TOP PICK

He thinks banks look cheap as a group. TD looks good compared to its peers with its more US focus. Very good balance sheet. Yield 3.7%. Nice growth. (Analysts’ price target is $81.84)

TOP PICK

There are some concerns with its legacy portfolios. Nice growth in Asia. Trading at 8.5 times. Cheap sector at 9.5. Dividend of 3.7%. (Analysts’ price target is $30.04)

TOP PICK

They had troubles with their franchises. A famous guy in the US disclosed recently that he shorted this stock. Management has done a good job turning around Burger King and Popeyes. Earnings growth 20% and trades at 18 times 2019. Way cheaper than its 4-year average. Nice and safe dividend yield of 3.3%. He thinks it is a winner. (Analysts’ price target is $85.52)