(Top Pick June 2/15, Down 18.99%) A big free cash flow generator and buying back a third of their shares over the last 5 years. We will see what the two pieces look like at the end of this year.

(Top Pick June 2/15, Down 8.00%) Revenue growth and earnings growth are in the double digits, partially because of the currency changes.

He is less concerned with conditions out west and more with cyclical conditions. People are unhooking from cable. They have good cash flow, buying back shares and raising dividends. There is no growth here, however.

It is down 50%. Getting involved in fashion retailing is hard. Retail is brutal. Same store sales are declining in all brands. It is such a risky place to be.

They cleaned up their problem areas. They are an excellent global bank and he is looking at it. They have great franchises in Asia. They are well diversified.

The largest market cap stock in the world. Half of their revenues are the iPhone. Sales are slowing as people keep phones for longer. It looks cheap as a large part of the market cap is in cash.

Wealth management is the largest driver. They live and die with the Canadian economy. There will be on going dividend increases. They have some downside here and at that point you have the opportunity to step in.