Likes the golds, and likes this one. (Analysts’ price target is $42.76)

Refiner, terrific yield. Stock's done well. High FMV. In the States, where there's better energy demand. Also defensive. He's trying to be partially aggressive, partially defensive. Yield is 4.26%. (Analysts’ price target is $103.56)

As cheap a financial as you can find. Nice yield. Earnings are actually rising. Problems with the hedge fund are in the past. Yield is 4.16%. (Analysts’ price target is $28.74)

About 40% of the portfolio is in specialized REITs, which includes more defensive data centres. Yield 3.22%

A great basked of fintechs. A fantastic position for them for some time. About 50% of transactions in developed nations are still done with cash -- a lot of room for growth. Yield 0.48%

More defensive that holds healthcare, insurance and financial services. European growth is stronger than the US at the moment. With the economy being close to the end of the long bull cycle this makes sense. The chart is very steady eddy and is exposed to the swiss franc instead of the euro. Yield 2.02%

The largest grocery retailer nationally. It is a nice consumer name. It is not unreasonably priced at 16 times forward earnings. They have scale, great locations and loyalty program, and they have their digital initiatives. (Analysts’ price target is $72.10)

It has not participated in this rebound. 11 times earnings and 3% yield. They are number 1 in retail deposits. They feel they can expand and grow their share by targeting high net worth individuals. (Analysts’ price target is $118.44)

They are spinning off OTIS and Carrier. They aircraft engine business will have a new engine next year for A320s and F35s. The share price has been held back somewhat. She likes their business model. (Analysts’ price target is $152.41)

The only holder of cold warehouses. Temperature controlled for storage close to consumers. The value will continue to grow as investors understand their strong hold in the market. Yield 2.33% (Analysts’ price target is $36.07)

They repurpose real estate in high return markets. They have done this will deleveraging their balance sheet. One of the few international REITs in Canada. A pullback in stock price makes this a good time to enter. Yield 3.3% (Analysts’ price target is $51.58)

A new management team is working with a great balance sheet. They raised equity to keep the balance sheet in good shape. There should be good capital appreciation and cash flow growth going forward. Yield 4.55% (Analysts’ price target is $67.44)

He looks for a stock that's in a rough moment and this one is. It's testing its 100-week moving average of $47.75 and it closed right at it. This is super volatile. It's tested a shoulder, bounced back a little, and is now testing an important part. It's collapsed from $60. $50 is the first stop of some sort and momentum could carry this to the mid-$50's. (Analysts’ price target is $52.24)

Names like this take time and are very volatile. It's weathered the storm and now spending time around $2.30. It's ready to go back up with strong momentum perhaps over 5 weeks. (Analysts’ price target is $288.52)

It's had two tests of support (200-week moving average) around $44. It's showing higher highs and higher lows. It could push up to $50. The risk is up, not down though it could take time. (Analysts’ price target is $52.87)