COMMENT
Market Outlook There is some kind of agreement on the US-China trade issues, but there is nothing in writing yet. She thinks the market had already factored this in and is now selling on news. Even an easing of tariffs would be positive for China and business confidence globally would pick up. She would like to see companies increase spending to expand capacity. Her top picks are avoiding deep cyclical names. She expects to see US economic growth to slow modestly, but a recession will be avoided. Even in Canada there is a shortage of skilled workers, causing he to be weary of wage inflation.
HOLD
Disney+ has added subscribers. She has owned them for some time. They have good content and it is priced reasonably. She signed up and was impressed with all the streaming options that were available. The theme parks are doing well globally as has the movie production segment. It is reasonably priced and although they will likely lose money on their streaming services for the first couple of years, she sees it as a good long term hold.
WAIT
A relatively well run company that operates in lower geopolitical risky areas. She does not own any producers in the gold space currently. When the time comes to get back into gold, this would be a good candidate.
DON'T BUY
They have some international price exposure. She does not own any energy producers, due to take away issues. The yield is quite high, but the company has committed to maintain it she hears -- but never say never. She would not recommend this as an income stock. Yield 13%
COMMENT

They own Yum! Brands in this space rather than McDonalds. One of the issues is that traffic into stores has been slowing in US locations. Arguably, growth with come in other emerging markets.

COMMENT

They own Yum! Brands in this space rather than McDonalds. One of the issues is that traffic into stores has been slowing in US locations. Arguably, growth with come in other emerging markets.

BUY
Seasonal play? This is an attractive entry point -- at $62. She owns it presently. They are the largest potash producer and although potash prices have fallen, the company has curtailed some production for the time being. She likes how they are growing their distribution sales network. They are going to reinvest growing cash flow into their network.
DON'T BUY
She has never owned this one, because of the valuation historically. Now with competition growing, NFLX has reported slowing subscriber growth. Paying for content has increased the risk on profitability.
HOLD

PWF is a holding that she has for the income. PWF and POW are going to merge, which is driving up the value of both today. The merger is one way to close the gap between market valuations of the two. There is some thought the dividend will increase and the new entity plans to buy back shares. She will continue to hold as it an income stock. The yield is still over 5%.

HOLD

PWF is a holding that she has for the income. PWF and POW are going to merge, which is driving up the value of both today. The merger is one way to close the gap between market valuations of the two. There is some thought the dividend will increase and the new entity plans to buy back shares. She will continue to hold as it an income stock. The yield is still over 5%.

BUY
REITs? The REITs space has been down this week following a good performance year. It may be a temporary rotation in the market going on as investors are moving back into cyclical names. She would be buying at this level. There is some oversupply developing in regions, like Ontario. However, over the long run, demographic trends are supportive. Yield 3%
BUY

She owns this and really likes the yield. They owned the Bow building in Calgary for Encana, so there may have been some speculation that Encana's move to the US would hurt them. However, she says they are under long term lease and the company has announced no personnel changes in Calgary. Yield 6%

PAST TOP PICK

(A Top Pick Dec 11/18, Up 14%) She still likes this holding. An attractive yield. They expect the acquisition of Kinder Morgan Canada to close mid-December. This will allow them to increase the dividend by 5%. This is still an attractive place to accumulate shares. Very attractive long term prospects. Yield 5%

PAST TOP PICK

(A Top Pick Dec 11/18, Up 44%) She still likes this one, but might wait for a pullback to buy on weakness. Their position in the cloud computing space is second only to Amazon. MSFT has a good reputation within corporate America. They have $8 per share of cash reserves.

PAST TOP PICK
(A Top Pick Dec 11/18, Up 20%) A water treatment company that test, transports and treats water. They are seeing growth in existing and emerging markets. They acquired a metering company a couple of years ago that can add to their reoccurring revenues. Clean water is a scarce resource and there are not many publicly traded companies in the space. A good buy here.