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He's both being defensive and buying the dips in tech. You look for opportunities when good companies sell off. Biggest value right now is in interest-sensitive, slower growth companies. Wouldn't chase valuations on higher growth companies, but when some do sell off and hit your buy price, it's a good opportunity to take advantage of.

He doesn't really break it down that way. But if you look at the US equity markets and the PE multiple on the S&P 500 relative to historical averages, it's richer than almost any other equity market in the world. You have to be cautious there.

He got it as part of a spinoff from CSU. No issues with the company, well run. Valuation a bit rich. CSU is a lot more diversified, and that's his hesitancy in adding more. If you own it, hold. For a new position, wait for lower valuation.

Avoid. Lots of issues -- governance, infighting, balance sheet. Lots of volatility.

Overall, quite constructive on banking sector in Canada. Valuations are reasonable, dividend yields quite high, capital bases very strong. So important to look at capital, as that determines what they can do. Well run. 

Hit hard last quarter because of its acquisition of a regional bank, which tend to be bigger lenders to commercial real estate. Investors may look at this as a show-me story. If you own it, just sit tight.

He tends to own RY, TD, and BNS.

Absolutely wonderful. Well run. Very opportunistic on capital allocation. Circle K stores are popping up everywhere. Today's valuation of 18-18.5x earnings puts it above his buy price; he'd prefer a multiple point lower. Don't chase.

Very difficult to make money in this space, but they have a formula that works and is difficult to replicate. As they get bigger, they have scale and pricing power, which improves profitability.

Very frustrating. He stays because of the valuation. Massive free cashflow yield, debt-free. Not doing all it can to realize value for shareholders. Needs an activist. He's holding, and would buy today for new clients.

Phenomenally undervalued. Sold off due to negative headlines on anti-trust. Whether it stays as one or gets broken up, massive amount of value. If it no longer pays fees for exclusive Search access on smartphones, but people still choose to use them, enhances profitability.

20x earnings, gushes cash, debt-free. He'd buy today.

Not a baby Couche-Tard, as PKI depends more on fuel. Internal struggle between owners. If you don't own, buy ATD instead on a pullback. If you do own, sit tight and wait for drama to play out. Not worth the risk.

Really likes, almost made it to today's Top Pick. This quarter saw weakness in parks, but strength in media and streaming. Lots of hidden value, and management's taking steps to realize. Market's so quick to judge, but Iger has improved free cashflow and capital allocation.

On most income stocks, you're just there for the dividend. He needs a bit of growth as well, as it helps your total return. He's wary of telecom right now. Price wars are not going to be short term. Earnings growth will be weak.

He'd still buy today. Trading at a discount to peers. Taking lots of steps to correct things.

Would continue to buy today. First-class operator. Best-in-class growth, lowest-in-class valuation. Sold off hard along with the rest of China. As part of a diversified portfolio, you want some EM exposure. Trades at 12x earnings, much less than NA peers.

Well-positioned for digital trends in the space. Wouldn't buy today, as valuation is above his buy price. No problems owning.

Over the last decade, has evolved magnificently into a very different business. Vertically integrated. Purchase of Shoppers has been massive platform for growth. Grocery, pharmacy, and now moving into healthcare. Rich, wait for a pullback. If you own it, hold, don't sell.