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Market. He is not lightening up on any position today. He has taken a defensive stance over the last few weeks. He has moved away a bit from tech, industrials, financials. A potential trade war with China could be a cloud over stocks for the next little while but building tech products at the lowest price is good for everyone in the world. He thinks earnings will be great this year and continue to be good in Q2. Tariffs, though could put us into the feared recession. Domestic names in the US have done quite well where they don't deal with borders. Don't fear equities but have a basket that includes unloved sectors.

He has not increased his weight in it over the last few years. Now that we have had rates go up it is a better time to enter a stock like this. He likes to buy these at a 10% discount to NAV, which this one is. XRE-T has been showing strength recently, which demonstrates how the sector is doing.

ENF-T is a subsidiary and owns a lot of their Canadian pipelines. It is a stable interest sensitive. This stock has lagged as interest rates rose. He likes ENB-T, the parent because they are rolling up all these subsidiaries. The sale of ENF-T to ENB-T should close by the end of the year. Now ENF-T tracks ENB-T.

It brought Freedom Mobile (WIND). What they are doing with their mobile strategy is what the market needed. One day he sees RCI.B-T coming together with SJR.B-T and that would be synergetic.

Bit Coin has found a value at the cost of production. Some people don't need to own an anonymous currency, but for others it is a good thing. He would not buy the stock, but he could see why one would buy the technology. Other blue chip tech companies will own the development of the technology whereas HIVE-X is speculation.

Money is being reallocated out of the financials after the run a year ago. This is because of the flattening yield curve. After the trade war threats blow over it will help equity markets, you will see growing dividends out of BAC-N and the stock will break $30. This is a nice holding for the next 10 years.

(A Top Pick Aug 10/17, Up 47%) It had peak pessimism last August. His view was that crude oil was going to move higher, which it did. It is still generally good value here. It could give you 15-20% more.

(A Top Pick Aug 10/17, Down 1%) It went back down to where he recommended it. He still really likes the company. They were put back into second place so the stock came down. He thinks investors should consider buy it again. It was almost a Top Pick.

(A Top Pick Aug 10/17, Up 5%) Most of the return is from the dividend. It trades 8-9 times PE and pays a good dividend. If it were not a limited partnership, it would be in the S&P index. KKR-N is considering changing to a corporation for this reason and if it goes well, BX-N might do the same thing.

It pays a nice growing dividend. They will continue to return capital to shareholders. The main reason is the eco system of the users. It is quite defensive. They have recurring revenue. At the flick of a switch they can talk to the world about their products. It has done well but is not expensive.

End of last year it was going quite high. Now you are getting a good company at a much more reasonable valuation.

This and MasterCard are both great businesses. What really drives their business is connectivity through cards. Recession is still a few years away so this one can be bought on dips.

He bought some this year. The first time in a while. It is cheap. They are trying to diversify across verticals. Their acquisition needs approval so the stock is stuck.

He bought some this year. The first time in a while. It is cheap. They are trying to diversify across verticals. Their acquisition needs approval so the stock is stuck.

If you need a gold, AEM-T has been a better executer. He would prefer owning gold outright if you want exposure to gold. Don’t bet on the companies.