Market. 2021 will differ from 2020 because 2020 had an unprecedented volatility in the markets. We will see a re-opening of the economy as we get a large portion of the population vaccinated. We will see a re-allocation of spending away from the stay-at-home paradigm. He believes a large portion of the workforce will be back in the office by the end of 2021. He is not touching cruising and airline companies. These will be the last to recover. Restaurants and hotels will really benefit in 2021 as the economy re-opens.

It is a really well run company. It is a dominant player in the toy industry. The business is very lumpy month to month, year to year. Kids are sending more time on-line and not playing with toys.

He thinks it is an opportunity and he just bought a position. It is down significantly from mid-last year. It was beat up for what he thinks are temporary reasons. He thinks this will pass but there could be some downside in the near term.

He quite likes the business. People have caught on to this company more recently. It is a unique play.

The renewable space has been very hot. Over time there will be a lot more demand for renewable energy and this company will benefit.

He is pleased to see it is up today. There is a lot of concern around office real estate and the long term outlook. He thinks it is best to own the parent company.

The dividend is probably safe. The Canadian and US banks are so cheap and out of favour that there is a lot of value to be had, but the discount on this one is not that substantial.

It is a great company and is very expensive. It is worth while holding on to it, but he has cut back on the amount as the stock has gone up.

It is a well run business and they will benefit from the growing use of data and the 5G trend. It is not overly cheap. Now might not be a bad time to look at it, though.

(A Top Pick Dec 26/20, Up 11%) He would buy it again. As things have re-opened, the demand has come back.

(A Top Pick Dec 26/20, Up 81%) He sold mid-last year, too soon. Housing proved to be very strong. He would buy it again if lumber prices pulled back again.

(A Top Pick Dec 26/20, Up 41%) They have a few different businesses including the land registry business in Saskatchewan. It is a very well run company. It is a top pick today. It is one of his largest positions.

It is perhaps not as exciting as some of the fast growing technology players out there. It is a very well run, steady business. It has a dominant oligopoly type of position. It pays a nice dividend.

He has owned in the past and then sold it too early last year. There is a lot of good news priced into the stock but you would not want to bet against it. It would be a good opportunity to add if it pulled back for some reason.