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Has had the largest drop in 4 years, a lot of it currency related. Since Frank Stronach left, the company it has done exceptionally well. The car industry has gone blockbusters on sales. Feels the stock is at the top end of its range and he would look for a bigger pullback before buying the company. They have a great opportunity to become a bigger and bigger player. There is also some room for them to make some acquisitions.

This company is not going to be growing their revenues for the next couple of years because of some issues such as a lot of CapX that they had to spend and rising wage costs. Revenue has not been a solid as you would think. With their large store format, they are not getting as much efficiencies, and same-store sales have not done as well. They are getting a lot of competition from e-commerce.

Stock has fallen a great deal because a lot of their properties are located in Calgary.

From a long-term perspective, this is a great story. The company separated out from their different divisions making it a lot easier to understand. Also, the Search business is very, very strong and continues to do well. Feels that people are very bullish on the company.

A private equity company. They invested in some oil properties that have done poorly in the last little while. Pays a good dividend which is pretty safe, because it is just a payout of their earnings from their business. Although interest rates are going up, they are still relatively low, and this company can still buy things and lever them up. The M&A and stock market continues to be fairly robust.

(A Top Pick Oct 30/14. Up 0.64%.) A great company and he still likes it. Volatile, so you have to have a bit of a stomach going forward. Have some great things in the pipeline and their present drugs are very good.

(A Top Pick Oct 30/14. Up 1.67%.) Got rid of their CEO and brought in a new one. Returns have been very low and the stock price is very poor. Have some really great assets including a great retail business in the UK, a great card business, a good African banking business and a great investment banking business, which is using a lot of their capital and they had to downsize it.

(A Top Pick Oct 30/14. Down 11.57%.) You have to buy oil companies that have good balance sheets that can take advantage of the situation or able to sell off assets. This company has always had a great resource, but also low cost and good management. They will be able to take advantage of situations going on in the oil industry. One of the companies you want to own along with Suncor (SU-T).

You shouldn’t be buying this. Has a big dividend yield and trading at 10X earnings. They face a lot of issues including dual share structure. Have also had a declining revenue base over the last little while. They are suffering from poor performance with high cost funds in a world where investment advisors will have to list how much they make on each fund through MERs.

A great story. Just acquired Visa Europe, and the stock pulled back on that. It was a great acquisition for them. This company is a toll booth. On every transaction they get a percentage. There is no credit risk. The world is moving away from cash and into plastic or some kind of smart phone device. It has never been a cheap stock. If you can get this on a little pullback, he would do it, but you are not going to get it very cheap.

Reduced his position, but is looking to buy it at $45. You may see it in the next little while given all the issues going on in Calgary. This company has great prospects and has great growth and a very sustainable dividend. Try to buy this between $45 and $50.

The US consumer discretionary sector has done incredibly well for 2 reasons. Amazon (AMZN-Q) falls in there as well as Netflix (NFLX-Q). This is a season where consumer discretionary should do well. A marginal increase in interest rates is not going to affect consumer spending as much as people think.

He is not bullish on gold in any way. As the US$ continues to rise, commodities are going to have a hard time, and gold is one of them. Gold companies took on too much debt to fund acquisitions and to fund their growth. He would prefer Franco Nevada (FNV-T).

Telus (T-T) or BCE (BCE-T)? The difficult part about this company is their Western exposure. The dividend is certainly sustainable. A well-run company, but is going to suffer for the next couple of months because of their Western exposure. If you see this down a little more, that would be a good opportunity to buy.

Telus (T-T) or BCE (BCE-T)? BCE-T is his preference. Their dividend is certainly sustainable.