(A Top Pick Jun 17/19, Down 8%) They have refining, convenience stores and gas pumps. They have been able to navigate very well through this. Their working capital has gone down very much with the price of oil going down. This is not really an energy company. He is sticking with it.

(A Top Pick Jun 17/19, Down 33%) They got lumped into the airline business. 75-80% of their business is related to aviation. He thinks it was given a bit of a bad knock. Their dividend is very sustainable. Their flights have to take place, such as cargo into the deep north. He likes management and thinks this business will come back very quickly.

(A Top Pick Jun 17/19, Up 15%) It was 100% MG.A-T assets and now that has come down to a little less than 40%. The rest is distribution and warehousing. They have done exceptionally well. They had a very conservative balance sheet going into this.

The re-opening phase in the parks and cruise lines will be difficult. It does not mean it will be a bad investment. It should get back to the $121+ range next year. It is an experience-oriented company. You have to be patient with this one.

Preferred share with 8.73%. It is a mid-stream company and the underlying stock is down quite a bit. He likes it as a business. The credit that you have within this space is really quite good. He sees no reason why they would default on the payment. It is just lumped into energy.

It is a great buy right now. The yield is just over 4% and it is essentially a wind power company. They have expertise for offshore wind farms and signed contracts with Taiwan recently. They consistently come in on time and under budget on their projects. He thinks this is a great company to own.

He has not owned gold for a long time. It is a trade that has been working out. Gold allocation on the TSX is now at 10%. It is a flight to safety. Spending will eventually fuel inflation. He did not want to take the risk of an individual stock.