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Market Outlook In Canada, debt is running at 170% of income with investors. The US is only about 110%. This high household debt level does not leave much room for a family to absorb interest rate hikes. Unless Canadian start earning a lot more in income, he thinks there could be more defaults ahead. This have been build over the past decade. Unfortunately, there is no single government policy to deal with the risk. He thinks investor complacency at high levels, with volatility plummeting. Now another correction is likely coming.

Fixed Income vs. Equity? You should think of this over a long time period, depending on your needs for income. He is about 25% cash right now. To be defensive, hold cash -- not fixed income. You need to be aware that bonds can create as much risk as equity, depending on which issue you hold.

He likes how they look, but is not holding it yet. He was happy to see the takeover was blocked and that it is remaining in Canada. The new CEO has a global reach and will be a good asset for when the company bids outside of Canada. The valuation is back down and it has a 3.4% dividend, trading at 16 times earnings. You could start to build a long position here.

Climate change impacts? With this company there are several factors -- climate change is one. Low interest rates are more detrimental as premiums collected do not generate as much income. This is probably the biggest challenge in the insurance space. ALL-N is one of the better names in the business.

This company has its good and its bad. For exposure in oil, this is a defensive holding. It won't correlate to outright oil prices exactly, but it will be more stable if oil prices consolidate. He likes their integrated nature. It you feel oil prices are going higher, you may want to own a producer.

This interest rate sensitive utility was hurt hard with rising rates last year. As the Central Bank has reduced fears of further rate increases, these stocks have done well. AQN-T has a good balance between generation and distribution businesses. This makes it have more of a growth profile than other utilities in the space. It trades at 17 times earnings and has a 4.5% yield. He will continue to own it.

He likes the name and sees it as an anchor in a portfolio. It has a great dividend and low beta with the market. It will be challenged with adding growth, but has been using acquisitions to do it and add new clients. It is definitely a hold. He would never own more than 5% in a portfolio in any equity.

He views this differently in the space, due to its high level of debt. They have made big bets on acquisitions. They have $170 billion in debt -- at some point this will bring risk. Its high dividend is also at risk to a future cut, he feels.

He was previously bearish on the name. He does not expect significant price appreciation. The dividend is good. He does not feel the recent share price increase is based on positive actions by management, but rather due to interest rate increases slowing. This is really a yield play.

(A Top Pick May 17/18, Down 8%) The HellyHansen acquisition was thought too expensive by the street. Despite their past history of incorporating brands well, he is not concerned it has taken a while to get going. He will continue to hold it.

(A Top Pick May 17/18, Down 9%) A regional bank that he still likes. It is conservatively run and selectively open new locations in the New Jersey area. He will continue to hold it.

(A Top Pick May 17/18, Down 41%) They had challenges that spooked investors. He thinks it is cheap at 9 times earnings and does not feel the dividend of over 5% is at risk. He will continue to hold it. It is cheap here.

Anything with the Brookfield brand is a good investment. You have to decide what you are looking for. For BPY.UN-T, the yield is the best -- 4.5%. If you are looking growth, consider BAM-N. It has global reach and sees great deal flow. He is staying out of real estate at this point and owns none of the Brookfield names.

Anything with the Brookfield brand is a good investment. You have to decide what you are looking for. For BPY.UN-T, the yield is the best -- 4.5%. If you are looking growth, consider BAM-N. It has global reach and sees great deal flow. He is staying out of real estate at this point and owns none of the Brookfield names.

The retirement home space is growing in demand and this company has the market cornered. You want to be selective with how you enter the space. These interest rate sensitive stocks have all surged with the belief the interest rates may be softening. He would watch for a lower entry price.