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It has a nice yield. They needed capital when they fell. They got a loan from FFT-T. He likes the business model. They make good margins flying old BBD.B-T planes. He recently bought it in an income fund because it has such a good yield.

A gold bullion EFT will give you gold exposure but a gold stock gives you gold leverage and possibly financial leverage. G-T used to be the darling. They had some hiccups and are now having to build street credibility, but the fix is in. He owns AEM-T. G-T would be his second choice of a name. He is looking for more clarity from G-T. He thinks this will be a name people will go to because it is an under owned name.

It has the lowest yield of the bank stocks. They are not all that differentiable for the long term. He is just not that enthralled at these levels of yield. He is not going to chase it at these prices.

He thinks it will turn around. The dividend of 7% is safe. This looks good in this low interest rate world. There has been a litany of band news but long term holders don't need to sell it. It is an easy stock to pick on. (Analysts’ target: $50.78).

Zinc and copper. That story takes over in 2020 from a supply perspective. Copper peaked in 2011 and has not got up to those levels so trust in the industry has been hurt. No capital and no mines mean higher prices in the future. (Analysts’ target: $13.26).

They have a real estate investment function but he owns it for their single family homes. It is homes in the southern US and they just refinanced their debt. They are in the sweet spot. They are where there is job growth and that is where rents go up. (Analysts’ target: $13.18).

Market Outlook. The market is adjusting to a bunch of different things. 2017 was a year when there were political reasons to be worry about as opposed to economic reasons. 2018 brings a confluence of different thinks. The Fed raising rates. This idea of inflation is coming back. Yields going higher. His view is that we are going to see a bumpy road but with global growth and inflation is being controlled. So that bodes well for the stock market. Low inflation, reasonable global growth, good top line growth and bottom line growth. There are good quality earnings coming out. In the long run, the stock market goes up or down because of earnings profile of companies. The current level of P/E for the S&P500 at 16 is higher than normal but not bubble or anything like that. The volatility can be your friend to find good opportunities. The fact that the 10-year yield moved over 3% doesn’t really matter in the big scheme of things.

Pretty incredible company. They have a great balance sheet. 70 billion dollars in cash and no debt. Really nice yield. They have 50% market share in routers. Trades at 17 times earnings. Growing through acquisitions. He doesn’t expect a lot of growth. It is a value type of tech stock.

The way they have grown earnings is by buying back shares. The top line hasn’t really grown. For what they have you are better off in a Microsoft (MSFT-O) or a Google (GOOGL-O).

He likes all the US banks. Regulations are coming easy for them as opposed to more difficult. Reasonable investment bank arm. He likes other US banks better at the moment though.

Very good auto parts company in Canada. The company is not really a global company. Great balance sheet. Linamar is not really into the electric vehicle. That made some people worry a little bit about the name. They have reasonable good growth.

There is an issue with how the purchase of Fox is going to be worked out. Became very convoluted. Still owns all these great franchises. It is a great company but a little complicated right now.

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

(A Top Pick March 8/17 - Up 8%.) The largest private equity company in the world. Has a great dividend yield. A great story. They are not a corporation therefore not on the S&P 500. With the tax changes there are rumors that they will become a corporation and be part of the index and would get a bump.

(A Top Pick March 8/17 - Down 9%.) He likes the model. They basically didn’t like the way management was executing.