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Market. The growth names are in the US. Canada is seeming good valuations, especially within the lifecos, banks and energy stocks. With interest rates potentially going up and the Canadian government not being pro-business, the lack of growth in the Canadian markets could continue. We have to be cautious in the NAFTA negotiations to not show Canada as being against business development. The cannabis sector seems over valued in Canada and he warns of further potential downside – play it smartly. Some of these new companies will be bankrupt in a year. He is watching the US 10 year bond yield with only a 25 bps spread with short term rates as a potential warning of an upcoming recession.

Once concerns over NAFTA are ironed out this stock should recover. If you own it, continue to hold.

They primarily hold retail assets. In a non-registered account, this is an awesome income generation with a good payout ratio. They hold higher quality assets and they have been divesting some assets. It also trades at a 15% discount to NAV. Yield 5.8%.

The IPO was done at around $70-$80 per share. There is concern over the US currency exposure. This is on-trend with the growing middle class in China. Sales are growing at 18-20% per year, which justifies the valuation. It is a good long term hold.

Following the drop in August it is now a buy on their list. There are over 2 billion users around the world. The fear of privacy are behind them and they should generate 20% growth in revenues and margin. This is a good opportunity to buy on the dip.

Warren Buffet saw value in this company that offers non-conventional financing. Longer term they will likely need to add a dividend. The topping of the residential market may mean the upside in this company could be limited. He would suggest holding some of this, although there are others with less risk and lower volatility. Yield 0%.

He continues to recommend holding this. They are changing how things are done in the world. They have above 20% ROE and growth in revenues. They recommend it as a buy.

A too-big-to-fail bank that they continue to recommend. They have been able to get 13-14% ROE through every market gyration following the 2008 financial crisis. Their business strategy is more conservative today and the multiple trades at good value. He expects the dividend to continue to grow and the PE is only 11.4. Yield 2.4%.

There is always a debt concern about this stock. They have replaced the Board and the revenue is controlled by the government. He is scared by the private-public ownership. He would choose another utility and avoid the potential government involvement. Yield 4.6%.

The PE is around 17 with a payout ratio of 80-90% -- very high for a telco. They are in a good space in Canada and the stock may be impacted by the general move towards bonds. He is fearful of increasing regulation in Canada. The dividend is safe, he feels. Yield 5.8%. (Analysts’ price target is $59)

The insurance sector is trading at historical low multiples, but there is risk to rising interest rates in their annuity business. The PE is near 9 – good value. There is some Asian exposure. It should continue to be a staple in your portfolio. Yield 3.7%.

They have 150 million users so he sees this as a safe place to be. They are building on the cloud technology.

They have a sizable discount to the NAV and a good yield. You would likely regret selling at this level – continue to hold. They have a quality portfolio and are getting out of the US retail space. Yield 6.9%.

He thinks high quality producers are going to do well, but he is more bullish on oil than natural gas – TOU-T is 70% natural gas. He would look to others like Surge, Baytex or Vermilion. You want a company that can increase monthly production and monthly profits and this one has failed to demonstrate that.

He has liked this name for a while as they control so much information over so many devices and for different usages. He thinks the driverless car will happen. The company is generating 18% compound earnings growth on an enormous capital base. Yield 0%. (Analysts’ price target is $1384.89)