First American Corp. (FAF-N)

This is a play on the US housing market. They sell home title insurance. The stock has fallen by 12% recently on interest rate increase concerns. He thinks this fear is over blown as real estate pricing is well below 2008 peaks. It is trading at 11 times earnings. Yield 3%. (Analysts’ price target is $65.80)

You put in a low and then you sit on your hands and let it work through. It will likely take 2-4 weeks or even months to work through. You have to clear the selling pressure. They have put up some great numbers and will be a great spot to step into at the right time.

(A Top Pick Sept 27/16. Up 55%.) This was his way of taking opportunity in the insurance space, and blending it in with getting exposure to the US housing market. The largest part of their revenue comes from Title Insurance, and you can't buy a house in the US without getting this. They started to pay a dividend in 2010, and have done a great job of consistently raising it. He continues to buy this.

(A Top Pick April 21/16. Up 30.91%.) This is focused on primarily housing insurance. A great way to participate in the US housing market and rising interest rates.

This gives you exposure to US housing given the type of insurance they offer, being Title insurance. As rates go up in the US, these insurance companies participate in that. A conservative business with a strong balance sheet. Dividend yield of 3%. (Analysts’ price target is $48.)

(A Top Pick Nov 20/15. Up 1.12%.) A conservative way to play the US housing market. They are focused on title insurance for acquisition of residential properties. This started to sell off when there was talk about rates going up. Unlike most insurance companies, rates going up is not a real positive for this company. On a PE basis, it is attractively

A conservative way to play the housing market. Their primary focus is title insurance. He likes the housing market in the US, with the US consumer having low debt to income than in Canada. Dividend yield of 3.42%.

Title Insurance is the meat and potatoes of what they do. If the US housing markets continue to plug along then this one will do well. It is also a future play on rates. If they rise, then this one stands to benefit.

A great way to play the housing market in the US. They provide Title Insurance which is needed when buying a home. As new home sales increase, and as the resale market transactions continue to go up, housing market activity bodes well for this company. He feels there is still upside in the housing market. Also, as rates go up in the US, this company stands to benefit because they park the cash into fixed income that they get as premiums. This is still reasonably priced.