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Markets. It is amazing what is going on in Asia. The Libor rate hit 80% overnight in Hong Kong. Is there such a US dollar shortage in the world that China is willing to pay anything for a US$? The US$ is going up. The dollar index has seen a 5% increase since the election. Last night there was a huge rally in the Yuan, to stem capital outflows. You are going to see some volatility based on the US$, and today is a down day. He has no prediction on the markets this year. In the first year of a new president, markets are usually down. 2017 is ‘hold onto your hat, as there will be lots of volatility.’ But you can always make money with volatility.

WAIT

It is dead money. This has been a disaster. You are going to see a lot of write-offs from this company. You have to wait for the write-offs. His model price is a little misnomer. You could hold it if you own it.

HOLD

It is a ruler stock. It goes at 45 degrees from the bottom left to the top right. $61.44 is his model price 42% upside. There is real resistance. If it gets t $37.90 he would add to it. Don’t sell it here, however.

BUY

$34.34 is the model price, a 41% increase from here. It will go substantially higher if interest rates go higher and it is lagging SLF-T right now.

HOLD

The model price is $18. Cord cutting can actually happen and he can now choose his channels. The market is anticipating that not that many people will cut the cord. He thinks it sticks around $12-$13, EBV. You are only there for the dividend in the future. You have seen all the upside already for 2017. He thinks they are just making their dividend. 8.7% yield.

HOLD

The model price is $13.81, a 50% upside from here. The stock has been consolidating since July. He would hold on. Materials could outperform here. There are no transits on this stock.

SELL

How much to keep in cash the first 100 days of the new presidency. He was in 90% cash on the day of the election. He started buying until he was 90% invested. Most purchases were US financials. He has not been this bullish on the market for a good three years. There is so much low hanging fruit now.

WATCH

The mode price is $28.34, a 9% downside. If it pulled back to $23.75 it would be cheap. He buys on dips.

WATCH

It is going to merge with Agrium. He wants to see the balance sheet before making a decision. There are cheaper stocks to buy. His model price is $25.72.

PAST TOP PICK

(Top Pick Feb 4/16, Up 11.43%) Once they throw off GE Capital this will be a renaissance industrial corporation. Then his model price would go substantially higher. But none of that has happened yet. It has a 3% dividend. His model price is 15% below the current price.

PAST TOP PICK

(Top Pick Feb 4/16, Up 22.22%) His model price is $146.42, a 26% increase. Apple will benefit due to repatriation of earnings. Earning season starts next week.

PAST TOP PICK

(Top Pick Feb 4/16, Down 10.33%) His model price is $140. It is far too cheap right now. He would buy more at $62.

DON'T BUY

A foreign company could not take this company over due to regulatory intervening. They have negative net worth of about $6 billion. He has no idea where it will go going forward.

BUY

He likes the space but plays it through FM-T and TECK.B-T. HBM-T is coming out of the blue as it went above EBV -3, so you should buy it. The model price is $12.78, a 50% upside. You should have material stocks in your portfolio. They are acting well.

WEAK BUY

It is better than the rest of the utility space. His model price is $38.29, a 5%. It would not get hit if interest rates went up.