Just bought it Friday. A healthcare stock under pressure from law suites associated to its talcum products. A great company to own long term. Yield 2.7% (Analysts’ price target is $148.47)

There is a lot of competition and is an expensive name. Disney is coming into the streaming business. They are burning cash very quickly. The level of competition makes him nervous with this name and a high valuation.

He likes this ETF. Is very diversified with over 100 names. This is a good defensive strategy.

He likes BCE and the telecom sector. If playing the 5G, probably need to look to the US first. The yield is very attractive. This is a great name to own.

He tends not to like the airlines. Too much risk with oil pricing and geopolitical risk. Dividend is not bad but growth has been flat in this name. They are moving into the longer range flights which is moving away from their shorter range flights that they were good at.

He likes the US banks in general. However, he has pared back on some of his US bank holdings. His concern is that interest rates are staying low. He might tend toward some of the Canadian insurance companies, because later stage in the economic cycle with the banks.

He thinks in a lower interest rate environment, should see some stock appreciation. This is a good name to own.