot of sense. CVE is one of those companies that has a very good operational history in terms of the oil sands. 

He hasn't had a chance this morning to delve into the valuation. But on the heels of the MEG acquisition, the synergies and contiguous lands, and the long-life assets, they're going to make this work. Thinks the market likes it, based on CVE stock being barely off today.

CVE is making so much cash these days, both on the refining side and on the oil side, it won't be a big deal for them to swallow.

This is a very narrow market. We've experienced a stealthy correction since the peak in mid-May. If you look at the US small-cap index, or the S&P 500 equal-weight index, the average stock in the S&P is down a huge amount. 

People don't realize this because they're looking at the market-cap-weighted index, and it's just chugging along. It's being held up by AAPL, META, and GOOG. All the big mega-cap tech names. But the average stock this year is not having a good time of it.

Wonderful operator. Likes it, but sold recently as it came close to his team's estimate of FMV. But that selling is not a reflection on the CEO or on the actual business. Its products are ubiquitous. Generates a lot of free cash. Doing all the right things.

No. He does have Canadian exposure. His team are value investors and stock pickers. So they go where their clients' capital is going to be treated best. The US was, and still is, the biggest market in the world. And it's a varied market. It offers a lot of different businesses and industries. Lots of choice.

Canada is a bit more constrained. You have energy, mining, financials, banks. And then a hodgepodge of some other businesses. Not that there aren't some interesting businesses to be held in Canada, but not in the vast number that there are in the US.

Tough slog if you've held it. At this valuation, you may want to take a stab at it. Good dividend yield. Doing right things on the balance sheet.

Telecommunications is very capital-intensive, so you have to moderate your expectations. Hit due to rising bond yields. If all you're looking for is a decent dividend, and some growth, probably a decent entry point. Yield is a bit north of 6%.

Chart doesn't look healthy at all. Hit by rising bond yields. Victor Dodig just took over the helm. At these valuations, if you have a very long-term time horizon (3-5 years), you're probably going to do "OK". Yield ~6.6% dividend (pretty secure), with 2-3% growth, giving a total return of 9%.

Takeover offer, up 15% today. Doesn't know that another competitor will come in. The boardroom back-and-forth has likely already happened.

The deal is part cash and part stock. So you may want to think about whether you want to hold onto the stock, or take part cash and some CVE shares? It'll depend where your cost base is for ATH. He like CVE and owns it. 

Delivers something that the economy probably can't live without. A lot of growth projects ahead, lots of liquidity. Yield is close to 6% while you wait. Not sure it has a lot of room to increase dividend in the short term, as they have plans to deploy lots of capital on projects.

Adding a bit here is not a bad idea, but make sure you're comfortable with your overall position and exposure. Interest-rate sensitive. If rates continue to go up, investors start comparing what they can get on less risky fixed income.

He bought a bit higher than where it is today. Not sure why market's selling it off. He likes the business, and management's done a phenomenal job growing it both organically and by acquisition. Very good capital allocators.

Took on some debt to complete acquisition earlier this year. With interest rates going up, market may be concerned balance sheet's getting tight. Thinks FCF will be used to pay down debt. Sales should expand, as should FCF.

He's sticking with it, but not adding more (except for new clients). Also looking at other names that have been hit hard. Smaller-cap company, nice dividend, food business may be more recession-resistant. Understand what you own.

Hit so badly because of interest rates. Mortgage rates in the US have gone up a huge amount. As rates rise, their existing paper goes down in value. Their spread is actually quite good. Book value should still hold in above $12.50. 

Nothing wrong with the business. Cashflow should still be quite robust, and should still continue paying the very good dividend of 11%.

Likes management and geography. Hitting on all cylinders, a lot of which has to do with the price of gold. Hiccup with one property, but engineers will get it sorted. Owning this name or not will coincide with your outlook on gold.

Likes management and the group of businesses, just doesn't like the price. Very well capitalized, lots of liquidity. For a value manager, valuation is too demanding for expected earnings and growth. If he saw more of a correction, he'd probably take a look at having a position.

Parent company not very interest-rate sensitive, but subsidiaries BEP.UN and BIP.UN would be. Prefers BN, the parent, as a diversified way to de-risk the investment.

(Note the short timeframe.)  Not a good performer. Still a ton of value. Nice cashflow. A bit too much debt, but paying it down. Closing unprofitable stores. Founder could be getting ready to sell.

(Note the short timeframe.)  Huge return in a short time. Sold around $30. At that valuation, time to take profit and go elsewhere.

(Note the short timeframe.)  Extremely cheap. New CEO doing phenomenal job righting the ship and growing the business.