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The company sells royalties for its 3G and 4G chips. The 5G is coming out soon. There is a big demand, big demand from Asia. What is happening is that they are not paying for these licenses, so they are in a protracted fight. Chinese have accused them of being a monopoly. It’s tough doing business in China. In the meantime it is a fantastic company, and the thesis is not going away any time soon. Smart phones are going to need upgrading and this company will get licensing revenue over time. Balance sheet is terrific and they are buying back stock. Dividend is going higher. This is a wonderful entry point. 2.3% dividend yield.

He likes life insurance. This is a good company. You pick your favourite and check it out.

He sees growing cash flow. Likes what the new management is doing of returning capital to shareholders and following the Exxon plan. Could be a much higher stock than it is today.

New CEO on Aug 1^st. Do you think he is going to bring about any significant changes in direction for the bank? If it isn’t broke, he doesn’t know why anyone would make any changes. Thinks there is corporate culture in a lot of successful companies. A lot of things are sacrosanct and making changes would be a problem.

This is his preferred bank. They are making aggressive changes to try and fix their image. Acquiring the institutional business from TD Waterhouse was a brilliant move. He can see dividend increases twice a year for as far as the eye can see.3.99% dividend yield.

Bell Canada (BCE-T) taking over was a long time coming. Everybody knew this was coming. Makes sense for Bell Canada to start selling digital bundles, etc to other consumers. He is a huge believer in the telcos and the cable companies. If you own, he would recommend you roll over into Bell stocks.

Started buying this a few months ago. Reported very good earnings last night and are buying back stock. Announced keeping their same strategy of slow and measured growth, but came out today and said that pricing was a little bit weaker than expected, so the stock did not react to the positive earnings. Trading at a deep discount to Book Value. Thinks they are creating shareholder value by Buying back stock at a discount. A lot more upside here.

He is a big believer in the railroads and transport. This has the lowest valuation and he is hopeful that better things will happen as the coal demand improves.

(A Top Pick Aug 6/13. Up 31.22%.) Stock had got too cheap. Sold his holdings. A cyclical play, and is a tough industry to be in right now.

(A Top Pick Aug 6/13. Up 7.27%.) He is still positive on this. There are so many assets that the company has, that can add value for shareholders. 4.3% dividend yield.

(A Top Pick Aug 6/13. Up 46.14%.) Stock had got too cheap and is now fully valued. Sold his holdings in order to Buy DIRECTV (DTV-Q).

A smaller REIT that focuses on medical office buildings. Has really under performed for the last 18 months. Everyone was concerned that interest rates were going to go up last summer and this really got hammered. 8% decline on the stock, but has an 8% dividend. Better times are ahead.

Just raised the dividends. Quarterly earnings were kind of disappointing, but there are brighter days ahead. Have new 1-man trucks. Management is now focusing on trying to grow the business at a smarter approach with Enterprise Value to EBITDA. Giving it 12-18 months to turn it around. Still trades at a deep valuation, compared to the bigger waste management companies. Its Canadian business is amazing.

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. (See Top Picks.)

Walt Disney (DIS-N) or Starbucks (SBUX-Q)? Neither. He only likes recommending the companies that he owns and follows. However, these are wonderful, wonderful companies and if you were to hold them forever, you probably would do very, very well. He would prefer Tim Hortons (THI-T). Valuation is a lot cheaper and the Return on Invested Capital is amazing.