Market Outlook - Two drivers in the market now: The Fed maybe staying dovish and now Poloz now saying the same again. The view is still uncertain from here. This has been a hated bull market since 2009 and this recovery has been hated as well. The pain trade is higher. Not enough people is allocated. The earnings bar is low which is supportive. The next mantra now is that once the US and China sign a deal you have to sell on the news. The market is not expecting a rollback of the 10%. He sees the S&P500 at 3000. There is no magic here. We passed the technical resistance which is around 2700-ish. There could be a dip like in December 2018 if the Fed starts to rise rates and US and China impale themselves.

The bad is that last quarter they had lower margins. and there is more competition. But they are executing well. Growth of 8 to 10% 2018 to 2020. 80% payout ratio. All in this is a good name. It won;t lead our portfolio higher but it is a good name without a lot of downside risk. (Analysts’ price target is $51.73)

One of the few names on oil land where he sees production growth and CF growth. It trades cheaper than its 5 year average. He is constructive on the name. It's balance sheet isn't the most pristine but OK. OK to own as long as you see oil in the $55 -$65 range.

A name they owned since $40. Last quarter was a beat but their guidance didn't meet the street expectations. he models 55% earning growth. he wouldn't buy it at this level. As long as they execute well you can buy on weakness as their addressable market is huge. (Analysts’ price target is $246.00)

Why it rose so much after last December dip? He has an answer: it shouldn't have been there in the first place. The markets are sometimes very inefficient in the short term. Core office remains healthy. Still cheaper than shadow REITs with double growth rates. It is not a no risk like Bank of Montreal (BMO-T) but certainly something you can put in your RRSP.

(A Top Pick Feb 23/18, Up 7%) For Q4 ROE was 16.9% earnings up 20%. Capital ratios very high. Trades at a modest premium but still very cheap 10.1 times 2020 earnings. If you have it you can still add here.

The valuation is low and dividend is high. It cold be a trap. They focus in Humara. There is pressure from competition. He wouldn't be buying here as it carries more risk than it looks like.

What is a good sector to deploy cash now? He would look into global financials, health care and technology. Longer term he would go with technology. It is not really that expensive given its growth rates higher. There are many ETFs to access it like XLK. In terms of individual names Google [Alphabet (GOOGL-Q)] shows high growth rates and attractive valuation.