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Helsinki Summit: Whatever effects on markets from this Putin-Trump meeting will diminish and won't last. Generally, politicians take credit for the direction of economies, but company earnings really drive markets. Earnings are the best we've seen in seven years with 20% YOY growth. All positive. The TSX is up only 2% YTD and he believes we can do better before the end of 2018. The Canadian market has long lagged the U.S. market. We are a late-cycle economy and are focussed on commodities. The current oil price drop is temporary.

Likes it. Management has done a fine job transforming the company by introducing fresh food, the all-day breakfast, and now fresh burger meat. They are Doing well in mobile pay and introducing delivery. They are keeping current with the times. It isn't a cheap stock, but decent.

He bought Disney on the news of the 20th Century Fox merger. They were making money from traditional broadcasting and ESPN, but were losing subscribers. The Fox merger counters that loss as Disney moves into the streaming business, and they could be competing with Netflix now.

They are trying to expand into other areas like salads. However, there are so many locations now that they could be cannabilizing each other. True, the company is doing really well, but is the stock doing very well? Look at valuation.
Starbucks is in the low/mid-$20s. That said, China loves Starbucks and there's big opportunity here for Starbucks. Research this.

A good play on e-commerce, and FedEx is in a great position. They have a huge fleet of trucks and airplanes, and recently bought a Dutch company to move into European delivery. Well-managed. It trades at 15x, a reasonable multiple. An opportunity to participate in e-commerce as well as transportation.

It's traded off recently, which is a mystery to him. They're in construction of large projects, like airports. They trade at half-book, a low multiple. Stay with it and be patient. It'll return to the $20's soon.

(Past Top Pick, August 17, 2017, Up 11%) A great industrial in aerospace and the home, but they're changing under a new CEO. Expect them to become an internet of things business.

(Past Top Pick, August 17, 2017, Up 11%) There's fear out there over the flat yield curve and of course an inverted yield curve. Yes, we are in a low-interest rate environment, but the banks have changed from a decade ago. They can now money on a flat yield curve. In fact, they can make a lot of money just with rising rates, without a rising yield curve. He likes the banks in the U.S. and Canada.

It's trading at a low multiple, around 10x. But the worry is that Amazon will destroy Walgreens' model. What the market is missing is that Walgreens has 13,000 U.S. storefronts close to most of the American population. (CVS, which he
also owns, has 10,000.) The effect is to create a relationship with the patient/consumer so they can interact with a medical professional. Society is getting older, so chronic medical conditions will increase. These folks won't go to the
most expensive places to be served, meaning hospitals and emergency rooms.

Not for long-term investors. They've had problems over the years coping with changes in the auto industry and this change will only continue. Ford doesn't have a plan to create more dominance in their area. They let go of their CEO less than a year ago, not a good sign.

Well-run. This (and Morgan Stanley) were the most damaged banks in 2008, so they've had to grow their valuations since then. Now, they trade at a discount to book value. They're profitable, though struggling now with loan growth.

An impressive run, but we're seeing now impressive revenue growth from their Cloud and legacy businesses. Their margins are a little compressed from spending on new initiatives. -26x earnings, but they are walking the walk. A good
company.

It should be a great stage in the cycle for them. They rent out large building machinery. The recent move down is digesting some recent purchases. Take a position here, but they carry a lot of debt too. Edge in a bit.

Down 15% after-hours yesterday because of a big miss in subscribers. But the point behind Netflix is that they are cash-challenged which amounts to a lot of risk. Programming costs a lot of money. Don't worry about a one-time
subscription drop. Look at their cash.

Consumer staples stocks grew on a search for yield. But the problem is the stock price will fall, which is what's happening now as interest rates rise. The lure of yield stocks is not as strong anymore.