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Markets. It is pretty quiet and he has been down to 3/4ths staff some days. Trading volumes in the markets are down these days. The repatriation of cash may now not happen and that is pressuring the S&P. Year to date the US is up but in CAD$ really it is not. Canadian markets are flat also. Banks look attractive. Energy is cheap, but you have to believe in the price. The rest of the Canadian market is actually up. Canada is not as cheap as it appears and you have to be a stock picker.

He likes a nice ice cap and it is okay to eat there, but the stock not so much because of the high valuation. If they absolutely miss a quarter on same store sales there is a lot of room for the stock to fall. He would be interested in it after a missed quarter.

Oil. SU-T vs. VET-T. They are getting a well developed trading range. Oil could have $55 on the upside. If oil goes back to the $50s then the sector is quite oversold. SU-T protects you and has held up rather well. But it does not have the same upside as VET-T.

Oil. SU-T vs. VET-T. They are getting a well developed trading range. Oil could have $55 on the upside. If oil goes back to the $50s then the sector is quite oversold. SU-T protects you and has held up rather well. But it does not have the same upside as VET-T.

He sold it. They can only do so much. They are trying to diversify. By 2020 they want to be only one third exhibition business. They had an earnings miss. They spent captial, but have not realized the benefits yet. If they miss next quarter that is the buying opportunity. Buy it in thirds over the next 3-5 years.

Mr. Swartz passed away in the last couple of days after being ill. That is why you saw dislocation. Along with other REITs it took a hit from higher rates. It is okay to hold. He would not want to hold retail REITs.

Average Down? He owns others. It is oily and Canadian and that is why it is down. He prefers something more US and more geographically diverse, he would not average down.

They are debt ridden and out of favour. They overpromised and underdelivered. The sellers leave after it goes down. The volatility decreases. He would prefer other golds such as a past pick today.

(Top Pick Jul 12/16, Down 22.42%) They are in Mexico and are a low cost producer. They have higher grade material they have discovered that won’t come on stream for a couple of quarters. They showed an earnings miss a couple of quarters ago and it makes this a great entry point. This is his only gold holding.

(Top Pick Jul 12/16, Up 6.45%) We are going to see Circle K everywhere in Europe.

(Top Pick Jul 12/16, Down 2.51%) The cheapest valuation, trading below NAV. He hangs on to it and this is a great entry point. He thinks you are good for a year on REITs but not for 5 years. Keep an eye on the rate outlook.

Tied to the railroad industry, mid-west US. They made some non-rail acquisitions. They had a mini-stumble. This is not a bad entry point below $10.

He exited a while ago. It is the most wireless of the three. If you think this is the better growth area then it could be better. A buy and hold strategy won’t get you into trouble.

It traded at a 5 year high yesterday. They are raising the dividend 12% through 2020. Yield and growth. It has pulled back to a nice entry point. (Analysts’ target: $62.00).

It is an oversold E&P. They did a financing that got messed up and then repriced. The circumstances really floored the stock price. It has almost a 10% yield, but it is not a red flag. The issue was at $5.75. Fundamentals will drive it higher. (Analysts’ target: $6.75).