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(A Top Pick August 28/14. Up 57.44%.) Shortly after this was picked, they completed the 2^nd half of their merger with Boots Alliance. Great synergies between the 2 companies. It was just announced recently that the CEO of Boots would now be permanently ensconced as CEO of the company. The benefit from Obama care continues. Also, the tailwind of an aging population continues. Multiples are getting a little uncomfortable; it crossed 20X next year’s earnings. Very well positioned for growth. They are already talking about looking elsewhere for another acquisition.

One of the energy names that you can step into. He doesn’t know when the turn is coming in the price of oil, so you have to be very careful if you are going to be in the sector. Stick to high-quality names like this. The yield is very attractive. Even if they have to shave it a little bit, it is not going to be the end of the world.

A student’s school bus company. A very, very stable business. Fuel costs are a little bit of a help to them. They have long-term contracts with municipalities. Payout ratio has gone from 92% in 2014 and will be around 68% this year and probably under 50% next year. It had a couple of rough months because about 6 weeks ago a Short seller in the US started talking about a dividend cut. They have paid a dividend for 10 years without missing it once in 10 years, and he thinks it is secure.

ETF’s or stocks in a TFS account? Part of this decision would be the amount of money that you have to invest to get a properly diversified portfolio of equities. It is pretty difficult if you don’t have the capital of $100,000 or more to assign to an equity portfolio. If under $100,000, you are probably best served by going the ETF route, and diversifying by country and market size.

He bought this about a year ago and is very happy with it. The price has done well and the multiple has crept up a little as well. Had some nice earnings growth. They have been a big beneficiary of the falling Cdn$ because most of their sales are overseas, particularly in the US. This is still a fair price, but not a cheap one anymore.

Tough business. High fixed costs. Long, long lead times until they can get their product to market. Brought in new management which hopefully will help the situation. They are still going to bleed cash for the next couple of years, both on the C series before it gets into full production and on the commercial jet 7000 and 8000 series. If you want to be in this, look to trade it as opposed to buying it as a good company and sticking with it. He has no interest in this.

Biotechs. Thinks you can buy selectively in this group. You have to be very careful because the multiples range from 14-15 times earnings to 50-60 to 100 times for some of the upstart companies. If you are looking for a broad array of companies, you could do it through a biotech ETF. He holds Gilead Sciences (GILD-Q).

This has the Harvoni-Solvadi drug for treatment of hepatitis C. Has had a lot of press about the cost of the regimen. They also have other things in the pipeline. Trading at about 14-15 times next year’s earnings, a very, very reasonable multiple.

At 13X earnings, even before you strip out the cash, you can buy this today and not be concerned about where the stock is going to be 2 or 3 years from now.

The view on this depends on what your thoughts are about 4K TVs. Merrill Lynch says 4K TV is not coming out anytime soon and you should not be in this company. RBC is a believer in 4K TV as the next driver of the earnings growth for this company. As you see companies like Netflix and Amazon producing more and more of their content with 4K capabilities, it is going to bring on demand. Prices are coming down to not much more than a regular LCD TV, which will probably kick up the next leg of television purchases. This is where this company does 40% of their business. Dividend yield of 2.52%.

An old company that has been around for almost 100 years, and is an amalgamation of several companies from all over the world. Became public in July 2014 out of a private equity firm. They make carbon black, which is used in a variety of products, primarily tires and specialty plastic materials. Well-managed. Trading at about 12X next year’s earnings. Dividend yield of 4.03%.

Have diversified into many other businesses besides hockey, including apparel. About 8-9 months ago, they bought the baseball and softball division of Easton Sports. Has been hurt by the falling Cdn$ because of hockey being their biggest market and Canada being the biggest market for hockey. Just pre-released May results with a cautionary note that 2016 earnings are going to be pretty flat because of the currency impact.