Likes their acquisition of Pacific Bicycles and Schwinn. Should add to earnings momentum. Earnings outlook this year is $4.50 and as much as $5 next year. Good price.

Very financially strong. Has a lot of cash to make strategic acquisitions. Production profile looks stable. Earnings momentum going forward is good.

Interest sensitive. OK for a long-term hold. Prefers Enbridge.

Prefers over Trans Canada Pipe. Should do well in the future pipeline from the McKenzie Delta.

Exposed to good industries. A good value play.

Shipping should do relatively well over the next few years. As an Atlantic shipper, does not have the momentum that Pacific shippers would have. Expects shipping rates to go up.

Has reduced bank holdings in his portfolios due to concerns of rising interest rates. Increased dividends should mitigate this. Right now, it's as good as it gets for banks.