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They recently raised equity. It gives you a 6.9% dividend rate with modest growth. He’d like to see the government change the rules regarding these equities.

This is their busy time. It is not as compelling now. Their peak date is in a few days. Their seasonal hiring may be a little bit less this year. They get surges and try to deal with it by charging higher rates. It could lead to higher costs also. Between now and Christmas if there is no bad weather the company could do well. It all has to do with how they deal with the surge in business. At some point Ecommerce growth will slow. At the current valuation it is not as compelling as at lower levels.

The company is transforming itself from traditional printing like the Global and Mail, getting into socialized packaging. He thinks it is a decent strategy. The analyst community in the US does not know how to value this company. He would add on any pull back.

They have operations around the world. They are the large asset business in Canada and the US. The new management was positive for the stock and it had a good run. He would pick SLF-T over MFC-T, however. Both are decent investments.

Based on seasonal studies, people suggest December is a good time to buy gold. It is one of the more senior gold stocks. Sometimes they have a rotation where each one underperforms in subsequent years. This year however, BitCoin has outperformed. He thinks this is a good time to buy gold.

Drilling rigs in Canada and the US. It is trading cheaply, below book value. A lot of analysts are not bullish on day rates for rigs. That could change. The best rigs with the best crews will be put to use. He would prefer PD-T.

Just won a 20 year project n Alberta for a wind project. Some of their assets are being transitioned from coal. He is studying this company because the electricity market in this province will become more robust as coal is taken off line. He is doing more work in it. Electricity prices in the province may recover as they shut down coal.

Canadian Banks. It is an oligopoly. He has RY-T, TD-T and BNS-T. Depending on what you own, he prefers ones with more exposure to the US. He favours RY-T, TD-T, BNS-T and BMO-T for those reasons. He steers clear of CM-T.

Former darling of many investors. They still pay a dividend but it was reduced. The company was quite acquisitive over the years. At times they may have grown too fast. They have decent properties. They don’t have the best balance sheet but at these valuations it is cheap. Hang on to it to see if you get a recovery.

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet. They invested in Craftsman from Sears. 55% of revenues are from the US and the rest are from outside. They raised the dividend for 50 years. (Analysts’ target: $183.00).

Market. The market is sort of trading sideways, but he expects we will still have a US Santa Claus rally. There is nothing wrong with the background, and with the tax bill passing in the US, that will encourage their markets. However, we still have NAFTA hanging over us and low oil prices that are holding our market back. Things are not quite as bad as some equity managers think. There has been a fair migration of funds out of Canada into emerging markets.

This has been a great performer. He's gotten a little worried about it because it has done so well, and has taken some profits here and there. If you want to get into that area in a diversified way, this has all the Fang stocks and has done exceptionally well. The US economy looks in pretty good shape. The industry, as a whole, will continue to do well as long as the US economy is perking along, and will tend to do better than other segments. Not a bad place to put your money, but he wouldn't overweight it at the present. There might be a further correction sometime in January that will offer a better opportunity.

REITs? This sector is one you have to be a little careful about these days. Specifically, the kind of investments they are in. The mall sector is one you have to be concerned about. Look for one with a residential aspect or industrial storage.

Doesn't tend to be a super exciting stock, but the yield is fantastic. Has it in his portfolios to generate a steady cash flow and increases in the dividend over time. The dominant telco in Canada. They continue to show imagination in the things they do. This is a "buy and hold" situation.

This has been acting quite well recently, and doesn't know if this is a bottom or a top. It’s a good company. They made a mess of their acquisition in Alberta and have a plan to fix things. The multiple is extremely high. There’s been a lot of anticipation that this turnaround is going to happen more quickly than he thinks is possible. Looking into 2018 the stock looks fully priced. He isn’t a fan of the grocery business. Wait to see how well they do in turning things around in Alberta.