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Banking sector fears should alleviate since the Fed will guarantee deposits. The near term risks for the Regional Banks group are earnings expectations since deposits have been withdrawn from these banks. Also there is uncertainty on what the new regulations will be for the banks. eg. will there be a cap on dividends to be paid out by the Regional Banks. It is safer to be with the large banks.
The recent announcement re the coal spinoff from Teck is something to watch. This spinoff is best placed within private equity and will be good for ancillary businesses.

This is a great company to own for exposure to copper which will be in high demand for such items as batteries, charging stations etc. Its price will trade along with copper prices. It is a great choice for the mining and materials fields in general. For a long term hold buy half a position now and wait for a pullback for the other half.

It is the cheapest senior in the oil sector but hasn't executed well. Suncor is better as a large cap pure oil play but he prefers the mid-caps such as Headwater and WCP

It is a leader in the field so the price is at a premium for a good reason. Has had a good bounce. You could also look at MedTech and Thermo-Fisher.

It is expanding into the U.S. and making acquisitions. It has pulled back and could flat-line for a while, You could also look at the parent company Power Corp.

It is at a good entry point but is high risk. The renewable component had a big cost over-run. The new CEO is trying to re-work the assets. Tidewater Renewable Diesel is a very good asset but it still has to get the refinery working.

With the pullback it is at a good entry point for income and its dividend will grow. A lot of shorts have brought the price down. The Canadian banks are much more insulated than the U.S. regional banks from commercial real estate concerns since only 3% of the loans book is related to office space.

The company was spun off from Tourmaline. Its royalties come mostly from oil but some come from gas too which has brought the stock price down. A good time to buy now that it is below $20. Receives royalties from Tourmaline.

It owns some choice properties including industrial ones. It trades like a staple and is still below its NAV. If you own you could trim half.

(A Top Pick May 10/22, Down 29%)

It has pulled back along with its international expansion plans. Cargo capacity has increased worldwide so there is too much supply. However it has a near monopoly on overnight cargo in Canada. He may add more.

There is not much growth and it trades like a long bond at around 9%. In a higher rate environment margins can get squeezed. He would rather own pipelines in the U.S. such as Williams, or Enbridge and TC Energy in Canada.

Editor's Note - The question was on switching bank holdings from Canada to the U.S. He recommends a blend of both American and Canadian. In Canada he likes Royal and National, in the U.S. Goldman Sachs and Morgan Stanley. Canadian banks have higher dividends.

Royalty companies like Freehold and Topaz have high yields of 6% to 7%. For exposure to energy they provide lower risk but still have some exposure to the upside and downside of the commodities. If you want to buy a producer with greater risk you could look at Headwater, Whitecap or Arc Energy.

The overhang of cost over-runs related to the west coast should disappear by next year so TC Energy should do better and the stock could move into the low 60's. Therefore now is a good time to buy in the low 50's.

You could buy only if you want exposure to gold. In that case buy a gold ETF, a royalty company like Franco-Nevada or the bullion itself to avoid mining risks. He doesn't like gold as a safe haven - there are better ones.