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It is a pure play. One of the best CEOs in Canada. They have not diversified into media. They have healthcare that is growing aggressively. They are past their peak cap-X. The dividend should continue to grow.

Be careful, it is s expensive. It is extremely well managed. It could get wacked on any slowdown. They recently took their same store sales forecasts down and the sock went down. It is a well managed company and there is still room to grow in Canada. Watch the next few quarters and this could be a good entry point.

It is not vulnerable to the WMT-Ns or AMZN-Qs of the world. The multiple has always been reasonable. However they announced a big acquisition in the fashion industry. They paid a hefty price. This diversification strategy might divert them quite a bit so he does not hold it.

The founders had started selling shares last year. Institutions were not happy with that and sold all their shares. That is all gone now and some big institutions have moved in as well as the management. He initiated a position. The utility pole cycle will pick up because utility poles are getting old. We will see a reacceleration in the sector. There is still room to grow through acquisition.

Canada post really catapulted them into the stratosphere a couple of years ago. They piled on a lot of debt so he wanted to wait a couple of quarters and the stock blasted off. It is a regulated industry so AMZN-Q will not have its own fleet of planes over night. It is very profitable at the moment. Don't chase it.

Cannabis Stocks. A lot of them will become commodities and become commoditized. There will not be that much differentiation. The sector is so overvalued that it is indescribable. You can’t justify these valuations based on forward results 10 years out. There will be causalities. Take a good chunk off the table. There may be a little bump when it is legalized or there may be a sell-on-news thing. It is a bubble. It is madness and greed. There will be some winners in the medical marijuana space.

Probably one of the biggest turnaround stories in the next two years. They got into some debt troubles and sold almost everything . They are now one of the leaders in Pharma and healthcare services for seniors residences. The new CEO is from Cardinal Health. He will grow the company. The stock has come down and the new CEO has put in aggressive cost cutting measures. They just signed an agreement for distribution of cannabis to seniors. Their robot medication dispenser for the home will send confirming Emails to loved ones and save a lot of money by encouraging people to stay at home. It is bargain basement priced. (Analysts’ target: $0.65).

The orders have been slow to come in but they came out with results that were better than expected. He thinks you will really see the orders come in in the next couple of months. (Analysts’ target: $2.03).

It has never been cheaper. 70% of their sales come out of the US. It has never been cheaper. The shorts will have to run for cover. (Analysts’ target: $35.00).

Market. He thinks there will be a third wave of tariffs on China. Ultimately a deal gets done because it has to. It is just matter of timing. It will probably get done in 2019. He hopes the tariffs will get unwound with an agreement. He predicts that US congress will go democratic in November. The markets have not gone down in North America so see little risk in it. Japan has been keeping interest rates artificially low but now they are breaking. Germany has seen interest rates rising now. He thinks we will see yields drift higher. But the US consumers will keep US interest rates from increasing substantially. Bond yields will get pressured in the upcoming months.

He advocates ZWE-T because it has the covered call strategy. Either one is good late cycle to play dividend payers. But you are not immune to the cycle. It would not be a bad holding.

There used to be perpetual preferreds that did poorly when bonds went up. He does not see a lot of growth here. He has been trading it. He trades a range. He prefers the indexed strategy to going into specific preferreds. HPR-T is an alternative he prefers.

[US Income] This is not going to be a great growth area. High Growth should go into a TFSA, so this one goes into a registered account.

A conservative balanced portfolio. Until you have a full year of dividends, it is hard to know what the full dividend payout is going to be over a year, It will be the trailing yield that is published with the ETF. You are getting diversified exposure, globally. Don’t look at the dividend yield. Try annualizing the last quarterly distribution over a year.

Banks insurance and so on – high yielding stocks. Late in the cycle you will get a bit higher yield. It is limited to Canadian companies so there is no global diversification there. Sometimes it pays to have financial advice.