Mike Philbrick

Lots of chatter in the markets about high valuations. Depending on investors outlook - will affect investing strategy. Small cap stocks appear to be valued much better. Would advise investors to diversify in order to spread out risk. 

Great way to get exposure to broad array of asset classes. Different way to look at long/short positions. Critical to manage risks. Very complimentary addition to 60/40 portfolio. 

US exchange fund that focuses on free cash flow portfolio of stocks. Doesn't add over valued tech stocks. Main emphasis is on shareholder yield (dividends, buybacks and debt reduction). Total yield is double digits. Not over valued, and are offering great opportunity for long term investors. 

Healthcare sector lagging in the market, and is due for an increase in value. Very large companies with tailwind in aging population/demand for healthcare. Covered call strategy adds to yield. Good option for investors going forward. 

Great option for investors looking for steady yield. Very defensive stock. Ability to generate yield that has been absent for years, given low interest rates. Would recommend to keep holding. 

Safe vehicle that reduces risk in markets. Paired with ownership in equities - is a good option for portfolio diversification. 

Safe option for investors looking for yield. Good to own going forward given falling interest rates. Very safe, and good for long term investors. 

Good way to get safe exposure to Asia markets. Low MER and safe dividend yield. 

Excellent option for quality oriented investors who like dividends. Good for a long term hold.

Excellent long term investment. Low MER. Safe option for retired investors. 30% stocks and 70% bonds. Good mix of stocks and bonds. Mostly Canadian bonds. 

Risky investment, with volatility. Would recommend smaller position. Good for a portion of portfolio, not a lot. 

Good investment for long term, but could be risky buying right now (high valuations). Would recommend holding. 

Higher volatility option for a low volatility underlying asset(utilities). Nice enhancement option, but would recommend small position. 

Excellent product with safe dividend. Good for long term investors. Good management team with low MER. 

Complicated product that are not meant for average investor. Must be watched daily. Not a linear response to natural gas prices. Would not recommend for the long term investor. High volatility.