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ETF to replace registered pension plan. You have to figure out your risk tolerance. We are late in the cycle so now is not a good time to strap on a lot of risk. VGRO-T, VBAL-T, VCNS-T are very low cost ETFs he would recommend otherwise. Wait for a 20% pull back in global equity markets.

ZWB-T vs. ZEB-T. ZEB-T gives you the max growth of the 6 banks. ZWB-T enhances your yield and is more defensive. The covered call strategies have a little higher MER. The difference between them is the implied volatility.

ZWB-T vs. ZEB-T. ZEB-T gives you the max growth of the 6 banks. ZWB-T enhances your yield and is more defensive. The covered call strategies have a little higher MER. The difference between them is the implied volatility.

They are making a secondary offering that dilutes the share price. This stock has been falling for a number of years. It is a huge dividend payer. It is unsustainable. He thinks it has to be cut in a half or a third. He would not touch it.

Great quality dividend paying stocks with a covered call overlay. He loves the strategy. It owns banks, energy companies and insurance companies. The TSX could fall 3-5% over the next months and that is another place to come into it.

Educational Segment. The Longest Bull Market? It depends on how you measure it. If you measure it on a close to close basis we have not had a 20% decline since the bottom in 2009. But if you measure it on a peak to trough basis, we had a 20%+ decline in 2011. When you buy and sell, what you buy and sell is critical. We are definitely late in the cycle. He thinks you need to be cautious.

ZBK-T vs. ZUB-T. ZBK has exposure with US$ and ZUB has the currency hedged. He does not love US banks however.

ZBK-T vs. ZUB-T. ZBK has exposure with US$ and ZUB has the currency hedged. He does not love US banks however.

He's expecting the US to slap more tariffs on China, which is not good. True, China has been taking advantage of other markets, but tariffs won't help markets either. Canadian markets are going sideways whereas U.S. markets are rising. Valuations peaked at 19x and are now 17.5x, because earnings have risen. Good, but what will happen next year? He predicts earnings to be positive in 2019 due to less regulation in the U.S. and a tax structure that encourages business. He is cautious in this 10-year bull run. Earnings are going up, but there is pressure on wages and more tariffs. He has trimmed positions to rise to 7% cash and is not spending dividends. The market is fairly valued, but things could go wrong on the trade front.

What's the effect of interest rates rising is a good thing for insurance companies? Good, because higher rates boost the bottom line quickly. Also, the hedging costs decrease.

Likes it. Nutrien has done everything it has promised after the marger. Have nicely executed a program to sell $5 billion in assets which they will invest in the retail side by doing acquisitions. They will do buybacks and raise the dividend.

He's still happy with this. They did what they said they'd do: did the wgl acquisition, then sold off assets with more to come, and THE dividend is still safe. Management though will likely stop dividend increases for a year or two because they're conservative managers.

The Cadillac of the oil patch. They have a lot of refining, so that's a natural hedge, with all this worry about getting Canadian oil to the U.S. They've made good purchases. The stock has gone down, but $48-50 is a good place to buy. Generates a lot of cash flow.

He sold it this year, because he was reducing his energy weighting. New managers have done well selling assets to reduce debt. Have also lowered costs. They don't have the refining capacity, so that's a problem. By 2020, the debt should be low enough to increase the dividend, though he had been expecting 2019.

He owns other pipelines. It's trading at near lows. If you're longterm on pipelines, it's a decent time to enter this, but Transcanada and Pembina offer better dividend growth.