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Gold.

He owns a little bit, high-quality names plus 1 aspiration company, only 3-5% total. More than 50% of returns for the TSX last year was driven by gold (and, to a certain extent, base metals). He'd put on a small position, and an ETF is the way to do it. Doesn't think central banks are finished buying.

If the Fed raises rates, there might be better options (such as yield) than buying gold. So gold's checked back. 

How will trade tensions impact the transportation sector?

If you have a more sluggish economy, that won't be good. Traffic has to move in both US and Canada. He's an optimist :)  A lot of this is typical jockeying. Deals will get done. The sun will come out tomorrow.