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Market. He stills sees value in the Canadian market, but volatility in the US market is picking up. He is playing defense now and Canada is the favored market right now. It comes down to the valuations of the Canadian sectors.

Precious Metals. Precious metals, he would have thought, should have performed better. He thinks the US is about structurally run trillion dollar deficits, so the outlook for gold over the next five years is very good. Over the next 6 months to a year, however, the sector is facing uncertainty.

Telcoms. He prefers owning BCE-T. They have made great investments in fibre optic technology and are well positioned for the 5G movement.

This is a good defensive stock and has good valuations. Their earnings may be impacted by some of their reinvestment plans. The US GDP numbers are still strong. The battle continues with Amazon. At this level it is fairly valued.

There has been a tail wind in the commodity sector as of late. They have done a great job to deleverage their business. As China slows down this could cause some issues. It is fairly valued here.

The traditional retailers have been under pressure. They did a deep dive into evaluating this company about a year ago and concluded some of the US investments were not performing as well as expected. They have mortgages a lot of their real estate the base business is not growing. It is fair valued, but he does not like this name right now.

He has been recommending this for a while, buying a company at less than 9 times earnings. A really good business at a discounted price right now. The headwinds of the headline risk against pharma has played out. A strong buy for the next 5 years investment horizon.

An eventful day yesterday, trading down 20%. His analysis after the Cambridge Analytica scandal suggested buying near $120 would be a good target. Their head count is up 45% and the AI investment will take time and money. If you own it, hold it, but he is waiting for better value.

Amazon’s recent disappointing result has impacted this stock. There is no guidance to when it will become profitable, so it is very speculative at this point. There is some concern by analysts how they are reporting their financial results. He is staying away.

The short traders like this one – and he thinks they are right. They are burning a ton of cash, but have met their production numbers. It is not the most transparent company and there are now more companies coming into the electric care space and they are not developing autonomous driving technology. He is staying away.

They reported earnings recently and the stock is down as a result. They are moving away from quarterly management calls and thinks this is strange. They are trying to make acquisitions and may have felt they were giving away too much information. A great stock to own, continue to hold it for the long term. It is cheaper than similar quality tech companies in the US.

He would be selling this right now. The marijuana space valuations are astronomical. If the US moves to legalize then the sector could grow into the valuations, but this is not the kind of company he would hold. He thinks the illegal market will continue to exist.

This company has done very well and following the stock split their earnings have been steady. The only issue is the valuation and all the success is fully priced into it. He owns Dollar Tree (DLTR-N) in the US, because of the better valuation.

The Mexican election is a near term potential uncertainty. He would prefer TD or Royal Bank – those with good assets in the US. He would continue to hold and ignore the near term issues. He likes the South American exposure for the long term.

The stock has done well, but its growth is limited by limited Canadian consumer spending. He owns Loblaws and Leons instead. He thinks the valuation is too expensive at this level.