Some people say that Chinese problems might spill over. He sees it as production chains moving out of China into emerging markets. These economies look good, and multiples in these markets are reasonable. A very broad index. China is 30%, India 10% and a world wide spread. It’s recently had a good run.

His more conservative side. Low volatility stocks do very well when markets get dicey. It hasn’t been a bad ETF to be in through various market cycles. Mostly banks and utilities with virtually no energy stocks.

Invests mostly in bank papers. A good place to park money for short-term. Better than just sitting on cash. The ETF is pretty liquid so you can sell it whenever. Boring but at a reasonable price and yield.

(A Top Pick Nov 30/18, Up 10%) Still likes it. He thinks people misjudged the company simply because it’s not a pure Canadian play. More a play on central and South American play. It has one of the highest dividends for a bank.

(A Top Pick Nov 30/18, Up 16%) The utilities surprised him by going through a flat period where they didn’t do well. If you’re searching for yield, this is a good ETF. A yield over 6 percent. A good place to park your money for cash-flow.

(A Top Pick Nov 30/18, Up 51%) He couldn’t understand why people were down on the company. It has tremendous cash in the bank, and he would like to see them acquire more AI companies. The multiple is reasonable. He still thinks its a reasonable company to own.

A big distributor of Caterpillar tractors so it’s a heavy equipment distribution company around the world. The backlog has dropped off. The market is anticipating something worse. If the economic outlook is positive, one of the stocks that will benefit. Especially from the conclusion of the tariff wars. He sees a tough period coming due to doubtful future sales.

Dividend is good. The pipeline side is a utility so your money is safe. It went through some difficult times but it’s up and he would go with it for the dividends.

Brookfield property is where you want to go for the dividend. BIP.UN is more for growth. The dividend from the property side is quite safe and he would recommend it. Both are good company stocks. He likes the group in general.

Brookfield property is where you want to go for the dividend. BIP.UN is more for growth. The dividend from the property side is quite safe and he would recommend it. Both are good company stocks. He likes the group in general.

Not a stock he owns. It’s taken a hit recently. The group has Popeye’s, Burger King and Tims. Tims hasn’t been doing well, though the other two are doing just fine. If you own the stock, don’t sell. Maybe a good time to add more to your position. The management is smart. The sell-off wasn’t justified.

The energy sector is under a cloud. It’s an energy service company on the pipe side. It’s been caught in the energy downturn. He would stay away until the sector recovers. It’s a well-run company but it seems that nobody cares. Dividend is okay.

The rail companies are both carriers. There’s been crop problems in Western Canada so their grain moving operation is down. They are also general economy stocks, though it’s trading with high multiple right now. He wouldn’t add to positions right now. The stock will be hit if the economy slows.

The company says it won’t cut dividends. The cash flow is sufficient to do this. Operations are more significant in Europe which is a safer region and they’ve been able to operate in difficult political environments without any problems.

A holding company with Power Financial being a main holding. It is Great West Life investor group, so financial and mutual funds. Not a lot of growth. The original founder has died and his children took over. A disappointing stock and not exciting. He held it but sold.