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The energy sector has been improving over the past few months. Suncor and CNQ took advantage of the downturn with some smart acquisitions. CNQ is trading at the top of the sector and is a large holding in their portfolio.

Sadly, REITs do not do well in rising rates due to them being a bond proxy. He would be a seller of the recent REIT rally in general. They have weakening earnings and no revenue growth. He would be a seller.

He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)

If the market is still bullish and this business benefits from more transactions and rising rates on investor holdings, this will be a winner. (Analysts’ price target is $69.88)

He is a big believer in disrupter companies in growth sectors. This is the only company in the world that can do high volume DNA sequencing. They already have a million customers and another million order backlog. There is no one else in this space. They sell equipment and the supplies to operate the equipment. Countries will have more DNA sequencing done to help new drug development. Yield 0%. (Analysts’ price target is $286.06)

(A Top Pick July 18/17 Up 14%). This is a leader in infrastructure for pipelines and wireless network towers. He sees 5G adding headwinds and thinks the pipeline business will renew its growth. He would still be buying here.

(A Top Pick July 18/17 Up 19%). This is a leader in the home building space. He would still be a buyer here. There is a shortage of lots to build on and getting permit approvals. There are tons of buyers, just not enough properties to meet the demand.

(A Top Pick July 18/17 Down 15%). They covered their position in June. He likes the semi-conductor group, but the stock gapped down and they sold out.

The worry for the market is that it will get Trumped. There's been so much talk, but the market absorbs the news about him and keeps coming back. If this earnings season goes well, we will have higher markets. Congress has allowed Trump to take control of trade and tariffs, but he'd be surprised if there isn't sympathy for Canada in places like Ohio because of our existing trading relationships. He hopes Trump is all bluster and is using all these threats to bargain, then eventually backs off. Saner heads will prevail, he hopes. Abroad, China has had an economic miracle over the past few decades and growth has far outpaced that of the U.S. and India (which has been growing rapidly in the past five years). Maybe Americans feels it's now or never to balance trade between them and China. Meanwhile, India recently has been outpacing China.

Excellent. Buy it on a pullback whether as a first position or adding to your shares. August tends to get sloppy in the markets. TD's U.S. presence is important. In fact, they're probably bigger in the States than here. There's lots of room to expand down there. He hasn't sold his shares at all. 3.5% dividend.

With Airbus, BBD now has credibility and clout. The C series has enhanced their stature. That said, he wouldn't be aggressive in buying this, given valuation. Buy on weakness.

Will Ottawa fulfill promises of infrastructure spending? These stocks should be traded (not held). Remember these stocks are international, with building activities outside Canada. This sector will go, along with a lift in the market that he predicts.

It has the largest mortgage portfolio in Canada, and 20% of Canadians are stressed about their mortgages. This probably is pressuring this stock, but he sees nothing wrong with CIBC. When the market rises, so will the banks.

One of his biggest positions and a past pick. It's in the tech sector that grows at least 30% a year. They're not in the U.S. that much, but big across southeast Asia and even in Russia. This has lots of legs and opportunity.

(Past Top Pick, August 24, 2017, Down 25%) He's stayed in this and even added more. He misjudged the turn in European banking, then DB bank fired its CEO. It will do well when the European banks do well, which happens when interest rates will stop being negative, normalize and break-out. Stay the course.