Similar to a BA-T. A slower growth story. It popped when they sold off allstream and now it is almost back to where it was. It was a traders` play during that time. It is where it should be given the fundamentals. You could start to see dividends increases from the smaller company. It is possible that a major takes them out at some point. Not a growth story, however.

A core holding. He owns quite a bit. Metal services. As the economy continues to improve, this will do well. Likes the management. Likes the fundamentals. It is a good hold.

Takeovers are always hard to predict, especially with a large family ownership. It is a tough business with regulation changes and competition. He prefers banks.

(Top Pick Mar 11 /13, Down 18.67%) 4.3% dividend. They are ramping up their dividend growth. He originally got in too early. They are going to generate free cash. Cap X comes way down next year. Good fundamentals going forward.

Continues to recommend this to clients. Fundamentals are not as bad as the stock price would have you believe. Shareholder base has gone from 60% to 80% Canadian but thinks they will appeal to US investors in the future.

You don`t get very many buying opportunities for this one. Not a lot of companies have a growth and cash flow profile like this. Solid 3% yield and great dividend and earnings growth.

Exited. It had had a fantastic run over the last 5 years. The dividend yield had gotten down below 3% even though they had grown it.