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PAST TOP PICK
(A Top Pick Dec 27/18, Up 25%) They posted great results two weeks ago: strong growth in China and the US; direct-to-consumer is working well into stores and the website; good Instagram presence. The leisure market is still growing.
misc consumer products
PAST TOP PICK
(A Top Pick Dec 27/18, Up 47%) As usual, the stock goes up until there are fears over iPhone demand, it goes down, then you buy it. He sold his share in August. Apple had guided down their Q4. Buy at pullbacks.
electrical / electronic
PAST TOP PICK
(A Top Pick Dec 27/18, Up 3%) Oil prices continue to struggle, but BP pays a big, safe dividend. They generate great return on capital even at current oil prices. They also run fuel stations in Europe and sell natural gas products, not just oil. They're a leader in using data to make equipment use efficient.
integrated oils
BUY
Which 5G stock to buy? Careful with all this hype over new technology. The use could be pushed out to later. QCOM owns a lot of licensing for 5G. Long-term, they will benefit. They are fairly safe.
Telecommunications
COMMENT

Sell half of my holdings and buy a utility? It pays a 3.9%. The shares have done well since they abandoned a bid to buy a Washington utility. There's little growth here, though. He prefers Capital Power which is a little riskier and pays a safer dividend. Also look at Innergex or a REIT, if you want income.

electrical utilities
DON'T BUY
They're still struggling to generate cash flow, and suffered a bad earnings miss. Look elsewhere for better opportunities, like software.
electrical / electronic
BUY

There's disruption in trucking with a shortage of drivers and the Amazon Effect. Will there be self-driving trucks later? TFII is well-run and will be okay in the long-run, though. It has a good market share.

Transportation