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It is more fully priced today so he has reduced their holdings to minimum weight. It covers industrial products in general with a health division and some AI involvement. It has consistently been a solid compounder.

Its web services will ultimately matter in AI and are going to be a big winner along with big companies like Google. Winning companies over time will be the ones that own the distribution endpoint. Amazon has the best distribution endpoint control. He would make it a top pick again. Note that in past tech booms, companies that have relationships with customers are the ones that make the money ultimately.

It is still a top pick. It is the biggest beneficiary of the AI boom which he thinks will continue. It makes the majority of Nvidia, I-phone, and AMD chips. Return on Capital is good. They have pricing power but don't use it. The biggest risk is over-supply but they're far from that.

Like Caterpillar they make large gas turbines which can be used for data centres. and are very efficient. The demand will be there for the next two to three years but stocks are priced for the next 5 to 10 years. It is oversold but be careful - cash flow could compress in the future. Trades at 30 to 40 times earnings.

It is fully benefiting from the super cycle. It could be a $600 stock if you believe the super cycle will see a second leg up. Taiwan Semiconductor Nvidia and Avgo are in the same space but have less risk. Buyers should beware because of the weakening of the AI trade.

It is interesting if it executes well. It is a tactical buy but not for the long term. There is a lot going on in this space. A Meta agent exists with its goal to create an AI tool kit to set up your own business.

He is not a fan of its growth in South America. It is a little expensive but could be a tactical buy for a defensive position. He is not super bullish.

It is a tactical buy like Dollarama. With gas prices coming down their customers would likely buy more products in their stores.

Nvidia and Broadcom are the best positioned for data centre chips. Broadcom has a relationship with Google and their chips will see more penetration across Anthropic. It is trading at only 8 1/2 times earnings two years out so earnings growth is a big benefit.
Buy 60  Hold 3  Sell 0

It has been weak recently because of investor concern over its search component and there is truth to that. Answers start with an AI summary which hurts advertisers but Google will monetize that. Also queries are growing very quickly and the Google search engine attracts more people because it gives people a richer experience. The search transition is worse for other companies and the open Internet.  The huge cloud business is growing at 100% a year. It is back in the AI model race.        Buy 63  Hold 9  Sell 0

It is a Michigan utility company.Its growth of 7 to 8% is locked in through regulation which means it can't grow much faster, or slower either. The next best competitor to utilities is treasury bonds but as yields go down people move money back to utilities. Dividend is 3%        
Buy 8  Hold 9  Sell 0

The Canadian budget will run hefty deficits for the next few years: a deficit in line with 2-3% growth in the economy is not something that would significantly to the debt over time. The problem happens when deficits far exceed potential economic growth. That was a factor in the last government for sure. Things are a little better. For instance, oil prices were higher so oil royalties were a lot stronger in last year's budget. Not sure if this will be repeated. When times are good, governments should reduce, not add to the debt load. The bond market: with recent highs, yield were around 5.70-5.75%, which makes it pretty compelling as risk-free money over 30 years. There are challenges to valuations like Apple's which should be lower, so this makes government bonds become attractive. U.S. company earnings are still good. Forward estimates continue to inch up.

CEO Jensen Huang probably didn't know the woman he was having an affair with was an agent for China. Investors shouldn't be focussed on that aspect. This may dampen Jensen's reputation as a leader in AI a little bit. In the bigger picture, this is relative noise and shouldn't matter too much.

The CAD at 70 cents now is pretty cheap, with the fair value at 80 cents. It's undervalued. He thinks the CAD over 2-5 years should be closer to 80 cents. The Euro is slightly undervalued. Over the coming year, market anxiety will see a flight to safety to the USD, so the CAD to USD will move up or down a few cents from the current 70.

It's in a cyclical industry. Over 10 years, you've made no money in IFP, except as a trader. Earnings are volatile and dividends are negligible. What are the chances of housing demand ticking up to drive up lumber demand? Probably up in the next few years. The overbuilding surge a while ago has now corrected. The timing is good. Not good risk/reward.