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Is a defensive name. If we are seeing a rotation out of growth names, then BCE should benefit. Dividend yield is good and will continue to grow. There is also stock appreciation potential. 5G rollout will happen in Canada. This is a solid name to own. Yield = 5.76%

Has totally sold off recently and is an attractive value now. He likes the Canadian banks but he thinks the US banks are better poised to increase with increasing interest rates. He is neutral on the Canadian dollar and thinks the US banks are undervalued.

It is made up of biggest US defence contractors. Defence spending will continue to be a big thing, particularly under the Trump regime. Has come down significantly the last few weeks and is a good buying opportunity.