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Biotech. This industry is characterized by really, really big companies that have been successful, brought products to market and have made a lot of money. There are hundreds and hundreds of tiny little companies that may or may not get it right. Mostly they don’t get it right. Biotech is the ultimate risky game. Picking a winning biotech company is not unlike playing the lottery.

He really hopes this company succeeds. Driving electric cars is a fabulous idea. This company manufactures about 30,000 cars each year while GM sells about 3 million cars a year. The company is trading at 1,118X forward earnings. You have to remember that there is a difference between a terrific company and a terrific stock. (See Top Picks.)

Have reinstated their dividend since buying out the US government. Cleaned up a lot of their legacy labour and health problems as a result of their bankruptcy. Selling their cars like crazy. Most of the forecasts are that we are going to have a record 2014/2015 as we replace a lot of very old vehicles. Trading at 10X forward earnings. Yield of 3.26%, which he expects will go up. $45 in 12 months seems reasonable to him.

Likes the so-called “mid-stream” companies that don’t have that much commodity risk but make a toll pipe that you have to pay. This has become a significant player in the Canadian oil and gas midstream sector. Dividend of 4.25%.

Markets. Thinks we are still in a bull market and not surprised to see it a little soft. Had a very good run and thinks it will have a very good run come the spring. Weather conditions slowed the economy quite a bit. Looking for a year that gets stronger in the economy, which will keep markets going up. We are seeing the beginning of the cycle where economies get better so that they can stand on their own 2 feet and don’t need all the accommodation from central banks. Housing market is strengthening. Expects to see more consumer spending. Lots of room for a very conventional recovery. Liking infrastructure a lot as well as consumer discretionary. Likes the pipelines and doesn’t think the interest-rate threat is imminent enough to cause us to sell things that are held for yield purposes.

Likes this company. A high quality company that is in a niche seafood business that has good growth. Have done a lot of things right. Recent drop in share price is a buying opportunity.

Really liked this about a year ago and had a big position in it. It began to erode on him. Liked what they were doing with oil on rail. He was side-wiped by the weakness in the chemical division and then it turned out that although NATO (North American Terminal Operations) was a good idea they had really big cost overruns on it. They essentially lost control of their CapX. If you have some courage, it is probably in a range, but there is a chance that if they can’t complete the work they need to do, they might have to cut their distribution.

Runs a very good company and have grown. Thinks the growth is working for them. Good brand. They are earning their dividend. 6.3% yield.

Gave up on this a number of years ago. This has the awkward situation of always being worth more if you broke it up than it was together. If you own, he would try something else.

Extremely well managed and conservatively managed company. You never have to worry about their balance sheet. They are on the edge of a pretty big infrastructure spend in both Manitoba and Western Canada and will do well out of that. Has been looking at this again. Good potential. 5.4% dividend yield.

Great company but it needs a rebound in commodity prices. Timing of that is really hard to judge. It depends on US recovery and a lot on Asian growth. Can be very volatile. Doesn’t think you will go wrong buying in the low $20’s as long as you are patient. It could be a 3-5 years story. We may not get another super cycle, but at some point, it will be able to crank up production and get better prices.

This should be doing very well given the resurgence in auto sales. Trades at 7X earnings versus 12X for Magna (MG-T) but it has this really ugly fight going on among some of the owners, board members and management and this has put a damper on the party. Doesn’t think it will end badly, but it might. He’s not in it at the moment, but it does look cheap to him.

(A Top Pick March 21/13. Up 22.06%.) They bought Saks Fifth Avenue and own Lord & Taylor and have real estate that is probably worth more than the share price. Fundamentally there is huge value in the real estate, which is your safety net. They turned around Hudson Bay and they need to turn around Lord & Taylor and need to integrate Saks into Canada. He thinks this is going to happen.

(A Top Pick March 21/13. Up 10.68%.) Decided that as much is he liked it, it was going to struggle against a bunch of issues and he sold his holdings.

(A Top Pick March 21/13. Up 9.45%.) Paying a dividend of over 11% which he thinks is sustainable. A terrific yield stock. Also, thinks there is some potential growth here. Have a lot of cash on board and they are profitable. Thinks they may do an acquisition to build out the company or pay a special dividend.