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Market. Hexo has an active shareholder saying they did a bad job of getting the stock price up. He disagrees. He thinks it has gotten very high. He does not own anything in this space. This reminds him of the Internet bubble in '98. A few players maintained and grew. With Cannabis, you have a timeline into next spring. NAFTA affects specific companies. MG-T has taken a drop because of the uncertainty. Rationality is not a factor today.

He has owned it in the past and sold a while ago because the share price dropped. The big issue is that they have a lot of margin pressure facing them. They are struggling against a tide. The share price is cheap but you need to look at where the industry is going.

You are looking at how fast Tim Horton's can grow. Their growth rate is starting to slow down a bit. Their brand does not translate that well outside of Canada. Then you have all the issues with franchisees.

Gold. He would love to be able to explain the future for gold but just has to avoid it. The producers are not great capital allocators. Good is doing poorly mostly due to rising rates. Gold does not give any interest.

He has owned it in the past. It is once again at the mercy of its industry. It is fighting against a big tide. It has come off quite a bit. It could be an interesting candidate but you have to know what the content is worth in the industry. It is more of a global thing. It could be worth looking at.

MFC-T vs. BNS-T. He would say buy them both. BNS-T is building up their wealth management business after building Latin American banking. MFC-T has lagged quite a bit including lagging SLF-T. MFC-T has bounced around. They continue to grow outside of Canada and rising rates benefit them.

MFC-T vs. BNS-T. He would say buy them both. BNS-T is building up their wealth management business after building Latin American banking. MFC-T has lagged quite a bit including lagging SLF-T. MFC-T has bounced around. They continue to grow outside of Canada and rising rates benefit them.

It is the smallest of the banks. It does not have the scale. They have issues with mortgages. He would avoid it.

He likes it here. It should be at the mid-$60s. It is a decent buy around here. The earnings are catching up to the dividend payout ratio. The dividend is 4.7%.

For him to get a decent return for 7 years it would have to be a two trillion dollar company in that time. This would be an average return from the market. The law of large numbers and competitive numbers could get in their way.

(A Top Pick Jul 19/18, Down 15%) It is a longer term play because it is a longer term business. The trade talks don't help. Their transportation business is still in a growth mode and they still have to deal with the 'C' series. It takes a while to turn around the business.

(A Top Pick Jul 19/18, Up 0.3%) They are doing a lot of very smart things in the health care area around the world and he is sticking with it.

(A Top Pick Jul 19/18, Up 4%) It is one of the largest companies in Canada. Half of it is a US bank and has been a great engine for growth.

It was a great buy about 3 years ago. And since then it has been on a tear. It is a great company but he would not buy it due to valuation. He sold his last credit card company (AMEX) about 6 months ago.

It lagged the US market this year. They still have a lot of decent transactional business but their future is in asset management, which is a slow business. They are doing a very good job on that side. He thinks it has a long way to go.