One of his favourites in the senior producer category. Should continue to be a good performer. Cash flow return on enterprise value has always been well above average for business in general and high in the oil industry.

Very unspectacular. Probably where it is because of the constant rumour of a takeover.

Very speculative. Have now filed their final catch-up papers and if it is going to be a survivor, this would be a good entry point.

Canadian banks have been good performers. 1st quarter results were up 22%. Gains are coming from better insurance products, real estate loans and good growth in their retail deposit operations.

Canadian banks have been good performers. His 2 favourite banks stocks are Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T). Has the highest percentage of its earnings and revenues in international operations. Also big in bullion trading.

Has been one of his favourites for the past couple of years. Scored very high on his analytical approach of "cash flow return on enterprise value", and continues to score high. John Hancock integration has gone very well.

The most attractive feature on this is its long life through the oil sands. Generates a high level of cash flow.