Cannabis. Momentum was stalling in September. There is a short term bounce but there will be choppiness in the short term. He would pick away at these names during this period. The longer term trend is up.

REITs have performed pretty well here. This is going to be a choppy period. It is a safe haven for portfolio managers to hide in. He prefers others such as AP.UN-T or REI.UN-T.

It has been in a downtrend since 2016. He recommended clients add exposure two months ago. He likes the longer term trend break on ABX-T. The price action is positive. If we get above the April to July highs, that would be very strong and positive to support further upside.

(A Top Pick Aug 21/18, Down 2%) It is one of the leadership names in the TSX but he is watching it closely for signs of a reset. You could reduce your exposure on this one. It has lost its leadership.

(A Top Pick Aug 21/18, Down 7%) The market is under pressure and he is looking for it to turn around. He continues to recommend it.

(A Top Pick Aug 21/18, Down 4%) He likes the move from this little base pattern to higher highs. He thinks there will be additional choppiness in the near term.

We are seeing a new secular uptrend in 10 years bonds. It will put pressure on bond proxies like EMA-T. If your time is more than 3-6 months then okay, but if longer then look at something with pricing power like telcos or REITs.