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This is a leader in technology and oilfield services. He gives them a target price of roughly $140. Sees significant upside performance. Over the next 3-4 years, you are going to see oil and oil field services companies producing 20%-30% returns. 1.3% dividend yield.

He thinks they have a broader acquisition strategy. Right now it is going to languish for a while, and will be challenged for the next 3-6 months. PE of about 16.85, and dividend yield of about 6.2%. Has a target price of around $14.50. Put this on your radar screen for 4^th quarter 2014.

Roughly 21% of its EBITDA is going to be generated by solar power. Currently trading at 18X earnings. His target price is roughly $21. Solar power makes more sense as you see oil prices going up. 5.8% dividend yield is a little bit rich.

Has a calculated NAV of roughly $36, and would look to buy at $29. Looking at forward earnings, free cash flow and some of the things they have done structurally, they are focused on one thing, being the largest owner of timber and forest land in North America. 2.7% dividend yield.

One of the more defensive names. Cash lumber prices have bottomed out after a downward slide, and then just in the last week there has been a reversal. Well-positioned, and has great defensible market share. His target price is $3 a share. Generating over 50% of its EBITDA for logs and its lumber mix is 73% weighted towards specialty grades. 3.5% dividend yield.

(A Top Pick Sept 17/13. Up 17.54%.) There is a dietary change in North America, and people are starting to use guacamole on sandwiches, instead of mayonnaise. Sourcing roughly 50% of their avocados from California, but have now shifted to Mexico, which is cheaper and which has generated free cash flow. 2% dividend yield.

(A Top Pick Sept 17/13. Up 42.01%.) These are the type of stocks that will continue to ride for the 2^nd half of the year. Has free cash flow generation. Focused on acquisitions. Has at least another 25%-30% upside.

(A Top Pick Sept 17/13. Up 13.89%.) Probably about its 3^rd inning, but it will probably be an 11 inning game. This is giving you high distributable cash flow, infrastructure investment. This is a marathon runner, and still a Buy.

Good entry point. Have the ability to have cash on hand to weather the storm. Looking at population trends and crop yield enhancements, this is one of the best ways to invest in agriculture. Target price of $120.

There has been a lot of activity in the last 6 months, and he thinks this is approaching their valuation. Would put this on a radar screen before entering any position. 4.7% dividend yield.

Volatile because of Cdn$ and pulp prices. Looks at it as more of a trading opportunity, rather than a long-term investment. Expects this could move to a $25-$30 range.

One of the dominant players in the agricultural space with commodity exposure, but when you look at their ability to hedge commodity exposure, this is one of the best companies in the business. He sees another 10%-15% upside in this company before the end of the year. 2.2% dividend yield.

This is more into specialty fibres. Has lowered his target price from $52 to $37 because of a tax-free spin out of a division. Had a decent run over the last 3-4 years. Because of its REIT structure, it can be volatile.

His target price is around $19. 1^st quarter distributable cash flow was roughly $.33 a share. Has had a 22% increase year-over-year. Dividend yield of about 5.35%.

A company like this not only benefits from what is going on in agriculture in North America, but also in the Ukrainian region. A decent entry point would be $35-$37 range. If you own, consider trimming. 5% dividend yield.