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BUY
No, it isn't heading down. It adapts well to macro conditions, namely e-cars. Magna is ready for EVs. He likes this name. It will do well for the next five years. The valuation is slightly too high for him, but he's watching it. He also likes and owns Tesla within the car space, and likes GM.
Automotive
PAST TOP PICK

(A Top Pick May 25/21, Up 40%) He still adds to this on weakness. There'll be a massive build in infrastructure so BAM will benefit.

Energy Infrastructure, Industrials & Utilities
PAST TOP PICK
(A Top Pick May 25/21, Up 107%) They came off a depressed environment, but held good momentum entering the summer. Canada will enjoy good growth into 2022. Solid. In March 2020, you did not want to sell banks and had to look forward to the recover. If you stayed with the banks including BMO, it paid off very well.
banks
PAST TOP PICK
(A Top Pick May 25/21, Up 39%) He took profits a month and a half ago. The stock got overvalued. Then, defensives didn't look like they would hold onto, but going forward they and other defensive stocks look more attractive.
food stores
BUY on WEAKNESS
It's too pricey and the stock will struggle to hold amazing summer gains. Buy at $8-9. It's a decent company, though. Too much optimism in this name now. The easy money has been made in copper.
Mining
BUY on WEAKNESS
It's still a fine dividend play, paying over 6%. It's a safe play in your portfolio. Doesn't matter if the Canadian economy sees massive growth next year. It's pricey now, so he'll add to it now.
oil / gas pipelines
BUY
KSU today announced it will accept CP's bid over CN. The rollercoaster ride at KSU continues. CP has pulled back in valuation. He likes CP. It's a good opportunity to pick up CP now as he expects integration with KSU. It now trades at a discount.
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