There are other ways to do real estate. He likes Tricon. He thinks there might be a continued setback for student residences. Tricon has housing in the US where there is demand for their houses.

It has done very well. With no one going out to the stores, the stores have to come to them. It is about online shopping. Energy prices are going up so they will be challenged with fuel prices, however. Globalization might not come back and companies are sourcing local. He expects to keep owning this one. Buy only a little bit of it because it has gone up so fast and if it continues to go up, then buy a bit more. If it pulls back, then buy a little bit more also.

He likes the renewable space in general. Demand for power is not going to be relenting. A number of other renewable companies have not seen anything good happen with their stock prices but oil and gas companies have. Buy a bit now and buy a bit more after the earnings are released tomorrow.

(A Top Pick Dec 31/20, Up 25%) Home renovation has benefited them. It is stronger than Lowes right now, because Lowes is going through some restructuring.

(A Top Pick Dec 31/20, Up 2%) They own the NYSE. They own the mortgage processing company in the US. Mortgages have been in huge demand as interest rates have been low. He owns a lot of it.

(A Top Pick Dec 31/20, Down 4%) Now they are getting into more integrated businesses, more like Loblaws. The change was a bit of a surprise. Markets don't like surprises. He continues to own the stock.

The business of investment plans has been doing very well. With everyone at home, they are spending more time looking at portfolios. There is really a market for professional investment advice. He thinks this market will have hiccups. He is bullish on this industry in general, however.