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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.

No one silver bullet. So many ways to build wealth in the stock market it's staggering. If you buy the right stocks, and you have the right time perspective, you can do well. Look at SHOP, or even the banks.

Can you do as well with ETFs? Probably not quite as well as being a good stock-picker. But you can still do really, really well. Depends how conservative you are, and what you want to achieve.

The key for him is to have a diversified portfolio, and use ETFs where you don't have an edge. If he's looking at Japan, and he really doesn't have an edge, he's going to buy the ETF. Or if he needs currency hedging.

It's losing a lot of money.

Tough to know, and tough to time it. He finds it easier to recognize value and be patient enough to wait. With fund flows so fast these days, things can rerate in just one quarter. If you wait too long, you can miss your opportunity. So he tends to get in once he sees the value.

The price you pay dictates your return. If you get in at a good price, you can get earnings growth and multiple expansion for a great total return.