For now, markets and economies depend on cheap money and fiscal spending? Yes, US election and Covid vaccine were overhangs on the market, and now we have more clarity. But even with Pfizer's announcement, it's going to take a long time to manufacture and distribute. Virus will continue well into next year. We need, and have, global central banks being accommodative. In the face of a virus resurgence, a fiscal package is very important, especially to get small businesses, travel, and leisure through the next few months.

With the vaccine progress, do we now have a visible path to normality? You're right. Historically, vaccines take years. So the current fast track is unprecedented. Hopefully, by mid to late next year, the vaccine will be out in the general population. So the economy can start opening up and return to a sense of normalcy mid to late next year.

She doesn't own any gold. This is a good, low cost producer. Global. Where it will be a year from now is predicated on price of gold. Trading at a more attractive valuation than some of the others. If you want exposure to gold, it's a good candidate.

Always had difficulty with the valuation, over 70x forward earnings. She's a growth at a reasonable price manager. It's done well, cloud business growing rapidly. Hold it if you own it. She wouldn't buy at current price levels.

Results today were in line, and they posted an investment gain. Likes the positioning in Asia, a faster growing region. Valuation of PE and price to book value very attractive. Dividend safe at these levels. Next 2-3 years, good capital upside potential. Keep holding.

She's waiting for a 5-10% pullback. You can start nibbling at the $106 level. Replacement cycle of the 5G phone will benefit them.

Good long-term hold. 3/4 of its operations are regulated. The rest is renewable power, which is gaining a lot of traction as a long-term secular trend. Stable cashflow stream, most comes from the US. Dividend growth visibility. Yield is 3.2%.

Will continue to do well, as e-commerce is an ongoing secular trend. Too expensive. Would have to pull back another 10-20% before she'd seriously consider it.

ENB has Line 3, which should start coming online next year. Likes it. Attractive dividend, over 8%. Reaffirmed guidance on Friday, encouraging in face of Covid. Long-term contracts, so cashflows are defensible. Would buy it here. Dividend safe, and company confirms its growth.

Good candidate as an income stock. Defensible cashflow, long-term contracts, investment-grade clients. In same negative bucket as the producers. Would have no problem owning. Even if Keystone doesn't come through, shouldn't impact them much.

High valuation. Regulatory scrutiny in China a huge overhang and will continue. Can't divine the final outcome. She'd stay away.

(A Top Pick Nov 12/19, Up 9%) Very stable, defensive income stock. Plan to increase dividend annually by 5% until 2025, and they have the capital to do so. Visible dividend growth, with a 47-year track record. Yield around 3.8%.

(A Top Pick Nov 12/19, Up 13%) Just under 40% of revenues come from emerging markets, and this will continue to grow. During the pandemic, they've seen stronger growth in their belt market, as people are doing more snacking at home. Trades at a discount to peers, and this gap should narrow over time.

(A Top Pick Nov 12/19, Up 6%) Big presence in China, and there's lots of potential there. Also in India and European markets, and you want this exposure to markets not fully developed. Recently bought a new brand, which they can grow and franchise out.

Retail pharma and health insurance. Reported a pretty good quarter. Attractive multiple, still single digits. Healthcare reform was an overhang, but the divided Congress may dampen that reform. Earnings multiple should expand, and stock should do well in foreseeable future.