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COMMENT
We had an initial panic and not a bifurcated market: companies immune to the downturn (i.e. grocers) and retailers who are struggling. The financial sector intrigues him--there's a 5-6% bump today. Yes, stimulus is driving this rally, but we still need consumers to drive it until there is rigorous economic activity. Very low interest rates will remain a drag on banks, but they will adapt, such as using more technology.
Unknown
BUY
They're not in trouble. They're dominant in China. Chinese stocks may be delisted from US stock indices as a protectionist backlash, but BABA is fine. Has a concern about its corporate governance, like what it really owns, but overall he's fine with BABA.
0
BUY
He sold half his position before the lockdown. Disney is a powerhouse, though its amusement parks and movies are being hit. He's watching live-streaming and virtual reality in enhancing and accelerating when crowds can attend sporting events--how will this effect sports and betting? Disney remains a dominant entertainment company.
entertainment services
COMMENT

Among the Canadians, RY, TD and NB are trading at small premiums to book value. These are solid choices with decent loan books. Canadian consumers have heavy debt and that is a problem, and this risk will rise as this slowdown continues. Can the banks long-term sustain their dividends? The banks are allowing customers to defer some payments, though, so they are "team players" but long-term there is a concern.

banks
BUY
It's his only oil stock. Their relationship with their bankers is strong, so he's not worried about that. They were under-levered going into the lockdown. They can monetize one of their world-class assets if they wish to, but he doesn't see pressure to. A better oil price would help, of course. Among mid/small-caps, this is a comfortable one to own.
oil / gas
BUY
Well-run, though they are struggling with supply chain and tariff issues. Ultimately, these problems will go away. Construction has been impacted a bit, but if your time frame is long, BDK will reward you.
misc consumer products
COMMENT
He still owns a little of this. Its dilemma is that a segment of revenues comes from land lines which is a shrinking business; people are streaming more and more and cutting their cable cord. This could become a long-term shift and pressure telcos, including BCE. Careful with telcos offering really high dividends, because they may not be sustainable.
telephone utilities