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Markets. TCK.B-T is up four fold this year, but it will not continue. It is heavily influenced by coal demand. Chinese coal production can come on quickly, but oil stocks are not attractive. The yields have come up recently in Canada and the US, but the 10 year is off today and he sees no reason for the yields to go up more in the short term. Even if the Fed raises rates in December, we are still in a period of low rates. There is a play on the US where he sees continued strength in the US with stronger economy and jobs getting stronger. The US election is a wild card. He thinks Clinton will win. Polls are indicating this. The market was worried about Trump winning when Hillary was ill, but now it is favouring her.

An excellent company and brand with locations around the world. They have tremendous growth. Because of the valuation at over 22 times earnings he would never buy it, except in a significant pullback.

Methanol is highly correlated to the price of oil. There are always concerns about Chinese producers producing more from coal. If you are an owner then just enjoy the ride while it is going up.

He has owned it in the past. An engineering company that said it would not buy a construction company and in the past 6 months they invested in a company that did water treatment and it had a construction component. It has come down a lot and it is attractive to him now We will have to see how this acquisition in the UK goes. He would buy now for the long term.

Canadian Bank Preference and When to Buy. The rate increase in the US causes him to like those more focused toward the US and he prefers TD-T. They will benefit from a rate increase.

Investing in a Canadian company you get the dividend tax credit. In the US you get a 15% withholding tax. Continue to hold telecoms in Canada. BCE-T has come down, but he would continue to hold it.

They invest in companies and take a royalty. They have about 16 businesses. Some have not worked out. His issue with a royalty company is that he wants to know the detailed financials for all of their companies in the portfolio and he does not get them.

They announced the acquisition of a UK company yesterday. They are big in public infrastructure. When they report their Q3 results there will be a currency impact on earnings, but he likes it and owns it and is buying it.

(Top Pick Jan 22/16, Up 37.84%) They are winning contracts in pension management and are very good at maintaining clients. The payout ratio is going down and he thinks they will continue to grow. Yield of about 4%.

(Top Pick Jan 22/16, Up 10.62%) 50% from the US. If we get a colder winter you will get more gas going through their plants. They are everywhere. As the stock price goes up the yield will go down.

(Top Pick Jan 22/16, Up 13.38%) World class company transitioning to outside management. Some think auto sales will go down 30-40%, but he disagrees with that figure. There is potential for smart cars. They have a good solid balance sheet.

Oil service companies need the right timing. They have to have solid balance sheets. Over the last couple of weeks there has been a run on these companies so hold on. He does not know how many more rigs will be put to work.

A utility with operations across Canada and now in the US. Electrical and Nat Gas assets. They came down because there was a sector rotation. They raise their dividend every year so this is a solid company. He thinks we won’t have many rate increases across Canada so he would buy it on this weakness.

They made a transformation a couple of months ago to more Natural Gas. The Americans are looking at our Natural gas companies. If we have that colder winter we expect, it will do well.

Gold Preference. Even in the face of interest rates increase and a strengthening US dollar, he would point to continued strength in gold. G-T had a few missteps and he would buy that one.