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.