PAST TOP PICK
(A Top Pick Jun 24/19, Up 54%) It is one of the best performing financial companies on the TSX. A one-stop-shop for listing, derivatives, options trading and data analytics. They made a smart acquisition of a data company in Europe. It is under leveraged and he thinks the company should be more aggressive with buybacks.
PAST TOP PICK
(A Top Pick Jun 24/19, Up 12%) The only company that can manufacture disposable, consumable medical products, especially syringes. They benefit from the pandemic and will benefit from the aging population.
PAST TOP PICK
(A Top Pick Jun 24/19, Up 29%) If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. It will probably become an enormous company and continue to grow. It is undervalued.
TOP PICK
A new investment for him. A US broadband cable company. They announced positive earnings. They are still adding new business and mobile customers. It is buying back stocks aggressively right now. (Analysts’ price target is $584.28)
TOP PICK
The company benefitted from the pandemic. Their takeout and delivery business is doing well. A technology company with smart loyalty and ordering system. A good royalty business. (Analysts’ price target is $424.92)
TOP PICK
Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)
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US Debt. He believes it's been a long time coming for worries over US debt. If the USD wasn't the currency reserve of the world, it should be trading at AA-. They had to start printing money and it's been decades in the making. It won't mean much for market response until the rating drops by a couple firms.
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Tech earnings. The market was delighted for earnings. For Facebook, the backing away of many companies from the social media site has not affected the earnings so much. The firms with data will be hit hardest by anti-trust, like Google or Facebook. He expects some pain coming.
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Market performance. The S&P 500 was up 1.7% on the week. It's been an okay week. We now have 3/4 of the large cap stocks report. There is a 30-35% of Russell 2000 small caps reporting their earnings next week. The pain is more in the small cap.
BUY
Going on two years, he's been bullish on gold and gold miners. Gold miners are the biggest position in all his defensive portfolios. It will be more volatile than it has been, but he believes there is still lots of room to run still.
BUY

Globally focused, sleep at night dividend ETF that he manages. He tries to generate a yield around 4%. Curently it is at 4.07% yield. He is placing money in ETFs all around the world. The biggest position in this ETF is gold equities. A very defensive fund.

DON'T BUY
A high yield play. It has come back because the federal reserve has implied support for buying bond that were downgraded to junk status. In the next few quarters, default rates will be higher than the financial crisis or the dot com crash. He would not touch it.
BUY
This covers mature companies, covered calls, and yield generators. In the next couple decades, as societies age across the world, healthcare will be a good trend. It is a good long term play.
DON'T BUY
He likes real-estate as an asset class. He is more in private equity where volatility is lower and yield is better. He expects pretty significant destruction in retail and office REITs may have challenges with work from home. Broad REITs are probably not the best way to play this space. He prefers niche REITs.
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Educational segment. Back in 2014, he said that gold was broken for a little while. Central bank money printing hadn't played out yet. In 2018, he changed his tune as the Federal Reserves rose rates. In 2019, we saw a breakout from $1,400. Fundamentally, for gold prices to go up, you need investment demands. There is an increase in investment demand and a massive decrease in the jewellery demand now. With real yield going negative, gold is a no-brainer. He expects inflation in the USD. He expects 10-40% upside on an inflation adjusted basis for gold. Lots of upside for gold.