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There's an overhang that will remain for a while. There's more news to come, she thinks, and NVDA needs to do damage control and it seeks a new CEO.

Has been pressured this year, but concerns over data centres will pass and the private credit issue was overblown. Likes it.

He recently bought it, and was just stopped out of half his position. If the price continues to sink, he'll lose the rest of his holding. Maybe hiring Arm's Rene Haas as CEO will create stability. The fundamentals are great, but sometimes there's more to a story. He took a loss on his sell. Yes, if you don't own this, you can take a risk and buy this and get a tremendous reward.

NVDA faces a mountain of headwinds: export controls, national security. If you remove the name Nvdia and look at just the fundamentals (PE, cash flow, revenues), it's a buy. Shares are down 20% this month and an opportunity for a long-term investor could lie ahead, but there could be more revelations to come. 

For Canadian investors, dividends paid by UK companies and Hong Kong companies are not subject to withholding tax (though the dividends themselves are taxed in Canada).

Room for growth, but also lots of potential speedbumps along the way. He tends not to be in names that are overly focused on that sector.

They had an excellent quarter and the CEO is doing a fine quarter. He targets $200.

WCS is the Canadian benchmark, and could be displaced in the future by production from Venezuela. Infrastructure in Venezuela is quite bad, so he's not sure how quickly it can ramp up.

If Canada didn't pursue pipelines to the West Coast, it would really leave the Canadian industry in a very bad spot. That's well understood in both Ottawa and Alberta. So Venezuelan production is a potential threat.

The spread is ridiculously high at this point, but it does highlight how we need to move beyond exporting primarily to the US. All future growth in energy, whether nat gas or oil, is not in America; it's in Asia.