This week’s new 52-week highs… (Jan 2-8)

In his institutional mandates, he has to have a minimum of 30% in fixed income, and he is not particularly positive on bond returns over the next 12-18 months, as he expects longer-term interest rates to start rising. In his case, he has 7.5%, and 30% is in the short-term bond index XSB-T. He is…

You use this to park your cash. Not a long-term investment. This is for the short-term. Has very small price swings. If central banks raise rates, XSH will trend down. (David Cockfield)

(A Top Pick Nov 6/14. Down 75%.) One of their key assets is an oil/gas services business, so it has come under a lot of pressure. This is a high risk/high reward situation. Still very much a binary outcome. It is either going to come under a lot of pressure with bankruptcy risks, or the…

(A Top Pick March 2/17, Up 9%) Sold it, but then the stock got too cheap, so he bought it back. He was unhappy with their inability to solve metallurgical problems in Eritrea. The stock sold off because their Serbian deposit won't produce cash for a while. There were alleged human rights abuses in Eritrea.…

It is Canadian domiciled and European focused and does not attract a lot of investors from either continent.  He likes it. (Rick Rule)

The no. 1 performer on the TSX in 2018, up 85%. They have great mines in Ontario and Australia, both stable areas. They keep increasing production targets: produce 1 million ounces of gold a year by 2021. There's a place for precious metals in your portfolio when we hit the inevitable recession and return to…

It's really hard to find a silver deposit, so that's probably why they moved away from silver operations. (Brent Cook)

Hasn’t followed this closely, but there was some recent chatter about somebody buying it out. They hit a drill hole in August that looked promising, so there is a little bit of froth on it. A pretty steady producer over the years, not a lot of reserves and not a lot of reserve growth. If…

Quebec area.  They have new management.  New geophysics has been done.  They realize there is a lot more going on in this area.  He prefers other operating in the same area.  He thinks there is nothing going on on the property MKR-X operates in. (John Kaiser)

Mostly Asian, Pacific-based, but now moving into North America in the Carolinas. Doing a lot more deals in Nevada and Argentina. (Joe Mazumdar)

A portfolio of US properties. It also has some interesting properties around the DVP area in Toronto. The CEO is one of the few people that not only knows how to buy, but also how to sell. Thinks that at some point, he will sell the entire company if he can, or bit by bit.…

They're in the right place at the right time with a shift to industrial. Vacancy rates are at 10-year lows in eastern Canada where Summit deal. Summit will capture market rent growth as they roll their tenants over time. But there is an external management agreement that is one of the most egregious out there,…

Deals in staples with inelastic demand, running stores in Alaska and remote northern Canada and isolated parts of the South Pacific and Caribbean selling food and general merchandise. These areas are so remote that there is no competition from e-commerce. These are natural monopolies, so NWC enjoys higher margins than a grocer. They're rebuilding their…

Has owned this for five years. It's been doing sideways until only recently. It didn't move higher on volume (which he'd like to see). It's a strong company, though. He expects a recession, but convenience stores are resilient. (Jason Del Vicario)

A tech company based in Calgary. They have a platform through which oil companies can take in receivables. If you are a driller and work for an oil company, you would send in your invoice through this platform. Oil companies like this, because it allows them to save quite a bit of money. The stock…

The company operates a series of surgical clinics and drop in clinics. The dividend is safe. Their debt is high but they own a lot of real estate so that justifies it. (Bruce Murray)