PAST TOP PICK
(A Top Pick Jun 27/19, Up 16%) The coronavirus pullback is short-term. They're adding routes. He's still buying it.
PAST TOP PICK
(A Top Pick Jun 27/19, Up 18%) Kansas City Southern and CP have both come out of multi-year consolidations and will benefit from a stronger economy and pick-up in trade.
PAST TOP PICK
(A Top Pick Jun 27/19, Up 5%) He got stopped out in late-fall 2019 when it pulled back. Industrials will do well this year, though.
WAIT
He wants to own it, but needs to see more strength. You will make money holding this 2-3 years. They will get through this onslaught of bad news. There are only two makers of big jets. $360 will signal it's leaving this current consolidation. A great company that will get righted.
DON'T BUY

It's fighting structural problems and cultural issues. He'd buy its peers instead. WFC is losing good employees. Look at JPM, the leader in this group.

DON'T BUY
Coronavirus has hit this badly. Get rid of Dupont, keep Dow if you have a choice, but he wouldn't buy any chemical stocks now.
BUY

This REIT has growth, and growth is more important than a high yield. This plays directly into 5G beautifully. He owns few REITs but likes this one.

BUY

P&C is a great space. KIE is a US insurance ETF and is hitting new highs, consolidating since June. Chubb is strong in P&C. Allstate is also good. He owns both.

DON'T BUY
He'd never buy any stock that's falling--in a strong market. If the market weakens, this will get even weaker.
DON'T BUY

Oracle vs. IBM You get what you pay for. He's never made money in a value tech stock. If a tech stock can't grow, how can it attract investors? Oracle has legacy issues. Neither Oracle or IBM is his first choice. There are better choices in tech.

DON'T BUY

Oracle vs. IBM You get what you pay for. He's never made money in a value tech stock. If a tech stock can't grow, how can it attract investors? Oracle has legacy issues. Neither Oracle or IBM is his first choice. There are better choices in tech.

BUY

He's not a gold bug, but seeks unloved stocks in unloved sectors. Gold has consolidated nicely and made a good technical turn. His #1 gold holding is FNV-T. TGC has the largest undeveloped deposit in the world and in a safe place (Alaska) with a good partner in Barrick. All tailwinds.

DON'T BUY

If it's not a leader in the group, he won't buy it. He'd rather buy Pembina.

BUY
Paycheque companies are doing well. PAYC does payroll services. PAYC is okay and has pulled back. You can buy it.
SELL
A big miss in earnings and sold off. Move on. Maybe it finds its footing in a few days.