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Market. Trade wars are hanging over equities. It hangs over Canada more so than the US. Canada is a lot cheaper than the US in terms of price to book (40% cheaper than the US). It is due to financial stocks. They are cheaper in terms of their upside potential. They are 30% of the index in Canada. Very expensive stocks are refusing to correct and this is an ominous sign. Unfortunately the outcome of this tends to be dismal. Until we get a sell signal from the markets, we have to say that it is in a nice trading range.

It is a microcosm of the S&P 500. It has had a tendency of peaking out at 5.5 times its book value. It usually sinks back 15-20% of its trading value when it hits here. He expected this but this time it did not happen. AAPL-Q has been trying to push higher but every time it gets there it gets pushed down. One thing that is interesting is that if you look at the slope of the growth of AAPL-Q, It was growing aggressively until 2012 and then they started to buy back shares and the growth of the company slowed considerably. Most interesting is that the rate of earnings growth has also slowed down as it has for many other similar companies that have bought back stock. This move to buy back stock is damaging to shareholders. If the company is not reinvesting, the growth slows. They wasted shareholders' money with these buybacks. The ceiling is $161 right now. The book value will go down. If we ever get into a market correction then this stock will have a good one.

The fair market value of this stock is very optimistic. It has fallen back to a support level and is an interesting buy opportunity at present. It has a nice dividend and lots of upside potential.

The market does not want to pay very much for the outlook in a foreign country, Madagascar. They have some decent holdings in Canada but he does to see much upside in fair market value. Maybe you cross your fingers and hold on and hope. He is not that interested in this stock.

You are about to lose your holding because they are buying it back. It is not close to fair market value. Institutional shareholders may fight back, but it is largely held by individuals. He cannot offer much help. He is hoping something good will happen.

He has a price target of $30 on this and the fair market value is only about $32. Despite the turnaround in this company it has not created a tremendous amount of value. It has a strong technical resistance point about two times book value.

(A Top Pick Sep. 1/17, Down 6%) It had a nice yield but lost some altitude. Mall REITs have been doing this because of the AMZN-Q tsunami of the retail industry. They are mostly in Quebec now and it is the strongest province we have right now. CUF.UN-T is trading at a nice discount to book value. He is staying with it.

(A Top Pick Sep. 1/17, Down 31%) The golds have not done particularly well. Golds are a hedge against central bank lunacy which we have had a lot of. The tax cut the Americans have been given will have unknown affects on the US.

(A Top Pick Sep. 1/17, Up 14%) He likes the banks and this one in particular, except that this one has reached an upper valuation range where its progress normally stops. They could be capped out for a while. If you are a long term holder then the growth of the company has been 11-13% for a long time. Don’t sell and go away. If it drops then he would be back in like a shot.

There is going to be some growth in book value and therefore shareholder value growth this year. After it pays out the dividend, there is not much left over. It is getting close to 2.5 times book value ($50.51) which is a bottom for it. It will be at an attractive technical position and he would buy it there. The dividend is pretty safe.

They could be more generous with their dividend. It would have solid support at $59, or two times its book value.

It has exceeded by about 30% its fair market value. It has pushed beyond its intrinsic value. It could go higher to $118-$120 but he does not think it will grow any further than that. Since 2016 the trajectory of earnings has been slow and steady.

The stock looks interesting. His firm was impressed with the AGM. Their problems are behind them and were not that serious. He would hang on. You might even buy more.

It is certainly under pressure. It has had a nice growth and recovery since 2014. This is pretty much how the airlines look broadly. The mojo has gone out of the airline stocks.

The company is getting back down to where it is getting interesting again. Let the chips fall after the failed takeover. You need to wait for a while and make sure everything has shaken out.