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DON'T BUY
Benefitting from pivot to digital commerce. 300x forward earnings, with possible 40-45% growth rate. Price to sales is 50x. Off-the-charts expensive. Share price risk if there's a bump in the road. High beta, a trading vehicle. Interest rates will eventually rise, which tends to have a negative impact on high-growth stocks like this.
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PAST TOP PICK

(A Top Pick Aug 26/20, Up 33%) Continues to buy. Makes sense for the strong dividend income plus capital appreciation. Almost 4% yield. Established, large cap Canadian companies such as ENB, TD, RY. Will continue to see upside in the space.

E.T.F.'s
PAST TOP PICK
(A Top Pick Aug 26/20, Down 6%) Continuing to do well. Dominant online streaming provider. Trading sideways since last year, just like other tech. Global expansion remains a driver. Still likes it. Reopening could affect it. If there's an uptick, he may want to take profits.
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PAST TOP PICK
(A Top Pick Aug 26/20, Down 30%) Typical stay-at-home name. Growing pains. Last quarter had a wider loss than expected. Still sees 25% revenue growth per year. User base and revenue continue to grow. Valuation is a bit expensive. He's being patient, it's the way of the future.
Healthcare
COMMENT

Canadian tech names. Canadian space if fairly limited. There's SHOP, CSU, OTEX and that's about it. Maybe also BB. Look to the US and Asia for tech names. Loves FB and GOOG. Clampdown in China is presenting opportunities. Try NVDA, TSM, MSFT, MA. Some of these names make a lot of sense when you look at the valuation.

Unknown
DON'T BUY

Go to names that have more growth behind them. INTC has underperformed for quite some time. Prefers NVDA (which he owns), TSM, or even TXN, which are more on the ball, growthier, better execution. Earnings growth rate is quite weak at 4-5%. Cheap at 12-13x forward earnings, but higher yield indicates growth avenues are few. Yield is 2.5%.

electrical / electronic
COMMENT
Possibility of paper tantrum? Future interest rate moves won't be a shock to the economy. The Fed is telegraphing well. Rates will remain lower for longer. Inflation is transitory at this point. It will be higher today and next year, but this is due to economic restart not economic recovery, two different things. With a restart, supply is constrained as demand moves higher. With a recovery, supply remains high and demand goes down and starts to move higher. Doesn't see hyper-inflation in this part of the world.
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