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COMMENT

We may have more dislocation (volatility) going into April, but after that we will see 20% growth YOY in most U.S. stocks while global stocks remain strong. Altogether this will get us back on track. Also, the U.S. housing market is picking up for the first time in 10 years. Add to that U.S. companies bringing back back capital from overseas is like six Marshall Plans, like Microsoft and Apple, which will create stimulus. Europe and Asia are booming. Everything's good. Interest rates will creep higher. Diversify away from Canada. Global trade is still good. Any interest rate increases will be moderate and won't seriously punish equities. Trump may be loose-lipped though.

Unknown
HOLD

Great, solid company, but not going anywhere. The trend is moving away from soft drinks. They've already penetrated the world and face newer soft drinks coming up. Probably see a small dividend increase. Hold it and get your dividend to sleep at night, but there's not enough growth here. Dividend yield of 3.6%.

food processing
COMMENT

They've suffered from gas margins in the last quarter and they've been flat for quite a while. They've made big acquisitions in Europe and the U.S. Need gas sales to keep the company going. Well-managed and well do well in the long term. Electric vehicles could take away from future earnings though.

food stores
COMMENT

Owns Mastercard instead, but the story is the same. They both dominate credit cards worldwide. As we move into e-payments, both are prepared. Both will continue to move up. As for blockchain, they may get involved as an application.

other services
BUY

Owns Mastercard instead of Visa, but the story is the same. They both dominate credit cards worldwide. As we move into e-payments, both are prepared. Both will continue to move up. As for blockchain, they may get involved as an application.

other services
HOLD

The problem with infrastucture companies is that projects are bid on in advance, so the company loses some money that's no recoverable. The sector looks good. There's a lot of activity in Canada and especially the U.S. which should pick up. Stantic has been flat, but should get back into the groove. Solid but hold it.

consulting
BUY

Trading at 9x earnings. These are big manufacturers now supplying the fracking industry. This business will continue to do very well as the U.S. drills more shale wells. These companies will do just fine. Will grow.

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