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Market. Retail sales increased more than expected and is the first gain in 4 months. There was a big build up in the US late last year as well as a huge draw down in savings. Tax cuts in Q1 seem to be going to paying down some debt and boosting the savings rate, rather than stimulating the economy, so we are looking at a weak Q1. XLY-N is more and more dominated by AMSZ-Q, who are going through challenges from the President. The real metric with banks is the net interest rate margin. The yield curve has continued to flatten dramatically in the last couple of months and this is not good for banks. We will see what other sectors say this earnings season.

XAW-T vs. XEF-T. XAW-T is an all world ETF with broader exposure. His favourite way to play international is good quality, high dividend paying stocks in Europe with a covered call overlay. ZWE-T is his choice.

XAW-T vs. XEF-T. XAW-T is an all world ETF with broader exposure. His favourite way to play international is good quality, high dividend paying stocks in Europe with a covered call overlay. ZWE-T is his choice.

XAW-T vs. XEF-T. XAW-T is an all world ETF with broader exposure. His favourite way to play international is good quality, high dividend paying stocks in Europe with a covered call overlay. ZWE-T is his choice.

The rail sector is very, very cyclical. If industrials are doing well, then the rails should be doing well. He thinks 2019/20 is when the next recession hits and the rails will do badly then. He would avoid the rails a bit.

A world index that covers everything. It is a total world index – large cap and mid cap. There is not a similar ETF that trades in Canada. You have to consider currency when investing internationally. EDIV-N he likes for dividends in emerging markets.

It has been a laggard for the best part of 5 years. There is nothing in the chart pattern at the moment. There is no evidence they are going to turn the ship around from the chart.

Some emerging market plays are challenging. The markets are closed when ours are open so they bid / ask spread tends to be high. EEM-N would be preferred but it is in US dollars. VEE-T is another option.

TD-T vs. BMO-T. Canadian banks have been underperforming the US. There are still some challenges here in Canada, such as less interest rate increases. The changes in real estate laws are still working through the market place. He would underweight Canadian banks.

TD-T vs. BMO-T. Canadian banks have been underperforming the US. There are still some challenges here in Canada, such as less interest rate increases. The changes in real estate laws are still working through the market place. He would underweight Canadian banks.

TFSA. This is where you should speculate. You have after tax money going in and the compounding rate of growth is never going to be taxed. He would focus on growth rather than dividends and more conservative investments.

Educational Segment. The yield curve. The bond market is probably our best predictor of economic conditions to come. Short term rates are coming up because the Fed controls the short term part of the yield curve. They expect to raise rates more. They are unwinding the size of their balance sheet and should increase longer term rates, but in recent weeks we have seen more pressure on the front end of the curve but the economic data is coming in weaker and the yield curve is flattening. The yield curve inverts about 6 months before a recession. As the Fed raises interest rates even more then we can expect the economy to slow. We can buy into the dips at present, however.

Market. Value is going to take over in the market from momentum. We have seen an uptick in volatility. People are going to be much more price conscious in what they pay. This is a good time to look for opportunities to reposition your portfolio. If tech stocks become regulated utilities that would compromise future growth. He is not wisely exposed to tech stocks for this reason.

(A Top Pick Mar 17/17, Up 8%) He would have expected it to do better. It is very well diversified and is big in wealth management. It has growing exposure in Asia. It is well capitalized and well managed. He is staying with it.

(A Top Pick Mar 17/17, Down 37%) He said it was higher risk when it picked it. We need a pickup in activity in the oil patch. They have not participated in the US recovery as much as people would have hoped. At these levels the down side is limited but the upside is more substantial. It is not a safe harbor investment.