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He just bought it. He's bullish pharma and biotech. They replaced Humana, their super drug, with others that are up 24%. He likes the 2.4% dividend and double-digit growth rate. He was waiting and can't wait anymore to enter this.

Is encourage with how they're leaning into Agentic governance with new AI tool. They just got a few ratings upgrades.

The new content executive starts soon. NFLX is incredibly positioned. Continue to be patient. It's a fine stock to own.

Orders are up 40%.

There's so much to focus on: tariffs, trade wars, geopolitical tensions, interest rates, oil prices, inflation. When you boil it down, it's rates and the impact on inflation. The market projects two more US hikes, and 3-4 in Canada in the coming year which is harder to understand because Canada's economy is weaker than America's. The US dollar's strength surprises him. There's a lot of angst with markets at highs, but facing Trump's policies. You may need to harvest stock gains and buy stocks. The 60/40 portfolio split remains good as the US yield rises to 5%. Are there too many ETFs? He can't keep track anymore, though not one for Canadian defence which he'd like to see.