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Markets. We are not expecting to get a statement on central banks unwinding quantitative easing, but rather tightening. We are expecting to hear, however, how they are planning to unwind their balance sheets in the future. The markets are starting to respond to some of these negatives. Japan has a deeply struggling economy. They are buying equities and bonds. He thinks we are heading down the path of what Japan has had to do. This is playing out over decades. It has to do with the aging demographic. Bannon out of the Whitehouse: he was the worst part of the election process. It bought all the worst to the surface including hate. He is not sure it will fix anything, but it is a step in the right direction.

Smart ETFs. In the BMO world they have two niche areas. (1) Low volatility, low beta. (2) A couple of years they got into the quality factor space. When you pay a fee you expect them to pick the best quality companies.

Markets. He is still waiting for the inevitable correction. At some point stocks have to fall. He cannot tell you when, but eventually it has to happen. He is still heavy in cash. The mini corrections simply bring in more buying people. He may be early, but it is going to happen. With the politics in Washington it would be surprising if they got anything done. Not much is going to happen. He observed that recessions don’t normally happen when commodity prices are low.

They are good at renewing their contracts. It won’t make him rich, but it pays a decent dividend. You are okay to hold this for income.

It is quite illiquid. They are a medical supply company that is beating out 3M on a number of contracts. It has a lot of promise. He is looking into it and thinks it will be worth buying.

A royalty company. They pay out almost all cash in their dividends. They acquired a Western Canada restaurant chain, but sold it and are sitting on a lot of cash. Their dividend is not covered. It should be relatively soon that they make a replacement acquisition and then you should see the stock pop. The high yield is not risky because they have the cash balance to cover the yield. He thinks the management will do something intelligent.

It has not done anything since it was his top pick. Nursing homes will send over scripts. It is a play on demographics. The demand for their services is going up and up. It is high risk because it is small, but he thinks you will see good things.

It looks good based on a PE ratio, but they had a CEO leave and earnings went down. There was uncertainty as why he left so he would be careful.

Commodity prices are at a cyclical low. But people are still churning through copper, lead and zinc. Not a lot of investment has happened in new mines. In the meantime prices will go up. He thinks you will be fine in this company.

When a big US name goes up he wonders if Amazon is going into their space. It is a high price. They are spending a lot on defensive strategies to knock out the competition.

(Top Pick Sep 9/16, Up 25.11%) It has been in his stable of picks for 5 years, but he recently sold because the easiest money has been made. Now it is at that point where it saw a lot of turnaround and a lot of growth and the easy money has been made. He believes in taking profits. He would rather have cash.

(Top Pick Sep 9/16, Down 13.38%) Alberta is not picking up any faster than anyone thought and then there was a proxy battle and the old management is selling off their stock. They could get rid of their US assets and concentrate on Alberta.

(Top Pick Sep 9/16, Down 34.45%) He still believes in it even though it has been drifting down. He thinks there will be announcements in September. The bias here is to the upside because the demand for lithium is to the upside.

They make a device that is being tested to treat traumatic brain injury including a lot of soldiers in the US. Results should be out in September. Data is what gets people excited. If it is good and early signs are good. Then they go into FDA approval and the stock multiplies in price. It is high risk, but he thinks you will see enthusiasm in September. He is confident they will get FDA approval. The military really needs this to happen for all their wounded soldiers.

There is no analyst following it. They finished the mine and there should have been a re-rating of the stock. They had problems underground with cave-ins. They had to stop mining and raise money to change the way they mined. He is watching it to see if he should get in again. It should be able to bounce back at least somewhat.