Hold or Sell? They are going through the same debate. The purchase of the cannabis operations flattened the stock 2 years ago and also with the recent dismissal of the CEO. The beer brands are doing well, the core businesses are doing well. Thinks the stock will go up. Would be patient and hold on. No need to rush and sell it.

Generic brand companies like Teva have struggled in the last 5 years has they competed with each others. Pfizer is in the process of buying one of their competitors and the Pfizer stock dropped 5$ on the announcement. Doesn't own Teva, purchased United Heatlth recently. You can hold but it's not a name he would hold due to the risk and they have no value added.

Has done extremely well with all their acquisitions in the past. Most brokerage firms are recommending that the stock will do very well. Might want to wait until the acquisition is actually made. The stock could pull back if it doesn't happen. Thinks it's a great long term hold. Another big danger for them is the fluctuation of oil price. That could affect them in the short term.

Favorable time to own health stocks in front of the US elections. A very solid investment you can certainly sleep at night with it. Would be a bit cautious on the purchase price and buy it on a downturn.

His largest personal holding. Thinks we are going to see depressed interest rates for some time. In the meantime Sun Life is heading to new high. Very good and well managed company. Stock should do well once they complete their acquisition in Asia. Has a lot of confidence in the management.

Payment Companies. Owns Mastercard. A great story. Some countries like Italy are only 25% electronic payments. The world is going electronic and he believes some time in the future we will see cash disappear from the system. These companies have a long runway, all of them. Owns Mastercard, but thinks Paypal, VISA etc. are all going to do well.

Owns it in their income growth fund. Tries to buy it below $35 and would start reducing over $40. A nice fat dividend. Stock has been reacting a bit to some recent acquisions. You own it for the dividend, the long term growth is there.

One of the companies that's done very very well in construction and engineering services business. Doesn't own it. Would wait for a pullback.

Owns a little bit in their Canadian equity fund and debates every day whether to sell it. Sold a big chunk of the 407 which was their best asset. Not saying it can't rebound to $40, but this is a stock that hasn't made you money in 20 years.

(A Top Pick Nov 18/18, Up 24%) Superhighways of the information age. Thinks the stock will continue to motor on forward. Antitrust for this and a lot of these companies is the key issue in the short term but thinks its priced in. People are still posting their kids on Facebook. The privacy issue seems to be an issue with the regulators but not with the users.

(A Top Pick Nov 18/18, Up 63%) Last year was in a big dispute with Apple. Qualcomm owns the technology for the cell phones. Had a nice pop. Sold it. Wouldn't feel uncomfortable owning it here at $90.

(A Top Pick Nov 18/18, Down 6%) This is a stock that can double. Electric vehicle technology. Continues to gain market shares and is extremely well managed. They are building a company for the long term. A year or so is disappointing but he would just buy more. Thinks it will go to a new peak sometime in the next 5 years.

Three quarters in a row of disappointing results. Made a very dramatic dividend cut. Yield is now around 4%. Stock is bouncing in the $4-5 range. Owns medical building in the States. Debt to equity ratio is not too severe. Suspects they will be able to paydown debt now. Disappointing story but continues to hold it. Hasn't decided to buy more yet. Would like to see a couple more quarters and see if the business stabilizes.

The big thing here to be cautious is the tax implications. United is going to spin off divisions as part of this merger and as they do if you hold in a Canadian taxable account you are going to have to pay 50% of the value of the spin-off. Owns Raytheon now. Great company if you want to hold it longer terms.

Under pressure from a lot of stuff. They are not doing anything that is not duplicable by other people. They have scale and brands. Retailers want to build their own brands.