He is continuing to Hold, and if it came off a little bit more, he might add to his positions. A terrific story with good growth prospects ahead of it.

As a value investor, he always thought this was a little pricey. However on the latest stock split, dividend increase and general performance, he is taking a serious look at this.

Prefers Ford (F-N) because of the better dividend. There was a time when there was a lot of room for the suppliers to gain ground because they were very, very efficient. However, a company like Ford has had to become very efficient on its own. Feels there is good value in Magna. 1.4% dividend yield.

Has been a good performer. Well managed company and has been going for a long time. Had a huge run in the last 2 years and he doesn’t think you could expect more than maybe 10% to the upside. Good solid value and it might be an opportunity if we get a further correction.

Has owned from time to time. It seems to get away on him to the upside. Has come off a bit. He fundamentally really likes it. In the utility pole business. They do a lot of acquisitions, but they do the outsourcing from the utilities of managing inventories. At these prices, he is going to have another look at this. Dividend yield of 1%.

Have been building new plants in Australia. He has been leery about this one because their main business is still Alberta, and Alberta power prices have not been as strong as they were hoping. Prefers other utilities, which have had stronger growth. 5.9% dividend.

(A Top Pick Dec 20/13. Up 15.11%.) He got out of this recently, when things got ugly in the Ukraine. He needs to see a quarter to see how affected they were.