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Cinemas, primarily in the US and 14 Latin American countries. Trading at about 15X earnings and 9X cash flow. Has been hurt badly by the higher US$, but as that reverses, they’ll get some of that benefit from the Latin American countries. Good balance sheet, with debt to EBITDA of about 2.3X. Dividend yield of 3.09%.

Markets. He thinks the market is still a buy. Interest rates are going to remain low. The US dollar will continue to ease. A lower US$ means firmer S&P earnings and higher commodity prices. The world is not a great place in terms of economy, but stocks are much better than the alternatives. Cash gives you the opportunity to buy at lower levels. Things can happen. He thinks the market will be higher three months out. 70-75% equity is his recommendation. He thinks Canada is awaking. It has underperformed for 5 years. He thinks capital is flowing back into Canada.

Nitrogen prices have been soft. He sees a 20% decline in earnings this year. It tends to be over-owned and then becomes oversold when other places for money look brighter. He thinks you will get an opportunity to own this name lower and that you should pick away at it.

It is a steady eddie. It is a good long term play. He would not own it right now. There is uncertainty with regulatory changes coming to the industry so he would not buy it right now.

You can write puts on this during weakness. You might have a dividend cut in this name to come. Over time you could make money with this one, however.

Their payout ratio is elevated. It is hard to see what the catalysts are. Their balance sheet is in pretty good shape so they can probably keep up the dividend for quite a while. You might take a little off the table if you have a gain.

88% payout ratio so the 7% dividend is safe. They had a solid beat last quarter. The real driver is the drop downs for the parent. It gives them pretty good growth. It is now near the top of its range. He would look to sell calls here.

The yield is safe. It is a wait and see, with their coal assets.

Thinks they will not raise their dividend this year. They still have a pretty good balance sheet. There payout ratio is elevated, so don’t bank on the dividend. It is one of the brighter spots to be in oil, but not one he would pick away at yet.

They missed the other day. It shook investor confidence. It is a good long term grower, however. The next couple of quarters could be tough.

(Top Pick April 23/15, Down 25.22%) They made what he thought was an accretive acquisition with a nice US$ tail wind. The problem was a drought last year. Then finally the demand for Canadian small caps dried up and this one got oversold.

(Top Pick April 23/15, Down 9.61%) The same factors are present today that existed when it was recommended.

(Top Pick April 23/15, Up 3.29%) It did what he thought it would do, but then Alberta got hurt. US Hotel REITs fell a lot so this one also fell in sympathy.

The deal looks immediately accretive this year. This is a good name with a good backlog, and good organic growth. It is trading below its 5 year average. It is the type of name you want to buy.

He thinks they did not overpay for ITC. He sees it creating value for the name. He increased his earnings per share estimates as a result of the acquisition. It is lower risk because it is a regulated utility.