Hanging on to it. Stable, good dividend growth record. Will accumulate more of these if interest rates start to rise.

A pretty stable stock over the last couple of years, but the dividend is higher than their earnings so that is a bit concerning. Usually if a company has to borrow to pay the dividend that is not a good thing. You won’t get much growth out of this one. Would not be surprised at a dividend cut.

This is one of those fast money plays that hedge funds and traders like. He thinks you have to wait for some sort of meaningful correction before getting interested.

Energy stocks in Canada will go sideways for a couple of years. With new money be a buyer on a dip. Suggests XEG to play energy. He wants to be a seller of energy stocks in general.

Gold won’t take off again well into next year.

Tradable. For now Copper and coal combination is not attractive, however.

ETF fixed incomes don’t work short term because of trading costs. Have US dollars in your portfolio instead. You can use SHV-N to do this. But you have to know what your bank will charge you for the FX. Can’t be a full percent.