The old Cara operations. It has made some excellent acquisitions, including TheKeg restaurant chain. The problem is they hold a lot of assets in Alberta. The latest quarter was also impacted by the cold winter this year. He will continue to hold.

He is an owner, but sitting on the fence. It is a commodity stock. He ideally is a buyer when the commodity price is rising. But with trade issues happening and delays in planting, things are stalling. He will continue to hold -- for now. Any commodity stock is not a long term hold, they follow cycles.

(A Top Pick May 29/18, Down 40%) They make electronic products for other manufacturers, like Cisco. There has been a lot of new product spending delays in the space and this is hurting them. The valuation is great and the company continues to buy back their own shares.

(A Top Pick May 29/18, Up 26%) They grow by acquisition. The CEO is a little off-putting, but he is brilliant and does a great job identifying targets.

(A Top Pick May 29/18, Down 5%) A east coast regional bank in the US. It has proposed a major merger, the biggest since the financial crisis. A high quality management team with high quality assets. He continues to prefer holding US financial assets versus Canadian.

He does not normally short stocks -- but this is one he would short. It trades at a ridiculous multiple. Musk is crazy. There is growing competition in the space. It will take a lot longer for electric vehicles to become mainstream. They are too dependent on the slowing Chinese economy. Their bonds trade only 85 cents on the dollar. Long term this company may not survive. He would not go near it.

The space reflects the health of the US economy. It is not a good sign when this stock is not doing well. Amazon is taking more away, but getting into delivery directly. (Analysts’ price target is $208.00)

One of the few retailers battling against Amazon, due to their loyal customers. They make all their money on memberships -- making only 17% margin on products sold. He likes their business model and expects them to do well even during a prolonged Chinese trade war.

He sees good things for Cisco. Great management and products. A good long term hold.

He is not an investor, but uses their products. The company has stagnating unit sales -- not very exciting given the premium it trades at. It is very expensive here.

He is more content owning the major pharma versus generic producers. The competition in the space too intense. They have been involved in the manufacturing of opiod based drugs, which could come under regulatory pressure.

He still believes in this world producer of pump equipment in the oil and gas sector. In Q4 they paid a special dividend. Q1 has been disappointing. He is still a long term holder.

A unique Canadian mulit-national producer of pressure sensitive labels -- the world's largest in the space. They have owned it for over 15 years. A family owned company. The latest quarter was exceptional. Yield 1.2% (Analysts’ price target is $66.88)

Trades in London and on the Pink Sheets. The largest producer in the world of actuators -- an electronic signal for pumps used by refineries. They have lightened the top-heavy operations to improve gross margins. Yield 1.9% (Analysts’ price target is $311.12)

Just bought it Friday. A healthcare stock under pressure from law suites associated to its talcum products. A great company to own long term. Yield 2.7% (Analysts’ price target is $148.47)