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Markets. There is no shortage of things to look at in this market this week, especially in the US and that is where he is paying the most attention. All markets are saying the same thing. It is not cheap. It is tough for that to have any relevance because we are undertaking one of the most elaborate global monitory policy experiments in history. Eventually we will hit recession. It is important to be watching the economic data points. The number one geopolitical threat is NAFTA. We have to bear in mind that if there is any military activity in Asian we have to be mindful as to what the impact will be on commodities. The home Capital situation raises questions. Who takes on the risk for the home mortgage market? The banks will be very careful of taking more risk on their books. Default rates so far are very low. Banks were down in 2016 due to oil and gas loan books and we saw how that played out. He has difficulty in taking a risk in HCG-T. Some investors are shorting Canadian banks because of HCG-T risks, but he sees this as a buying opportunity. However, be careful that they are at the top of their range.

He has difficulty in what is happening in the retail market. He does not see a heck of lot of volume in the stores. There is a secular movement toward on-line shopping and he does not see how they can compete. Plowing through inventory is a margin squeeze.

Believes it has a pretty handsome yield. He used to own it years ago. It is a proper business. He thinks it has a good long term yield and should be picked away at on weakness.

He does not hold because of valuation and that the sector is one that he does not need to be in. If you are sitting on gains, there is nothing wrong with taking them. It may go up because of share buybacks, however.

He delved into it as part of a tactical strategy. He thinks the resource stocks will overheat. It is reasonable to have a position here. Their portfolio is reasonably strong. It will be volatile in the short term.

Banks are not cheap. This is one of the cheaper ones because its return on equity is stronger than other banks because it is the most international banks of the family. It is driving higher returns on equity than other banks. This is not a bad one to be picking away at.

You must weight political positions with investment data. Policy is forming in the US, but there are truths about economical data that we cannot ignore. The prospects for US investment are hard to ignore. He cannot own this one in his portfolio because it does not pay a dividend. Cloud computing is a story that is playing out and Google is a leading company in this business. It is a pretty good choice to hold. Buy it on weakness.

A myriad of multinational companies with off shore cash would be huge beneficiaries of the opportunity to repatriate cash. He does not view Apple as a tech company, but as a consumer discretionary company. This is one of highest weights on the NASDAQ. There is probably room for continued dividend growth. It would be a beneficiary of more relaxed regulatory action in the US.

(Top Pick Jun 21’16, Up 11.95%) This is his sore one. He is hanging in, though. It is because of fears of food deflation. He sees this as a temporary blip. They have a pretty good brand of organics. They have this segment of food and it is not perceived as just for the elite. They have a great deal of market share.

(Top Pick Jun 21’16, Up 26.65%) It used to be at a 30% discount to NAV. They captured the US sunbelt rental market.

(Top Pick Jun 21’16, Up 39.78%) Everyone threw in the towel in that they couldn’t recover from being just a printer. They reduced costs and footprint. They are selling off activities in Eastern Canada and this is to go to better margin business. 3.3% yield.

It is a strategic asset. There is a duopoly in the rail space in Canada and this is the leader. They have a pretty well entrenched management team. They can drive some significant improvement in their operating ratios. The valuation is on the rich side so he would take profits.

TRP-T vs. PPL-T. PPL-T has been expensive historically because management is worthy of it and so he would go for this one. He owns EMB-T because of the advantage that whoever you have to pay bills to you should own them. They have growing dividends at 8-10%. He likes the premium management of PPL-T and it is worthy of an increased multiple.

TRP-T vs. PPL-T. PPL-T has been expensive historically because management is worthy of it and so he would go for this one. He owns EMB-T because of the advantage that whoever you have to pay bills to you should own them. They have growing dividends at 8-10%. He likes the premium management of PPL-T and it is worthy of an increased multiple.

TRP-T vs. PPL-T. PPL-T has been expensive historically because management is worthy of it and so he would go for this one. He owns EMB-T because of the advantage that whoever you have to pay bills to you should own them. They have growing dividends at 8-10%. He likes the premium management of PPL-T and it is worthy of an increased multiple.