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Market. Markets in the US have not responded to trade wars. We are coming up to mid-term elections and the markets don’t like uncertainty. These will be volatile months. It is justified for the US market to do well but there is uncertainty. Tax reform is being used as a reason for the US market doing well. They are trying to reintroduce another round of tax reform and it is debatable as to whether this will do well. There will be volatility in the markets. It is difficult to say how the markets will react to the mid-term elections.

Distributions in a rising rate environment. REITs can raise their rates. XRE-T can be compared to interest rates. We saw REITs do well this summer for a seasonal reason. REIT returns are generally safe even in a rising rate environment. Distributions are safe but you have to ask if they are attractive in a rising rate environment.

It holds stocks for the S&P Toronto market. It is an excellent investment but you have to hold more than one investment. He would recommend also hold a US ETF and perhaps one internationally. At the end of the show he talks about a world ETF.

They sold off a bunch of assets today. The market is expressing sustainability of the dividend. It has gone up today as a response, however. Gas shares tend to do well this time of year. Today's action is positive. This is not a bad investment at this time.

[Caller wanted 3% return for a year or two]. This is risky because if the market goes back up where do you go back in again? There are option calls. Utilities or REITs still have quite a bit of volatility. There are covered call ETFs.

It is a holding company with 85% of assets in uranium. Seasonality, the world nuclear association meets in September and these stocks rise just past that meeting, which has just happened. We are just at the breakout point. If it gets past $4.70 it would be a good time to step in and hold to the end of the year.

Educational Segment. Breadth, lack thereof, and what it means to you. It is terrible. There are various ways to measure it. He is talking about the US market being one of the only ones around the world to be in positive territory. Canada has gone negative for the year as has much of the rest of the world. Emerging markets seem a good buy because they are terribly cheap, but ACWX on London shows how world markets are going down. The S&P index has been going up, but is marginally positive if you take out the top 5 stocks. The markets tend to get narrower and narrower until some major event takes place. Either US markets have to go down or emerging markets have to go back up. Most likely it is the US market that will go down. Stay away from emerging markets. Consumer staples will do well in the fall. The Canadian dollar does well compared to the US as we approach Christmas.

An ETF with large gold miners in the US. The gold price has been pulling back and miners have slid down as well. It is getting whacked from both sides. Go into this when the stock market is going to do well as well as the metals. He would not hang on to this at this time. This is not a seasonally strong period for gold.

Market. Everyone is back to work and volumes in the markets are back up. It is an interesting time in the markets. ACB-T made another acquisition. They are being very acquisitive. This is one of the largest and are trying to gain scale as quickly as possible. They are using their stock as capital and he would do that in their position. Canopy has a big head start in the industry.

He likes the industry because it is a good, predictable business. Demographics are leading to increases in volumes. It pays a dividend. There is a secular trend in the industry.

Best known for the instant win lottery tickets. In recent quarters, analysts have picked up coverage. There are very high barriers to entry. They have been making acquisitions recently. They would like to grow through acquisitions. It pulled back recently and he has added to his position.

He likes it. The airline industry has become more efficient and load factors are higher. They are more disciplined about adding too much capacity. They are taking share from WJA-T. They repurchased the rewards program. They have very smart managers.

A very steady packaging and distribution business. The payout ratio is lower than 50% and they have targeted higher than that. There should not be much impact from the NAFTA negotiations.

He has owned it in the past. It is a great company. The valuation is not as challenged as it once was. He prefers GOOGL-Q to play technology. Trump could impose more regulation on these companies. GOOGL-Q is cheaper on a price to earnings basis and is less risky on a regulatory basis right now.

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.