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Great management. It is one of those very undervalued stocks. He would buy here.

A very well run company with quarries around San Antonio. When prices fell, they used technology to reduce production. They will do exceptionally well.

An ETF recmmendation that is truly infrastructure related. He does not have one. CAT-N took it on the chin because of the pull back in mining. They would be a beneficiary of the build out.

It does not make it on some metrics. Possibly they could get bought out, though.

They are big disruptors and are an important part of a portfolio. It is an extremely well run company and they reinvest intellectual capital to drive growth.

A great way for Canadians to have exposure to a stronger US dollar, have assets in the US and get paid just under 7% on a monthly basis. There is more room to run and it is industrial. This category is only going to rise in overall value. (Analysts’ Target: $12.56)

He has always loved the royalty model. They have done a remarkable job. (Analysts Target: $77.65) Their recent results were spectacular. Buy it in Canada.

They like it for the energy exposure. An extremely unleveraged company. (Analysts’ Target: $8.48)

Market. This has been an eventful week. It seems as though investors have really looked to the pro-growth side of things, and have become more optimistic about president elect Trump focusing more on initiatives, such as corporate tax reform, infrastructure spending and deregulation, and less on immigration and trade reform. In the near term, things have gotten a little ahead of themselves. We have seen a major rotation of the defensive type of areas, yielding oriented type of equity stocks, into the more cyclical areas. Feels we are a little ahead of ourselves. His focus is more on financials, industrials and parts of the healthcare sector, and even the energy side. Those are the beneficiaries under a Trump Administration. Would probably be a little underweight in the areas of consumer staples, telecoms and real estate. He sold into the “Trump bump rally” taking some profits a couple of days ago, mainly of financials, which are technically overbought at this point. He is about 15%-20% cash at this point.

This is pricey in terms of a PE multiple, trading at nearly 300X on a forward earnings basis. However, they’ve got great growth and exciting things are happening with them. Doing very well going to the international market, not so much in China. They are going to reach about 92 million subscribers internationally. Their costs are swelling, because they have to get a lot of original content, which is going to be a headwind for them. He views this as more of a trading stock than anything.

This gives you a basket of equal weighted names at about 16.5% each. You are paying 62 basis points for 6 banks. If you have a conviction about 1 or 2 banks, he would probably go the route of buying 1 or 2. The ZEB is a great way to play the entire Canadian banking sector.

Holds a basket of “dividend growing” names and we are in a rising interest rate environment. Believes there is going to be a shift from money invested in just high dividend paying stocks, and into dividend growers. This hit a brand-new high today. You might want to watch to see where the markets lead in the next few weeks, because we have had a bit of a run and the market is approaching overbought areas.

From the perspective of what has happened with Trump in the election, there has been a commitment to the industrial space and the defence space. He likes the name for that and would consider it. The stock is not overbought now; it is in the 70.5 RSI, but would probably let it calm down a bit and get back into the $230-$245 range.

He would wait for this and all the other US banks that have taken off to calm down a bit. Look for somewhere around $18-$19. The RSI is close to 80 at this point. This is pretty cheap, trading at .83 Price to Book.

In the consumer staples space in Canada and the US, we are seeing some weakness. He sees money moving from defensive types of names into more cyclicals. The company had some very good earnings earlier this week, and the stock has moved up towards its 200-day moving average, but if you look at how the stock has performed over the last year, that moving average has really been flat, a bit of a warning sign. Trading at about 17X earnings with not that high of a growth rate.