DON'T BUY

Building a chemical facility that will come online in a few years. She took money out of pipelines and put it into electric utilities and renewable energies, because the future is good in this space.

BUY

Been adding to it. BNS has underperformed its peers. Recently did an equity issue to fund acqusition in the global management side. So, its been taking a breather in its stock. Likes Canadian banks which have a good year in reporting. Overhangs were NAFTA and real estate where rising interest rates pressure mortgages. Banks have diversified businesses and are performing well; and are investing in technology. All are raising dividends.

BUY

Still likes it and has been buying it during this pullback. REITs have been pressured by rising rates, but she likes the seniors housing space. Managed well and pays an attractive 4.2% yield. A good long-term hold and would buy it here.

BUY ON WEAKNESS

Definitely on her radar. Today, it pulled back to $106 which is getting pretty close to her pulling the trigger. Before, it was too expensive. Been doing very well this year. Nice recurring revenue stream and their businesses are doing well. Their cloud business is growing. Gaming doing well.