They just opened a Brazillian operation, but it's really a play on domestic agriculture. They have nice products, but this really depends on crops prices and technological changes. He'd definitely look at this with an eye to buying.

HSE will move with the oil price. You can buy it here and trade it when oil spikes. HSE walked away from the Meg Energy deal, which surprised many. Maybe it will happen later.

Earnings came out today and the stock was punished HD is the go-to store for certain products and taking market share from the mom-and-pop shops, like Walmart. They're investing heavily in store technology that will pay off. It has a strong position in its sector, but there remains room for growth, say, outside North America. You won't see 20% upside, but it's a good core holding. US housing will remain strong for longer as interest rates remain low; home renos remain popular. A solid hold.

(A Top Pick Dec 27/18, Up 16%) Chinese growth is great because Nike is viewed as a local brand, not American, so the US trade war hasn't hurt sales there. Also, a lot of their business is direct-to-consumer like selling through their stores and online, without third parties, which raises revenues.

(A Top Pick Dec 27/18, Up 12%) In December, it had pulled back 35% from its peak. Then they issued a bomb of an earnings report based on poor guidance. Since then, the stock has marched up. There's speculation they'll do an acquisition in the services space.

(A Top Pick Dec 27/18, Up 14%) BP is how he plays oil. It's the gold standard in oil operations. They've focussed on cost and discipline, using technology to improve recoveries and cost overruns. Even with $50-60 oil, they'll double their cash flow within five years. Pays a safe 6% dividend.

Target price? Great to own for the last 6 years, and one of the best-run airlines in the world. Great performance since late-December. You won't see the same upside this year, but AC remains attractive. It can keep growing by bringing its rewards program in house and using more efficient planes. You could see a pullback. Likes it.

It'll come down to BBD executing and meeting targets, but there are ingrained cultural issues here.

It's pulled back strongly as competition takes away market share. Investors had believed ATVI had a moat. They have big games coming out in 2020. You can buy it today and make money in the next few years.

It's been a tough performer the past year, compounded in the last month. They had a satellite crash and lost on those contracted revenues--to add to their woes. They carry a lot of debt. It'll be a long road for them. They face competitors, too.

A REIT that owns hotels in secondary US cities. They've upgraded old hotels, many on railway lines. They took a cash-flow hit and the street wasn't ready for that. The stock took a big hit in 2018. Good sustainable yield of 11%. As these investments pay off this and next year, they'll see higher income and share price. But they need to show payback and results in their next earnings report.

It's been a great growth story in the past decade, but fell victim to those large numbers--it's hard to keep opening new stores and raising prices forever. It's come to the point where their products are close to those at Walmart. Also, Dollar Tree will give them competition. A well-run company that has some defensiveness, but there are better opprortunities.

5-year outlook He's trimmed his holdings as it rallied to $16. There's competition coming in South Dakota. Long-term it depends on how well they acquire new surgical centres.

Pays a safe 8% yield. He's taking a hard look at this. They're impacted by oil production and Alberta's isn't growing as expected. IPL is building a large propane facility for $3.5 billion that'll come onstream at end-2021. IPL will come down to project execution.

US banks, like the Canadians, won't see a lot of growth due to flatter yield curves. Now, though they're safe, holding lots of capital given regulations since the Recession. He prefers Morgan Stanley who've done well transitioning to the wealth management business.