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DON'T BUY

He owns no airlines, because there's competition moving in and oil prices are rising.

Transportation
BUY on WEAKNESS

All the Brookfield stocks are well-run. Safe dividends. Buy them on weakness. They could even raise their yields.

management / diversified
DON'T BUY

It's been a home run, but growth looks like it's slowing down. There are a lot of stores already. He owns nothing in this sector.

Consumer Products
BUY on WEAKNESS

He owns WSP instead. The infrastcuture sector is okay, nothing wrong. Buy on weakness any of these stocks. Commodities will come back and infrastructure will rise along with them.

contractors
DON'T BUY

He owns this personally. It's a portfolio manager, not insurance. They've stumbled a bit after buying some new assets. The Century deal is probably clearing. The yield is probably safe. But it's disappointed. It was $38 five years ago and been on a tobboggan run ever since.

investment companies / funds
BUY on WEAKNESS

Long owned this and a past pick. It's fallen off recently because of tariffs against China. Great management. They sell a lot of toys integrated with hit TV shows. Smart. Managers own a lot of stock, too. Buy on weakness. Caveat: Trump's tariffs.

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COMMENT

He believes in a future commodoties play and feels this stock will return to old highs. This is a trade, not a hold, because the sector is so cyclical.

Mining