Sees 14% earnings growth from 2011 versus 2010. Dominant market share in Canada in the personal/commercial business. Growing in the US. Part of the earnings growth comes from his belief that credit losses will continue to improve. As interest rates rise, it helps the margins.

Not a lot of upside from a capital appreciation perspective but it has a 7%+ yield. Pay out 93% of their funds from operations and this is sustainable.

Haven't owned this for many years. Contents per vehicle is higher. Rock solid balance sheet. The proposed transaction to buy out Frank Stronach’s multiple voting shares gives him confidence. If this gets done this company will get re-rated.

(A Top Pick May 12/09. Up 28.46%.)

(A Top Pick May 12/09. Down 31.33%.) Reduced his weighting in this in his portfolios. Has an $80+ target price but this is under review.

(A Top Pick May 12/09. Up 36.49%.)

Has pulled back in the last 3-4 months like most energy stocks. Still has a lot of potential upside. The more they continue to drill, the more they increase their reserves. As they continue more horizontal drilling, he expects they will improve their recovery rates.