It has certainly gotten cheaper. It is hard to give recommendations over the long run on this stock. Despite their earnings miss, they have still not recovered. Their valuation is okay and reasonable relative to other tech stocks. For now it is a neutral and if it keeps declining it will be a sell.

It is another turnaround story with new management. It has been a short for him for a while. He thought there would be enough earnings power for some cash flow but it all reversed in the last couple of months. It has poor price momentum and is not cheap enough. He is still waiting for that turnaround in the energy sector.

You won't go wrong with Canadian banks even though they are more expensive than US banks. C-N has never really recovered from the financial crisis. He would prefer BNS-T because it is a more stable business

You have the option on Enercare to take the cash or a tracking stock on Brookfield. He prefers cash and then one should buy into BIP.UN-T if you want to, later. He doesn't recommend BIP.UN-T because it is expensive and missed on recent quarters. It comes down to a tax situation.

It has pretty good price momentum, reasonable valuation and pretty good volatility. 15 times earnings is not outrageous for this business. It has a small dividend and a good payout ratio. It is not quite cheap enough to interest him.

It has been a tough energy call. He thought it was cheap enough after their acquisition and the stock got hammered, but the rally petered out. He got out. Cash flow is not really there. It is lining up as a short if he sees more weakness.

A small short position for him. It is a hedge for him, also. It beat on a recent quarter, but the payout ratio is high and it is too expensive. It has poor price momentum.