COMMENT

Likes their style. Strong balance sheet. Good exploration and good cash flow. (See Top Picks.)

COMMENT

Recently acquired Wild Flavorings, food additives, but the acquisition didn’t really do much. With the global weather and the droughts, food and grain prices are up and down. This kind of company is not universally liked, but the product they sell and make, will continue to do well over time. Over the long run, you are going to see more names like this, and he could definitely see holding a position in this company.

PAST TOP PICK

(A Top Pick Aug 21/13. Up 8.99%.) Balance sheet is in fantastic shape. His view here is infrastructure. Whether you are on a PC on the Internet or mobile, the backend infrastructure of the Internet needs to be built out. This is a company that builds the switches and the routers.

PAST TOP PICK

(A Top Pick Aug 21/13. Up 33.32%.) This is the concept of home automation on a bigger scale getting you into a Google product. They develop good products, and are going to be here for the long haul.

PAST TOP PICK

(A Top Pick Aug 21/13. Up 34.51%.) Top-notch management team. Balance sheet is in great shape. Companies like this can weather the storm when oil prices come down. Very good in terms of being the low-cost provider.

BUY

His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.

COMMENT

He is pretty positive on this company. Made a big acquisition in Utah a few years ago, which he thinks is going to play out for them quite well. The biggest knock against this company is that they continued to issue stock frequently, but not so much lately. Pays a good yield. There are worse companies that you could own in the energy space.

COMMENT

If you are going to be in this space, this would be the one you want to be in. These companies have such a big infrastructure that it is hard to find a fault. The biggest scare is for merchant fees to come down and/or alternative payment systems. Thinks this infrastructure will continue for a long time. Not cheap. Multiples are way above market multiples, and if they did stumble, this would have a material impact on the stock.

COMMENT

If rates go up, these are utility type companies, and would be interest-rate sensitive. Likes this one. Has better growth prospects than other pipeline companies. Have a huge amount of growth coming on between now and the end of 2015. Really focused on growing the oil sands side of the business. Positive on the name, but you want to be careful getting into it after the run it has had.

COMMENT

Projecting to have $20 per-share earnings growth by 2015. A lot of that is coming from share buybacks. The transition from hardware to software over the past couple of decades, has been wonderful. This is more of a trader, which you can trade around a bit. If you hold it, you might be able to get a better price for it as it trades up, but if you don’t you can wait until it comes off a little bit.

COMMENT

With more online shopping and fewer malls in the US, what is the impact on this company? Thinks it would have an effect longer-term, but short-term doesn’t think it will have a disastrous effect. Have been doing mixed residential where they have a condo tower over stores. Even if rates creep up a little bit, you should still be okay. A good name.

BUY

A consumer focused bank. They had many blunders over the past few years, and he thinks the CEO is trying to get rid of those and move on. Continues to be a consumer focused retail bank. Feels this will work longer-term. Over the longer term this stability should be good for the bank.

TOP PICK

A good size intermediate player in the southeast Saskatchewan region. Recently made 2 acquisitions, and raised equity to finance it. Balance sheet is in superb shape with decimal 0.1 debt to cash flow. They should exit 2014 with 1.5 barrels. Good growth in production.

TOP PICK

Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.

TOP PICK

A leasing company. Did a US acquisition recently which he looks on favourably. Used a lot of equity to finance it, which puts their balance sheet in great shape, and potentially allows for a investment-grade credit rating going forward, which would lower their costs.