One of the least celebrated but one of the most important businesses in Canada because it is the largest packaging company.  Trade at an attractive multiple.  The payout ratio is almost 60%.

This is the kind of business that investors should own in this time in the market. It pays a nice dividend. It is nicely diversified in terms of the types of packaging. Products are well-suited to consumer staples, which aren’t as sensitive to the market cycle. Management owns a large stake in the company. He think it is a good long-term hold.

(Top Pick May 18/17, Down 3.63%) The decline is just trading noise.  He still likes the company.  He would hold it for sure.

Glass and plastic packaging. Does a lot of pharmaceutical type packaging. This has had 13 years of 25%+ return on invested capital. A really strong balance sheet.

This is on his radar screen. They have been consolidating over the last little while, and he would like to see the stock show some technical strength i.e. moving out of that consolidation phase beyond $25-$26 on above average volume. A good position for somebody income oriented.

It has been on a tremendous run and he does not think it is going to stop.  Management is solid and the balance sheet is solid.  They are benefiting from the shift away from physical stores.

(A Top Pick June 12/15. Up 66.05%.) Despite the stock being up, it is probably still no more expensive, from a valuation standpoint, than it was a year ago. Earnings have grown and the cash flow has grown significantly. Have made some acquisitions. Pays a nice dividend. Management owns a significant stake. Dividend yield of 4.4%.

They have some historic tax losses and so can remain an income trust.  It is an excellent business.  They have a very diversified customer base.  They are a distributor of product packaging.  They are expanding more into the healthcare space in the future.  Healthy free cash flow, 5.5% dividend.