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(A Top Pick January 13/17 Up 20%) The return followed the market as was expected, due to its beta. It is a smart benchmark ETF with a little factor premium, which is derived by the premium holdings within

(A Top Pick January 13/17 Up 17%) The return followed the market as was expected, due to its beta based on the international market. He likes it as a core holding. The ETF is quite liquid and has a built in currency hedge with exposure to large cap European and international holdings.

(A Top Pick January 13/17 Up 2%) Not meant to have a huge return as it is meant to mirror cash by holding high interest savings as a convenience. He likes holding cash better than bonds.

Canadian corporate profits looks promising--and overlooked by investors. Earnings are up 23% on the TSX from the same time a year ago. Earnings, oil price rises and less NAFTA risk have pushed the Canadian market up. Regardless of the state of NAFTA, we have to get on with business. It's possible we could have a deal at any time; the U.S. faces mid-terms in November, so maybe they want a deal locked by then. Tailwinds for oil: Venezeula is collapsing into chaos will tighten supply; Iranian sanctions looming; and U.S. shale was supposed to fill any supply gaps and drive down oil prices, but the U.S. is finding the same problem we have--lack of pipelines to carry their oil to market. Can Bill Morneau and the Liberals get the Kinder Morgan pipeline built? Today he took the soft, as opposed to hardline, approach.

The largest gold royalty company AROUND. It's a safe way to play gold, but insulates investors from capital cost creeps from the mining space. He likes this company. It reported strong results last week. They're expanded their oil/gas portfolio and performing very well.

A sensational growth story though mired in controvery. It's historically offered online poker and casino games, but just announced they are expanding into sports betting. This is giant, new market that has spiked their stock. They're firing on all cyclinders.

He's shied away from it. They just reported a disastrous quarter. Auto sales are cyclical, and more and more consumers are turning to debt financing to buy cars--and consumers are struggling with heavy debt. Auto sales were hot last year, but ACQ keeps disaapointing on earnings.

He used to own it, selling it in fall 2016 before their huge WGL purchase. He was--and remains--concerned with their high valuation. They also carry high debt and are on credit watch after the WGL acquisition. There are safer options out there.

Their steady growth ended a decade ago, then they got into a governance (corruption) scandal overseas. To evaluate them, look at their various operations. They own the 407, a toll highway, their crown jewel. But they also do engineering and construction, which is cyclical, and an area mired in legislative roadblocks. Not one he'd buy.

(Past Top Pick on July 12, 2017, Down 14%) They've endured a perfect storm: rising interest rates; high debt,; Ottawa disallowed a key tax deduction; and delays on their flagship line 3 expansion running through Minnesota. But he's hopeful. They posted a good qaurter and believes Minnesota will greenlight line 3. This is an epic buying opportunity.

(Past Top Pick on July 12, 2017, Down 13%) They just suffered a rare, large earnings miss. Weakness mainly came from U.S. fuel margins. He's confident they can come back, and this current pullback is a buying oppportunity. They're growing earnings at 18%.

(Past Top Pick on July 12, 2017, Up 19%) There's a misconeption that banks will suffer from rising interest rates. He's confident about TD.

Which sector should I invest in: banks, REITs or pipelines? Banks. They have an oligopoly, earn steady profits, and have exposure to overseaS markets. But diversify. REITs have been neglected for many years due to exaggerated fears about a retail collapse (that Amazon will devour everyone). Retail REITs are trading below book value but have a low beta of 0.6. So, this is not a bad place to start in REITs.

A good company. They had weakness in their industrial division. But the stock has done well over many years as it followed the auto cycle. Their core focus is the powertrain. The auto cycle in North America is now at maturity. At some point, earnings will decrease. He prefers auto companies that are researching AI. Linamar's business is more traditional.

It's unlikely he'll buy this in the near future. It's wildly cyclical, so it's a trader's stock, not an investor's one. Profitability can swing a lot. He's a long-term, conservative investor. He can't buy-and-hold this.