Long-term outlook on this stock is very positive. Short time there is some downside to the levels we saw last fall if the market falls 20%, which he expects. Will respond to the key commodities of copper and coal. Would buy into weakness.

Switching non-voting shares to voting and a hedge fund is getting involved. Comments? Hard to know what the result of that will be. Hedge fund owns a good slug of the voting shares. They want the premium and are complaining that they are not getting it. You should look beyond this as it will not be a big difference. Dividends have been growing 5% every 6 months. Feels the earnings growth over the next 3 years will be in the order of 9%-11% per year.

Pretty optimistic on long-term pricing of potash because cyclical stocks were underweight because of concerns on global commodity prices. Wouldn't buy currently but would hold for the longer-term. Would like to see it under $40. 1.3% dividend.

Buy at around $53-$54 and selling at $57. Good strategy? The Buy price is reasonable but he is not strong on the strategy. A little nervous of banks generally because if you get European problems developing over the summer, it will affect Canadian banks.

The low price is obviously reflecting weaker gas pricing. Have a large exposure to the Montney play. Very well run company. Conservative balance sheet. Good level to start accumulating. 6.3% dividend yield should be safe.

Likes this company for the longer term. Has a terrific balance sheet. 4th largest auto parts company globally. Orienting Has production to potential growth to Asia. Had problems in Europe but are making good improvements in those operations.

(Market Call Minute.) Tremendous long-term growth potential but short-term production difficulties.