(A Top Pick Jun 14/19, Up 7%) The stock was beaten up and it was very difficult. Infrastructure space was well valued. The stock has stalled in a 3 years basis. Consistent growth and good dividend. A core holding.

(A Top Pick Jun 14/19, Down 12%) They shut down their mine to tighten up their supply globally. It's one of the largest producer of uranium and they were trying to use their market power. It never panned out. It makes sense from an investment view though.

He was surprised by the election of Boris Johnson. Nothing moved today. There probably would have been more volatility if the news today didn't come in.

Last time he was on, it was a good recommendation. It's a great company. He particularly likes that the gas market is going well. Momentum is good.

In cyclical stocks, the commodity is so important. Saudi Aramco came out with its IPO this week in Riyad, not London or NYSE. In recent OPEC meetings they agreed to cut back output 500,000 more barrels per day. With current oil price tightening CNQ should be OK. Core holding for him.

Historically owned bonds. If the trend for nickel continues, it will do well.