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Markets. He sees a little bit of opportunity in the TSX. It did spectacularly well last year and it will be hard to replicate it. The sectors that have outperformed the most are counter intuitive – utilities and telecommunication stocks. They tend to be bond proxies and you won’t get the relative benefit in a rising rate environment. He has seen opportunity in alternative energy, however. We are trading at high PE multiples but we are having earnings grow into these multiples. These may last for quite some time until there is a rollover of the cycle. He would prefer financial services, and businesses that are tied to services in the industrial area.

It is probably a little richly valued for him, but the trend is quite good. Industrials should do better. You will see continued demand loosely tied to housing and infrastructure.

All of the US financials stand to benefit from a rising rate environment as well as a relaxed regulatory environment. This is the one he would think is more accelerated to these new environments. You should have US banks in your portfolio.

It is being viewed as a REIT in many ways and being stagnated due to the rising rate environment. Management are do a good job in terms of rates of return on invested capital. He likes it as a long term core holding.

(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model. He got out. It was unable to overcome the competitive threats. It could benefit from a ‘Trump Bump’.

(Top Pick Aug 31/16, Up 2.04%) He moved on because it was one of those bond-proxy type of names. A 4.4% dividend, but there may not be any tailwind from here.

(Top Pick Aug 31/16, Up 16.91%) He has been accumulating more of this. The management team has been pretty astute at picking away at assets. There is some growth as well as the dividend.

They were one of the disruptors of the industry, but some of that has now left them. You would have a better risk managed opportunity in something like NKE-N.

He would not own it because he looks for risk adjusted growth opportunities. This has been a damaged story because it is just too highly levered. It is difficult to see oil prices high enough for them to appreciate.

He missed the bus on this one. It has been a beneficiary of municipalities spending more on transportation. They are securing long term contracts south of the border. He would need to see a 10-15% pullback before trying to get into it now.

He has been adding to this one at these levels. He likes it because it gets painted with the same brush as other oil companies, but it is much more diversified. There is a high degree of certainty for their revenues and cash flows. There is high visibility. They are starting to amass assets in the alternative energy space.

A good long term hold. It is a spectacular business. They are at the forefront in terms of using artificial intelligence and big data analytics. They keep re-inventing themselves. He wishes they would pay a dividend.

It has been a phoenix-like rise for the Canadian dollar recently. Given the strength of the stock portfolio it is a pretty good purchase.

He likes the fact that it is a pretty recession-proof stock. It is a lot more than movie tickets. They have really built up gaming. The PE has been high for quite some time. It is not that elevated a PE considering its resilience, however. It is a good idea to pick away at it. You know you will keep getting dividend increases.

It has been a red hot stock. It has been a disruptor stock. It is more of a growth type name and does not pay a dividend. It has some pretty interesting secular growth associated with it. They upped their guidance for yearly revenues. They report in August. He thinks their trend is still consistently with them.