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He would stay away from this. It is too tough to figure out. Unfortunately it has consistently disappointed on its earnings. Has a lot of debt.

A very well-run insurance company. A management team similar to Berkshire Hathaway. Known for not only their sound underwriting, but for being very astute investors. Over a very long period of time, they have compounded their BV at an above average rate of growth. Alternatively, you could consider Fairfax Financial (FFH-T) or Brookshire Hathaway (BRK.A-N) or (BRK.B-N).

Thinks there is a structural change going on in the airline industry. They are finally in a position where they are cleaning up their balance sheets and starting to generate positive free cash flow. Much more disciplined with capacity. For this reason he prefers Air Canada (AC-T), but they are both well-run companies. This is exposed more towards Western Canada. With the slowdown in the oil patch, there is some concern about the Alberta economy.

A healthcare company that has been very acquisitive. Recently pulled off a very large acquisition which significantly grew the size of the business. Healthcare and pharmaceuticals that are able to make acquisitions is a hot space right now. A very tough company to bet against.

Doesn’t like their prospects. Has been plagued by management issues. They do have some valuable assets, particularly their ownership and some of their concession assets, like Highway 407. There is talk they may sell or spin that off. Many of the countries that they operate in are experiencing slowing growth. Also, the weak oil price is an issue for them. Fully valued.

(A Top Pick April 22/14. Up 36.88%.) Recently acquired by Brookfield Asset Management. Had really great assets and did a great job of investing in land, buying assets during the housing downturn in 08-09.

(A Top Pick April 22/14. Up 36.7%.) One of the largest softwood pulp producers globally. It is a play on the growing middle class of India and China. Benefiting from a weak Cdn$. Have a strong balance sheet with net cash. Expecting they are going to generate $1.50-$2 in free cash flow, which will lead to all kinds of opportunities for them.

(A Top Pick April 22/14. Up 23.06%.) Has owned this for a few years and can see continuing owning it for several more years. Well-run business. Undergoing a major push to try to market their Wiser’s whiskey into the US. They have a strong position in the Canadian market and are working to expand that. Pays a nice 3%-3.5% dividend.

A controversial stock and it has been very volatile. Had a huge run over the last few years, and in the last several months it has been quite weak. Part of that has to do with the outlook in Alberta where a significant portion of their dealerships are. Have done a great job of consolidating auto dealerships in Canada. As a long-term proposition, it is probably a pretty interesting stock to look at. With a lower share price, there could be an opportunity here.

Has had a fantastic run. Part of that is because the stock had languished for many, many years. In the last few years they have monetized their real estate holdings through a REIT, improved their operational results, improved margins as well as acquiring Shoppers. You probably want to stick with this one.

Many people would say this is revolutionizing the auto industry, and many are comparing it to what Apple (AAPL-Q) did 10-15 years ago. He would be cautious. Automobiles are expensive products to make. A very capital intensive business. It will take some time for them to gain market share.

Stock has really underperformed the sector. This is actually a good buying opportunity. A very attractive dividend of over 4%. They ship a lot of product to Asia as well as the US. They have the benefit of the weaker Cdn$ also. There has been a slowdown of log shipments to China which this company is exposed to. A unique thing is that they have a big land position, and there is speculation that they could sell off some of that.

One of the leading financial institutes in Canada. The Canadian banking sector has underperformed year to date. This one is relatively better positioned, compared to some of the others. He would suggest you look at US financials instead, where PEs are trading at lower valuation levels, than Canadian banks. If you own this, you are probably not going to go too far wrong.

They are splitting off their entertainment and sports business. Some of the good news may already be priced in. He sold his holdings, but over the long-term it is still a good business to own, and probably does well.

He likes the waste management industry. A pretty steady business that should really grow at a GDP type level. The industry is still fairly fragmented and this company has been acquisitive. Stock has performed pretty well recently and he feels the industry is strong. A bit expensive.