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Market. The trade war or negotiations: China says they can weaken their currency to offset tariffs. We are not seeing this in the markets. It could cause some anxiety. The BOC issued an upbeat report. It had a very positive spin. The economic data, however, is softening. It is good to see business being more confident but it could be false. Trudeau has to put the strength of the federal government behind the pipeline in order to get it done It is a question of what he is doing rather than what he is saying. It could put his election in jeopardy next year.

WEED-T vs. ACB-T. He thinks the sector is extremely overvalued. In a 2019/20 recession, which he thinks is a possibility, companies with low quality earnings and an unclear future get hurt the most. These are two of the biggest players and to go with those. He can’t advise who will be the winner of these two.

WEED-T vs. ACB-T. He thinks the sector is extremely overvalued. In a 2019/20 recession, which he thinks is a possibility, companies with low quality earnings and an unclear future get hurt the most. These are two of the biggest players and to go with those. He can’t advise who will be the winner of these two.

There is a $68 target amongst analysts. They are quite positive. You need to consider if the climate is ripe for the expansion of pipelines in Canada. Conservatives in power next year would be positive. He worries how much higher interest rates will go.

US Investments. For the next year or so, all risks and factors considered, the Canadian dollar is between 75 and 80 cents US$. The spread for FX conversion is about 5%. ETFs with US equities don’t suffer this. 75 cents and below you should be hedged.

It is a very junior play. They may well have a small discovery that is interesting. It is a purely speculative play based on what might be in the ground. They have no revenue. Gold will break out in the next year or two.

Hedged or unhedged ETFs? If the CAD$ is getting weaker then you want exposure to the US$ unhedged.

Have long been the highest cost provider but he does not know if that is still the case today. They have a lot more headwinds than tailwinds.

Combines 7 different ETFs. He loves what they have come out with. 22 basis points and better than robo-advising. His only problem is that these are way too overweight in Canada.

Educational Segment. Earnings Season. The US is 52% f the world. For the first time in memory, we have seen earnings expectations NOT come down much during the quarter. It means that what is going on in the markets is not what is not what is happening in earnings expectations. It’s going to take a couple of quarters to see what effect current events will have on earnings. We are probably going to see disappointments in the net interest margins of US banks.

Market. He is more interested in individual stocks. Clients are feeling pretty good by looking back a year or two and this is harmful. If we have come off the best decade in 100 years then clients need to think about it when investing. There are 11,500 small caps he could own. He is interested in the businesses as well as the people who manage them. He eliminates about 90% without even meeting them. They are simple financial screens. Returns above cost of capital is a big one.

They are now under a bit of stress because people find other ways of spending their free time.

It is one of the better oil stocks. As a global investor he needs to know what is the best opportunities. Oil in Canada was a thing of the past. But they have oil that is nearer to where it is needed in Canada. They have some of the best light oil resource in Canada; have a strong management team and low debt. The end game for a mid-cap has to be acquisition. We used to sell everything we had to the US but now they have enough. Politicians should have had the foresight 10 years ago.

This business makes small acquisitions that are incremental. They have high margins and high returns. They think very long term. He does not think it is properly appreciated.

(A Top Pick Aug 2, 2016, Up 46%) It changed its name. The merger acquisition transaction was quite complicated. It was one of the most value creating transactions he has seen. It is now DXC-T.