Trading at 13X earnings. ROE in the mid-to high teens. International growth as well as domestic. $45 plus dividend gives you 15%. Nice safe place to be.

Staples as opposed to discretionary. Good defensive growth. Good entry point.

Stock fell after the wireless Spectrum came out. Good entry point. A wireless play as 80% of EBITDA is wireless plus the cable. Free cash flow is $1 billion a year plus. They have the best technology on the wireless side and the only ones with 3G technology.

(A Top Pick March 6/07. Up 13.3%.) Gold is a nice hedge against possible recession. This one has a lot of growth and production coming.

(A Top Pick March 6/07. Down 9.2%.) Yield is almost 7%, which is attractive. Steel service centre, about 70% Canadian 30% US. Cdn$ has hurt their Canadian customers. Great balance sheet and really well managed. Still likes.

(A Top Pick March 6/07. Up 2.6%.) Still his favourite bank. Very little CDO/subprime US exposure. The Commerce acquisition in the US will be pretty well cleaned up by the time they take ownership. Still a Buy under $70.

An infrastructure play and the company will do well. The stock cannot do as well because the multiple has risen to full valuation. He owns the bonds.