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Doesn't see much deterioration in his economic indicators, though he's watching the yield curve. He has moved from offence to neutral. Short/intermediate indicators have broken down, though long-term have held. He's building up his cash position to take advantage of any market drops. He's never in at the very top or out at the very bottom, though aims to be somewhere near those extremes. Some indicators point to overselling in the market which could lead to a bounce. Facebook as a long-term concern? Users haven't haven't dropped off, though regulation is a concern.

Used to own it. Management has raised money well and focused on expanding theiR operations in Europe, supplying medical marijuana there, where they can fetch much higher prices. Will be interesting to see if they can get more licenses to sell there. Europe is a bigger market than the U.S. and Europe is more progressive. So, them gaining a beach-head in medical cannabis will help to capture the recreational market.

Once owned it. Management has done well building this business. Toys are less cyclical than people think. Is generating a lot of cash flow. Now is an opprtunity for them--they can swoop in as Toys R Us winds down. Who knows--they may get acquired themselves down the road. They're smart to always think a few cycles ahead, testing their toys accordingly.

A thinly traded company, because it's a small cap. They've done a great job of growing. Management has laid out goals they want to reach within three years, and in the past they have met all their goals. A caveat could be people defaulting on their loans. Pays a 2.6% dividend yield that contonues to grow.

(A Past Top Pick on April 26, 2017, Down 5%) They build student housing very well and there's currently a shortage in the west. They make a 10% EBITDA margin on these schools. In addition to revenues, they benefit from the asset value is rising in those projects. They have several the Vancouver area. Down the road, they could get acquired. This is a long-term play that could see a buyout. Be patient.

(A Past Top Pick on April 26, 2017, Up 23%) Was bought out by Pembina after his recommendation--a complete surprise--which led to that jump in value.

A major utility pole manufacturer. Yes, the recent/current tough winter weather is a factor, but a bigger factor is the finite life of these poles, and most of them in North America are nearing the end. So, SJ could enjoy a ramp-up with more infrastructure spending.

Owned it on and off over the last five years. They seem to be gaining traction with the C Series. If they can get past tariff threats, they could "take off."

Doesn't own it now. Two areas he's watching are their new solar initiatives, and them getting further into Europe. Neither are as strong as he expected. Dividend yield is nearly 9% which has attracted investors, which could be sustainable.

He needs to see them execute. They use microwave techonolgy to detect weapons. Can they mass-produce this? Can they get it to work properly? If so, then we can see their tech everywhere, including shopping malls and schools. He needs to see those sales. Owns a small starter position.

They've done a great job over the years getting more and more of their parts into vehicles. But there are many headwinds: tariffs, and we're late in the auto cycle with peak sales. Have an exit point just in case, but it could be breaking out, too.

Market. He feels the market is in a range of 2800 on the upside and 2575 on the lower range for the S&P500. It has tested the lower range a couple of times and he now looks to 2800. Technology, financial, and consumer discretionary are the cyclical leaders currently and these generally put in higher lows during the recent market re-test. He holds 10-20% cash, higher than normal. He thinks the bull market is still intact.

Bank of America (BAC-N) vs Wells Fargo (WFC-N). He is staying away from Wells Fargo due to the cease and desist order. Higher rates helps both of them. He leans slightly towards BAC-N.

Bank of America (BAC-N) vs Wells Fargo (WFC-N). He is staying away from Wells Fargo due to the cease and desist order. Higher rates helps both of them. He leans slightly towards BAC-N.

Energy Stocks. He would avoid Canadian only companies, due to pipeline issues. He is not in love with energy. Integrated energy stocks have under-performed and he would avoid them. Russian sanctions may actually induce Russia to produce more, putting downward pressure potentially on oil prices. He would lean more to E&P and drillers instead.