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He does not think they will go bankrupt. The governments would not let it happen. He knows they could sell the train division. That would wipe out the debt. The question then is if the ‘C’ series is going to fly. He thinks eventually it will. But it could be dead money for a while.

Their market share on devices is negligible. It is trading for close to cash in the bank and they lowered their burn rate to near zero. Still, you can’t make money on it. He thinks they will never get traction now. Earnings tomorrow with BNN coverage.

Buying US stocks with the Loonie so low? If you are going to live and retire in Canada, you should not have too much outside of Canada in case the dollar gets strong again and you are stuck with devalued foreign investments.

No matter how people get their media, they still need content, and that industry got whacked with the cable companies. Only .3% of US households gave up cable service this year.

How many Canadian mining companies have stumbled at attempts at mining in Africa? They are going to write a lot off of their balance sheet. They have a big hunk of debt and lot of Nickel at a very low price. The question is if they can finance their debt. It smells like a value trap to him.

The price of potash went to the sky and everyone started building potash mines. You were seeing a cartel and then it got split up and the price fell again. Prospects for the industry are not good. AGU-T is much better because they are vertically integrated.

They are over the ignition crisis. They are positioned to benefit from the growth in US autos and trucks. A 4.85% dividend is good on almost any stock. It trades at about .3 times revenue per share. TSLA-Q, for comparison, is trading at 10 times revenue per share.

10.5 times 2015 earnings. A nice dividend of about 4%. Fears about Canadian banks are grossly exaggerated. They won’t get killed by the oil patch.

A stable dividend grower, yielding almost 4%. A little bit of a premium on the price of BCE-T, but well worth it because the growth is better. An 18% return on equity.

Markets. Everyone knows that the Fed is going to increase rates at some point. There are going to be some traders reacting to that, but doesn’t think it means an awful lot for regular investors. He looks 3-5 years out for his clients, but these things create some anxiety. They are only raising it up a quarter of a percent, so it is not a big deal. He is being quite cautious at this time and is skewing towards the US. His holdings in straight equity are probably about 15%-20% Canadian and 30%-35% US. Has nothing in emerging markets or China and a small bit in Europe.

There is a huge amount of oversupply in natural gas. You might want to look at Horizons Natural Gas Yield ETF (HNY-T), which is a Covered Call on natural gas. It has a very interesting yield of about 15% because of the Covered Call premiums they are getting off of natural gas. That is the way he would play natural gas. However, you have to be prepared for a lot of volatility.

The thing with any Covered Call strategy is that it is predicated upon the risk of the underlying stock or ETF. He holds a lot of this, and it is pretty much a core holding. This yields about 5%-5.5% minus the fees.

This is taking S&P stocks that are paying a higher dividend, and writing Calls on it. They also have one based on the 30 Dow stocks, BMO Dow Jones Industrial (ZWA-T). What he really likes about these things is that they are not writing Calls on an index, they’re writing them on all 30 stocks (or all 6 banks), so you are getting a better rate of return.

This includes home builders, but also building material companies. Likes what is happening in the US housing market. This is a sector that is going to continue to improve, and he likes this ETF.

(A Top Pick Sept 2/14. Down 1.45%.) A core holding for him. He always buys this when the Cdn$ is closer to par. From a currency standpoint, he did very well on this one.