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A cyclical stock. Aluminum is in a sweet spot as the Chinese cut back on capacity. There'll be a premium of aluminum prices. Rent, don't buy this stock. There could be share buybacks and dividend increases next year. Earnings will
double in the next three years.

It has struggled. Investment banking last year drove this company; they also the rode and cannabis and blackchain wave. Not a cheap stock. Don't add here. They're in a tough world of small caps with limited capital. They've done
fantastically well with cannabis, so kudos for them.

He wouldn't buy Canadian banks though they've defied gravity. If we see a housing slowdown, who knows? He may step in when this stock is more attractive. As for the fintech threats to this sector, RBC is already investigating fintech which is smart.

An underperformer for years. He owns a few US banks, but not this one. This is still struggling on the execution front. Morgan Stanley performs better.

Earnings have been growing 8-10% a year for the past few years. Paying a healthy dividend with double-digit increases expected in the next few years. It's a great way to play the European recovery which will certainly continue. ING is well-position with a strong capital base.

It's trading where it was 20 years ago, as with many large US drug stocks, due to tough FDA approval. He's very cautious in this sector. All countries are struggling with rising health costs.

Consumers are cutting their landlines while youngsters are watching/downloading content for free, a huge struggle for all telecoms anywhere. They (and Verizon) are struggling to build their business. He stays away from this industry.
Doesn't see growth in this space. Internet and wireless are the only areas of growth, but there is pricing pressure here.

Loves it and is still buying it. They make guerilla glass for iPhones. Share buybacks will aggressively continue. They have little competition.

Holding cash is critical as rates rise. Have cash to spend. He has 35% in his equity fund. We're in a time of massive volatility and there are few stocks of good value. He's looking for global stocks that are temporarily down (and will recover quickly), while he's avoiding those with too much debt, like Enbridge.

Pipeline companies are not great growers and do poorly when rates rise. Investors buy them for the dividends. Like all utilities, rates are set and don't move according to supply and emand, so earnings are limited.

De-regulation and rising interest rates will benefit all U.S. banks. Likes this sector though are better ones elsewhere. BAC is well-capitalized and positioned.

European recovery: Interest rates are still negative in some European countries. Spain's unemployment has dropped from 25% to 17%. There's still a long way to go, but that's massive. This picture is all over Europe. There's a natural cyclical recovery benefitting from North America's recovery and China. All Euro countries are decreasing their deficits (austerity has worked) and many are now in a position to spend money again.

(A Top Pick May 16, 2017, Down 0.4%) Earlier this year, they announced they would merge with Fuji Xerox, so Xerox will cease to exist later this year. Investors will get $9.80 dividend and own 49% of the new Fuji Xerox. This merger makes a lot of sense for them and good for shareholders. Though paper hasn't gone away, Xerox is now a tech company involved in document storage for large businesses. Photocopies are slowly declining, though colour copying is a boom for Xerox, given colour's high margins in colour cartridges. Xerox had trouble growing unlike Fuji Xerox.

(A Top Pick May 16, 2017, Up 20%) Lots of free cash flow which covers their dividend, unlike other companies that borrow money to. He expects dividend increases. They're actually investing big in renewables. Big oil is investing their profits in green because they see renewables as their future in 20 years as oil declines.

(A Top Pick May 16, 2017, Up 14%) A flavours and fragrances company with products that go into foods and perfumes. Generates double-digit earnings and equity growth, as well as ROE unlike many Japanese companies. A strong Yen hurt their last few quarters. Their international presence is growing in a very niche business.