25% of their profit growth is coming from Mexico which is taking advantage of the cross border movement of funds between the US and Mexico. Outlook for Mexico is terrific as the GDP growth is greater than both the US and Canada. Good long term potential.

Versus the Canadian Pacific, this one has North-South routes as well as East-West. It goes all the way to Mexico city. Thought the BC Rail acquisition was great because the deep port at Port Rupert will provide one day shipping advantage compared to Vancouver.

A demographic play of aging population. Free of debt. More into the property management side of the business. Cash flow is getting to a point where they may institute a dividend.

20% of their revenues are in Asia, so a good way for investors to get access to the Chinese market. Attractive dividend yield and it is rising. As they get rid of their low margin products and focus on their new products, the growth will come.

Not big believers in the auto companies as most of their profits come from the finance arm rather than car manufacturing. Would rather play the auto parts such as Uni-Select in this sector.

The big red flag is that the auditors are not going to sign off on the financial statements. With rising interest rates, the spread narrows. This stock will continue to get hit.

This bank has the higher retail margins. Also less exposure to the US. Banks may just go sideways (or even down) over the next year because the growth is not there.