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If there is a major sell off, Canadian banks are usually pretty good. If markets get beaten up across the board, you can often get good buys.

They had over $3 Billion in debt but it is down to $408 Million due to them selling off a lot of assets. They had to hedge to survive and they all come off in the new year. The company loses money quarter after quarter, but that could change. There is huge insider buying. A major property of theirs came in on time and under budget.

It is a sector people hate. They are making money and have no debt. They closed a lot of stores - the worst ones. Some buy this stock just for the dividend.

They help corporations in the space. It is a boring company. They lose a little bit of money. They are looking to sell off some of the divisions, some activists are saying to sell the whole company. It could get taken out at quite a premium.

Cautiously optimistic about America. The Fed is raising rates to get back some of their dry powder in case the economy hits a rough patch. Trade: China is more complicated than NAFTA or Europe, both of which are approaching a resolution. There will be more headlines about U.S. and China. He's optimistic about the U.S. tax reforms, which has loosened free cash, and will spur more economic activity by corporations. The American economy is doing very well, so now is a good time to raise interest rates. However, as the old saying goes, rate increases in the past have killed recoveries and sparked recessions.

They're about to finish acquring Sky in the UK. A very promising company. They know this business, and there's a lot of synergy in this deal. Sky has an outstanding user interface which has eluded North American systems and encouraged cord-cutting here. Comcast is levering a little, but generating strong free cash flow. They won't buy back stocks, but overall the Sky deal is a great move.

A great business positioned well in OS and the Cloud for enterprises--which is a strong secular tailwind. They are still gaining business as they move to a subscription-based system. MSFT generates a lot of free cash flow that will increase dividends over time. They hold a lot of cash that they will repatriate from overseas. A good business, and, yes, a little expensive, so he would add to a position to some degree, though not huge.

The chip space is down to three players occuping 95% of the market, so these companies are focussed on earning investor returns. AI and self-driving cars will be a tailwind. Yes, the stock has traded off from $60 to $40 a share. InvestorS saw this as a deeply cyclical company. True, but he sees this as a growth cyclical company. It has a lot of free cash flow and has promised a large share buyback.

A semi-conductor equipment company, selling parts for the semis' production lines. Semis are being used in more and more applications in, say, cars and data centres as A.I. grows. AMAT is a big player in producing semis. But there are
concerns about cyclicality, but overall this business is attractive.

Their only competition is Airbus, and Boeing is producing well. They are growing their services business to increase margins. This may work. Plus, there's growing air travel, which is a tailwind. Their free cash flow is interesting, but the stock is a little expensive on the earnings side.

Ad dollars are shifting from print to digital. Google, Facebook and Amazon are basically a money tunnel, collecting that ad revenue. But he worries about regulations against Facebook, given the 2016 U.S. election, while others are unhappy with the content FB is including. So, nobody is happy with FB. Data breaches don't help.

A terrific business providing value for consumers. There's square-footage growth for Costco. There's opportunity here. A little expensive now, but the demand is there, as seen when they recently opened in France. When Amazon bought
Whole Foods, Costco sold off last year, but he thinks Costco is resistent to Amazon.

Loves this dollar-store space. It's defensive. When the economy declines, people will buy here. The stock has sold off after execution issues about an acquisition.

Can they do what they promise? If they can, then this is a really important business. They're selling the best driving experience, not e-cars that only so many want to buy. The answer to this question remains to be seen. Also, he's uncomfortable with Elon Musk's tweets. Musk is a visionary and hard-working, but as in investor he needs to see profitability which isn't there yet.

Well-run with a fine CEO. The US banking sector has seen serious changes in regulations which favours them. JPM is returning a lot of capital to shareholders. Attractive long term.