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Markets. Commodities have been in a relentless decline. A small number of stable companies are leading the way and everything else is under a lot of pressure. We are down over 35% from a year and a half ago. He goes for the liquid names. They need very stable underlying business characteristic. He is not interested in volatile, speculative companies. The FANG stocks have been leading the US market. Breadth has been declining. A lot of bad news and volatility is baked into the prices of stocks. He thinks it will be very volatile for the next 6 to 12 months. He does not think the Fed will raise rates again soon, just one or two small hikes over the next 12 months.

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.

(Top Pick Feb 17/15, Up 17.48%) It is a simple packaging business. 5% dividend. Management owns over 5% of the equity. They benefit from a stronger US dollar. A lot of packaging is for consumer staples.

(Top Pick Feb 17/15, Down 38.08%) He sold about 3-3.5 months ago. The fundamentals have been very good. They are doing all the right things. They are getting swept up into the weaker fundamentals in the industry. If you don’t believe the economy is tanking, then this one is a pretty interesting one to look at.

The energy sector has been in under a lot of pressure. This is the time to start doing homework on higher quality companies. They generate good cash flow and have hedges in place. The market is forward looking and there is a lot of bad news about oil. When things swing a long way to one side, he tries to look at the other side. CPG-T is a good quality name in the space.

Hold on to it if you have had it for a while. It is a case of their cash flow being under pressure and they have leverage on their balance sheet. Management is smart and as long as oil is not here for 5 years, this is not the time to sell but to hold on for sunnier days.

(Top Pick Feb 17/15, Down 29.60%) A very high quality builder with a lot of land holdings. Housing starts are at record levels. Data points support a continued recovery in housing. Last year it was not as fast as people had hoped. This one is quite interesting unless the US goes into recession, which he does not see.

They cut their dividend after a bad quarter. People did not expect guidance to be so low for 2016. They are dominant in the business. There is a lot of bad news built into the price and after today’s negative announcements, the stock has climbed. It is worth taking a look at.

The pipeline companies have held up better than some of the oil and gas producers. They have hard-to-replace assets. They pay a dividend and are dependent on the need to move oil rather than the exact price.