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Market Outlook He is not really buying into the full rally mode of the market. He is holding a larger amount of cash than normal. He is not sure we have seen the lows yet. He does not buy into a "V" bottom. Nobody really knows. The key is to own companies that you can own for the long run. Don't try to guess what the market is going to do in the short run. He is looking to get back into the Canadian oil sector. Although he doesn't like the political environment, he thinks it is too oversold now.

Is the dividend safe? He owns this and would be recommending to buy at these levels. He likes the outlook for the company, which has gone into a offensive mode now that it has unwound the recent acquisition to extract the best value and is moving toward the completion of Line 3. The dividend is safe and will grow. Most of its debt is long term bonds or preferred shares that are not too sensitive to rising interest rates. As regulated entity it is allowed a regulated rate of return on any debt it takes on. Yield 6%.

It is a cash rich company and only holds debt for tax purposes. He doesn't want to own it although he has a lot of their products. 2/3 of their business is iPhones and that business is stagnant. It needs to develop a new breakthrough product.

Is the dividend safe? He owned it a while ago. It is a really good company with good management and a pristine balance sheet. Even still the stock has not done well, due to the low natural gas prices and no sign of improvement. He is cautious on the dividend and thinks it depends on the natural gas price going forward. He would continue to hold it.

A software company and a good value stock. He likes it as it grows by acquisition. The market is taking a wait and see on the latest acquisitions, but he thinks the CEO is rock solid.

Are banks a good investment? He is not big into Canadian banks. There is a small US hedge fund shorting Canadian banks on the expectation of a slowing housing market. He is not saying it will be anything like the US banking system was, but he actually is holding more US banks today. He sees Vancouver and Toronto real estate markets starting to plateau.

He is a value manager and views this as a growth stock so he is not a buyer of it. He likes the product and sees lots of people using it. The stock is too expensive and he sees it is being impacted by China tariff worries. Long term you would want to own it.

He held it for about 20 years and sold out last year. In the past it was able to grow earnings and dividends, but that all stopped during the crisis of 2008 and it has gone sideways since then. It is a holding company of financial services companies and holds European securities. None of this has done much. Mutual fund management has slowed. Great West Insurance has also been a laggard.

UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.

UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.

This defense electronics company has been in an under performing sector for the market. Politics have moved to inward looking policies, with less military action outside its borders.

He has not done well owning this in the past. As coal, zinc and other commodity producer it does well when these prices go up. Commodities are also tied to US currency and that is has been a challenge. He worries about the economic slowdown in China. In 2008 there were worries it might fail, but now that its debt is of financial grade, but it is not enough to bring him back as a buyer. (Analysts’ price target is $40.00)

(A Top Pick Feb 16/18, Down 26%) They sell replacement parts wholesale to garages and own paint finishing shops. Management had made great promises over the past year which did not materialize. Now the new CEO is doing a strategic evaluation of the business and he thinks this may result in the divestment of the paint division. He thinks it is a good buy here as it trades below book value. The stock has not made new lows, so he thinks investors are starting to bring support. He still owns it and likes it.

(A Top Pick Feb 16/18, Down 9%) This technology company makes things for other manufacturers like routers for Cisco. Earnings growth is looking better he thinks. The stock looks oversold so he is staying with it.

(A Top Pick Feb 16/18, Down 27%) The worst equity market in the world last year was Germany and this company is a specialty chemical company in the region. Their biggest products are fire retardants. It is a cycle play with good cash flow. He is still buying it.