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After NAFTA's resolution yesterday there are more opportunities. He likes the auto sector (cash flow, valuations) for a rebound trade. Also likes Saputo, which could see some strength. Outsiders may invest in Canada again. The LNG announcement may signal to the world that we can get things done in Canada; it's positive. Investors want to see resolution to TransMountain though. The housing market could be a Canadian headwind in the next few years. He's always been overweight U.S. stocks where the economy is strong, and he still sees more rebound in that economy.

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.

He likes it. It's been a little weak though done well over the past year. They just acquired a big Chicago-based real estate company. A great sector with lots of upside. As the global economy does well, so will this. Hold and buy on dips.

A core holding. Shares haven't done much over the past two years. Rising interest rates will kick some life into insurance stocks. MFC needs to sort out its John Hancock division in the U.S. Its Asian franchise is the crown jewel, though, so as this franchise grows, so will this stock. MFC has a strong presence in Asia where insurance is not saturated like it is in North America.

They have some facilities in the U.S., so he's not sure if NAFTA impacted them. TheIR shares have gotten too pricey, peaking at 23x PE. He prefers other spaces like auto parts.

Buy in the low-$30s and hope it pops up to the low-$40s, and collect the 5.9% dividend.

16x PE, but there won't be much growth in the next few years as cable TV loses subscribers and Disney moves into the streaming business. They have a great catalogue and just bought the Fox catalogue. There are costs they're absorbing in this transition period. Have a long-term view with Disney.

He prefers BP which has better upside. RDS though has a nice cash flow and did a great job repositioned the company on the downstream side. Has one of the lowest-cost asset bases. Pays over a 5% dividend. The LNG project in BC announced today will impact RDS who are one of the investors/partners, but there's a real risk of huge cost overruns.

(Past Top Pick May 4, 2018, Down 2%) It pulled back heavily after August earnings. There were concerns over legacy products lines and weak organic growth. He used that pullback to double his position. Still likes it. There's margin expansion as they consolidate their manufacturing operation. They have high-growth product lines with EPS growth at 15%. He really likes the medical products space because of the aging population.