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Continue to hold it. It has been a rocket of a stock. You could take a little profit of 5% whenever it makes you 20%. There is a moat they are creating across North America. They get products from the manufacturer to the consumer and take out several middle men who each take 20% margin, saving the consumer money. They have a vast number of prime members who get music and movies from them. The company is doing good things. They are getting into advertizing. Alexa will understand how you live and work. You would see massive earnings if they pulled out all their cap-X.

He would choose an insurer with more global scale like PRU-N. He does not dislike SLF-T but they had quite a run and PRU-N is a better opportunity.

It has hit a rough patch. They are trying to grow. They are now getting into a major petrochemical project. He can see the business concept but the market has stopped it because they need to raise capital. He would prefer KEY-T and PPL-T who do not have to raise this equity and have similar growth paths and similar dividends.

He is not a big holder of gold explorers. He prefers gold bullion directly. There are always hiccups with gold miners. A third of the money going into Bitcoin has been shown to have come out of gold. He would prefer FNC-T or AEM-T if he was buying a producer.

They did some major missteps in the last year and a half. They were already facing some hurtles. The acquisition has still not closed, being held up by regulatory approvals. Buy the sub-receipts at a discount and then if the deal does not work you get the higher face value back. Also the acquisition is not as interesting as it was when it was initiated because of changes in US tax rules. We will know more over the next month or two. They are the .R version of the security.

(A Top Pick Feb 8/17, Down 1%) You should have taken profits on the way up. The major market for cancer is lung, with the most profit. These guys are one of two leaders in this industry, neck and neck with MRK-N, the other player. There were whispers of other companies possibly taking BMY-N out. He still likes it and encourages investors to buy a bit of it.

(A Top Pick Feb 8/17, Up 8%) It is going to boost its dividend each year. You should get 10% total return. It is a nice conservative way to play a volatile sector.

(A Top Pick Feb 8/17, Down 11%) There was the rapid move on interest rates. It trades at a 20% discount to NAV, now closer to 25%. Long term it will work out but the market is digesting an acquisition causing them to issue stock. The acquired company was in an index but BPY.UN-T is not so some will have to sell the stock received as part of the acquisition.

The market does not think T-Mobile and Sprint will merge. There is other competition when it comes to how we communicate. T-N has to spend a lot of money to upgrade their systems to 5G. Their dividend coverage is getting less and less. He prefers T-Mobile.

The dividend will not likely be cut again. You have to wait until Uranium prices rise and that would be good for this stock but they would not rush to increase the old dividend level. The dividend is almost irrelevant.

They issued stock 4 months or so ago. There is not a lot of demand for mid-cap stocks in Canada. The deal struggled even though the company was doing quite well. This put an overhang on the stock. When Air Canada reported, they said they would be using Rouge more often and CHR-T stock dropped even though they had a long term contract with Air Canada. The dividend is safe. He is looking at buying more now that it has been hit.

It is a cash cow. He does not mind their business but is not overweight telcos. He would refer Shaw (SJR.B-T) if was buying a telco.

What happened over the last year he was waiting for 4 years to happen. Most cash flow does not come from the ticket but from the food. It has finally hit the company that traffic is lower and will be forever. The stock has now reached the level it was going to drop to anyway. This is the time to average down.

Market. He thinks investors are wondering if this is as good as it gets. You had a nice 10% rally in December/January. Earnings growth will be phenomenal this year because of tax cuts. We will go back to normal PE multiples. The market has priced in normality again. He is still constructive on the stock market.

It is not the same company of 5 years ago. All the headwinds are now tailwinds. They are becoming cash flow positive and paying down debt. It is quite attractive, being a utility. (Analysts’ target: $8.20).