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It is a good entry point where the stock has pulled back to 2.5 times book, which has been a bottom. Analysts are forecasting quite a drop in earnings, though. The shareholders are going to have to see through a weak year.

It had quite a setback including its earnings. They are getting to a level which is maybe cheap enough. He wants to let some more time go under the market's feet before getting back in again. Rushing in may not be a good idea.

The problem is that the shares have traded down into a condition where the market is concerned about the quality of the balance sheet, which is on the weak side.

Has a magnificent valuation, over 22 times book value, with a PE of 104. This is practically a dead giveaway on the street. $1500 would be a sell signal but it could have an upside of $1900. It has had some spectacular wipeouts along the way since inception. The stock comes back quite quickly and then it drives on. At some point it will wipe out but it is destroying the retail industry right now. He thinks the growth will continue right now.

They do a lot of energy infrastructure. All of the bottoms of book value brought it down to one times book value. What's really interesting is that in the stock's bottom of 2000 it hit its low as the market was hitting its peak. (Analysts’ target: $41.90).

It is trading right on a technical support line with lots of upside potential. (Analysts’ target: $88.54).

It is cheap. If gold ever gets going it will have a run. If the US ever gets into recession, the market will love gold. (Analysts’ target: $19.92).

Market. Either the ECB will come together and assume everyone's debt, and he does not think that will happen, or the European union will be over eventually. The markets are very much underplaying the risks around this. The policies of the new Italian government are to spend, spend, spend. They are proposing a mini currency, which is paper like a treasury bill to pay at the institutional level. The markets are also underplaying the risks related to the tariffs from Trump. They are going to break things before they get fixed.

Debt. We are choking on it globally. We are at 90% debt to GDP here in Canada. You have to include the provincial debt. The bigger it is, the more it makes interest rates difficult to raise. He thinks this problem is going to continue to get worse.

RESP Diversification. He would not just have banks. ZWU-T, preferreds, floating rate notes are good, too.

Where to put CASH? For floating rate notes, the coupon payment goes up as it adjusts. HFR-T is an ETF for this. It is an actively managed ETF. He just put 10% of one portfolio into this.

He loves the transportation and distribution business in the US (pipelines). These guys are probably one of the better positioned players in the US space. He owns AMLP-N for this exposure. It is quite interest rate sensitive. It is a yield play. It is close to the top end of the range.

It is losing a lot of long term momentum. We have not taken out any big supports but the $48 2017 support is pretty critical. If it break these then you have to question it. It's okay right now and you could buy into a dip.

Funds of ETFs and who pays all the management fees. The quoted cost of the fund includes the costs of the funds within it.

Educational Segment. Chinese 'A' share markets. It's always been a closed market. A couple of years ago some ETFs gave you exposure to these shares. They are now getting into the MSCI emerging markets index. This is going to become a bigger and bigger part of international markets. It will add some volatility as well. ASHR-N is the first Chinese 'A' share ETF. In 2015 there was this big run-up in that market and then it collapsed back down again. In the next number of months if the 'A' share market gets back into its range it will look attractive.