High dividend covered call strategy. It is his favorite way to play Europe right now. It is diversified across sectors. For the next couple of years there will not be a lot of upside on these stocks, and then we are due for an equity market correction. It is the best way to hold Europe for now.

Floating rate notes give you an income payment adjusted to the change in short term interest rates. They go up in a rising rate environment, but there are not a lot of capital gains in this. He likes these notes in this environment, but more so in the US.

They are into the early production stage. It seems very interesting. Anything like this is extremely leveraged to the price of gold, which he thinks will go up. He prefers ZJG-T rather than trying to pick the best one.

Hold or change to a FANG stock ETF? FNG-N gives you all the Internet plays. It is speculative. We have 6 to 12 months of equity market potential here. Don’t look to it going much beyond the previous highs. It could fall 30-50% in a recession.

Return of Capital – Good or Bad. If you get your own money back they can boost the yield and distribution. As new people come into the fund, they want to keep the distribution the same for everyone. This latter kind is not a bad return of capital.

They just made a huge acquisition in the UK. He likes it from a fundamental and technical point of view. The chart is really quite positive today. If he did not own it, he would buy it. It is very pro-growth.

It is in a good area. Health care in Canada on a monthly basis is number 2 out of the sectors he ranks in Canada. This company is not for the faint of heart. It based for a long time and then exploded higher.