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It's one of the first months this year when the TSX was up while New York markets were flat or down, but the overall markers are still in a downtrend. The good news: this is a consolidation. He holds higher levels of cash and is investing small amounts of cash. He suggests holding cash. Berkshire, Boeing and Fedex still have strong fundamentals despite the recent sell-off. Sit tight and wait this out. On another note, the 3% 10-year U.S. yield is hurting, say, Canadian telcos, and of course companies that are heavily levered. That said, what will truly worry analysts and markets is a 3.5% yield.

There's a lot of negativity about Apple now. He loves their products, but his Apple and iCloud mail is buggy. The point is, a lot of Apple's user interfaces are dragging their heels--they aren't improving. They can't compete with Alexa, for
instance. He's thinking of switching to other (non-Apple) apps like Spotify. Not a fan of this stock.

For him, this was an indirect way to buy cryptocurrencies (Square accepts crypto payments). Square is heavily used in the States, more so than Canada. He continues to buy this.

He doesn't follow this closely. Well-run with great, new products. It's doing a better job with tie-ins with new movies. He's heard rumours of a bigger company buying it out one day. The pullback now is giving back some of the gains of the past two years.

Which energy stock in the US with growth to buy? He doesn't invest in this sector much. He did own Exxon for quite a while. He prefers an indirect energy play--the infratructure side like the OIH ETF or US Silica (SLCA-N). He prefers buying Canadian energy where he has many more choices.

Whart's a good income ETF? The problem is that Canadian ETFs are heavy in pipelines and banks which are in trouble and are flat, respectively. REITs are in the same boat. However, consider the TXF ETF, a basket of tech companies. Or: instead of high income, look at a low-vol BMO ETF.

Franchise battles with the parent has created a lot of negativity around this stock, and so has recent short-selling. He needs the clouds to really clear from QSR before he consider this stock.

Last week's earnings: everything was good except for the width of their margins. He would definitely buy this for many reasons, such as their progress in AI. The privacy issue hitting a lot of tech stocks won't go anywhere soon, but keep
buying Apple.

(A Past Top Pick on Aug. 30, 2017, Up 26%) He's lucky he made money on this, because of Citron's activism against Shopify. However, this got stopped out and he regrets he didn't hold onto it. The company continues to do well, but wait till tomorrow morning's earnings before buying. Shopify has moved $26 billion in merchandise up from $6 billion just a few years agao.

(A Past Top Pick on Aug. 30, 2017, Up 21%) Curious why it's done poorly lately. Maybe there was too much run-up with the U.S. tax changes. Their recent earnings beat expectations, but the 3% yield curve pressures their margins. Still worth owning.

Run by the brilliant Prem Watsa, but Watsa's made some bad calls about the direction of the markets in recent years. He thinks the street is coming back to this stock. He's owned it for five years. His portfolio is a little strange, like holding Sporting Life. That said, he believes in Prem and will be patient.

He owns Visa, though he loves both names. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

He owns Visa, though he loves both this and Mastercard. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

Earning last week were great. They're winning lots of business in web services He's more positive about MSFT now, given what's happening to competitors in this space like Amazon. He's positive about this stock, but holds enough tech stocks so he isn't buying it now.

Stock is up 2.5% YTD. His colleague argues that given their capex peak in mid-2017 followed by absorbing the MTS (Manitoba Telecom) subscriber base, their their free cash flow should be strong in the future. Telus is the strongest of the Canadian telcos with great numbers. It looks good going forward. Their cash flow will help them weather rising interest rates.