Canadian banks haven't done well, but they're undervalued now. CIBC is more domestic than its peers, which is why she doesn't own it. The housing market and trade (less of a concern now) are overhangs, but they have been oversold.

Privacy issues and spending increases have dragged down this stock. Instagram and Whatsapp are doing well and are offsetting weakness in FB. She won't step into this yet, and will see what happens with it in 2019.

It's executed on its plan to sell assets to reduce debt after an acquisition last year. They've streamlined corporate structure and, importantly, they got approval for line 3 in the U.S. This much-needed pipeline in western Canada will come online in the second half of 2019. This will be good for their future growth. Safe dividend that they can grow. She'd buy it here.

Why such a big decline? It's on her radar. High valuation, but good managers. They grow by acquisition (small processed meat-makers). Their latest pullback was a result of the stock getting ahead of itself. They just had a conference that all that investors should listen to. Margins were lower (higher transportation costs) so they revised guidance. Are these costs temporary or get resolved? Is growth slowly only temporarily?

It was nice to see its recent pick-up. It's doing well in this defensive environment. It will increase its dividend 6-8% in coming years. Pays a yield of over 4%. A good, long-term income stock that'll do well when the market/economy slows.

A nice income stock. 90% of revenue is from the U.S. and report in USD. 70% of its operations are regulated, so cash flows are stable. The rest are renewable power generation operations under long-term agreements. They pay a 4.9% yield that they can increase 10% annually to 2021. You need a dividend-grower in this environment. (Analysts’ price target is $15.16)

They've done better than their peers. Likes their 30% exposure to the U.S. where the economy is doing better than ours. Trades at a discount to historical valuations at a current 11x. Pays a 3.7% yield. Earnings will grow 15% . TD's payout ratio is 42%. Dividends will increase in mid-high-single digits in coming years. Seasonally, banks do well this quarter. (Analysts’ price target is $85.67)