This is expensive now. He has been selling into the strength since December. If it gets back to those levels he would buy back in.

Utilities, pipelines and Telco’s. 80/20 Canadian to US. It fell on anticipation of interest rate increases and oil dropping early in 2016. You have to be careful because rising interest rates and falling oil prices are both negative for it.

If you want to be in the sector, use ZRE-T because sometimes a stock underperforms and sometimes it outperforms. Recently the sector has been improving while REI.UN-T has not. REITs are not cheap compared to other places to get a dividend.

There is no real negative from the covered call strategy in a dropping market unless the stock goes down by large up & down movements. However, it enhances your yield while you are waiting out the downturn.

He does not know what to do here. It is cheap from a long term perspective, but there has been a demonstration of poor execution for years. You could take a shot at it at $1.50, but you should not be in it right now.

You have the Amazon effect. They are owned by a hedge fund. He would not touch it. There is overcapacity in the retail space.

It has a 3.4% yield. He likes it. On a seasonal basis technology may take a breather here. As we connect more and more devices up to the cloud this one should benefit. Trump may focus on building out the digital infrastructure in the states. He thinks they will be well placed going forward as we move from the world of analogue to digital. They are executing so you won’t lose any sleep over it. (Analysts’ target: $35.00).