N/A
Market. Brexit: He sees the UK currency adjusted to be very attractive. He is looking at money going to Great Britain at this point. There are always rules and deadlines. It is a bit of a bees nest. As things weaken and get cheaper he is looking at adding exposure. EWU-T is large cap British stocks & EWUS-T is for small caps, which he is tilting to.
Unknown
WATCH
Canadian Banks in a negative rate environment. Dividends are safe in a big downturn but there is price risk. Look at the ZEB-T over the last few years. The banking group has not had any gains and this will get worse in a negative rate environment. We could see a 30-50% correction in banks if we go into a prolonged downturn. He would not plow into the banks just because the dividends are safe.
Unknown
WATCH

Great high dividend companies in Europe. He has been swapping ZWE-T into ZWP-T to get exposure to the Euro. He thinks the distribution is done after the withholding tax is deducted. Consult a tax advisor. He loves ZWE-T.

E.T.F.'s
DON'T BUY
There is a play on energy names going into the election as there may be money coming into the sector depending on who wins. He would trade it but not invest in it. It should be an underweight.
oil / gas
BUY
ETF in Utilities Recommendation for TFSA. One of his favourite ways to play utilities is the ZWU-T to give exposure to Canadian and US utilities. 70/30. It has a covered call overlay. 6-7% yield expected. Not a lot of volatility.
E.T.F.'s
BUY ON WEAKNESS
Franco-Nevada Corp.
Gold. He does not work in fundamentals. He thinks there is a huge upside still and would buy on dips.
precious metals
WATCH
He uses GDX to play the mid to large gold sector. You want to buy dips. It will be volatile in the next few months.
E.T.F.'s
BUY
Dividend ETFs with a monthly dividend, covered calls and a high yield. They give you great exposure to great companies.
E.T.F.'s
BUY
Dividend ETFs with a monthly dividend, covered calls and a high yield. They give you great exposure to great companies.
E.T.F.'s
BUY
Dividend ETFs with a monthly dividend, covered calls and a high yield. They give you great exposure to great companies.
0
N/A
Educational Segment. Interest Rate Market Globally. Germany just issued a 30 year bond with a negative interest rate. It makes no sense unless you think the currency will be worth less in 30 years than now. QE may not get the positive results in the equity markets that we love. Fixed income is going to be the most challenging question for investors.
Unknown
N/A
A Comment -- General Comments From an Expert
Market. He has gotten really cautious. Volatility is building up. Trade wars are affecting companies, and the whole investment climate is freezing up in terms of business investment. We have a crazy interest rate climate. The last thing we want is another financial crisis. This is a time investors need to be really cognizant of companies they are investing in. It will become a very value driven market.
Unknown
BUY
CAE Inc
He likes it but recently took some profits. It is a really well run company. They have been doing well in the civil side. In the future they are going to do even better. In the long term he thinks they will continue to prosper. The 737-Max will put more emphasis on training.
transportation equip & components
BUY
It is a very well positioned company, very good management. They can continue to pay that dividend. He has a lot of confidence in this company. This will perform well if the oil industry comes back. (Analysts’ price target is $32.00)
oil / gas
BUY ON WEAKNESS
Fortis Inc.
He has done extremely well on it over the last number of years. In the last quarter they were behind expectations but it is just weather related. They are diversified. They have positioned themselves so a lot of operations are in the US now. He thinks he will see future dividend increases coming out of this company. Take a long term view.
electrical utilities