A big healthcare company. It has recently had a tough go, but they are still positive on it. Their HIV franchise continues to expand. The new management team has a good growth strategy that he views positively. Their oncology acquisitions were good moves. The assets were not cheap so execution needs to come through.

It's easier to recommend holding than to put new money in. Long term it is still a good investment. The stock is still pretty expensive with blended forward P/E at 30, which is high relative to its history. For the very long term, it is a good choice. The wearables and service side is the most promising section of the business.

A transportation and infrastructure name. It has been disappointing, especially with the shutdown heavily affecting this sector. The 407 is still the crown jewel in all of transportation infrastructure. Long term, it is still a good investment. Once COVID is under control, people will not want to take public transport. We will probably see more driving.

It is one of the safer ways for NA investors to get access to investment in China. They are not just in e-commerce, but also in cloud and payment services. As a general e-commerce play, it is safe.

Just because interest rates are low, it does not necessarily mean that it is all bad for financial institutions. The rate curves have been steepening which bodes well for banks in net interest rate margins. We will see a return of financials with a gradual return. There has also been good off-set from the sales and trading, and issuance side. There may be further scrutiny with their recent regulatory issues.

The ESG movement is well underway and hydrogen is an area where there is a lot of potential.