Short term they announced some disappointing results.  They have been trying to diversify and are getting into packaging.  Their strategy makes sense over time.  This should be temporary in nature and this is an opportunity to buy some here.

He does not own gold stocks right now.  The whole space has been under pressure.  If you want to own one, this is it.  There really is not a lot of inflation out there and that combined with the US$ strength has been negative for the sector. 

The sector has been out of favour.  People want faster growth.  There is pricing pressure on the wireless side and people cutting phone lines.  They are operating in an old world.  There will be winners and losers in the industry.  Their dividend has not been growing quickly.

Zinc.  He does not own a lot of commodities.  There is not a lot of zinc production coming on stream so this looks good.  However this is a smaller cap Canadian company and has suffered like a lot of other mining companies on the TSX.  It is a reasonably well operated company with decent assets.

It has been a core holding for him for a long time.  They are so dominant in the online advertizing space.  It is a great long term hold.  You are getting a great, dominant duopoly.  Don’t worry about it quarter to quarter.

LNR-T vs. MG-T.  LRN-T has been overly beat up.  MG-T is less exposed to the trade wars.  He thinks LNR-T is a better buy.

LNR-T vs. MG-T.  LRN-T has been overly beat up.  MG-T is less exposed to the trade wars.  He thinks LNR-T is a better buy.