A great performer this year. They've done a nice job with their product line and hitting on the fashion trends. Selling online has seen massive growth. It trades at 40x earnings (historical earnings are 32x). They've had missteps in the past five years, though. He's waiting for a better entry point. He's also looking at Aritzia in the clothing space.

It's one of his largest holdings. Attractively valued with 8-10% earnings growth. TD and RY are the top two Canadian
banks. Likes TD's American exposure. Slow and steady growth for this sector historically. This sector should anchor your portfolio and can withstand an economic downturn.

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

A good growth story over the past decade, growing without issuing new equity. The packaging space has been challenged the past two years though. He wouldn't enter this space now, but it's okay to hold WPK for the long-term. Pays a 0.26% dividend only.

Not enough growth here and he barely invests in consumer staples. A well-run company though. If you want dividend growth, look at the banks or utilities instead.

He likes it. The whole software space has been on fire the past two years, but valuations are getting stretched, with some STOCKS showing weakness in the past month. Long term, though, there's lots of growth, and KXS will do well.