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Market. He is happy to emphasize Canadian Equities. There can always be a plunge in the markets but if you look at the US the earnings grew into the level of the market. But the high tech companies trade at very high multiples and skew the average. The value part of the market is fairly valued. The economy probably has another 18-24 months in it and that should help the markets. Tariffs do not change his strategy but he does not know what the outcome will be from the trade wars. There is global liquidity being taken out of the system. It should make security selection much more important in the upcoming years.

He has MG-T but owned LNR-T in the past. He likes the size and penetration of MG-T in the market. LNR-T took a bit of a hit recently. It is cheap if you believe trade wars in the auto industry will not happen. It is probably one to look at.

It is a great company. He is a value investor so does not over pay for what people are predicting in the future. They have razor thin margins. He thinks today the company has to be perfect going forward to justify this price.

He is wondering why it is where it is. SLF-T is on more of a tare than MFC-T. It has a bit to do with the mix of business. He thinks it is worth $30. Sometimes these things happen in the market. He owns it because the market is not efficient. You have to have patience.

Great subscriber numbers. It is getting close to what he thinks it should be valued at. Most people don't recognize the value in their sports franchises. It has been stalled out. They have benefits of being part of a great oligopoly.

Energy service sector. It is more volatile. He has PSI-T and PD-T. He does not have a lot of weight in the oil and gas sector. He quite likes the two he has. If things get low because of seasonality, it is a good opportunity to buy.

Cannabis. The stocks are flying a little high. It would be like jumping into tech in 1999. It is tough to gauge the future.

Many brands. They had problems in their supply chains. The stock dropped a lot. There is shareholder activism and they are divesting some underperforming brands. Analysts and the market don’t like it but he is willing to look down the road and if they clean it up it will be worth a lot more.

He has not had it in his portfolio for the last 5 years. It has not taken off. It might be a good opportunity now but he is not looking at it.

He has owned it in the past. They had a good run and a year ago put in a plan to cut costs from their business. They have razor thin margins. It is a very competitive business. He does not like to buy these kinds of businesses. EMP-T also has CCR.UN-T REIT but you are in an industry that is so highly competitive with AMZN-Q and so on that it is hard to own it at this price.

He does not own pipelines. They have come down a lot. The bigger issue has been regulatory issues. They are fighting a big headwind with our governments today. As it gets cheaper and cheaper it could look attractive to him but with today's regulatory environment, it does not.

He owns mining companies only once a decade because he cannot forecast the price of resources. Also, miners tend to start to invest with cash flow whenever the commodity price goes up so when it goes down again they get saddled with it.

He only has TD-T and BNS-T. What will throw BNS-T forward is the Canadian business. Their 20% plus ROE they invest in Latin America / Caribbean. The long term strategy is good. In the short term, who knows.

It is near 25 year highs and trades at record levels. He sees more pressure coming from other forms of payment, to their margins. It was a great company to have in the past but he would not to continue to hold it.

He puts it in the same boat as AMZN-Q. How long can it maintain that competitive dominance?