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Renewable Energy in India. They have a lot of coal fired emissions. It is now economic to generate by solar panels. It makes economic sense. There is no variable cost to solar. A coal plant takes almost 48 hours to start up and it adds to the operating costs. Solar is 10% cheaper in India than coal. Solar power is still only 3.6% of generation in India.

US or Canadian Utilities. He would not add simply based on valuation. They are all trading at all time highs. This has been a risk-off trade, a crowded trade, so it is not about growth. He has been reducing them in his portfolio.

He does not consider it an infrastructure stock. The chart is brutal and now the supreme court may be saying they violated rules with bribery in Libya. They may not be able to bid on Canadian contracts for 10 years with the government if they are found guilty.

It is a great company. They are better positioned now. It is about a 5% yield increasing at high single digits. It is an asset drop down model and he prefers companies that develop assets from the ground up.

It is a data center company. He does not see the longevity of their business model. He would be on the sidelines. He believes the discount that it trades at is warranted.

He loves everything about this business but it is so expensive. Structural growth, fragmented market, and excellent management team. They have to deliver on absolutely everything at their multiple. It is up 144% in 5 years. He would wait for a pull back in order to invest more.

It trades at a discount to US peers. Returns in Canada are lower than in the US. They have 40 years of consecutive dividend growth.

A data center company more geared to investors that want more growth. European data centers. Europe is about 5 years behind the US in data center build out. They have a big runway of growth. Your growth will come from earnings growth. (Analysts’ price target is $81.00)

It is a good candidate for environmental social governance investing. It is renewable energy. Assets are in Canada and France. They are guiding to a much stronger pipeline in France than originally anticipated. They are going into solar and battery technology also. (Analysts’ price target is $32.32)

He focuses on their cable business. Last quarter they had a 10% increase in growth due to pricing as well as subscriber growth. That is the sweet spot. The market is underestimating the transition of the cable business. (Analysts’ price target is $48.09)

There was a civil unrest where they had they had their flagship asset. Some pension reforms for the country received pushback. So the stock tanked last year, even though they did everything right. The business is still quite sound but cheaper than Canadian utilities. This is for a risk on kind of investor so consult your advisor.

Another sell-off today ever since Friday's job report, which dampened the Fed outlook of cutting interest rates. This pullback is natural. He's a long-term investor and investing in the U.S. has paid off historically. There is little growth in Europe and overseas. The U.S. will continue to grind higher. It's up 18% year to date, but don't expect that rate for the rest of 2019. He does not see a recession in the next 18 months. There's confusion in the market now--where is the market going?

They've done a good job turning around in the past 7 years with a new CEO. Margins will continue to rise with high single-digit growth. Legal settlements and tax issues are behind them, thus freeing up their cash. This is a big holding for him.

The regulation of internet sports betting in the U.S. has been a pushback and he doesn't know how it'll resolve itself. TSGI just partnered with Fox Sports and Fox has other interesting assets. So, Fox is a better way of playing online gambling.