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Really well-run business. Went through a few problems in the financial crisis, but now have a really good assortment of really good industrial businesses. Good long-term stock. If you don’t own, wait for a bit of a correction.

Pharmacy benefits business. Taking market share. One of his smaller holdings but has held it for a long time. Had a huge run over the last 5 years but is now just going through some digestion. In a trading range over the next year or so.

Likes the overall business, but the debt has kept him away. Certain aspects of their business are very cyclical. They need to raise a little bit of equity and get the debt concerns away from investors.

He put on a position last year as he thinks that over the next 5 years the C series is going to be a huge winner for them. Have been a few delays in development, but have good customers that come into buy. Airbus is doing everything in their power, including cutting their prices to almost nothing to keep Bombardier out of the market as they are petrified that this will be a standard in that part of the market.

Very interesting little oil/gas company operating in Colombia. Stock had a good run in the last little while. Drilled an exploration well that has some really good shows. Haven’t tested it yet, but the logs show a lot of pay in the well. Also, have a new potential shale play in Colombia. His only concern is the management, which has overpromised and under delivered.

Really well run by a bunch of financial guys. Have a lot of momentum and have invested in a lot of good businesses. Have generated growing free cash flow streams which they pass through as dividends to shareholders. Feels it has a lot further to go. Over 4% dividend yield.

Trading at 10X next years earnings. Trades at a 7% free cash flow yield. Great management team. 4^th largest auto-parts company globally. Have all the elements that allow the company to grow and take market share. Great balance sheet. Yield of 1.58%.

European company and a large part of their business is in North America. One of the leading global petrochemical companies. 3-4 years ago, had an over levered balance sheet, but they have de-levered it. One of the best exposures to petrochemical in North America and are benefiting from the low gas and ethane prices. Spinning off gobs of free cash flow. Trades at 10X next years earnings. 3.2% dividend yield.