It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.

Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.

Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.

He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.

He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.

Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.

They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.