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Market. This consolidation is a re-pricing consolidation. It is premised on the bond market being much bigger than the stock market and people are watching it. People are focused on 3%. The market is grinding because there is a re-pricing going on. We have come up a long way since Trump has been president. Comparing the 10 year and utilities, if you are into income and need cash flow, the utilities stocks' line on the chart shows that utilities have to come down when bonds go up to reset the pricing against the bond market. He thinks utilities are finished re-pricing.

(A Top Pick Jun 9/17, Down 19%) They are on their second turnaround team. The assets are good. It is a bank that went through 2008 and will not fail but we had to wait a long time. This one is the problem child in Europe. He has not sold it and will give them a couple more quarters.

(A Top Pick Jun 9/17, Up 69%) They have a toll road to the cloud. The shorts finally ran for cover. There is quite a way more this one could go.

(A Top Pick Jun 9/17, Up 20%) These guys have done an excellent job. They are recouping the losses due to ToysRUs's demise, with online sales. They are diversified and hard working guys. They have done a goo job.

He just added to it. The problems they have gone through – there is light at the end of the tunnel. When you look at the math, it is so dominant and growing so powerfully, it has to keep going, at least over the short term.

He has had this bank for a number of years and likes the country from a demographic point of view. The country has the fastest growth rate even over China. The Indian banking system keeps getting overhauled.

His favourite bank in Canada. The group has had a good stiff correction. It has the diversification. Capital markets are an issue for all the banks. This is an opportunity to get a good yield and growth. He does not think risks in the housing market will affect them. (Analysts’ target: $111.44).

The European banks are behind the Canadian and US in recovery from the financial crisis. This is not a Spanish bank as it gets only 25% of revenue from Spain. They are well diversified. They are working through an organization they were handed to manage.

It is a very well managed group of companies. The management do a really good job of managing what they have. The market is re-pricing high yielding situations. You have to have some growth in your portfolio. These things will be under pressure. You want to see some growth with the yield and see if the total of yield plus growth is satisfactory. He wants at least 10% total return in order to review it.

He does not hold any of the telcos at this point. There is some growth and a yield but the total is not enough for him. He is looking elsewhere in the world. The dividend looks fairly safe, however.

If you buy it for a lift and the market rebounds, it might rebound a bit. Longer term, they have a whack of debt. It is a well managed company and he is sure they are all over it and know how to roll the debt, but the market just looks at heavy debt and asks if it really cares. 'When in doubt, stay out.'

He holds it for a longer term investment. Millennials will renovate as they step into homes. It is a very well managed company. In terms of a seasonal trade, when the market turns up you will get a trade and he sees a move up to the highs.

They are doing a second big buyback of their stock. He does not own any of the REITs because there is generally a lot of debt on their balance sheets. He would accept a buyout. It has been a well run company but the sector has some headwinds.

He has WSP-T in this sector and he prefers it. You will get a rally with the market. This stock has gone sideways for a long time.

Stay with it if you are going to hold it. You have the safety and a combination of yield and growth. This one has better leverage in it. They had a sizeable correction in the last few months.