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He would be careful investing in any Chinese domiciled company. Just for the transparency. Tough enough to make good decisions in the market with audited financial statements with very strict regulations on reporting. There has been a lot of frauds and problems. Doesn’t have the visibility that makes him comfortable.

In itself it is like the other car companies. It is tough. The US market at 17.2 million units/year is not growing. In fact, is falling a little bit. Globally 95 million are produced each year. The US is not that big a piece there.

He likes it. The whole financial group hasn’t done much in 2018. Rising rates are a positive for the banks. Each 100 basis points increase in the level of interest rates will make Bank of America 2.8 billion dollars in net interest income. That translates in 3 dollars a share for this stock. It is a cyclical though. Needs to be monitored.

People don’t eat cereal as much. They kind of mismanaged their portfolio. It is reliable poor. You want the opposite. Low growth rates. Trying to buy investor’s confidence with higher dividend payouts. Don’t rationalize poorness. Move to something that has some growth.

They were the darling of Wall Street for many years with high multiple as they continued to grow. Now they hit a rough patch. The multiple is still in the low 20’s. Probably too high for his liking. He prefers to pay a higher price for more certainty.

Is it going to perform well in a recession or bear market? No. This is an investment management firm that receives fees so in that context it is going to fall. Having said that this is a great industry and they are huge. 6 trillion dollars in AUM. Markets normally move up. They are trading at 19 times earnings. Good play on the market. If the market goes long in the tooth in terms of the cycle, you might want to duck out. For now, it is a safe investment.

Which one you prefer between AT&T (T-N) and Verizon (VZ-N) for an RRSP? Good companies with fine dividends. In terms of total return there are other companies with lower dividend yields but better growth prospects that he would rather choose.

Which one you prefer between AT&T (T-N) and Verizon (VZ-N) for an RRSP? Good companies with fine dividends. In terms of total return there are other companies with lower dividend yields but better growth prospects that he would rather choose.

After 10 years after the Financial Crisis there is the valuation differential with other senior players in the market. Organic earnings growth. Trading at book value. Great Management. Quiet, never hear from them which is what he loves about them. Yield of 2.5%. (Analysts’ price target is $84.18)

Automotive company. They are in 37 countries. They make electrical power systems. Well managed. Trades at 8 times earnings with solid double-digit growth in front of them. They had been beaten down with all the NAFTA nonsense and the fears that could happen that he feels is behind us now. Dividend of 1.9%. (Analysts’ price target is $193.08)

Low beta stock. Defensive name. We are long in the bull market and want to minimize company specific risks. Dividend of 2.1%. (Analysts’ price target is $95.10)