He's not buying the dips despite the market seeing an oversold bounce. Sweden's entire yield curve is below zero. Sinking interest rates point to zero or negative world growth in the future; and it's good for gold. He's very bullish gold. The stock market in the past few years have been in a bit of a bubble. He's slightly short the market. It's not too late to jump on the gold train.

A printing company that's grown by acquiring. But printing is cyclical and a declining industry, and TCL won't perform well in the coming downturn. TCL has good managers, though. They've missed their numbers in recent quarters.

It's part of a duopoly in Canada, but new players will likely enter this industry, so he wouldn't buy it. Dividend of 6.9% which should be safe.

It's cheap now. A past pick of his. Likes embedded antennas, which will benefit from the 5G build up in the next three years. Revenues will rise in the next 4 quarters.

It's a royalty to 18 junior hold projects, so you avoid the risk of owning a single company. It's defensive.

A good company with decent growth, but a secondary offering recently didn't do well, and this stock is extremely expensive.

If interest rates hit zero, will Canadian banks suffer like European ones? Canadian ones enjoy an oligopoly, so there is some protection. In a downturn, banks will struggle to make profits, but they won't plunge like Europe's. Regulators in Canada are diligent to avoid subprime mortgages among our banks, even though our real estate is very overvalued.

They received an unsolicited bid for the company, maybe around $30. A new plastics plants is suppoed to add to NAV, but this is cyclical. A speculative stock right now.

A past pick and a long-term hold though just sold his piece today. The valuation is no longer attractive and the company needs money to fund new sports betting initiatives. That said, he likes it long-term.

Palladium's had a bubble run in the last few years and that also pushes up the price of platinum. They offer trade in tandem, but platinum is a precious metal and palladium is industrial, so he prefers platinum.

(A Top Pick Nov 27/18, Down 4%) They have good shelf space in Canadian liquor stores and possess logistical expertise. They could partner with a cannabis company to make weed drinks.

(A Top Pick Nov 27/18, Down 44%) Lot of value still, but they completely replaced management and are looking to sell off parts or all of the business. Wait till that passes.

Tons of leverage to this overpriced stock, because they have high-cost mines. He's short this stock. The next leg in precious metals will send higher-quality projects will outperform. There are better stocks than this.