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Had the 1^st test flight of their C series today. Over the next while, you are quite likely to see an increase in orders, as people have been sitting on the fence waiting. In the meantime, they have had success in other parts of the aircraft division as well as several good additions to the backlog of the transportation end. Thinks there could be significant upside over the next year.

Excellent growth profile over the next number of years. Could be expanding by as much is $3.5 billion in terms of their capital program and are very confident they will be able to increase earnings substantially with that. Because of this, they increased the dividend earlier than he had expected. Should be able to increase their dividend by 3%-5% a year over the next 3-5 years. Has a target of $36 over the next year but can grow well beyond that in the next 3 years. Yield of 5.2%.

Under some pressure recently. Anticipated that the revenues will grow in the area of $1 billion in the next 5 years in the service sector of their business with some of it being in the mining area. They are less and less dependent on selling equipment to miners in South America or to the oil sands. Very good value in the low $20 area. 2.73% dividend yield.

(A Top Pick April 23/12. Down 11.43%.) Sold his holdings in late 2012 at over $50 and bought some back this summer.

(A Top Pick April 23/12. Up 36.33%.) Have had an excellent turnaround. New CEO has done a good job of reorienting the financial part of the business. Has recently been trimming his position because of excellent gains.

(A Top Pick April 23/12. Up 5.85%.) Sold all his holdings at between $30 and $31 in late 2012. Has pulled back significantly so he has been adding to his holdings lately. Very good value here. Should grow its dividend 4%-5% a year over the next 4 or 5 years.

Likes this very much. Has been a disappointing stock until the last 3 months when Warren Buffett disclosed that he had been buying. His target is in the low $40. Well run. Good capital discipline. Will be increasing their dividend over the next couple of years.

Its value is sort of on a breakup basis and something in the area of $14. This would be a speculative buy.

Gone sideways for the last few months and thinks the next real leg up will come when the Corrib gas field, where Shell is the operator, comes on stream in the letter part of 2014. You may have to be patient over the next while. But he likes the company’s prospects.

Do you buy/sell according to market conditions or do you buy a reasonable company and hang on? He looks at stocks on 1) a 3-5 year view on their earnings per share growth or cash flow as well as 2) their potential for increasing dividends. Those companies that have strong, predictable growth and overall returns, in the low double digits area, tend to be his core holdings. Also, in a one-year timeframe, does a Buy, Sell forecast on a price, he would buy or sell. This leads him to buy new holdings or trim existing ones.

Potash market has been in turmoil since the cartel had their differences. If you could predict when they get it sorted out, which they will, it would govern your attitude towards the industry. Longer-term he feels potash demand will grow well. He has reduced his target to around $36. You get a pretty good dividend, which will increase over time.

Has been a disappointing company in terms of price appreciation recently. There was a big sale of Newmont’s holdings, which depressed the price. The major CapX demands are behind them, so there will be more available for payment of dividends. Doesn’t think you will see significant capital appreciation.

Very good balance sheet. Also, pays a pretty good dividend of about 3%. In the longer-term, he really likes the outlook for their major products of metallurgical coal, copper.

Sell or Hold until the REIT IPO is trading? He would sell currently. It has moved up in price. REITs will have some tough sledding over the next while, as we see more product coming onto the market and long-term pressure on interest rates.

Which auto-parts maker would you put your money on and why? His choice would be Magna (MG-T) although the stock has done extremely well. Latest results show the European margins better than had been anticipated so their restructuring efforts are obviously starting to pay dividends. There is still very good leverage. The margin was something like 3.2% and their longer-term goal is to get it to 4%-5% over the next 2-3 years. That would offer a lot of leverage on earnings. Good upside on a 2-three-year basis. Target shorter term is $90.