Q: United Rentals has had a significant pullback since early December (approximately 25%). What is the reason for this pullback? Would you consider it a buy at this level or would you wait to see if it turns around after earnings on 22-Jan?

Thanks in advance and Happy New Year.

Brendan

Q: Good morning everyone,

Has your thesis remained intact on URI? It appears to be making the turn. At a reasonable attractive entry point along with some potential catalysts in 2025.

Would this be your buy in this sector? AXON is already owned in a full position. Along with TFII on the CAN side.

Is their an industrial or similar name you'd rank above for the coming year?

Thank you.

Q: hey guys happy new year hope all is well in my rrsp i currently have all Canadian equities. i would like to start adding some US content my 1st question would be is this even viable with the exchange or wait until its better. In current atmosphere i am thinking there would be more upside. My second question would be in what sector. I have been looking at TECH i.e. QTUM UBER NVDA AND SNOW.i would appreciate your thoughts and any equities you would suggest other than ones listed above.Thanks as always