He would stay away from this one. He is not a fan of brick and mortar discretionary consumer stocks. The Canadian experience was a disaster. They did have good seasonal sales, but he sees too many things going against them.

The technical chart still looks bearish and there is a lot of selling overhang remaining. He expects the turnaround story will take time to unfold. He sees better opportunities out there.

They have a solid diversified portfolio, but he is uncertain about the risk of them getting into cannabis. Earnings are expected to be flat in 2019, so he is not quite ready to get in. He would watch it for a fundamental and technical confirmation it is turning up.

They are having a tough day -- down 12%. They have a really tough road with competition, despite the in-game spending success of their platform. The valuations are looking expensive.

He likes midstream and pipe sector in the US -- shale is booming. He likes the yield, but wouldn't defend it on that alone. He added to it recently as energy demand is improving.

It has yield support of about 3%. Earnings are improving as they do the right things, leading to 8-10% growth. The retail space does not excite him. It has significant overhead resistance. There are better spaces to be in right now. He would look more towards medical devices rather than this space.

A great cyclical and the first to add GPS to track their equipment. This created a good partnership with contractors. However, he feels we are near the end of the cycle, so is not excited to own it. It is a great name, but it is not the right time.