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Market. BREXIT. You are seeing a real risk with Boris Johnson stepping down and there could be a confidence vote with Teresa May's government. As we get into earnings season this is important. If the markets can't make new highs, it would be a sign of a bigger top forming. What's going on in Italy will percolate up also. He thinks the Fed should wait on a rate hike to see what the trade impact will be. They have made a move to be less transparent. They keep the market guessing. The talk on the street is for a dovish rate hike. They made say that this is the last rate hike for a while.

Specific info Larry looks for when deciding to buy, hold or sell. He looks at time frame for ownership. He looks out 1-6 months and asks, taking risk into account, what is the expectation. He looks at company specific risks as well as sector risks, which are more often important, depending on the sector.

He has been reducing it recently because of relative risk in Canada compared to the rest of the world. This ETF has the best dividend players in Canada. There is very low risk of cutting, and they are very likely to grow dividends. They have a covered call overlay to increase yield. There is also ZDV-T without the covered call strategy and this will give you more growth rather than yield.

If you hold US assets in an ETF then if the CAD$ falls, you benefit. ZBK-T is a basket of banks in the US with no currency hedge. ZUB-T hedges the currency. If the CAD$ is going to strengthen you want to hold the ZUB-T and move to ZBK-T if you believe the CAD$ will weaken.

SU-T vs. MFC-T. As interest rates rise, this is better for insurance companies. This will cease to be the case if the central banks tighten so much that it sparks a recession. These companies get hit more during economic downturns. Insurance companies will not do as well this late in the cycle.

SU-T vs. MFC-T. As interest rates rise, this is better for insurance companies. This will cease to be the case if the central banks tighten so much that it sparks a recession. These companies get hit more during economic downturns. Insurance companies will not do as well this late in the cycle.

Health care leaders. They use option strategies to enhance yield. As broad markets turned down in '15/16, this index fell and now that things have recovered, it has done so but less than the market. This is a way to play this space. It is an active strategy and a fine one if you want exposure to healthcare.

It is interest rate sensitive. He likes it and uses it. It has a distribution north of 6% but the valuation has gone down. It is a diversified exposure to interest sensitive sectors.

Market. He is more defensive right now and they tend to do better over the summer. Defensive sectors were hammered earlier this year. He has been at 15% cash recently but is going to ramp it up to 20%.

Junior oil is subject to change by the moment. WTO oil has had a bit of a lift recently. There is a bit of consolidation going on in the chart for this ETF. If it breaks about $15, it would be a breakout and would be heading up. Wait for a breakout for new positions.

Metals have done okay recently. We are seeing a breakdown on this one. It tested about $8 over and over and then recently broke down. If you hold it, consider selling it.

It is quite a trading stock. There is a floor around the high thirties and some technical resistance at the high forties. It is not a bad range. Don't buy and hold it.

An ETF of the producers. GOLD has had a lid of $1560 or so. This ETF has been flat like the commodity for some time. There is a seasonal time for it over the next two to three months, so continue to hold it during this time in case of a break out.

He has done a lot of analysis on the dollar and viewers should see his web site. Basically in the short term the US$ is overbought. $0.78 is his short term target for the CAD$. The big trend is that the CAD$ is heading down. If it hits 78 cents, take the opportunity to load up on US$.

He bought it when it had been trading sideways for a long time. Then the sky was the limit and he remains bullish on this one.