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One of his favourites. On the NAV, he thinks this is incredibly cheap. Feels there is a lot of hidden value inside the company in terms of the cell towers, real estate it owns and the valuation that it should have for its cable and wireless divisions. Has terrific pricing power. Doesn’t see any chance of their being a 4^th player in the industry meaning good times will continue for these companies.

Since 1974 the compound return on banks has been 17%. A remarkable place to be. There has never been a 10 year period where you have not doubled your money in Canadian banks. They have a license to print money. There is absolutely no competition. Canadian economy is going to grow at 1%-2%, while the US economy is going to grow at 2%-3%.

They make bikes, baby furniture, baby equipment, car seats, etc. The family that is involved in it owns a significant stake. He sees better days ahead. It is trading at a reasonable valuation. Dividend yield of about 4%.

Stock has underperformed, but pays a big, fat dividend. This is a branded toilet paper under the Cashmere brand in Canada, as well as private label brands in the US. Had a lousy year due to rising energy prices and pulp. It looks like things are reversing.

If you plan to hold this for a couple of years, now would be the time to buy it. If you are concerned with market volatility, then buy a part position. The things he likes about this company are unchanged. Low interest rates mean that people have the ability to buy cars. They benefit from all car sales. They are adding plants around the world. Balance sheet is perfect. Low valuation.

A Top Pick Nov 28/13. Up 27.14%.) Doesn’t think the iPad is the real mover of the company. He still thinks it is the iPhone. Valuation ex-cash is still cheap.

(A Top Pick Nov 28/13. Up 26.62%.) Being acquired by AT&T (T-N)

(A Top Pick Nov 28/13. 0.62%.) He is completely flabbergasted why REITs have not done better in this environment. Some of these REITs are getting 7%-8%. This company has no oil exposure and is fully funded. Still a Buy.

Sold his holdings when they made a deal in the US. He didn’t really see the synergies. Has never disappointed shareholders in the long-term. A serial dividend increaser. Very fair valuation. Valuation was too rich for him, given its low growth. If it fell, he would look at this one again.

They sell value added lumber products, mainly into the US to homebuilders. Small caps get hammered in a market correction, and this one has taken its lumps. Valuation is extremely cheap. Company has not disappointed on earnings in a long time. They should benefit in the drop of the Cdn$. A small cap, so don’t be aggressive. Maybe Buy part positions.

Growing its production, and has wonderful reserves. Even at $80 oil, he feels they are still profitable.

Very hard to value. He had bought it at the height of the 2008 recession figuring that he would find some protection in gold. Exited his position and he wouldn’t touch any gold company.

One of the biggest independent mutual fund companies. He likes this business. The last few men standing are going to make a lot of money. They’ll probably have to cut some of the prices of its funds. He is bullish on stock markets and thinks this will continue to do very, very well.

If you add all the parts together, it is worth a fair bit more than where it is trading at now. However, it doesn’t seem to him to be a great value or a wonderful opportunity here. Doesn’t see a lot of upside.

Media stocks have been decimated. Everybody was excited about mergers that were going to happen, but that didn’t happen. One of the reasons could be advertising and people worried about a slowdown. Very cheap valuation. Smart management.