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WATCH
WATCH
April 4, 2018

In the crosshairs of UK/US regulators which will be a problem for FB for the near future. He doesn't use his Facebook account, because he simply talks to the people he wants to and doesn't want to share his personal details. It's a successful company, but there's too much risk for him. Wait and see what happens with the current problem.

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Facebook (FB-Q)
April 4, 2018

In the crosshairs of UK/US regulators which will be a problem for FB for the near future. He doesn't use his Facebook account, because he simply talks to the people he wants to and doesn't want to share his personal details. It's a successful company, but there's too much risk for him. Wait and see what happens with the current problem.

PAST TOP PICK
PAST TOP PICK
April 4, 2018

(A Top Pick May 24/17 Up 6.2%). A boring is beautiful old industry company. They recently posted excellent quarterly earnings growth of 16% year over year. They made an acquisition in December that opens up favorable margins. He expects a dividend increase in May.

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(A Top Pick May 24/17 Up 6.2%). A boring is beautiful old industry company. They recently posted excellent quarterly earnings growth of 16% year over year. They made an acquisition in December that opens up favorable margins. He expects a dividend increase in May.

SELL
SELL
April 4, 2018

Since PM Modi took power in India, India has received a lot of fund flows and other macro developments. The rupee is seeing challenges (depreciation). Sell some here, even at a capital loss.

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Since PM Modi took power in India, India has received a lot of fund flows and other macro developments. The rupee is seeing challenges (depreciation). Sell some here, even at a capital loss.

TOP PICK
TOP PICK
April 4, 2018

As Canadians get richer, Canadian telcos will receive a piece of that increase in its earnings. Purchase of Alarmforce was interesting. Not concerned it will drop a lot from here (currently at 52-week low). 5.5% dividend yield. (Analysts' price target $60.71)

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BCE Inc. (BCE-T)
April 4, 2018

As Canadians get richer, Canadian telcos will receive a piece of that increase in its earnings. Purchase of Alarmforce was interesting. Not concerned it will drop a lot from here (currently at 52-week low). 5.5% dividend yield. (Analysts' price target $60.71)

TOP PICK
TOP PICK
April 4, 2018

Their current drop-off is tied to Trump's anti-trade stance. Currently on sale, for only the third time in 20 years. Has more cash than debt. Attractive dividend of 3.9%. Geared to global trade. (Analysts' price target $164.08)

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Their current drop-off is tied to Trump's anti-trade stance. Currently on sale, for only the third time in 20 years. Has more cash than debt. Attractive dividend of 3.9%. Geared to global trade. (Analysts' price target $164.08)

TOP PICK
TOP PICK
April 4, 2018

Companies in this space will go to, say, SunLife and buy 10% of their flood exposure. Active globally, based in Germany, 140 years old. 3.5% yield that rises each year. Add some share buybacks regularly. Add rising interest rates. This will increase reinsurance rates. (Analysts' price target $248.22)

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Companies in this space will go to, say, SunLife and buy 10% of their flood exposure. Active globally, based in Germany, 140 years old. 3.5% yield that rises each year. Add some share buybacks regularly. Add rising interest rates. This will increase reinsurance rates. (Analysts' price target $248.22)