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COMMENT

Tonight was a special Talking Tax show. No opinions were recorded.

Unknown
COMMENT

Market. He thinks Asian markets (ex-Japan) and Emerging markets offer growth at a discount. There is still considerable upside there. GDP per capita is the real upside in these markets. The developed world has its growth behind it. In the developing world GDP per capita averages less than $10,000 US, whereas the Developing World averages over $47,000 US. India is sub-$2000 US per capita. You can park your money in these areas.

Unknown
COMMENT

Piplines Comment. There is an oil export pipeline shortage, but we are trying to get into a market that is already filled. The best thing Alberta could do is build refinery capacity. We are a small country and must think tactically.

Unknown
COMMENT

Emerging Market ETFs. He likes the emerging markets and if you are in, stay in. He prefers to be in an emerging market ETF than the S&P. There are better individual stocks to purchase however, in his opinion.

Unknown
HOLD

This company is well run – building flow valve actuators. He would only hold it here, due to its exposure to oil and gas and its exposure to commodity market cyclicality.

0
HOLD

He thinks the reward system update has not gone well and can cause fissures in customer loyalty. Presuming they can recover there is not much competition and things should go back to normal. It is a well-run company, hey says, and they would be a company to keep as an anchor.

food stores
DON'T BUY

He thinks this could be a yield trap. The problem is there is there is no structural growth opportunity. The challenge in a rising yield environment is its share price may not keep up with others. The underlying business is vulnerable to a recession. Yield 6.5%.

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