BUY ON WEAKNESS

A great story and a great way to play the continuing growth in North America. It is fully priced. Would buy at $53-$55.

WATCH

Needs better clarity on the C series. Once we see how the orders unfold he would know. This is speculative at best right here.

BUY

Continues to like it, subject to how the interest rate scene unfolds. Have expanded recently. What they pay on mortgages are well below what the rental rates are. Capacity for dividend increases.

HOLD

Likes it. The final impact from Obamacare could be a bit tough and could cause short term re-thinks about the stock.

DON'T BUY

Sold it because PE got too high relative to yield. Moved to REITs. Would not look at it now.

DON'T BUY

He has never really liked power stocks. He would not buy it. There are better alternatives.

RISKY

In an area he likes. He would normally say to stay away because of the legal disputes but in this case, the stock is down. Earnings are protected to grow. Take a speculative position and increase later perhaps.

BUY

Likes it and thinks there will be consistent earnings and dividend growth. Conservative long-term play.

WEAK BUY

Prefers more specific areas to get the growth. If the spin off of the financial side does well it will be a huge plus. It could be a long term hold.

DON'T BUY

Way overpriced compared to CN. 17 times earnings next year is just too high. CNR is his railroad of choice.

TOP PICK

Best of breed. Improving growth rates in North America will benefit them. CEO made the point there will be potential acquisitions in the credit card area and would increase customers and would give the ability to cross sell. If rates start to go up, net interest margins will go up and will benefit them.

TOP PICK

Consistent long term dividend growth and 5% + capital gains. Just had a management shift.

TOP PICK

Hopes it will break out next year. Acquisition of land and/or companies will get them to his target.