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Dividend is sustainable. One of the best performing construction stocks because it is not exposed to the West. If you think we might see some stability in oil prices in Western Canada then there may be better choices.

Technology has done well. ‘Old tech’ has sustainability of the dividend. He does not play in the ‘New tech’ stocks because they don’t normally have dividends.

A patent portfolio. It is a tough business to predict. You don’t know when they might get a licensing deal.

It continues to be a very good company. The balance sheet is a little stretched, however, and the oil price is too low. Any movement up in oil will be leveraged by this stock. There probably should be a dividend cut.

One of the companies that has done very well by not being resource exposed as well as doing well in its own right. There are questions about cheese price sustainability in the US and milk supply in Australia, however.

(Top Pick Dec 13/13, Up 18.68%) He got concerned about margin pressure they were feeling, but they have recovered since. Definitely a good company and heading in the right direction.

(Top Pick Dec 13/13, Down 18.56%) He sold it at a nice profit. It will be a decent story going forward.

Soft earnings last week. Before that they were on the high side. ZUB-T vs. ZEB-T graphs suggest we have 5% lower to go. We could go 5 % lower on Canadian banks. He has been nibbling away these last few weeks, but prefers the ZWB-T with covered call overlay.

(Top Pick Dec 13/13, Up 3.10%) He is now worried about the company’s fundamentals.

It continues to do well. It would run into trouble in a rising rate environment. It should continue with slow growth going forward.

REITs becoming their own sector on TSX. If the weighting went up, then index funds would have to buy more of them. If rates went up REITs would fall. REITs are fairly fully valued here.

He sold earlier this year because of geography and where they were. Probably not the first one he would go to.

He sold a couple of months ago. He thinks there are better places to go. The dividend is okay, though. There is a fight with CRA and if they lose it could be negative for the stock.

Being integrated helps them. The crack spread helps stabilize the earnings. Strong company with good growth prospects and a good balance sheet.

It was a win for the shareholders. Being acquired by BCE-T.