PARTIAL SELL
The current Brookfield purchase offer The IPL board has 15 days to respond to the offer. He no longer owns this. This trades $1 more than the Brookfield offer. The key value in IPL is their heartland petrochemical growth project; he hopes IPL releases costs and profitability of this massive project which could drive the share price. Brookfield already owns almost 20% of IPL and has alluded to a higher offer price. If you hold IPL, maybe sell 20-25% in case the deal collapses or some shock happens, then wait for management has to decide on your next move.
PARTIAL SELL
He's lucky to have owned this for a long time. A super e-commerce play for him. They have a monopoly in the skies as they move parcels across Canada. Business is booming. E-commerce won't change, but he expects more competition to come here. If this has become outgrown in your portfolio, take some profits. An entry point is to buy on dips.
PAST TOP PICK

(A Top Pick Jan 28/20, Up 22%) Gives him exposure to renewable infrastructure. TA has rebounded since the pandemic. TA is viewed as Alberta power, but it also co-owns subsidiary Transalta Renewables (wind and solar power generation). You get the rest of TA for free, really, if you strip out T-Renewables. The price of electricity has really come back recently which has boosted shares. This is undervalued and he still likes it.

PAST TOP PICK
(A Top Pick Jan 28/20, Up 23%) Water scarcity is an pressing issue and the water grid around the world needs upgrading. That's why he bought this. Texas, given the recent freeze, probably will offer business to XYL to repair/upgrade their water infrastructure.
PAST TOP PICK

(A Top Pick Jan 28/20, Up 12%) They host Google cloud, Amazon cloud and AT&T. Busy is booming. It's a growth vehicle, but growth stocks are currently out of favour. The price has pulled back, so it's a buying opportunity. He still likes it.

BUY ON WEAKNESS

3-5-year outlook He sees it doubling in maybe 5 years. It's a megacap tech stock growing at 15% yearly; it continues to buyback shares and raise its dividend. it's entrenching into corporations and small businesses alike. It's a cornerstone tech stock like MFST. Buy on pullbacks to come. A solid buy.

BUY
The go-to copper name. Institutional investors do. Mining stocks will go sideways in the short-term after their recent rally, but will rally again later this year.
PARTIAL SELL

ING and Euro banks have run up, so switch to other banks around the world? For stability, switch to the Canadian banks exposed to the US (TD and BMO) which have lagged but are now catching up The US economy will have a few good quarters, because they're ahead in vaccinations. Even BNS is okay, given exposure to Latin America. The Canadian banks pay a solid dividend and boast strong balance sheets The Canadian banks pay nice dividends and offer quality balance sheets.

HOLD
In the next 6 months as rates edge higher, Costo may get lost in the shuffle and go sideways. COST is a consumer staple with high growth expectations, a great company. You'll make money 3-5 years out, but earnings have to catch up to the stock price after COST rallied last year at a high valuation. COST is a market leader and he likes it. Stick with it if you're long term, but a trader may want to move out of this and enter, say, a Canadian bank.
BUY ON WEAKNESS
One of his favourite Canadian names for renewables. It's pulled back because renewables are taking a breather after soaring earlier his year, driven by Pres. Biden pro-green energy stance; U.S. investors jumped on the bandwagon. Harsh winter weather in Texas shows that renewables can be effected and around the same time BEP issued more shares, hence the share pressure. He strongly believes in green power, expecting corporations and governments to invest in green power for years to come. Buy on this pullback.
COMMENT
Canadian bank outlook He likes the Canadian banks here. Mid-2020 he added to them, hopeful about vaccines which would open the economy. Maybe he was a little early, but banks are now doing well. The equity markets are performing now. Banks are breaking out now and he'd buy. BMO just put out a great quarter. These are dividend payers and are long-term investments, not for day trading. Always good for income and growth.
BUY ON WEAKNESS
Short/medium outlook for renewable energy The recent harsh winter weather in Texas shows that even green power can be effected. But now this market rotation is a short-term blip for green energy stock, and so is a good opportunity to buy. Corporations and governments will continue to demand green energy and investors want ESG. This is a solid, long-term trend that favours this sector.
TOP PICK
Energy is enjoying a rotation into cyclicals and commodities. Pays a 7.5% dividend and offers 5-7% annual earnings growth. This will make you 10-12% a year. ENG actually scores high in ESG, given renewable natural gas, carbon capture and started building their third wind farm in France. He targets $50. (Analysts’ price target is $55.20)
TOP PICK
This is firing on all cylinders. It put up a great recent quarter. Digital ads are coming back as will travel online advertising which will help cash flows. YouTube is picking up subs for its premium channel. Their Waymo division looks promising this year after sidelined in 2020. Google cloud is growing rapidly. Boasts many pockets of growth and is reasonably valued for a tech stock. For investors who don't need dividends, but seek growth. (Analysts’ price target is $2388.16)
TOP PICK
A favrourite green energy stock, globally. It's based in Spain, but operates around the world. It creates solar and wind energy. IBR boasts cash flow and pays a growing 4% dividend. The Wall Street Journal ranks this the 5th-mos sustainable company in the world, so it scores very high in ESG. A strong runway lies ahead. He thinks the stock will double every 5-6 years based on high-single digit growth which is double a utility's rate. It's pulled back 15% in the last 3 weeks. The IBR ADR in the US isn't liquid, so it's better to buy the Spanish stock.