Market Outlook - The trade war is weighting on the market. The US is basically holding all the cards. China can't stop importing what is importing. The only thing they could do is sell their US bonds but then they would have a currency problem driving their own currency up making the trade issue worst. India is then next big market to emerge. For now he prefers to play it by investing in large international companies with exposure to those markets.

The stock has been a rocket ship. He owns Mastercard Inc (MA-N) which is basically the same. 3-5 years out is going to be OK.

They had a weak quarter. People are worried about the debt level which is high. He likes the business model. It will work out over the long term. He will probably buy in 2-3 months when he gets more comfortable with the situation.

More in the natural gas processing business. Good company. Still struggling with the price. He wouldn't rush it to buy it. (Analysts’ price target is $39.09)

It is the Bell Canada of the business. He just sold at 42-43. At 38-39 it is a safe buy. The largest in the sector. Don't have a lot of product coming off patents.

It has been a wonderful trucking company in Canada. Very well run company. The Canadian economy is under pressure. This company will see their way through a soft patch.

Going to focus on becoming in the aerospace and split off the carrier division and the OTIS elevator division. Exciting story.

They do benefit plans and pension plan management. They expanded in the US. He thinks there is going to be slow steady grow. Low risk, high quality investment. Solid.

The company is the maker of a lot of the end pieces of the Internet of Things. They are leading in putting sensors in communications devices. They have been under delivering in the last couple of years. They got more aggressive management in the last six months. He is looking into it. It is risky. The sector they are in moves quickly.

(A Top Pick Jul 24/18, Up 23%) One of the stocks that have been hit by the Huawei situation. It keeps making acquisitions. He still like it.

(A Top Pick Jul 24/18, Down 22%) Trading at 5 times earnings. They pay a dividend of 5%. The diesel scandal in the EU is affecting them. Everybody is anticars now. They make electric vehicles as well. It is costing the money the conversion. You will do fine with this name.

(A Top Pick Jul 24/18, Up 79%) Globally the aviation industry changed in the last 25 years from being Government owned. A huge company. Well run. It will be a victim of the Boeing issue. Could be some turbulence in the short term. Put just a small position on this one to sleep at night.

He likes it long term. A perpetual model. You will do OK over 5 - 10 years. He missed it before the announcement.

It is attractive at this level. It is going to do well going forward. He doesn't know how well relative o other stocks. He likes another similar company but he is OK with this stock.

One of the solid players in the sector. The Health Care sector has been disrupted before elections as politicians take it out on the companies in the sector. Great time to buy it and hold it riding the volatility until the election.