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Markets. He likes to buy companies that he can understand and what drives that business. Gold companies have been littered with issues such as cost overruns, etc. He doesn’t see a bottom in sight for gold yet. Still very constructive on certain sectors, outside of materials and energy in the short term as well as. There are a lot of technology companies that he likes as well as the telecom space, which represent decent value for dividend paying companies.

Had a really good run but is in a sector that he feels that continues to grow their dividends and revenues. Wireless is still very popular and growing and has not fully penetrated yet. Seeing more and more data usage on smart phones, which is going to drive revenue growth for this company.

Likes the stability of the business. Even if you are extremely bullish on the market, you should have some anchor stock in your portfolio. Feels they will have decent growth going forward. Continually surprising on free cash flow, which means they are continually increasing their dividends.

Has been a little disappointing operationally. Very exposed to Alberta and there is a lot going on there in the power space. There is a big plant coming on again which is going to have a negative affect on power prices which negatively affects this one. On the side, they have a lot of plants where operational issues pop up. These things hurt earnings. A lot of debt on the balance sheet.

Has been a little disappointing operationally. Very exposed to Alberta and there is a lot going on there in the power space.

Just made a reasonable acquisition in California, which will diversify their portfolios. There are risks in moving out of their territory. A lot of political issues that are hard to understand in how that drives power prices. Paying out about 50% of their cash flow, so the dividend is safe.

You need all the stars to be aligned to own this. He benefited from the Janna Partners coming into this name and rode it up to $110. Natural gas prices have been slowly creeping up, which is a big input cost for them. If natural gas prices are going to stay up in the $4 range for a while, this will start to hurt margins. Still likes the company for the wholesale and retail.

Great assets. Likes that they did not proceed with Voyager, which makes more room for dividend increases. They were already generating a ton of free cash flow so they have room for dividend increases. With all the political issues, there is a lot of overhang on the shares. Next quarter is going to be a good indicator for him. Wildly cheap so once some of the negative sentiment gets removed, it will have room to run.

REIT sector is interesting and he is trying to be a little bit ahead of the curve on it. Valuations are very high and slowly but surely he has seen REITs trickle off a little bit this year. Some risks on the valuation front. Prefers names that are trading at a discount on price to NAV such as Brookfield Office Properties (BPO-T), which pays a nice dividend. Has a lot of vacancies in their New York property but they are some of the best office properties globally.

When developing a new plane, there is a lot of CapX involved which limits the amount of dividend increases that can be made.

Fundamentally, this looks like one of the better gold names. Could be some political risks with their Argentinean properties. He prefers names that are in North America. Be careful of this whole space at this point.

Recently looked at this as valuation is starting to look a little bit compelling, as are all the banks. Problem is that they don’t have all the levers that big banks have. May be affected more by net interest margin than the larger banks will be.

(A Top Pick Jan 23/13. Up 15.07%.)

(A Top Pick Jan 23/13. Up 10.43%.)

(A Top Pick Jan 23/13. Up 1.4%.) Cheques still make up a decent part of their business. Likes it for its defensive characteristics. Feels the dividend yield is safe. Getting a little more cautious on the name as he has heard they lost some business and he thinks the banks are going to pull off a little bit here, which could hurt them as well. If they lose another major client, he would be close to hitting the Sell button.