How long can the bull run in US stocks continue? Things can last longer than you think they can. US economy continues to extend and lead the global economy forward. Plus monetary loosening from the Fed is the key to the latest spurt in the market.

How do you reconcile the Canadian economy with that of the US? US is consumer-led, and the consumer is in great shape so they're starting to ramp up spending. Whereas Canada is a trade economy, so the trade war has hurt us. Pipelines are not being built, and we depend on oil as our biggest export, so that's hurt our economy.

How will markets react next week to President Trump's bill supporting Hong Kong protestors? Doesn't give much credence to what comes from Trump. He does a lot of sabre-rattling, and runs international trade the way he ran his own companies. Trade friction has hurt underlying business confidence.

How do headlines affect your stock picking? He's a fundamentalist, so he gives a business a valuation and focuses on that. Tries to ignore the politics, though it is distracting. Short-term, it can really move the markets. Over time, western demoncracy has been relatively consistent in its free market approach.

Quite likes the company. Potentially revolutionary drug called Capri has phase 3 trials coming up, and if those validate earlier phases, stock could have a lot of upside. Really likes it here. (Analysts’ price target is $5.52)

Q3 results had revenues up solidly. Could be a very profitable winter. Really likes the stock. Safety communications technology for planes. Save airlines money with diagnostics. Feels it's about to take off.

The whole sector was the go to sector, and now it's going in the other direction. Has lots of cash on the balance sheet, but losing money hand over fist. Whole sector has more downside, so avoid it, at least until the end of the year. Little fundamental support. Be very careful in this space.

One of two big operators. We're all using more and more wireless, so this is worth a bit. They've diversified. Not a strong position in streaming. Unclear where they're going. Fair bit of debt. Prefers Verizon. Doesn't see any problems for the next few years, so will probably continue to grow. Solid yield of 5.5%. (Analysts’ price target is $39.13)

A good company. Two main businesses, Jazz operation and leasing. Good solid business, nice dividend, will grow over time. (Analysts’ price target is $9.43)

Where to deploy cash right now? He runs a fundamental, go anywhere portfolio. Invests mainly in North America. Only invests internationally if it's an industry leader in a particular sector. The momentum trade will break sometime in the next year. Forgotten areas of the market which pose tremendous opportunities include energy. Energy consumption continues to increase every year, and oil should stabilize.

Is the new federal cabinet more western Canada friendly? Alberta is hurting. Oil is the biggest export this country has. Hopefully Trans Mountain expansion gets done. The federal government needs to support that industry, and it hasn't.

(A Top Pick Aug 26/19, Down 0.3%) Has added to his position. A free cashflow machine. Great balance sheet. When the energy sector turns, this stock will take off. Free cashflow yield is 13-14%. A lot of upside. Yield is 9%.

(A Top Pick Aug 26/19, Up 11%) Second largest provider of healthcare and managed care in the US. Owns Blue Cross and Blue Shield. Great market position and branding. Help control costs in the system. Great cashflow generator. Trades at 12x PE. Yield is 1.1%.

(A Top Pick Aug 26/19, Down 13%) Green power generator. A great story. Added power projects last year. Stock is dirt cheap. Wildly undervalued, lots of upside. Yield is over 6%.

Canadian banks. Canadian banks have done well over the last 10 years. Stats show that Canadians are living on the edge, and bankruptcies may go up if there's a downturn. Banks are still safe, but you don't want to be overweight. Wouldn't hurt to take some profit, as there's some risk right now.