This was the only dog he had in his fund. The issue is that the ROE is about 20% and he wants stocks with more than that. He wants to see what the fourth quarter looks like. Pretty good dividend. Don’t buy it if you don’t have it.

5.6% yield. Good grower with nice distribution. He would have thought the stock would have been up a little more. He can’t predict a dividend hike.

Should be able to grow in line with its earnings.

Vehicle leasing business. Well managed financial services company. Executed plan brilliantly. Future valuation looks attractive. Enjoy the dividend. Growth in dividends should be above normal for the sector.

Starting to move into the states in a way that makes him comfortable. Good growth prospects in Canada for them. Stay the course and he thinks it will continue to do well. 4% yield. They are just starting to bite on assets in the States and work their way into the market.

Had a good run. There is some hype that is built into the stock price. Prefers Home Capital (HCG). No major issues with CXS, however.

(Top Pick Jan 8/13, Up 195.97%) He sold after he doubled his money. Sold too early. It is not cheap enough any longer for him, but a great company with wonderful management.