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(A Top Pick Nov 29/12. Up 52.83%.) Sold his holdings as he was a little concerned that the execution going forward was a little too priced into the name. Good company and have done a fabulous job of acquiring other companies and building out a good concentrated asset base. Light oil producer and he is now looking towards heavy oil and natural gas producers.

(A Top Pick Nov 29/12. Up 98.97%.) Likes where they are competitively positioned. Returns have been good and asset growth is turning around. You also have the benefit of these special dividends. Wouldn’t add to it at this point but would Buy more on pullbacks.

Has been buying at these prices. Definitely a higher risk. Has a higher yield. Balance sheet is at the high end of where he would like it to be. Good properties and good management team. The knock on the company is that there hasn’t been production per share growth but the asset base is there and it looks like they are focused on turning that around. Also, as gas prices firm up, it will benefit.

Likes but doesn’t know if he would add to his holdings at this price and at this time. Have long-term growth prospects. Should be able to grow its dividend by 10%+. Have just cut guidance a little for 2014. Feels this is just a project timing issue. It will be fine over time. A higher multiple stock and will get hurt when interest rates go up.

Likes this bank. Had a pretty big run up since the last quarterly earnings so doesn’t know that he would jump into it right here. Well-positioned for the Canadian marketplace. The majority of their business is in the West, which is doing better. In commercial loans which is doing better than residential. Wait for it to come back a little bit, but if you don’t own, you could own half a position.

Utilities for it for a 5 year plus outlook? This is one of the most interest-rate sensitive sectors. From a short-term perspective, they could bounce because they have been hit so hard. Next week there is a fed meeting where there is a 50/50 chance of tapering. It will be interesting what comes out of the tapering as well as the markets reaction. People are more used to the idea now and the fed has gone long way to explain that there is a difference between tapering and tightening. You may actually see a relief rally in these types of stocks if they taper. Problem is going to be in the growth of utilities and he thinks that is going to be a challenge.

High-quality stock in a bad place. It will certainly be a survivor in a downturn of commodities but all of their major commodities, including coal, copper and zinc are all facing tough times. This will work itself out as more money is not going to new mines. In a couple of years, there will be a deficit in copper. This hinges on what your thought is on growth acceleration in Asia, China, specifically. Tough call. 3.7% dividend yield.

High quality company. Asset management is a good spot. Feels it has the ability to continue to take market share. The knock has always been that it is expensive. It will probably always be expensive because it is such a high-quality operation. You could make an argument for holding it here. If the market continues to do well, they will do well.

Stock has done incredibly well and the company is doing well. The airline cycle is going on and hasn’t been ruined yet by putting on more capacity and irrational competition. We are seeing additional capacity coming on but, so far, the demand is there. It is quite possible that it continues to move up from here.

On the sidelines with this and has been for quite some time. Brought in new management and high level compliance people and are going through all the motions that they need to go through to fix the company. Didn’t have a lot of issues in the US and that might start to improve. This will be a long-term turnaround and a “show me” story.

Looking at this one again. Have done a very good job but has had a good run and is expensive.

High-quality, light oil producer. Certainly one of the higher valued, but one that has delivered most consistently over time. Hasn’t recommended this one recently because it has had some issues around growing its production per share. Going forward, feels it will have some production per share growth in the next year. 6.8% dividend yield.

A play on US housing. It has 3 components. 1.) An asset manager for institutions that want to invest in that. 2.) Land development business. 3.) Single-family rental portfolio that it’s built out with over 2000 homes. If you break down these 3 components and compare it against companies in those spaces, the valuation looks reasonable. Thinks the story will follow out along the US recovery, which he thinks has a few more years in it.

If you own, this is a tough one. Certainly they are a low cost producer of uranium, but the problem is around the demand side. There is a feeling that Japan is going to restart reactors and you hear about new reactors going to start in China and globally. On the supply side, you hear about the reduction in the Russian highly enriched uranium. All these things should point to a better uranium price but it has not. He is on the sideline until he sees some improvement in demand. If you own, he would probably continue to Hold as there is not much more downside in the near-term.

Markets. Have been a number of impediments removed from the market this week. The budget compromise has taken the heat off there being another US government shutdown. The Volcker rule limiting the kind of risky stuff that the banks can do. Job reports show that things are definitely improving in the US, which will lead to higher wages, which will lead to more spending which will be reflected on the GDP. Cdn$ is too strong right now and is going to have to come down. Wouldn’t be surprised to see $0.90.