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Markets. OPEC soft agreement: The Saudis have never within the last decade been able to stick to their quotas. Almost assuredly it is not going to happen. He thinks prices will go lower before they go materially higher. He would not trade this story unless you are among the most savvy day traders. We had Brexit and the markets have said it is no issue, but actually it is a massive issue and we will see what it means in the first quarter of next year. Nothing has happened yet.

ETF to short Europe. The problem with the European banking system and negative interest rates is not over. There is no ETF that trades in North America and shorts Europe. EFZ is an ETF that shorts non-North American markets.

Financial Crisis on the Horizon? If we go through another crisis but in Europe, Canadian banks will fall in sympathy, however European banks have gone down for a couple of years and Canadian banks have not. If you are nervous, you should raise some cash and be ready for a dip.

It pays a fixed yield of 7%, but nothing yields that. You are getting back about 3% of your own capital. It is very concentrated in the financial area, so it we get into a financial driven systemic problem, this one will underperform.

The highs of the last year offer a lot of resistance. This would be a good place to sell. There is not a lot of growth potential in the next year.

Recession in next two years – what to do. He has reduced equity exposure in non-growth funds he manages. He is net short the market in his long/short strategy. He is positioned defensively. He likes ZPW and ZWH in the US. The combination of the two of them yields a little over 7% while you wait for volatility to play out.

It is his preferred way to play Europe. Dividend companies with covered calls being written on them. With a defensive outlook, it is a nice way to be in the market.

Educational Segment. Today's educational segment was pre-empted by an announcement by the federal government on housing.

Markets. This is a stock pickers market. We have been through the easy part of the market since 2009. Canada has shined. Now what do you do? Economic growth is slowing. It is going to be multiple expansion or earnings that drive the market. He favours gold and REITs. Gold is an insurance policy. People are buying bonds for capital gains. We are seeing massive currency dislocation. Gold is the ultimate defense. Interest rates will be lower for longer.

Caller had 15 year time horizon. Equities should provide the best rate of return over that time. Infrastructure building area is going to be a positive. It has a good dividend yield. You can’t predict management over 15 years, but management is doing all the right things right now.

They were in the court recording technology area, but now morphed it into all kinds of video data, such as police departments. It had a nice turnaround and they are generating nice cash flow and are a pretty good earnings story.

There has been a tax dispute going on for a while. The depressed state of the uranium market is hitting them. There needs to be some supply rationalization. We might be getting close to the bottom of the uranium market. He would not buy in right now. The tax dispute will take time. It will not put them under. It is just another overhang.

It is a little junior for him. They are in geothermal in Nicaragua. It is a one plant operation in a third world country. It is risky. It ticks all the right boxes, however.

Canadian banks have been the place to be. Continue to hold it.

This is the stock to own if you think the world is going through a deflationary period. We can see deflation in Europe. Their investments have significant payback in that part of the world. He owns the preferred.