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Markets. He expects the returns to be lower and to be the new norm. We have slower growth and perhaps longer cycles. 5-7% is what he expects from the markets. Jobs numbers are rising and the wages that big companies pay are rising, e.g. MacDonald’s. We added a lot of good jobs to the economy. He thinks confidence may result in people spending some of the money they were saving. It is a head scratcher that we have not seen more growth after the 2008 stimulus globally. The US economy is doing fine. In Canada our debt has increased, but our assets have increased at a faster rate. Our debt is affordable because interest rates are so low. His strategy is high quality dividend stocks.

This could be an interesting play going forward. It popped mostly on real estate news. They made an acquisition that extended their operations into Europe.

They are like a mini Valiant. They are buying some of the operations of the companies that are into drugs that have come off patent. He is cautious. There could be skeletons in the closet.

The earnings came in lower than expected. The sales pipeline is taking longer on these larger contracts. but the market will only be so patient. The debt is not excessive and they show up as good value, but pushing out contracts concerns him. It might get taken out and the cash flow is very attractive.

The 6 big banks over the long term are one of the best areas to go into. He likes equal weight and likes CEW-T because of the insurance companies but this one is good. TD-T, BNS-T and RY-T are his favourites if you don’t like an ETF.

He also has the subsidiary companies. He likes that you get exposure to private equity markets through a public vehicle. You will make money on these companies over 5 years. You have some of the smartest people around on this. They have various narrow focuses and don’t stray into uncharted areas.

A leveraged play on the oil and gas companies. They have to do more for less. When you get a turn on the oil price, these are one of the guys that are a warrant on the industry. You have to do it at the right time.

It depends on your time frame whether you hold or sell. You have to sell if you have a short term view. Until oil prices improve and get them higher royalties, it is one of the more solid companies out there. He has no exposure to this industry at this time.

(Top Pick Jul 22/15, Down 2%) It is good to see that the fundamentals still come back. They did an acquisition in the US earlier this year that gets them away from the cheque business. They are now more exposed to US banks.

(Top Pick Jul 22/15, Down 8.47%) The weaker Canadian dollar should be beneficial to them. It has had wonderful performance over the last few years. It has decent forward cash flow. They basically don’t have any debt. It may be a buying opportunity at these levels.

(Top Pick Jul 22/15, Up 1.24%) They are not your normal hardware company. They supply to hardware warehouse retail stores. They have a little higher multiple than he looks for, but the debt is very, very low.

We are getting a lot closer in this industry, but he is cautious with this one now. It is expensive on a PE basis. They are having problems with some of their operations and there is negative publicity about the oil sands.

It is one of his top thirty names. The PE is under 10 times. There was negative press about trade agreements that put some pressure on MG-T and LNR-T, but they are a high quality company with low debt. It is one of the best companies he can find out there.

Exposure to a broad market. It is well disposed toward someone who is a trader. For an investor, he would recommend XSP-T. You take away the currency risk.

Split Shares. They are an unusual investment. They take a portion and say that is the ‘preferred’ part, and then the rest is the capital appreciation. They have no risk of capital. You get the change in the underlying equity magnified. They are not well covered by the street. You have to have a good advisor who knows how to use this in your portfolio.