Onex Corp (ONEX.TO)

This company has assembled a whole group of companies, which he thinks are worth a whole lot more than they paid for them. They carry them on the balance sheet at cost. Feels we are entering a period in the market where it will be opportune to realize values on these companies either by selling them or by taking them public. Feels the 1^st time they spin something out and people realize how much value is sitting there, you are going to see the share price bounce even more than it has.

Really likes the private equity space. This one has done an incredible job of creating value. Still likes this. Thinks it is a very good long-term play. You want to buy these companies when they are trading at or below their NAV. This one is trading at a premium to that. Great management.

Not a huge fan of this. Hard to understand their strategy. They are a big holding company that likes to take private equity positions, likes to try to be a consolidator. Has been a good performer.

(A Top Pick Nov 16/12. Up 35.28%.) At the time, the chart was trying to break out and it was under owned. One of Canada’s few conglomerates. He would still be a Buyer.

Long term well managed company. There is not a lot of information publically available as to their investments until they report results.

(Market Call Minute.) This is a way to get exposure to manufacturing in the US. They have a lot of companies they can spin out.

Likes the private equity space. Starting to monetize a lot of their assets. Likes it long term.

Has had a very good run. If you own, you have to decide if you believe in the management longer-term, but you might want to trim your position a bit but keep a core position. Pretty fairly valued based on what they have.

Got fed up with their inability to raise the dividend. Nothing else wrong with the company. Trades at a discount to its net asset value. Smart guys.

It is an overlooked stock. It is a hybrid. Conglomerate, financial, industrial, aerospace. Uptrend since 2010 and is going to go higher. The sell off really didn’t hurt it so there is money going into the stock.

(Market Call Minute) Very well run company but difficult for investors to get their head around. Performance over the long-term has been lumpy.