Exco Technologies (XTC.TO)

(A Top Pick Feb 4/15. Up 4.04%.) A little Magna (MG-T). This one has really outperformed the auto sector. He really got excited when they raised their dividend about 25% a year ago, and it really kick started the stock. They have good, long term contracts and they get a benefit from the US$. A very well-run company. Management owns about 25% of the company. 1.7% dividend yield.

(A Top Pick Oct 27/14. Up 44.42%.) He got excited about this company about a year ago when they raised their dividend 25%. He takes dividend increases as a foreshadowing of events by the Board of Directors. 25% for an auto parts Company is a pretty significant statement. Thinks there are a couple of years left for the sector.

He really likes the company. It is in the same business as LNR-T and MG-T, but growing faster. It is too small to be a takeover target. There is a lot to like about the stock. 1.65% yield.

He really likes this. You’ve had Magna (MG-T) and Linamar (LNR-T) go crazy. This is one of those companies that investors just didn’t know about until recently. Stock has done really well. Raised their dividend dramatically in order to try and get more attention and earnings are really starting to pick up. They have a nice niche. Some people view it as a takeover target, but he feels it is too small. Exceptionally well-managed. Dividends in earnings keep going up, and not that bad in terms of valuation.

A little Magna (MG-T). 88% earnings increase last year. Their margins are improving dramatically. This one is not followed widely. 14 times earnings and they raised their divided 20% recently. They are like LNR-T a few years ago.

Products to the automotive industry. Just won contracts in Germany. Very well run company that flies under the radar screen. They are doing so much better than the industry that they should get a better multiple than the industry. Management owns a lot of stock. Raised dividend not that long ago.

Provider of some tooling for the auto parts industry, as well as getting into some auto parts areas. They are still really small. Likes where they are going and what they are doing, but it has had a heck of a run. He would prefer something like a Magna (MG-T).

Feels we are still in a positive awful cycle at this time and it will continue to play out. Average age of cars is 9 years old. The European auto industry is just starting to come back and this company is well-positioned to participate in that.

(Market Call Minute.), Primarily auto-parts. Very small, but a good company.