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Market. There are worries about the commodity sector, which dominates the TSE and this is an area where he is somewhat underweight. Has been moving his weight up in foreign equities. When he runs his wider screens, he is finding better quality companies at even more attractive valuations in the US market. A lot of companies he owns have been growing their dividends at 10%-15%. Likes the iPhone and Tablet market. (See Top Picks.)

Great long-term Hold. Its dividend is secure and they will be able to grow this over time. Based on the recent results and the outlook that they gave, he has trimmed his holdings a little bit. Thinks it should be trading in the 15-17 times earnings. 3% dividend yield.

Will the hiring of Temp workers to replace long-term workers affect their stock? Doesn’t think it will have that much impact on the stock. Doesn’t affect their operations that strongly. At the end of the day, the retail banking part of any bank’s franchise is very highly profitable and a low risk part of their business. This bank has one of the best franchises of that in Canada. 4.2% dividend yield which he thinks will be back into a lower growth, not like it has been in the past decade.

Very well run company. If oil prices stay up where they are, he thinks the 6.7% dividend is sustainable. As a heavy oil company they have been suffering from some of the spreads on the heavy and light oil differential. Well-run but they are at the mercy of the underlying commodity.

Makes remote accommodations for mining, oil, gas companies. Try to put together accommodations in remote areas in 3 months which requires quite a bit of expertise. Although it is a cyclical, management has been able to execute very well. They use very conservative accounting to write down their equipment, etc. Probably not a bad entry point but it is in the sector where there are some headwinds right now.

Pipelines are a very good business in Canada. Highly regulated so profits are almost “baked in the cake“ when they take on some projects. Thinks the Keystone pipeline will go through, which would be positive development for Canada.

There should still be great growth in the wireless side of their business. Feels that its dividend is safe and has the ability to grow. New management is doing a very good job and moving the company in the right direction. He owns this in his dividend portfolios only, as he wouldn’t expect much capital appreciation.

Not sure that the dividend is safe but doesn’t see any reason for an imminent cut. Have a lot of coal plants and a lot of them are going to have to be shut, over the next decade. This is a high risk business model and they have to really execute well to maintain the dividend.

Would prefer Royal (RY-T) and Toronto Dominion (TD-T). After that he would go to Bank of Nova Scotia (BNS-T) because they probably have the most success expanding internationally. Over a long period of time, these 3 have had a higher ROE.

Growth is getting a little more challenged. Very good company but valuation, given its growth outlook now, is a little bit pricey. As growth slows, there’ll be less capital for expansion, which will allow them to increase their dividend. Mid-$40 would be a better entry point for this one.

Still has fairly good growth and is the best-of-breed company in the network equipment sector. Also has attractive valuation as well as a high yield, which you never used to see in the IT companies. Good risk/reward. (See Top Picks.)

This one has gone sideways for about the past 5 years. Although there are no barriers to entrance into their business, they are the largest auctioneer of industrial equipment globally. Thinks they are larger than the next 50 competitors combined. There is about $200 billion of used equipment that transacts every year but they only have about a 2% market share. This gives them a tremendous run way for growth. Just finished a CapX program to build a lot more permanent auction sites so they can now focus on filling those sites and he can see double digit earnings, cash flow and dividend growth. Yield of 2.47%.

Market leading tablet chip supplier for the smart phone and tablet markets. Should be able to keep pace with the growth in the tablet and smart phone markets, which are both gaining market share so it has great strong secular tailwinds behind it. Yield of 2.11%.

Great, strong secular trend towards electronic payments, both debit and credit. They don’t have credit risks; it’s the banks that take all the credit risks. They just charge a fee to process the transaction. Dividend yield of 0.79%.

Markets. 1^st quarter we had a big run as we have historically had, which was on the back of the RRSP and the 401K in the US. Typically after Q1 we see a slowdown. Then towards the end of the 4^th quarter the market starts to pick up and repeat the cycle. Intensity of the 1^st quarter was actually stronger than it has been in the last 4 years. He is expecting the US to continue to recover. Industrial production is continuing to improve, as it has done in the last 4 years, and coming off a very low employment level. Europe is getting the bite of austerity and that is starting to show up in a number of companies’ earnings. Also higher taxes are there, so slower growth in Europe is going to be the main thing moving forward. Asia generally is recovering. India is an interesting pocket and has had some interesting numbers. Latin America generally is going to have a slower period of growth, really on the back of lower commodities. Generally modest growth globally but there will be some pockets to pick up for those looking for global exposure.