He really likes the transport sector as a whole. This company is a great business moving cargo for Air Canada (AC-T). Technically, the stock just recently broke out after having consolidated back to October 2015.

Banks is a sector that are performing well, and you don't need to buy one that has a perceived problem. If the market is doing well, you want to participate. If this is underperforming the bank sector, he would not be a buyer.

Sell or Hold? One of the clear themes in this market has been Fintech and companies around payments. Digital payments are growing very, very rapidly and are going to continue to do so. This company is very effective in the midsize and small size companies providing the ability to transact, doing analytics, managing receipts, etc. It has recently pulled back from $49 into the 50-day moving average, and has done this type of pullback probably 10 times in the last 2 years. Each time has been an opportunity to Buy. There is very strong sales revenue growth, and is in a sector that is very attractive. In the near term there has been money rotating from technology to other sectors, but he thinks technology and Fintech are sectors that are going to perform well in the next year. He would buy this.

Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

Canadian Natural Resources (CNQ-T) or Suncor (SU-T) for a longer outlook for gains? They are almost interchangeable. They are the 2 quality companies in the Canadian oil patch, and the 2 that have been able to purchase assets at good prices, while other companies were down. He owns both, and it is a coin toss as to which would do better in the next couple of years. He would be a buyer of both.

(A Top Pick Feb 14/17. Up 19%.) Capital markets companies like this are the absolute leaders, and are just breaking out to the upside. This has a long way to go.

(A Top Pick Feb 14/17. Up 32%.) This is really a play on a resurgence on the housing market in the US, which is growing very nicely in most major states. The millennials are starting to buy homes. This company is growing at twice the growth of the GDP on same-store sales. They've been able to grow their dividend north of 20% a year for the last 5 years.