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Believes US Federal Reserve is losing money due to the inverted yield curve.
Borrowing short & lending long creating shortfall in revenues (assets yielding less than paying on obligations).
Expecting ~$100 billion shortfall in US Federal Reserve. Taxpayer will be on the hook.
Deficit will grow as a result.
Rising debt and deficits will impact portfolios.
Expecting inflation to persist over the next 5 years (will be hard to remove).

Risks include geopolitical risk in China.
Broad exposure to China risky but carries opportunity.
Believes a good way to play a China re-opening.

Good way to play oil exposure.
Quality product for oil bulls.
Good time to buy oil. 
Believes oil going to $100.

Likes active approach to preferred asset class.
Very sensitive to interest rates.
Would wait to buy when prices fall.
Very volatile.

Conservative way to get exposure to utilities.
Good time to buy and owns shares.
Safe place for capital.

Good for long term investor.
Some unprofitable companies in ETF.
Will be a long term hold (5-10 years).
Good for buying on dips.

TCN pays a decent dividend yield of 2.3% and has grown its dividend by ~3% annually over the past five years. 
TCN is fairly levered, and we believe in a better market will be able to demonstrate its ability for high growth rates. 
We would consider the current prices to be good entry points - the price to book multiple is 0.5X and its forward price to sales is 4.0X, the lowest across 10 years.
Due to its higher debt balances and uncertainty around the real estate market, we would not consider this to be a screaming buy yet, but we feel that in a better market, these prices will likely look attractive.   
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CIX’s fundamental metrics – its Asset under Management (AUM) has been quite resilient amid a challenging macro environment, with growth mainly coming from US wealth management, which management indicates is the key growth lever for the company in the future. In addition, the company has a track record of repurchasing shares aggressively in recent years, which indicates management believes shares are undervalued.

Like other names in the Financial sector, CIX has been under pressure recently due to the fear of contagion risks in the financial systems, as well as weak capital markets. Although there is a contagious sentiment risk, we think this risk is low in probability as the Fed and other countries’ central banks publicly announced their intention to stabilize the Financial system. CIXs is not impacted by deposits, but margins are trending down and business remains competitive. But the stock is priced right, and it has managed a challenging environment well enough and made good acquisitions over time. Overall, we think CIX is a hold.
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Certainly the Lundins know the mining business and have had multiple success world wide. 
The stock is cheap. The balance sheet is quite strong, and we would not see the dividend at risk, though of course in a highly cyclical industry much can change. 
The dividend has grown nicely and the company has also paid out special dividends. 
EPS may be flat this year with lower prices and inflationary costs, but more growth is expected in 2024. 
We would consider it one of the better and more-conservative names in the mining sector right now.  
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The Importance of Pricing Power: Inflation has been a hot topic in the investment community in the last two years. Every investor wants to protect their portfolio from losing purchasing power by diversifying into different asset classes such as real estate, foreign currencies, gold, real estate, crypto, etc. We think one of the best hedges against inflation is through the ownership of great businesses with significant pricing power that could raise prices to offset costs pressure without losing volumes. We believe that companies with strong pricing power have the ability to do well in an inflationary environment for these particular reasons: 1) The ability to raise prices to offset inflation without losing volumes helps companies maintain their profit margins 2) Pricing power allows companies to price their with flexibility, sometimes even faster than average inflation rates of 3-4%, leading to operating profit margin expansion 3) A high gross margin can be a powerful lever for organic growth over the long term, especially for companies with mature volume growth.
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The banking crisis is quite isolated and consists of a couple of banks not managing assets well. However we still need to watch whether other banks will tighten credit which can create problems for borrowers. There will be more consolidation in U.S. banks and tighter regulation. The probability is for a soft landing with just some slowing down, since the economies in North America are strong along with high employment levels. The market correction last year presents good buying opportunities especially in high dividend stocks and defensive sectors like utilities and banks. The bond markets have created equity like returns. Inflation is coming down. If things get worse in the economy or the banking crisis spreads, it could lead to lower rates which is bullish for stocks and bonds. Buy on dips.

It is one of Canada's largest renewable energy producers with some big projects in Europe and the far east as well. The stock is down because of rising rates. It has monetized some assets so their funding is adequate and they shouldn't have to issue stock.

They make envelopes and have 90% of the market in Canada. It is very profitable with massive pricing power. Although there is a slow decline in envelope use in Canada they have a pretty good share of the market in the U.S. which is growing. It is also diversifying by buying small niche packaging companies. It has huge free cash flow and great margins Trades at 4 to 5 times earnings. A good stock for value players.

It is high quality company and they have added it to the portfolio in the past 6 months. It has been weak because of the sector. They sell storage systems etc. and are very well managed. There is a big backlog in the home renovation sector. It is also buying back stock.

The litigation costs over asbestos content have been increasing and eating into profits. It is a jewel of a company and should be worth more than the present offer. There is the possibility of a higher offer.