European central banks easing again. Easier for banks to lend money over there. The US economy is a better place to be than in Europe. European growth is much more sluggish than US. Though US growth is slowing, it is still growing. Plus, the US consumer is healthier.

TSX flirted with a new high. Sentiment is more positive on trade. The US index is also within spitting distance of a new high. The market reacts positively or negatively, depending on trade news. Expect more volatility until things get resolved. Try to ignore all the noise. The US economy is not as strong as earlier, but the good thing for the US and Canada is that we're seeing consumer spending kick in.

Bond market's wild ride. It has whipsawed, but it has come back from last year. Conveys slower growth. Cash flow is coming into the US from elsewhere, because of negative interest rates abroad, and this drives down US bond yields.

BOC saying we can go it alone on interest rates. Not sure we can do this, as Canada's economy is very tied to the US. BOC is aware of trade tensions. We've seen stronger than expected GDP number in Canada. Employment here is still pretty good.

For new money, waiting for a pullback. Great long-term hold. Likes the space of alternative asset managers, it's growing. They compete globally. Likes management team. Have cash on hand to take advantage of buying assets during any downturn. Yield is 1.2%.

Has gone through a lot. Cut dividend to almost zero. Criticized for past acquisitions. Now need to sell off assets and refocus, and they've done that. Chart reflects what's gone on in energy patch. She doesn't have any energy exposure now.

Bit of a pullback. She is keenly aware of valuation of what she buys. Valuation is very high, and hard to calculate it on a stock like this. Too much momentum driven. Wouldn't be a buyer. PEG ratio of 13 is very high even for a growth stock.

Has pulled back last couple of days, and she put new money in. Strong sector of growth industry, online commerce and debit. Valuation might have gotten ahead of itself, and there's been a rotation into cyclical names. Use these opportunities to start a position.

Dividend is safe. But not a lot of capital appreciation. Underlying subsidiaries have not performed well. She prefers a company that provides more visibility and has higher dividend and cash flow growth. Yield is 5.5%.

Sell US banks and move into credit cards, or is there more runway? The banks have had a good rally. May want to lighten up a bit if you have really high exposure. Yield curve steepening is good for banks. If Fed cuts, impacts the front of the curve and so the curve looks better. Keep JP Morgan, which she owns. Whether to double down on Mastercard if you already own Visa, depends how much exposure you want. Also consider diversifying into something totally different.

(A Top Pick Sep 11/18, Down 5%) Need a longer term perspective. Temporarily idling potash mines. Still quite positive on the outlook. Generating a lot of free cash flow, synergies from the merger. Doesn't need strong commodity price to grow cash flow and earnings. Increasing dividend and buying back stock. Looking to increase share in the US.

(A Top Pick Sep 11/18, Up 5%) Share price flat. Bank stocks in general reflecting a slower economy. Last quarter, saw nice core growth in Canadian business. Increased dividend by about 3-4%. Investing in technology and infrastructure.

(A Top Pick Sep 11/18, Up 1%) Stock's not doing very much, buy you're getting the yield. Still likes it. Attractive space. Temporary over supply issues this year. Want to increase their occupancy rate back above 90%. Yield is 4%.

Transitioning from hardware to software. No visibility on how they're going to grow their topline. She's stayed away.