It is a simple business of selling things for a dollar or three. It is an expensive multiple for a retailer. It is still growing, but people are questioning whether it is slowing in growth. He would still avoid it even at these prices.

Dream is more real estate focused. They are challenged. It is a matter of timing. If people start to think things are stabilizing in Western Canada, then this one will thrive.

It is a wonderful brand, growing very quickly. The move yesterday was because of an excellent earnings report. This is a momentum stock and he would not gravitate toward it.

It is a well run business, focusing on the human resource area. They have long term relationships with companies and help with pensions and HR. Investors should take a close look at this one. This is a stable business and a good place for investors to hide.

The timing on these short term moves is always hard to predict. They are in a turnaround after troubled times and write-offs. The stock has come off the way it has, and yet they have the 407. Their core constriction business has been impacted by commodities. It is starting to look interesting. If you strip out the 407, the rest of the business is trading at a very low multiple.

If you are a long term investor and bought it much higher, then hold on to it. The recent decline is probably overdone. They have a very dominant global brand. There are near term headwinds. He will buy it back at some point in the future.

If you hold it for a long time, they pay a dividend and have a phenomenal record of rolling up these convenience stores. It is a pretty stable and consistent business. There are probably additional acquisition opportunities for them. The only risk is if they have a misstep.