They are into everything. He is big on infrastructure and GE is a play on this. He thinks it is a buy on any crater (dip in price).
Composed of dividend payers, not just dividend growers. He would have a hard time buying it here. But it should have really good support here and would sell on any pullback.
We all need the products they are producing so they find it easy to raise prices on these products. They are moving more into emerging markets and that’s where there is growth.
Great history as an oil services company. Likes that they have operations in the US. Beat consensus last year. Great balance sheet.
You could hold for 10 years. Favours this one. It has outperformed.
Cream of the crop. Has been in transition for the last few years. But this is the one to die. Likes it here.
67% of the Canadian market. We love to be entertained. Had record attendance which means concession revenues are huge. He likes it. It is a pretty good buy right here.