It holds stocks for the S&P Toronto market. It is an excellent investment but you have to hold more than one investment. He would recommend also hold a US ETF and perhaps one internationally. At the end of the show he talks about a world ETF.

They sold off a bunch of assets today. The market is expressing sustainability of the dividend. It has gone up today as a response, however. Gas shares tend to do well this time of year. Today's action is positive. This is not a bad investment at this time.

It is a holding company with 85% of assets in uranium. Seasonality, the world nuclear association meets in September and these stocks rise just past that meeting, which has just happened. We are just at the breakout point. If it gets past $4.70 it would be a good time to step in and hold to the end of the year.

An ETF with large gold miners in the US. The gold price has been pulling back and miners have slid down as well. It is getting whacked from both sides. Go into this when the stock market is going to do well as well as the metals. He would not hang on to this at this time. This is not a seasonally strong period for gold.

He likes the industry because it is a good, predictable business. Demographics are leading to increases in volumes. It pays a dividend. There is a secular trend in the industry.

Best known for the instant win lottery tickets. In recent quarters, analysts have picked up coverage. There are very high barriers to entry. They have been making acquisitions recently. They would like to grow through acquisitions. It pulled back recently and he has added to his position.

He likes it. The airline industry has become more efficient and load factors are higher. They are more disciplined about adding too much capacity. They are taking share from WJA-T. They repurchased the rewards program. They have very smart managers.