He is most concerned with their vertical called Oil Country Tubular, pipes that go into the oil/gas industry, which has been down. They also sell into the agricultural industrial sector. Very well-managed. They will try to maintain the dividend, but with the weakness in their oil service side, he has a few concerns. They collect margins, so as steel prices are lower, they try to maintain the percentage, but the actual dollar amount could impact them.

Primarily a light oil producer, about 89% oil focused. Have assets in Alberta, Saskatchewan and Utah. Has gone through a difficult period during the last 12 months. Cut their dividend twice and slashed their capital budget. He was adding in the $16-$17 range. Would be adding on down days like today.

(Market Call Minute.) Very stable business. Started out with water heaters and has diversified into HVAC, and bought a company in the US that does home repairs.

(Market Call Minute.) Led by Prem Watsa, who is bearish and has had some bets against the market. If the market has a downturn, those bets will turn out well.

(Market Call Minute.) Everyone is concerned about online pressures from Amazon (AMZN-Q) and others. The company generates a lot of cash. Not as cheap as it was.

(Market Call Minute.) This is in 3 different businesses, propane, construction products and energy management. Has had a nice run up.

Launders hospital and hotel linens. About 70% revenues are from hospitals and the rest from hotels. The largest player in Canada. About a year ago, they made a bid for Booth Centennial, but lost it to a financial player. Currently building new facilities in Toronto and Vancouver that will lower their costs. They continue to win contracts. Has debt to EBITDA of about 0.2X, and trading at about EBITDA of about 9X. very well-managed. Dividend yield of 2.93%.