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He is not crazy about mutual fund companies in Canada because of increasing fee disclosure requirements coming.

They just cut the dividend by about a third and he thinks it is sustainable now. His people keep saying he missed it and then it comes back. He has shied away. It is a great company but he can’t do it at the present time.

He does not like it. It grew by debt funded acquisition. These stories don’t usually work out well. They are now a dramatically different company as they have to cut prices on drugs they acquired. They now have to sell assets to pay down debt. The worst is not over for them. No value there.

A 9% yield is high so pay attention to why it is so high. Lots of Alberta exposure. They want to reduce leverage. There are a number of issues that cause him to look elsewhere.

The whole Canadian independent brokerage sector is under extreme pressure. They now got rid of a lot of acquisitions. Unless the resource sector comes back, they are faced with headaches.

They have a dual class share structure and he is not crazy about it. They are in a lousy business but did an amazing job. He does not own it because it is too expensive. An unbelievable Canadian success story.

Flat revenues. They made a sale to Chorus and raised some cash. It is almost a no growth business. The wireless business will prove tough for them.

They have become part Canadian and part US. They made some phenomenal acquisitions in the US. He does not like the entry price here.

Another Canadian phenomenal success story. How many more dollar stores can there be? Apparently there can still be a number more. The rate of growth is definitely slowing down. They have to increase margins to increase profits and that will be hard to do.

A great company but a chunk of their business is tied to mining. He looked at it and decided he would step in at $60.

One of the best managed energy companies in the world. Very little debt. They took advantage of energy prices to integrate an acquisition with a high yield. There is not a lot of downside for the high dividend yield.

70% discount to tangible book value. 6% dividend which they got permission to raise and to buy back shares of. They are painted by the brush for the US financials. It has very significant upside over the next couple of years.

A global player with pretty good earnings growth and revenue growth. Number one player in several niche areas. Trading at 9 times earnings and a steep discount to book value.

A great company. The Telco sector is a tough place to be because there is almost no growth. You will get some increase in dividend.

Phenomenal global player. Don’t sell. The consumer staples area has been one of the most stable over the last couple of years. The entry point is too high here. They will keep growing, however.