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Market. He thinks the trade war, with Canada’s retaliatory response today, is not truly impacting the market as the Dow was still up 200 points following the news – the market does not really care. The impact on Canada should be small, in his opinion, given that most of the business between the two countries is in the service sector.

In the short term, their earnings will be the biggest factor to watch. He would consider getting into it before the earnings report. Longer term, it is a great holding as it is a real “interrupting” company.

This company is competing against the likes of Amazon and is losing the battle. The growth in incremental sales will likely go to Amazon, especially in online sales.

Amazon is trying to work their way into the health industry and this is directly impacting this company. We don’t know how it will impact CVS in the long term, but the short term fear is creating headwinds. Overall, a good business, but he would wait to see what happens.

They used to own a lot of this stock, but when interest rates began to rise it raised the risk-free rate and made running the business more difficult so they sold out. The company already has a moderate level of debt and the WGL acquisition will add to their leveraged position. They will manage the new asset well, but he thinks the risk of rising interest rates will add headwinds.

He views this as the largest energy company in Canada and suggests it will react to positive cash flows faster than any other energy stock and sees the balance sheet as well balanced. He likes holding it, but he has gone lower down to the smaller cap energy stocks to get a better yield, such as Vermilion (VET-T). (Analysts’ price target is $57.67)

You don’t look at this as a short term holding. It is the main bank of Germany and it is too big to fail. Everything that could go wrong has – interest rates have gone up, quantitative easing has weakened and now the US regulatory agencies have accused them of being under funded. However, the value has fallen so far it is too good to pass up for a long term holding. Yield 1.2%. (Analysts’ price target is $12.34)

Everything is going right for this company – it owns much of the platform for digital sales in Asia, whereas in North America it is fragmented between Amazon, Google and Facebook. This is a service company that will not be impacted by tariff wars. Yield 0.2%. (Analysts’ price target is $520.92 HKD)

This company is built for the young homeowner, where consumer spending will increase in the years ahead. They payback 55% of net income to the dividend with share buybacks. They are incredible operators and Amazon has yet to find their way into this space. Yield 2.1%. (Analysts’ price target is $210.40)

Market. TSX had its best quarter since 2013. How long will it last? Will energy improve in the rest of the year? In last 4 years, you’d have outperformed if you’d just traded oil according to OPEC cutting or increasing production. Silly to fight OPEC at this stage of the cycle.

Cohesive story with Enbridge’s Minnesota approval, Keystone XL, and Trans Mountain? Good to look at it as a whole market, because it will impact what Canadian oil prices trade at vs. the US. Incrementally positive. In Canada, pipeline constraints are already here, so we need pipelines built to allow industry to grow. The industry will continue to grow now. We could be at this same point a few years from now.

Will the differential between Western Canada Select vs. WTI continue to be volatile? Volatile as long as pipes are full. There will be big swings if any operational issues come up with the pipeline companies. This will continue until those new pipelines come on.

Millennial interest in marijuana sector? From a demand perspective, millennials are interested in a trend where they can make money.

Which marijuana stocks do you use to take the temperature of the sector? Only 1 or 2 bellwethers. “As Canopy goes, so the industry goes.” Canopy had a tougher quarter, so it took wind out of the sails of the market. Also Aurora to see future of industry. Aphria and the other big ones follow Canopy, because they have that big investor in the spirit space, so they have the respect of the market.

What do you look for in management in the marijuana space? Management team with substantial experience with distribution, as in pharmaceuticals. Because the industry’s going in the direction of health and wellness.