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He sold this recently. It is a great company but the valuation is too high: 23 or 24 times this year's expected earnings. There are some cyclical headwinds in the short term and there is the Kansas City acquisition. Also there are warning flags on operating efficiencies.

He likes gold but would rather have a producer than a royalty company since there are better operating cash flow multiples. Its major Panama project could be a headwind. The average analyst's price target is $199.

It has delivered but he wouldn't buy it today since the valuation is high resulting in too high a premium. The restaurant business is cyclical.

Patience pays off but the better move has already been made. It is a slow growth company. It has some struggles with its Asian operations but has a decent dividend yield (well covered), not too expensive and is safe.

He has trimmed his position and taken profits but it is still delivering and at 30X earnings is OK considering the growth potential. There is big spending (billions) by Alphabet, Microsoft, etc. and Nvidia is still the dominant player.

The question was on life insurance stocks. He would lean towards the banking sector which has better valuations. However he is underweight in the financial sector with expectations of a weaker economy and a trend to lower interest rates.

He shouldn't have bought value in the tech sector. There are other pay platforms coming out now. However it has done some re-structuring with new management, has massive cash flow with a clean balance sheet. Trades at 11 X forward earnings.

It holds a dominant position in space technology. It also received a big contract with Telesat - more than $2 billion. It is a growth story.

It is picking up market share in recreational products. It is cheap at 8X operating cash flow. The consumer may be slowing down

The pipelines are a good place to be and the pricing is not sensitive to the commodity prices. The yield is now 7% and it trades at a more reasonable valuation. It is not high growth and not high risk so there is little downside.

It is at a cheaper valuation and they are re-shaping themselves as a smaller company. You are not paying a big premium and he may consider buying it back.

They got rid of their coal assets and are now a premium pure copper play. It should get a premium valuation like other copper producers since there is a shortage of copper and new copper projects. Copper is needed for the electrical grid.

It is at a more reasonable valuation and is dominant in the home renovation market in the U.S. Don't sell for tax reasons.
The question was also about selling stocks before June 24 to avoid the increase in capital gains. His advice is not to put your stocks on fire-sale to avoid the new capital rules which come into effect on June 24.

Even though the dividend is at 9% he doesn't think they will cut it even though earnings are barely covering it. The problem with BCE is free cash flow generation but it has a great yield and is at a low valuation. In the telecom sector in general, people are worried about wireless with the new fourth player and are also underestimating the growth in this sector.

It is a top copper play and added copper production at the right point in the cycle. However there is political risk in Peru where it has substantial holdings.