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He has other recommendations in this space. They have had several issues in the past, including weather reducing demand. They have a new CEO focused on new strategies. With a high dividend, most of the earnings are spoken for and the dividend could be at risk in the next year. Yield 10%.

He likes the insurance sector at this time. They are well diversified globally. They have a strong balance sheet with a large $7b excess capital position. Insurance companies tend to be more profitable when interest rates rise. Yield 3.6%. (Analysts’ price target is $57.92 )

If capital returns to Canada following the pipeline announcement, this will do well. He thinks PD-T has a long way to run as they have been upgrading their fleet. Yield 0%. (Analysts’ price target is $5.57 )

This is a great way to play copper and zinc. They have some new mines coming into production and the big capital spend is behind them. The Rosemont mine in Arizona is soon to begin. Extremely well-managed company. Buying here is a good discount to his valuation estimate. Yield 0.2%. (Analysts’ price target is $12.98 )

(A Top Pick April 28/17 Up 7%) Their exposure to mortgages is causing some possible headwinds in a rising interest rate environment – due to the risk of higher defaults. Their capital ratio is a little over 11% and they have good cost control. It remains a good core holding. Yield 4.7%.

(A Top Pick April 28/17 Up 25%) He still likes holding and is his largest exposure to the energy sector. They are the benchmark for the Canadian energy industry being diversified and integrated. This remains a core holding. This will benefit if the recent pipeline decision will bring favour back to the sector. Yield 3%.

(A Top Pick April 28/17 Down 3%) It is entering a period that should make them cash flow positive in the year ahead. He keeps his gold exposure near 5% and this remains his favorite in the sector. They have a good growth profile with permits coming forward.

There's a great wall of worry over markets, like Trump tariffs, Italy this week and tariffs, but GDP growth is strong and so is the US economy as well as global productivity. We're seeing more automation in factories. Yes, we're late in the cycle, but he still sees good several years ahead. He's more skeptical about Canada, due to political squabbling over oil. Ontario is heavily indebted though booming currently. The Bank of Canada didn't change rates today, but signalled a July hike--it's going to happen. Our economy needs a lower dollar. The BoC will be cautious. He's selective Canadian stocks. Canadian banks can continue to rise even if the economy and housing slow, especially those like TD with American exposure. In contrast, Scotiabank has suffered due to its heavy exposure to Canada.

The CEO resigned yesterday then the stock rallied big time. CPG was aggressively run, chasing high-cost oil when the price of oil was high. It did a good job. But now it's not the company to own when prices have fallen. He'd avoid it.

It manufacturers flight simulators. The stock has been moving up the last few years. Global demand for aircraft remains strong. He'd continue to hold it and not worry about it. CAE has few competitors.

An aerospace company positioned in missile defence. With North Korea and the Middle East in the news, there's been alot of interest in this stock. This will continue to move up. You can take a partial profit.

It has been volatile over the years. It's currently on an up cycle which should continue since there's more demand for storage and the Cloud. He doesn't know MU well.

It's the biggest cap mineral company in Canada. Its zinc business is good, but they need to invest in copper to expand capacity. It's cheap at a low PE of less than 8x forward earnings. If the market tumbles, this will plunge, though he doesn't see it falling back to $5.

(August 1, 2017, Down 52%) He has since doubled his holdings. Bad timing. What went wrong? Newell acquired Jarden. Then, hurricane season hit, so it had to shut down factories. Back to school 2017 was a poor aseson. Toys 'R' Us, a big distributor, went under. But he's holding it and tough it out. Rubbermaid products aren't going away.

They own all these great TV programs, but advertisers now are demanding lower rates. Corus also has a lot of debt from the Shaw merger. This stock will struggle to hit $10. Because of the high dividend, you'll recoup your investment
eventually. The street says this company will disappear in 10 years.