COMMENT

Great company, but not liquid enough for him if he had to Sell. As a private investor, this is one that you could benefit from.

COMMENT

(Market Call Minute.) Likes the sector. Stock is behaving pretty well. Reducing their reinvestment dividend plan has certainly been helpful. There may be better names, but you are going to win from the sector.

DON'T BUY

(Market Call Minute.) He would be cautious of companies that have exposure to Latin America. It would benefit if there was additional easing in Europe. There may be better names.

COMMENT

(Market Call Minute.) Likes the airlines, but he would prefer to own a US airline. There is a little bit of slowness in the Canadian economy. He owns the bonds.

COMMENT

(Market Call Minute) Had owned this, but it was a disappointment. Got stopped out of most of his positions, but got stuck in a little bit. He would be a Seller on strength.

COMMENT

(Market Call Minute.) There has been a lot of consolidation in uranium producers. He thinks utilities are going to be back buying additional uranium going forward. Feels there is significant upside here.

TOP PICK

About a 3 billion-dollar market. They will come out of this year with about 22,000 barrels a day and will likely double their production over the next 2 years. They are using technology to do that. Have spent about $440 million next year on CapX. Benefiting from a big drop in the cost of drilling. Bringing on wells in as little as 8 days. They are both in the Permian and Eagle Ford basins. Have over 10 years of drilling targets going forward.

TOP PICK

He looks for companies that are good, but are getting better. This is a company that has been going through a change in management and in focus. Changing their business model from a subscription model to a Cloud-based monthly pay. Ultimately he likes companies that benefit from improving capital spending at the corporate level. Have lots of cash and trades at a very low valuation.

TOP PICK

Has liked the aerospace sector for a long time and this company owns Pratt and Whitney which manufactures jet engines. Have gone through a major restructuring. The other big part of their business is more focused in the non-residential construction area such as Otis elevators and climate control. Have grown their dividend 10% year for the last 5 years.