The creator wants to buy more of Take-Two Interactive, viewing it as a short-term hype trade related to GTA 6, and believes the current position is too small.
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Canadian Dividend Stocks For Passive Income | Investing $618k Major Updates
Mar 15, 2026
The creator discusses the impact of geopolitical events on the oil market and Canadian dividend stocks, highlighting Canadian Natural Resources (CNQ) as a favorite. They also analyze the defense sector, specifically the XAD ETF, expressing skepticism about its long-term prospects. The video then delves into the creator's personal portfolio, including their views on VDY and XEI ETFs, and their interest in AI hyperscalers like Google, Meta, Microsoft, and Amazon, considering increasing exposure to these tech giants.
Linked Mentions
Tickers discussed in this post
Royal Bank is mentioned as a Canadian stock held within the XEI ETF.
Lockheed Martin is mentioned as a company with exposure within the XAD ETF and its products are described as 'prehistoric'.
RTX is mentioned as a company with exposure within the XAD ETF.
Boeing is mentioned as a company with exposure within the XAD ETF.
Suncor is mentioned as a stock that ran up dramatically before a geopolitical event, possibly due to insider trading, and is now not rallying as aggressively.
The creator is looking to buy more of the international dividend ETF VIY, hoping it continues to drop to acquire it at better suppressed prices.
Nvidia is mentioned as having quite insane current prices, suggesting a hold or caution rather than a buy at this moment.
Amazon is seen as a company with impressive capabilities and the financial strength to invest heavily in AI, making it a key player in the future.
Microsoft is trading at some of the best valuations seen in the last 5 years and is considered a strong contender among AI hyperscalers.
