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(A Top Pick May 28/15. Down 21.55%.) This is splitting into 2 businesses. He continues to like it. There is a real opportunity on the leasing side as well as the fleet business. You are really buying more of a US company, because that is where the business is growing.

(A Top Pick May 28/15. Down 5.07%.) This is a real estate company, not a REIT. They don’t pay a dividend. It is primarily in Alberta and Saskatchewan, so the stock has had a bit of a difficult time over the last year or so.

A holding company with Great West Life, Mackenzie and Power Financial. It is always going to trade at a discount to NAV, because it is a holding company. Incredibly well run, however you could own the underlying securities and probably do better.

He likes this. They are very smart and understand allocating capital in the right way. Have done a very good job of narrowing the gap between the NAV and the underlying assets. They’ve been very good at looking at the environment, and taking opportunities when things were really bad.

This is a great well-run company. It had a difficult time, but that goes back to the issue of the big run up in the auto industry. There is a feeling that the auto manufacturing is not going to be able to duplicate what it did last year. This is not global, but is taking time to move into different parts of the world which will help them. Not expensive.

This bank expanded quite aggressively into the capital markets business. When 2008 came along, they didn’t cut back on capital markets, specifically the debt business which they were very big in. That is really hurting. Retail banking in Europe does not have the kind of ROE that you get in retail in North America or the UK. You would have a better opportunity in a US bank because they are probably just as cheap and with better prospects.

Still owns and still likes it. They own much of the real estate underneath a lot of their big box stores. He had valued the real estate at about $8-$10 a share, which effectively gives you the furniture business for free. A great story.

Telus (T-T) Bell (BCE-T) or Rogers (RCI.B-T)? He owns BCE which he likes. They just did a big deal where they acquired Manitoba Tel. The issue is whether the deal goes through as they still need regulatory approval.

Telus (T-T) Bell (BCE-T) or Rogers (RCI.B-T)? He owns BCE which he likes. This one has more difficult issues with the cable side. People are worried that they paid a lot for the NHL business. Also there is concern about people cutting the cord on certain channels.

Telus (T-T) Bell (BCE-T) or Rogers (RCI.B-T)? He owns BCE which he likes. Telus has always been a very well-run company. They are going to take apart of some of the wireless business from Manitoba Tel (MBT-T). The issue is that Alberta is very slow, and this may be a good opportunity to buy it here.

(Market Call Minute.) People concentrate way too much on ESPN. The other businesses are actually growing incredibly well. At these levels, this is a great story.

(Market Call Minute.) One of the largest steel companies globally. The steel business has had a very tough time and will continue to have that. There is massive overcapacity in China.

(Market Call Minute.) An interesting story. Not cheap, trading at 24X earnings. They have done a very good job of trying to understand how people use their products and marketing and sales.

It is a difficult environment for the pricing in potash as there is oversupply in India and China. They’ve cut the dividend and it is now down to 6.25%. Potash prices may be volatile here and they may have to cut their dividend again. If so, then he would buy more. At these levels, you are not paying a lot for it. Global economy will continue to grow. A great way of increasing agriculture globally.

A real estate management company. They manage condos in Toronto, but their big business is in the US with a lot of gated communities. Expects a lot of growth of 15%-20% per year, because they can grow by good organic growth and acquisition growth. They also own things like College Pro Painters and California Closets which fits into their gated community holdings. Not cheap, trading at around 24X earnings, but there is good growth in it. Dividend yield of 1%.