A US oil ETF. Lower is probably where it will go from here. Demand will drop off. He thinks crude oil is going lower to the low $40's. He is very cautious on oil here.

High dividend covered call strategy. These ETFs are the way to go. They have slightly lower beta and you get a much better yield. You don’t want to own these after a big sell-off.

This includes a lot of Energy stocks and financials. When global growth is stressed, these will underperform.

He likes the aging demographics. It has been clawing itself back after problems in the US and high level debt. They are focused on their home care and supply chain businesses. They are trying to now go capital light. He is starting to look at it. It is trading at a discount, relative to peers.

It is highly unusual for it to be down 17% in a day like last week. They are very global and diversified. He would not read much into it and at these levels he would see it as a buy. They have a rock solid balance sheet.

He owns 6-7% of the company. He still really likes it. This is the year we should see some huge growth as they are still in the process of commissioning a brand new plant in BC. They sell all over the world. He expects demand to keep growing. They will have to land one or two big new accounts to really get the new plant going.