How to invest $100,000 over 6-12 month horizon? That's a short term. Get invested, because markets worldwide, especially emerging, are down now. He suggests getting into an emerging market ETF, but talk to an advisor about allocation. Canadian banks are good to buy on a pullback, because they're an oligopoly. The U.S. markets have also pulled back, though much as much as other regions. For 6-12 months, you're a trader, not an investor, so look at emerging markets to trade.

The U.S. banks will have another run. He prefers another American bank, but Citi is fine. There'll be tailwinds, not headwinds for American banks after this correction. You can add to Citi now.

He owns nothing in this sector, because international money isn't flowing into this sector. They are strategically placed. Look at this if you are long-term only. KEY isn't a bad choice.

Well-run and he will buy more. It's been pulled back so now is a buying opportunity. An integrated company that does entertainment and delivers toys as a package.

A very good bank with better numbers (sometimes) than the big 5. It has a clearing corp that he uses; it settles the back-office trades for most of the independents in Canada, totalling $250 billion that NA settles for. Well-run. Weathered this correction well. Pays a higher dividend than the big 5. A very good hold. Sees no weaknesses.

A trading stock, not a long-term hold. Still no clarity about what Airbus is doing. Caught in the current pullback. Get a good position and throw the dart.

It looks very good, though it's not cheap. He sold his shares, because the metrics didn't work, but they continue to grow yet keep their margins. They're in a volatile space though. An excellent stock. It needs to correct more before he re-buys it. You can trade this, but can also invest in it.