Selling at 6X earnings. Prefers BMW (BMW-GR) which is a global luxury brand, and selling at only 8X earnings. It is on top of the technology and have the I-series coming out and have product that will be competing with Tesla.

This, along with a lot of other big old technology companies, is in its post growth phase. As the networks get built out with less new or replacement demand, the growth slows down. He likes this company. Has a $28 target price. This hardware company is getting into social media, analytics and cloud, known as SMAC. Feels the dividend is good. Dividend yield of 4%.

Prefers is a little better over Visa (V-N), which has to integrate Visa Europe. MasterCard is more exposed in the Third World, and as incomes grow and as electronic transaction usage is lower, you have growth in both income and electronic usage in the Third World. Trading at a 27X multiple. Target price of $112.

Medical implants. A play on the aging population. About 1.5 years ago, they took out the old Tyco division called Covidien, their healthcare business. Covidien had got to Ireland, and this company now has done the inversion. This company is now sitting on boatloads of cash globally. We are going to see higher dividends, share buybacks and probably more acquisitions. Target price of $88.

From an engineering/design side, this might be the company that could benefit the most from the Fort McMurray Alberta fire.

A good yield play. It has been a solid name and has done a great job in water heaters, etc.

He loves this. It could definitely go upwards to $800 or higher. There are 2 components to the business. 1.) The e-commerce side which is doing spectacularly well. 2.) Their cloud business is by far and away ahead of Microsoft (MSFT-Q). Now Alphabet (GOOGL-Q) is trying to get into the game. This is really just a case of investing in hardware and the servers, and they are driving costs down and winning over so many other companies. Has a target price of $847 in 12 months. (See Top Picks.)