Chesswood Group (CHW.TO)

It is safe. It is one of the smaller cap stocks that is in financial services. It is Ontario based. Dividend is 6.5%.

This is an example of one that he would lighten up on. A very good company and very well-managed, but their US businesses are centred in Denver, which has been a beneficiary of a lot of the oil/gas activity. He thinks there is vulnerability for a slowdown. Also, their Denver leasing company is also involved tangentially in construction, housing, etc. and he expects there will be a slow down there.

Had a bit of a correction recently. Feels there has been some insider selling. Good company. Within the financial services area, there is a smaller, dividend yielding play. Yield of 6.4%. (See Top Picks.)

Great company. Doesn't quite have the ROE that he looks for, but even so it is a Buy. Thinks the dividend is going to be fine. Got a little bit ahead of itself when it went up to $18-$19. At this price it is quite attractive.

A great company, but doesn’t have the kind of ROE that he is looking for. Pays a healthy dividend of 5.9%.

Stock had a pull back, but he is not sure why. Looks like a timely opportunity to get in at around $15. Company is growing nicely. Has a good dividend.

Chart shows a strong upward trend line from late 2011. Recently had a pull back, which is probably some healthy profit taking by investors. A low has not been broken so stay with it if you own.

Vehicle leasing business. Well managed financial services company. Executed plan brilliantly. Future valuation looks attractive. Enjoy the dividend. Growth in dividends should be above normal for the sector.

Leasing/finance company. Just started a business in the US. Raised their dividend earlier this year. Doesn’t trade a lot. Reporting record revenues and record earnings. Economically sensitive and tied to interest rates. Could be a decent long-term Hold if everything works out.

Good steady eddie performer. Good management, nice dividend. He has no problem with it. Well run company.

Great company. Auto leasing in Canada and in the US it is more like small tractors and construction equipment. A Top Pick is a financial services stock that he likes slightly more. (See Top Picks.)

Leases vehicles and business equipment. Have a lot of their business in the US. Good solid company. (See Top Picks.)

Great company and he is pretty comfortable that the dividend is safe. Within the financial services area, there are other stocks that offer better value.

Leasing in US and Canada. Very well managed. Good distribution. Very good blue chip name. (His preference is Carfinco (CFN-T) and Home Capital (HCG-T).)

Leasing company based in Denver. Smaller construction and mining vehicles. The western US economy is doing well and CHW will continue to put up good numbers. But they have had a good run and in the next downturn financials will get fairly beaten up. No issues in the short term, though. He would lighten up over the next 6-9 months. Good dividend of 7.9%.