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He loves the cyber-security theme. Earnings growth is projected in the 20-25% range. A high-quality name in the space, but trading at 20-40 times earnings. Be cautious.

He likes the healthcare space. This is a high-quality beta play in the space. Don’t expect it to be super defensive, but thinks global hospital spending will continue to rise.

Energy tends to be a late cycle participant. The pipes and midstream companies have a good yield and there is capacity constraints in the US Permian area that will create good tailwinds for this. Yield 7.5%.

Software tends to be more stable and he likes the business model. He worries he may regret this one if the market pulls back, but likes their earnings growth potential. Yield 1.7%. (Analysts’ price target is $124.32)

(A Top Pick October 10/17 Up 0.2%) He stepped out of this a month after they recommended it. It broke down on the relative strength measure and has not done much else since. He likes the healthcare space still however.

(A Top Pick October 10/17 Down 11%). He stepped out of this back in January. He saw it as the economic engine of Europe, but found that it has suffered from tariff concerns. He would prefer to invest in France at the moment.

(A Top Pick October 10/17 Up 19%) As interest rates went up, they made great returns on holding investor deposits. For every 1% increase in Central Bank rates, lead to a 9% increase in their earnings. Deposits have now become very competitive once again, which will now lead to a reduction in margins he thinks. He stepped out in the summer.

They're ahead of their cost synergies target after the potash merger. They have sold off some assets totalling $5 billion. They project $6-8 billion in free cash flow to grow their retail network to buyback 5% of the stocks and raise the dividend. They are seeing an uptick in the Nutrient business. They have signed contracts with China and India where pricing should improve next year and beyond. They will benefit from increased demand. (2.9% dividend, Analysts' price target: $81.90)

She likes the alternative asset space, because there's a growing demand to invest in infrastructure. It's more of a growth company next to the other Brookfield stocks. They will raise new capital with new funds. Existing clients are committing more captiall to invest--a good sign. They're global. Management owns 20% of the stock. (1.4% dividend, Analysts' price target: $67.09)

Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11)

Sold her shares recently. They're trying to grow in Europe and Asia with acquisitions, but actually lost market share in Europe. Got hurt by deep US steel tariffs. Look elsewhere and cut your losses.

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. Nothing wrong with buying in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa to MasterCard, because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

She has no more info about the Muddy Waters short report. Muddy is betting on the outcome of this trial. See what happens. It could drag on for years with appeals. She likes the new CEO who has segmented their legacy products, and likes their positioning in China. It's now trading close to book value.

Trading slightly above the take-out price (Husky is doing a hostile takeover). Maybe Cenovus will step in. It's difficult to
buy the oil sands given the deep WCS discount. Wait.