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The original energy trust. Quietly transformed themselves over the last couple of years. They are starting to grow production – 9% this year. Trades at a multiple discount to everyone else. 5.6% healthy yield.

Her call is that long term interest rates go up which will benefit them and they will do so the most of all the Lifecos. Capital ratios are excellent. Thinks they can’t increase dividend until end of 2014

A huge transformation. They bought IT systems for small banks. 4.55% dividend. Thinks there is cross selling opportunities. Believes there will be multiple expansion as they are recognized by the market. They are still integrating so they still have to see synergies and cost cutting from this acquisition. Expects a March dividend increase.

Markets. It has been a pretty good year overall. TSX is up about 10% and the US is up unbelievably at 20% plus. If you look a little deeper into the markets, it is sort of a have and have not market. Resources, energy, materials and mining are not doing so well. He is participating a lot in the US and is continuing to expand his holdings there. When you have a market like this, there is always a concern about what is driving the market, is it just cheap money from central banks? However he is still pretty positive the way the underlying economies are still growing in the US, Europe and Japan.

Warren Buffett has an unparalleled track record over multiple decades, and you can’t argue with that. This share price reflects that. You are really looking at a company that expands itself into different areas, depending on the manager’s. His biggest concern is that Mr. Buffett is getting advanced in age, and we don’t know how long he will be at the helm. He is somewhat cautious on this one.

New NHL contract is not a big deal in itself, but it is positive. More importantly, they are the biggest wireless service provider in the country. As long as the wireless business is doing well, they should continue to perform. Given the balance sheet and given where they are, it should still do reasonably well but don’t expect a lot of capital appreciation from here.

One of the best managed railways in North America. They’ll continue to grow, probably earning 5%-10% a year. Not cheap, trading at above average PE multiples for their entire history. As long as the economy continues to grow and they are managed well, he thinks they can hold it in with a total return of maybe 7%-8%. Hard for him to see much upside here. Dividend yield of 1.4%.

Takeover battle for the Australian dairy company is getting pretty heated. 3 or 4 companies are involved and given that the Australian government blocked Archer Daniels Midland (ADM-N) takeover bid for GrainCorp there is some concern. However, the issue here is that they will end up paying a lot. This is Saputo’s strategic move for a gateway into the Asian market. They may overpay but that is not their history. Also, if they win, there won’t be a lot of accretion in the short term. Also, are facing challenges in North American home market. Feels the stock is pretty fully valued.

Their main components are Investors Group and Great West Life and both are clearly enjoying this booming market, both from a personal wealth accumulation and insurance sales. Wouldn’t call it cheap because both underlying stocks have done fairly well, but if you feel comfortable with the economy continuing to grow and that Europe will come back quite a bit, there is probably more upside for them.

Have a lot of momentum in orders. Airlines globally are continuing to order new planes. For the next few years, they look very, very good. Order books are all packed and they’re scheduled to make a lot of money. The issue comes after that because a lot of the airlines are being bought on credit and anticipated growth. Once they buy the plane, they have to put it into service.

The biggest drilling contractor in Canada. In the short term, they are facing a soft drilling environment because gas prices are still $3.50. You will see huge earnings in the next 3 or 4 quarters, so it looks expensive, but looking beyond that, the picture is improving because of the LNG development that may very well come sometime in 2015-2018. This company will benefit a lot more in the next couple of years. If you are patient, you could buy it here or you could wait until the middle of 2014.

Acquiring Safeway was the right thing to do. If they didn’t do it, somebody else would end up with it. Once that is done, there is a tough job of integration. In the near-term environment, it is quite difficult. Thinks this will continue to be a challenge. If you own, you’ll have to be patient and keep your expectations reasonably modest but they should be fine for the long-term.

Haven’t kept pace with their peers recently. Had issues with rising costs in their key operations, but when you look 3-4 years away, it continues to be a very well run company, having low-cost oil sands production. Also, have one of the better reservoirs. Costs have come up, but are under control and scheduled to come down. Should continue to grow on a per-share basis.

(A Top Pick Nov 1/12. Up 16.7%.) Acquisition got approved and that was a big win for his investors.

(A Top Pick Nov 1/12. Up 1.87%.) Performance has tempered a little bit because the whole REIT space has been hit. He feels they still have a lot of upside. They have a lot of balance sheet power and can spend a lot of money buying property, which they have been doing. Has been taking longer than some investors expect. Doing this, they will be a much more diversified company and the stock should go a lot higher.