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He's sort of like an inventory manager with the 20-30 stocks in client portfolios. His job is to own inventory that people care about today. He focuses on themes that he thinks are in the process of being revalued favourably, and perhaps in sectors that are less owned but showing something changing for the better. He's looking for the best company he can find, with no fundamental risks if it doesn't happen immediately, but where the multiple will start to expand if people look more closely at the group.

Leading Montney operator and low-price producer for natural gas. Great balance sheet, especially important because he thinks financing costs are going to keep rising. Great 3-year dividend growth of over 35%. Catalyst is the opening up of the LNG markets globally. Another positive change is the ramping up of Attachie over the next 4 years. Demand for power will fuel demand for nat gas. Rising price for nat gas + increased multiple could = significantly higher share price. Yield is 2.58%.

Believes we're in very early stages of a gold bull market. Best operator. 5 of their major projects have exploration growth opportunities. Great dividend growth. Last year's acquisition of O3 Mining is a positive. 

Multiple will go up once people realize how much cash the company will generate. If gold just stays where it is at $3400, generates a ton of cash. He guesses that gold prices will go higher, which means the whole group will be revalued. Yield is 1.36%.

Probably a 10-year bull market in financial services in front of us. Global stocks underperformed for a long time, depending on where you're looking. When a market goes sideways for 10-15 years, and then makes a new high, that's the beginning of a new long-term bull market. Virtually every major global market is doing that right now. Global stocks are much cheaper than US stocks. USD is now falling against every major currency. 

Great bank and digital banking platform, geographically diversified. Between 13-15% return on tangible equity. Great balance sheet. Trades at only 9x. Dividend grows nicely, buying back shares. Very good operators and allocators of capital. Global banks can be revalued compared to the rest of the world. Yield is 3.11%.

This has come down so much that it's an opportunity now. Their numbers will only go up in beauty, driven by influencers. EL is long-established, but has missed the boat on a few things. They are due for a turnaroud.

It holds the Mag 7 with a covered call. It uses more leverage than other covered call ETF, so there's a little more fluctuation. It pays around 10-11% in distributions, and he sees more upside.

NVDA may be the better company, but AMD has more upside. Is volatile, though. When this rallies, perhaps next year, he will divest. Expects this to rise $20-30.

It owns 570 dental practices and there are 15 000 in Canada. They are looking at how many they want to deal with and acquire, about 150. It should grow organically through cash flow and cost control. It is easily the largest dental practice company in Canada and has initiated a new dividend with a good increase in cash flows. They have debt from acquiring practices and lower interest rates would be good for that debt.       Buy 10  Hold 0  Sell 0

It It owns a number of businesses and spins out some of them to shareholders. It owns a lot of stock in MGM resorts. It also has a couple of operating businesses and smaller properties. The CEO is a very smart manager and the management team is great. It has a very clean balance sheet with cash.          Buy 12  Hold 3  Sell 0

It has a very long life reserve index. It is also integrated with refineries and has bought some in the U.S. which were not doing well. It is now starting to turn them around and is in a sweet spot. It has more cash flow and is increasing its share buyback. It is now in another sweet spot nearing a net debt level of $4 billion. It has just increased its dividend which stands at 4 1/2 to 5%. We should see a much higher oil price in the second half of the year.          Buy 18  Hold 1  Sell 1

Imagine....FB, AMZN, PayPal, DoorDash, pay your taxes, renew your driver's license, peer-to-peer payments....all in one app. Dominated the country. Recently expanded to the Turkish market. Trades at 7x PE. History of doing buybacks. Really well run. Yield is 8.06%.

A business in his stable of 28 that's trading at a favourable price. Scottish-based. Tests telecom equipment. Downturn in telecom capex spending, but we're going to be downloading more data and doing more stuff via the internet. Note that it is a cyclical business, but this short-term headwind has created a strong buying opportunity. (Price target in pounds.) Yield is 1.74%.

Petered out in North America, he's not sure why. Has really taken off in Japan, with about 2000 locations. Structured workouts for women in their 40s, 50s, 60s. Bought the franchise, so controls the destiny of Curves worldwide. Monthly subscription fees make the franchise model very high margin and predictable. No direct competitor. 

New pillar of growth might be Curves for Men. Expanded brand to Europe. Very reasonable 16x PE. A newish position, has held this name about a year in portfolios. (Price target in yen.) Yield is 2.46%.