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Management has done a fantastic job. A lot of exposure to the Canadian housing market and he doesn’t think it is prudent to have exposure to our housing market. Feels the stock has had a big push because the Shorts have been covering. Not certain that there will be a lot more to push this higher.

This one is the flavour of the day. Great balance sheet. If and when the Americans come back to play in the Canadian energy patch, this will be one of the big “go to” names.

Had some problems operationally. Very well run. Have enormous natural gas assets that are not contributing to the bottom line right now.

Surprised that this is down this low. A perennial “going to be taken over by one of the majors” because it has a lot of resources. Has done a pretty good of growing its production over the long haul. Well financed.

Very well run REIT. Has come off a lot recently because the pump up in interest rates. Feels that the way consumers are consuming and buying products is changing with mobile technology and feels it will be really, really challenging for malls to overcome that.

Enbridge (ENB-T) or Fortis (FTS-T)? There is no growth in Fortis from an earnings basis. The last 2 acquisitions they did were not accretive at all. Feels that this one has more earnings growth. Big financing obligations over time. An increasingly complicated structure because of all the drop-down entities that they do. If he had to pick one of the 2, it would be this.

Enbridge (ENB-T) or Fortis (FTS-T)? There is no growth in this from an earnings basis. The last 2 acquisitions they did were not accretive at all. Feels Enbridge has more earnings growth. If he had to pick one of the 2, it would be Enbridge.

Owns, harvests and sells lumber. Has an OK dividend yield. Investors have piled into the housing market trade and a lot of these housing stocks are incredibly richly valued right now. New housing starts are still at a pretty subdued pace. Longer-term it will be a positive. But he doesn’t know if the 3% plus dividend yield is enough to keep investors involved.

Management team has built and sold a number of companies very successfully. This one has probably been the fastest-growing small cap, turning into a mid-cap, turning into a large cap. Growing at about 45% both in cash flow and in production. In the last 18 months, it has built an intermediate oil company as well. Strong balance sheet. Represents exceptionally compelling value.

Good dividend yield. Spends $14 billion a year in research, development. Growing out new product lines. Missed the mobile phone market but is there now. Feels that investors are far too pessimistic about this company.

Medical devices. Has grown through acquisition. Long track record of dividend growth and have grown 25% over the last 5 years. Trading at around 16X earnings.