WAIT
We'll see a lot of heat against the US healthcare space during the campaign this year. Over 10 years, this chart is great, but he would wait until the US election is over before considering any health stock.
DON'T BUY
A year from now? Data is being weaponized and FB is in the middle. FB faces a lot of heat in the coming years. True, it may amount to nothing, maybe no regulation against FB. Whatsapp and Instagram are capturing users, though. Also, FB doesn't pay a dividend. FB has had a good run. Maybe Washington will break up FB, so then you can buy Whatsapp and Instagram separately, which would be a good play.
BUY ON WEAKNESS

Up 190% in the past year--not normal. He bought it in the $80s, but won't buy it now (nor sell it). Yes, it could be an Amazon and go to $2,000, but the downside risk is also huge. Too high. Wait for a pullback, at least.

DON'T BUY
ERIC is one of the three big players in 5G. Problem is, ERIC has cut its dividend. The 5G cycle must happen to boost ERIC. ERIC's three-year chart is okay, not great. Also, the Canadian (and global) telcos will have a tough time boosting cell and internet bills much to absorb the cost of launching 5G.
COMMENT

They suffer from lumpy revenues, receiving a cut of sales when they liquidate their properties, a system that the street doesn't industry. This pressures KKR stock. Prefers BAM who are more diversified internationally.

BUY

KKR-N Prefers BAM to KKR. BAM is more diversified internationally and its dividend is always growing. BAM is the largest asset manager in the world. They have the operational expertise. All Canadians showed own this; it has the international exposure. It's never too late to jump onto BAM, even as the stock keeps climbing. BAM is the best of the Brookfield stocks.

TOP PICK
A Danish healthcare company that focuses on wound care, skin care, digestion and other areas. Smart managers continue to focus on R&D--he likes that. Since 2015, they've increased clinical studies by 2.5x and patents by 10x. They've spent free cash flow very well. Revenues have grown 9% annually even during the Great Recession. (Analysts’ price target is $10.74)
TOP PICK
They supply data-analytics to insurers. They have 90% of the P&C insurance industry as customers; and will continue to build that database of information. (Analysts’ price target is $161.73)
BUY
In the last 5 years, its dividend has grown 18% annually. You're paid to wait. Good. Over 10 years, the stock is up nearly 1,000%. They've done a good job supplying replacement parts for planes. Also, a growing segment is outer space, which has a long runway. Their price and dividend has performed very well historically.
DON'T BUY

It struggled during the American tariffs, but has recovered a bit after the tariffs were lifted. He needs to see financial reporting from a company, and Chinese companies are only 70% compliant with global standards.

COMMENT
Oil outlook He doesn't own commodities, including Canadian energy. He needs to see in a stock consistent growth and cash flow. Oil is at the whim of global prices. Too volatile and inconsistent. He owns oil indirectly, like through CNR which ships oil.
BUY
All pharma companies face pricing pressure in a US election year, because US candidates take shots at drug pricing. Also pharma companies need to keep putting new, successful drugs. NN succeeds in putting out new diabetes drugs (they lead this product segment globally).
BUY
Has an ADR? Yes. India is facing economic issues as it grows under its PM, now in his second term. HDFC is well-positioned, suffering lower loan losses than other banks like ICICI. You want to invest in India which has a huge, growing middle class.
TOP PICK
An ESG play. A small-cap in the agriculture space, a GPS that helps farmers increase harvests; devices that reduce waste when you extract resources from the ground; and helping to launch internet to Uganda and Kenya. (Analysts’ price target is $34.33)