They have done a great job of executing. It has been a good year with Star Wars. It might be a tougher year next year. They recently made a new high, but looks like it is ready to lift. He would have no problem owning it. This one is attractive from a yield (3.1%) point of view.

They are dependent on sentiment around the auto cycle, which some think is running out of gas. He thinks it is a mid-cycle slow down. He thinks recession is unlikely and that Europe will pick up.

His macro view is that structurally energy could be tough for a longtime. He does not like something that is broken and that you hope is fine. He prefers outside of Western Canada.

Cardiac implants, spinal implants and diabetes devices. A play on the secular theme of spending on healthcare. They are all about scale. It is fundamentally very attractive. They have a dominant role and can save the system money with their implants.

We are in a connective world. They are big in auto and heating efficiency. Everything is connected. Sensors and connective devices. They grew free cash flow. 13% annual dividend growth. It is not an expensive stock. They are the market share leader in every market they are in. 16 times earnings. He likes industrials and connected devices along with dividend growth.

Investment management company, absolute leader in ETFs. Money is moving its way toward ETFs. Money has been leaving equities this year, but they are seeing net capital inflows. Their margins are expanding. 17 times earnings.

(Market Call Minute) He likes pharma and the more North American focus. Prefers JNJ-N but is okay with this one.