Market. Following a 25-30% year it is pretty tough to say we will have another one. He feels we should get a 5-10% gain this year. The CAD$ is up about 5% over the US dollar and the US dollar showed strength against all major currencies last year. Maybe it is foreshadowing better flow of funds into Canada. Perhaps we will see Western Canadian Crude being stronger. We got smacked at the end of 2018 and then global markets did well. He is still forecasting another 5-10% this year. He does not feel we can have a recession until US housing turns over.

They are a growing retailer that incorporated hair salons into their stores. They have about 900 stores open in the US. They have slowed down recently and now are growing slower than the cosmetics market. It is a hold at best.

It did extremely well last year. It was subject to short sellers and negativity at the beginning of the year. They feature airlines that fly into northern communities. He trimmed his position as the stock went up. He is still holding it and the dividend is about 5.5-6%. It should be quite attractive to the average investor.

7.6% dividend yield. He recently added it to his income portfolio. They are building a major facility in Western Canada which when it comes online their cash flow will be a third higher so he thinks there will be upside in the stock. There will be some debt buildup in bringing this facility on line.

They have been rebounding from the disaster of their fiascos. With the asset base and the write-down's, people believe it can get into the $35 range. He thinks it will rebound as political news is behind it.

When he has fixed positions in the portfolio that move up, he re-evaluates them and may trim them back. Sometimes the company is doing better than expected and he moves his weighting up.

It is a good company and he thinks it is going higher. They seem to be on a bit of a roll. You could take some profits if you wanted to.

The China/US trade situation is the main thing. In the 2021 crop year the farmers will have cash again to go and buy their products.

He owned it because of the big dividend yield. Management was always optimistic about the hospital being built in South Dakota and thought because they had a lot of other facilities it might mitigate the situation. They told us the last two quarters that everything was fine but now we find it is not.

(A Top Pick Jan 07/19, Up 35%) He still holds it. About 12 times earnings. Cruise lines are growing faster than the economy. He trimmed a little bit of weight. He would not be surprised at $155 in the next year. It is the best managed of the cruise lines. It is a bit of a demographic play.

(A Top Pick Jan 07/19, Up 20%) One of the hottest retail stocks out there and will be on a roll for many years.

(A Top Pick Jan 07/19, Up 27%) They are continuing to grow. He thinks we are seeing very solid growth as the US housing market continues to boom.

The Tim Horton's franchise is struggling a bit. Burger King's veggie burger is a bit of a hit. (Analysts’ price target is $101.00)