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It is a good defensive pick in a market like this. They have a fantastic long term investing track record. They have had a lot of cash historically and are now starting to invest that. Their insurance operations are operating as well as they have in a long time. It is only at 1.1 times book value. He has been buying as recently as last week. (Analysts’ target: $749.47).

Sentiment is very low and it has underperformed recently. It is not the old hardware business. Mostly it is software and the cloud. They are investing in growth areas. Revenues are starting to grow again. He thinks there will be a significant rerating of the stock. The PE is only 10 times. (Analysts’ target: $166.67).

A casino company. It is pretty defensive. They own three casinos in Alberta, where there are no new casino licenses being issued so there are very high barriers to entry. Oil prices have improved over the last couple of years and so is the Alberta consumer. They have a strong balance sheet. (Analysts’ target: $11.40).

CP-T vs. CTC.A-T. CP-T is not as cheap as it used to be. The rails in general are benefiting from a strong North American economy. They have pricing power. It is a great business. CTC.A-T is basically only exposed to a Canadian consumer. He would be cautious on this one.

Earnings season has been great, such as Thomson Reuters revenues up 20%. But these gains are already built into stock prices. Can the markets keep going up? Every August-September there's some geo-political event. These are usually the worst two months. Trump doesn't like that the U.S Fed will raise interest rates, though he's not the first President to put pressure on the Fed He thinks Powell will stay independent and won't buckle. It's difficult how Trump will manage trade, the dollar and China.

It's flying high, but too close to the sun The price has rocketed up with good earnings and forecasting strong growth and EPS. To go from $40 to $80, be careful with this stock. If the market gets hit this summer which is normal historically, this stock will drop. 75x forward earnings is extremely rich. Remember, their coats are luxury items.

From October to May, the industrial sector does well. Seasonally, this isn't Honeywell's time. It may pull back down to $140, maybe wait till October.

Seasonality is mid-October through Christmas, not the summer which has no catalyst to move the stock. It's been rising since start-2016 to start-2018, but since then has broken that uptrend and fallen off highs. Don't look at it now.

Until 2016 there was a flat consolidation, then the new CEO took the company higher. They're executing superbly and reported strong earnings. Their year-end is June 30, and it can be soft in July-September. But he sees nothing wrong with their chart.

It's been sliding since early 2017, and all REITs are getting hit with rising interest rates. In the summer, REITs hang on, because interest rates hold. Look for it to show strength above the current $20.

It's on a negative trend and out of seasonality. It's like catching a falling knife now. Seasonality is in October, so let it bottom out and show some strength till then.

Is it a good time to do a covered call? The banks do well in October to December. TD has enjoyed good
runs in the summer, but generally summer is not a strong time. Yes, write a covered call for it now.

It's a defensive play. You need cash available to make a move on the market. Typically, starting now, we see a pullback, so that's a buying opportunity. The market doesn't have huge runs from May to October with limited return. The other six months, you earn higher returns, ones above 10%. Now is a time to be defensive.

(A Past Top Pick on May 23, 2018, Up 10%) It's strong May-June, and just reported good earnings. It's in consumer staples, but it doesn't quite fit there because most revenues come from memberships fee. Given this, it's a stable stock. It's now above its trend line and is at the top end of its relative strength index. However, it's starting to be overbought.

(A Past Top Pick on May 23, 2018, Up 1%) He's preserving capital. Bonds are seasonal in May to start of October, because investors want safety from incertainty. The chart doesn't look pretty with a downtrend, but he likes bonds now.