DON'T BUY

No one expected Apple+ to cost $5/month. Roku is an open platform, not tied to a particular service; they're in a weird place as this streaming battle continues. This will continue to fall.

COMMENT
The sell-off is likely overdone, but in 5 years this will be a lot higher than now. True, safety is #1 and he doesn't like what he saw about the 737 Max. There's a lot of work and at least a year of negativity. But Boeing enjoys a duopoly.
BUY
Take profits? They do everything right. Maybe take a little off the table, but hold onto most of your shares.
BUY
A core holding of his. A beauty. A Canadian stock with global reach. Make it a big part of your portfolio.
BUY
Has an amazing chart. When they buy a company, they keep the managers in place to run it. High-recurring revenue. A beauty. He loves it.
PARTIAL BUY
Loves it. These high-dividend names within this have been underperforming, namely financials. So a revaluation will help this. You don't need the covered call, because it limits the upside. Better to find this without the covered call.
BUY
Likes it. Up 35% this year. Popeye's has been doing very well, but it's only 7% of QSR. It's mostly Burger King. Big news is that 3G Capital has been selling down their shares. A good, defensive and growing stock.
COMMENT

This and SLF have been diversifying. MFC is pushing their wealth management business and increasingly from the Asian market. He's gun-shy on MFC. He used to own it.

BUY

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

BUY

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

HOLD

He owns Visa, with a chart similar to MA. For MA it's been too easy for too long. It's low-vol, offers growth, boasts a wide moat, BUT there's beneath the surface investors will question valuations of the credit card companies. So, they might come down a little. But you're fine holding this for 25 years.

PARTIAL SELL
They do cloud security. Good recurring revenue. Doing very well. Take some profits.
PARTIAL BUY
He loves what PD does--overseeing and repairing all the IT systems of a company. They're in a great space. A former top pick. It has rocketed up, but has come down a bit too. You can add a little now. It's speculative, though.
COMMENT
August was VERY volatile, but he stayed positive and that worked for him. He had a surprisingly good August. A lot of people are worried, but we're already talking about the issues that worry us, so we are sort of prepared. There's Trump twitter fatigue, meaning the market isn't reacting as strongly to his tweets. We haven't seen value names participate, and energy has been tough. Tech names like Shopify are down a lot this week. He expects a 25 basis point rate cut.