Only has in the mutual fund because he got it when it was spun out of BCE but he has not accumulated any more. It is largely legacy assets with a good cash flow. Not a lot of growth potential.

He has been very impressed with them recently. Good at securing projects. Good solid dividend payer. Given progress on their major project right now it will need capital along the way so he would watch it over the next couple of years.

(Top Pick Mar 11 /13, Down 4.88%) Still a favourite of his. Everything he saw happening this year has happened but stocks have not reacted because US investors have abandoned Canadian energy stocks. At the top of his oil stocks to hold.

(Top Pick Mar 11 /13, Up 9.38%) US footprint is a big part of his reason for holding this. They also do a very good job with their customer experience which they have replicated in the US also. A well managed company with great dividend policy.

Initial reaction to today’s news is not all that much of a surprise. Fairfax has made a bid for the company. He says if they had declared a $1 dividend at $100 share price they would have protected their share price to some extent. It could get taken private from here. There is a market for the device and he thinks they have made some great strides.

He is quite positive on the fertilizer producers. This has been the more expensive of the two. The dust has settled after the attempted takeover. The dividend increase has caught his eye. He has seen a big ramp on the dividend so is looking to accumulate. Owns POT-T but is looking seriously at this one too.

Has been a very positive story over the summer. Being a corp. opened them up to a bigger US investor base. They have so many opportunities to enter into new projects. There is an increasing production curve so there has to be a way to get it to market. A great story going forward. Had a good run so you might want to watch to see if it gives some of that back.