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It is a long term hold. Around $110 there is a lot of technical resistance so you could take some money off the table short term. A global recession would bring the stock down.

VOD-Q vs. VZ-N. He prefers Euro telcos to Canadian. They have room in Europe to add to the bill per subscriber.

VOD-Q vs. VZ-N. He prefers Euro telcos to Canadian. They have room in Europe to add to the bill per subscriber.

It has been a great stock for him. It trades at a bit of a premium to some of the peers in the US because there aren't a lot of quality industrials in Canada. It is quite a recession resistant business. No need to crystallize your gains.

Split Share Yields. When you have a portfolio of securities that pay a high dividend, you create a split share to allocate the growth and the dividend of the company to two different securities. One is a preferred and the other is a capital share.

What they have in the ground is getting harder and harder to replace. It is more valuable than ever. The thinks the stock can get back into the low $50's. (Analysts’ target: $51.70).

It is a testing / equipment company. 5G will be implemented by every telco in the next couple of years. Their last quarter report was a beat plus a raise. (Analysts’ target: $61.14).

He expects Shell to go positive on their investment decision in LNG on the West Coast. That will cause a re-rating on gas stocks. (Analysts’ target: $17.97).

Educational Segment. The Best Market Return Indicator. The percentage of three asset classes that are part of the household assets. The value of your real estate, value of your portfolio and all liabilities. When everyone is in and have a high percentage of their household assets invested in markets, usually for the next 10 years, it is just less than 4% annualized. We are in a period now where a high percentage of household assets are in the market. This indicator has a 91% correlation to returns. This indicates we are late in the cycle.

Market. Over the last couple of weeks we saw trade, trades, trade and today we are down. We are sitting in the DOW right at the 200 day. We have not had a close below the 200 day since 2016. If it closes below there then we will test the 200 day on the S&P and if we break that we look at the lows from April and May to test out the downside. In Germany there has been pressure within Merkel's party. If things come apart in Italy it does not look like Germany will write a cheque for it. The more pressure we have on the US dollar, the more pressure we will have on the financial markets. Mid-2019 is where he thinks the recession will come. The market peaks about 8-9 months before a recession is labeled. By that time the markets are down 29% on average. The market peak should be early next year.

Emerging market exposure. South Korea is not in all emerging market indexes / ETFs. Emerging markets are getting cheaper. He is just starting to nibble in emerging markets. They will underperform for about 6 to 12 months.

He likes convertible bonds. A company issues it so they don’t have to pay too much yield on the bond by issuing it into the regular market. You get upside potential with a convertible bond. He likes it from time to time but not in a rising rate environment.

Vanguard double taxation of some ETFs. There is a withholding tax for an ETF wrapped within another ETF that also has withholding tax. He suggests calling Vanguard to discuss it.

Gold and Gold Equities. It offers a different path of return. It offers no yield. He added to gold recently. He sees a trading range for 6 months.

International, high dividend, covered call strategy. It is a fine way to play international markets. It is on his radar right now. For new money he would hold onto it and wait to step in.