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Market. Lower taxes are a huge part of the boost to earnings. For the entire quarter analysts were increasing numbers and they are still being beaten. Earnings are good enough to carry the market. We tested a recent 200 day moving average low in the markets and bounced up. There has been top line growth but not as much as he would have liked to see. Today we are just beating the 2009 revenue numbers. Increases above that are almost entirely due to share buybacks. The city group economic surprise indexes for the US and for Europe are showing that Europe is expected to miss dramatically, but not the US. He expects the Euro to get weaker over the next couple of months. As of October this is going to be the longest economic expansion since the second world war. We are late in the game.

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.

Bitcoin is not an investment in Blockchain Technology. BLOK-N is an ETF that plays the Blockchain theme. It has MSFT-Q, INTL-Q and NVDA-Q for example. He thinks it is highly speculative. Valuation is stretched and challenged right now.

How did interest rate sensitive companies make money when interest rates were 10%? Pipelines have a huge cost to building the infrastructure. That was tougher when interest rates were higher. When you have a lot of debt on the balance sheet, margins are compressed. It's all relative.

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.

Market. There is a push pull going on between cyclical and defensive themes. The market is hoping it can process these interest rates. Utilities and a few defensives are starting to percolate up now. He is not giving up on the pro-growth theme, however. We are seeing some value buying in the defensives. He won't commit to the theme until he starts to see the pro-growth theme slow more.

Educational Segment. Currency risk. Over 20-50 years it will cancel out but short that that, they will trend. Between 4.0 and 5.5% each year, currency either hurts or helps your performance regarding US dollar investments. With ETFs you can hedge and non-hedge currencies. With some other currencies in the world the effect can approach 9-11% either way.

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.

Is it going to break up or break down? He likes stocks that base for a while and then break out. The sector has been weak but is now starting to get its legs. You may want to take a stab at this one although it has not broken its down trend yet.

He is watching this one because it has tested a late 2015 low. He thinks this might dip to $36 on a panic. He wonders if it is slowly getting some traction. He would like to buy at $36 unless it goes below that.

People may be questioning what management is doing. It broke down out of a down trend to about the $250 level, which is encouraging investors to come in. You have to break out above the top of the trend.