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Market Outlook It is difficult to sell all your stocks because you fear a trade war impact on the market. Don't move stocks into bonds as yields are too low. Diversification is key. Look for holdings with above average dividends. He still holds Apple and Alphabet. The FANG group has really taken it on the chin, but he will continue to hold. Apple employs 1.4 million people indirectly in China -- they are far from a massive restriction on them. The US election will take centre stage as Trump wants to focus on the success of the economy. At the end of the day he expects Trump would back away if it threatened US markets.

They announced a major contract with NASA this week. This will stem the declining backlog for them. He would not add this to his holdings as thee debt load is way too high.

Punished on earnings? It only narrowly missed earnings and the stock is down 26% today. It is trading closer to 23 times earnings. He wants to see the three day rule unfold -- don't jump into this too quickly and let it stabilize. Don't try to catch the falling knife.

Latest acquisition? They are buying the Devon oilsands assets. Maybe it is time to come back into the Canadian oil patch. It trades about 4 times cash flow. At this price and a good yield, it is time to start nibbling here. (Analysts’ price target is $47.00)

A very solid company. The announced a major acquisition and since then the stock is down about 10%. They bought 23 multi-family buildings. He thinks they are trying to expand their model from single-family to multi-family units. At this level, it is less than 10 times earnings and the yield is 2%. He would be a buyer here.

The growth prospects are still good. This is not his preferred share though at 107 times earnings it is too expensive. You have to be concerned about Disney's entry into the space along with Apple as well.

(A Top Pick Jun 27/18, Down 63%) A disappointing performer, but he still holds it. Same store sales plunged last year following the completion of Canada 150 sales. It is still profitable, although it always loses money in Q1. An iconic brand and is expanding slowly into the US. He would be a buyer if he wasn't already an owner.

(A Top Pick Jun 27/18, Down 5%) An analyst just issued a sell report on them -- calling for a 10% downturn. It trades about 8.5 times earnings. They were victims of their success in hepatitis medicine as it cured too many people, he says. It pays a 4% yield.

(A Top Pick Jun 27/18, Up 17%) It had been dragged down with the Home Capital concerns a year ago. They had three dividend bumps over the year. It trades at 6.5 times earnings.

He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.

He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.

Great Canadian company. It has always looked way to expensive trading over 200 times earnings. He can't justify the valuations.

He does not own it. Fundamentally, it is fairly priced. He would not be a buyer because you just do not know what legal ramifications may be yet to come. It smells bad, so he is staying away.

He loves the service. The stock is not cheap. It may be a flawed business model as the drivers really don't make that much money. This can only lead to higher prices. They need autonomous driving, which is quite a ways away.