BUY

You need to be in this space. He also owns a lot of Visa. But have pulled back recently due to momentum ETFs, and the markets shifted from momentum to value last month. The credit cards are in those ETFs. Visa and Mastercard has done very well for him, so now is a buying opportunity.

BUY

He follows the streaming space closely. Roku is unique because it has several thousand apps connected to it--it's a conduit, unlike, say, Netflix. Roku is attractive not for conservative investors.

COMMENT

Where the Dow is going Boeing has issues. Apple is doing well. And so on. There are undercurrents in the big 30 names, price-weighted, held within the Dow. The Dow isn't perfectly constructed, but oddly enough the S&P is very correlated to the Dow. But he'd prefer to look at the S&P which holds a wider breadth of stocks so he sees what is going on in the markets.

BUY ON WEAKNESS
Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.
PAST TOP PICK
(A Top Pick Nov 20/18, Up 13%) They do well during volatility and less so during calm. It depends on transaction volumes. They're still growing well, but volumes declined 15% (when the markets were calm) earlier this year. Because it moves opposite to the markets, it's a hedge.
PAST TOP PICK
(A Top Pick Nov 20/18, Up 23%) It boasts $15 billion in annual sales. The Gates own 10% of this company, which attracted him to this stock; the Gates are behind this name.
PAST TOP PICK
(A Top Pick Nov 20/18, Up 30%) Credit cards have penetrated only 40% of the world market. They just did a deal with a digital finance app to push into Europe. This adds 7 million new customers in Europe. Add more Visa during the current weakness.
DON'T BUY
Pays a 7% yield. They take a basket of US stocks, then look at options premiums and carving off a bit of the upside and downside. He doesn't like engineered products like this. ZPW can be depleting asset base, losing some capital in the coming months.
BUY

Domino Pizza vs. QSR Domino's was a darling for 8 years, then went sideways, then turned around in a bad market. So, it's attractive now. This morning, there were fears that the stock would get hammered, but they finished the day positive. (They just issued weak guidance.) QSR is better because it has more diversified restaurants. Own both.

BUY
Loves it. They've done a great job, gaining 9% on the year and pays a good dividend. The REIT sector as a whole has had a great year.
BUY
The tech space has done very well the past 10 years, but Canadians have a tough time finding a robust tech stock that's not correlated to Canada. So he found this. Pays a good dividend, but is choppy when tech markets turn rough. Buy it now during the market downturn.
BUY
Keep buying this, even now. He really likes it. You can own this through thick and thin.
HOLD
It's near its all-time high. He expects this to lead if the financials get going. He's holding on though it hasn't done much in the last 18 months.
DON'T BUY
Trading at 5x earnings. The CEO has been transforming the business to e-cars. The car industry has been tough and the strike is the latest blow. He's watching it.
WEAK BUY
It's fine. They rank Canadian stocks according to dividend growth and their payout ratio. It pays a 4.5% dividend and a low MER. It's more volatile than most expect. He's lukewarm on it.