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(A Top Pick Dec 3/15. Up 28.04%.) Has done very, very well, especially given the fact that one of Trump’s stated priorities is to increase defence spending. He took his profits from this and switched to another industrial name.

(A Top Pick Dec 3/15. Up 7.24%.) He took profits on this a while ago. Being in the consumer staples space, he doesn’t pay attention to this particular area. He does like this stock.

He is a little more cautious on healthcare names because of the new US governments stance. Prefers AbbVie (ABBV-N) which has a little better valuation and growth profile. Bristol-Myers has a cancer drug that has a lot of competition from a number of other companies. Technically, it is well below its 200-day moving average.

Likes industrials in general. Given that it is in many higher technology areas, whether aircraft engines or longer-term infrastructure projects, he likes the name a lot. A little expensive at 21X earnings with a 10% growth rate, but the dividend is good. The stock is trading well above the 250 day moving averages. Nice dividend of 3.1%.

Stock has moved a little sideways recently, but still trading above the 200 day and the 50 day moving averages. The acquisition of NXP was a good one and will be accretive to them. In smart phones, everything is going towards video, and that’s what this company is an expert in. Paying a pretty decent dividend of 3%. Not expensive. Trading at a forward PE of 14X, and probably growing at 9%-10%.

Trading at about 8.5X earnings, so it is still pretty cheap. We now have the wildcard, Trump, and how much protectionism will he want to implement against the auto industry. He is going to have to watch this space.

A great brand. What might hold it back is valuation. Trading at about 27X forward earnings, which is a bit rich. EPS is growing at about 10%, which is pretty decent. Their renewal rate is phenomenal, and 90% clip in North America, and 88% outside of North America.

An equal weight of US banks and includes some regional banks along with some of the big banks. He would prefer to own the larger market cap weighted ETF’s, such as XLF-N.

He likes this bank. Has started to trim some of his Canadian bank holdings, and filtering the money into some of the insurers, some US banks and US insurers. This bank has been overbought at this time. Trading at $67 while the RSI is about $70. Trading at 13X forward earnings, a little bit above its historical norm. Not particularly cheap.

A great franchise, but a bit expensive. Trading at about 15X earnings with a pretty low long-term growth rate, probably in the low single digits. They’ve had to spend money on increasing labour costs, and beefing up their e-commerce digital offerings. This is a consumer staple name, and money is being taken off the table and being put into more cyclicals. The stock recently dropped its 200 day and 50 day moving averages.

Doesn’t think you need the Canadian hedge. You want to be exposed to US dollars. He would rather own iShares High Yield Corporate Bond (HYG-N). Also, if you have a credit crunch or an economic malaise of some sort, high-yield bonds tend to fall quicker than traditional government and investment grade corporate bonds. However, the economy looks to be recovering at this point and high-yield bonds are probably the place to be.

He likes this franchise a lot. Very unique in Canada. It has a major advantage over any other dollar store franchise. He took profits on his holdings. The stock has been really meandering sideways for some time. This is because it is trading at 27-28 times trailing and forward earnings. Not cheap. Management is doing a very, very good job. They are planning on opening 60-70 stores this year. The valuation still holds him back from wanted to own this.

He likes this and doesn’t see selling his holdings for some time. Trading at about 24X earnings. Growing at a 15-16 clip, a pretty good valuation for a very strong tech name that doesn’t have a lot of competition. They are monetizing areas like the YouTube space, and their ad sales are doing very, very well. This is a name you want to hold long-term.

You have to be careful of healthcare names. It looks like Trump has a bit of a target on these. Even without Trump, this company has an underwhelming pipeline of drugs that are coming through, and that is the issue that is hitting them. Trading at about 13X earnings, but its growth rate has come down to very, very low single digits. An unexciting drug pipeline is probably going to hold it back.

Telecoms fall in that defensive space of higher dividend, lower volatility characteristic. Canadian telcos have started falling off with interest rates moving higher. The positive on this is that you are getting a very, very nice rich dividend, and it will continue. From a capital appreciation standpoint, it will be somewhat limited, as it got a bit pricey and money is flowing out of telecoms and into energy, materials and financials.