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Market Outlook He is seeing "coincident corporate credit spread tightening" -- the market is asking for less of a corporate premium over treasuries coincident with the market doing better. He thinks the global deceleration of the economy is not as bad as thought. He also sees the Fed in a holding pattern. These two factor don't usually follow. His number one job is capital protection as a result for his clients. He is still under-weight equities. He sees several sectors still not clearly showing things are rebounding. He is still cautious.

He would stay away from this one. He is not a fan of brick and mortar discretionary consumer stocks. The Canadian experience was a disaster. They did have good seasonal sales, but he sees too many things going against them.

The technical chart still looks bearish and there is a lot of selling overhang remaining. He expects the turnaround story will take time to unfold. He sees better opportunities out there.

They have a solid diversified portfolio, but he is uncertain about the risk of them getting into cannabis. Earnings are expected to be flat in 2019, so he is not quite ready to get in. He would watch it for a fundamental and technical confirmation it is turning up.

They are having a tough day -- down 12%. They have a really tough road with competition, despite the in-game spending success of their platform. The valuations are looking expensive.

He likes midstream and pipe sector in the US -- shale is booming. He likes the yield, but wouldn't defend it on that alone. He added to it recently as energy demand is improving.

It has yield support of about 3%. Earnings are improving as they do the right things, leading to 8-10% growth. The retail space does not excite him. It has significant overhead resistance. There are better spaces to be in right now. He would look more towards medical devices rather than this space.

A great cyclical and the first to add GPS to track their equipment. This created a good partnership with contractors. However, he feels we are near the end of the cycle, so is not excited to own it. It is a great name, but it is not the right time.

(A Top Pick Feb 08/18, Down 10%) Broadly speaking the aerospace arena is still favorable. The market has dialed down a little as more peaceful discussions have started with North Korea. He still wants to hold and likes their investment into electronic defense technology.

(A Top Pick Feb 08/18, Up 37%) A high-quality holding, who's business is less evasive surgery technology. They have massive market share in the space. Lots of spending by hospitals will go into this. You have to accept it will be volatile at times.

(A Top Pick Feb 08/18, Up 19%) A conservative holding, which sees strong reoccurring revenue for the exchange. He thinks as the market volatility increases, it will also benefit. -- a bit counter-cyclical with some price insensitivity.

This was a product of the 2008 financial crisis. They have a lending and a debt service part to their business. They own clean mortgage securities assets. You want to try to buy below book value and they have a good dividend. He thinks the yield is safe.

He likes the midstream and pipeline space and the yield. There are discussions around selling the CO2 part of the business that could create noise going forward. He would like to avoid any potential drama. Yield 4.3%

A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.

A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.