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Has done OK over past couple of years. Fallen below the 200-day moving average, so he would stay away. Has a 10% growth rate. Instead, look at names in the US or at Couche-Tard.

(A Top Pick August 24/17, Down 25%) Sold it in May. Low interest rates in Eurozone continuing, global synchronized growth not happening. Also political risks.

(A Top Pick August 24/17, Up 19%) Still likes the name, but wanted to protect the portfolio. An 11-12% growth rate, decent dividend, diversified. Sold it to buy healthcare names. Want to own this mid-cycle. If we still have a couple of years of growth, and if trade concerns start to abate, names like this and Honeywell will do well.

(A Top Pick August 24/17, Down 6%) Took a stop loss in June, and bought US equities. Long-term, EM is the place to be, but it’s going to have its highs and lows. At some point, once sentiment turns, it’s a spot to get back into.

Stock price has pushed up above the 200-day moving average. Longer term, this is an important space to be in. Good pipeline. Hold onto it at this point. Valuation is cheap. Trading at 9x earnings, expected 20% growth rate.

BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

Likes it long term. Noise around franchisees and lawsuits, but they’re working through them. Popeye’s, etc. are starting to perform well. Has a 14-15% growth rate, not expensive. Long term, you’ll see good returns. Near term, noise will continue. The dividend of about 3% is expected to go higher.

Long-term, makes a lot of sense. Much better valuation than Amazon. Has almost a 30% growth rate. These names have been beaten up because of US-Asia Pacific sentiment. Put your stop losses in place. At some point, China-US relations will get better.

More recently, stock has gotten hit because of privacy and data issues. Trading below 200-day moving average. Long-term, we’re not going to shift from targeted, digital advertising. Trading at 22x earnings, with a 22% growth rate, which is pretty cheap. Put your stop losses in place, but he continues to like it.

One of the stronger industrial names out there. Does move around quite a bit, but no one can create the same infrastructure and fleet that Fedex has. Price is above the 200-day moving average. When the economy turns or slows down, he’ll probably exit the name.

From a technical level, fell below the 200-day average earlier this year and has stayed there. Pretty good dividend, which should grow. He owns Sun Life, which has a more diversified base. You don’t want to buy insurers simply for interest rate movements, because they may not happen.

Still seeing upward trend in the 200-day moving average. Higher highs and higher lows. It’s not an expensive stock by any means. Alphabet’s going to be a beneficiary long-term of the shift to digital advertising. A core holding in the space.

Likes it for the organic growth. Media assets are undervalued. Not a bad valuation, a 2.8% dividend which is probably going to grow, a 6-7% growth rate. A defensive growth name.

Global leader with over 80 brands. A lot of revenues are inside NA and US, so tariffs are not a worry. Last earnings topped estimates. A defensive growth name as we get late in the cycle. Price recently pushed above 200-day moving average, which is encouraging. Pretty decent valuation for a consumer staple. Yield is 2.7%. (Analysts’ price target is $98.33.)