Data was mixed for the economy in the US. Tariff wars turned out to be non-productive in the past and this will probably be the case now. He's been reducing equities and focusing more in ETFs.

There's too much emphasis on negotiations because they'll probably just keep going. Maybe the Chinese are waiting for the elections to get rid of Trump for a better deal.

He's tended to own banks individually. He's not particularly excited by some of the banks in this ETF. Would go with a covered call rather than the equal weight.

This company produces oriented strand board so it has its ups and downs. It's quite dependant on the US housing building. Last year they made a special 4% dividend. The US housing market is still cautious. The company is well run and produces a good product. It's cyclical and would like to see more support before he would invest.

Not a big fan of bond ETFs but this one is very high quality. The yield swings around. It has negative times and it's been an unusual time for returns. There's a limit to appreciation. The returns in the last 12 months probably won't be repeated.

It's done an excellent job of building its flight base. It's still an airline and the business is very fragile if there's an economic pullback. Wouldn't add to positions right now. The multiple is quite low but would sit on the side lines.

Produces quite a good yield. Operates in Alberta and BC. They're adding a significant chemical production process plant. Good for a longer term hold. There is good yield potential.

A tricky stock because they have a great business but the earnings multiple is astronomical. It's a technical growth stock. You're in a very volatile situation. If the market sells off, this will be one of the firsts to sell. It's too expensive.

It's down 50% since its high. They made a big acquisition and there were problems that came out. However, they have an excellent reputation for delivering public transportation. He's watching it and waiting for the base to form before entering.

One of his favourite banks. They are expanding into the US where they are very competitive. TD Bank is well ahead of other banks south of the border. They're reasonably fully priced. He would wait for a weakness.

He likes the utilities and the chart looks good. He owns it personally. The environment right now is favourable for utilities and he likes the stock.

He likes the Brookfield group. He sees the infrastructure portfolio, especially with pension funds investing in it. They have a ready market, resources to vet projects, bring it online and to sell to pension funds. Infrastructure is not tied to the market so it's a good area. He doesn't think it's too late to get in since rates will probably remain low.

Oil stocks are under a black cloud right now. He would only buy oil stocks to get good dividend payout. We're seeing in the oil and energy area that investors want to get away from oil. Yield is just okay at 2.2%.

It has a low multiple even though it has billions of dollars in the bank. He's recommended this stock in the past. A great company and the new phone is taking off. They under estimated demand and making more.