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(Top Pick Jun 15/15, Down 30.22%) He rode it down. This was his value trap. This one was cheap for a good reason. Everything they do seems to be wrong. At some point all the bad news will be priced in and some catalyst will take the stock higher. There are assets in the company that are worth a lot more than the company is trading for.

(Top Pick Jun 15/15, Up 12.25%) He has held it for 15 years or more. He heard that VHS was going to kill this company :)

(Top Pick Jun 15/15, Up 44.48%) He saw a lot of value. He thinks there is more to go. It could merge with Heineken.

If you see a revival in commodity prices then definitely keep it. He did own it and sold in 2013 and did not see most of this recovery. They have done an amazing job. 43% of revenue is oil and gas related. 19% is government spending.

Banks have recovered from 2009 but not MFC-T. There is still no recovery in sight. It is trading at book value. Their Asia business is on fire, but it is too difficult for him to analyze so he does not own it. Stick with Canadian banks.

If you believe in commodities this is the one to be in. But the balance sheet is lousy.

[There was a fire in the studio which cut the show short about 2/3rds of the way through.]

Markets. The year started with a lot of volatility in the market with a lot of fear for the 1^st Fed hike, last December, and people didn’t know what to do. There was a lot of stabilization by mid-February, and since then we have been slowly marching upwards. Not exciting, but clearly pretty good markets here. Investors should always be vigilant, especially at this time of year. Expansion since the bottom of 2009 has been 6+ years running. Expansions do reach an end at some point, so investors should be keeping a lookout for that. Perhaps it is going to drag out to be a slow, steady, longer expansion than what it was, with inflation and interest being lower. A different type of cycle than what we are used to seeing post the 2^nd world War. Central banks in general want to normalize interest rates, however, they don’t want to rock the boat either. An interest rate hike may occur in July, or maybe later. In this kind of climate, investors want to look for undervalued areas in slow growing, top line situations and devalued or organic growth.

Has the original retail business, but also has expanded into the US and Europe. Fundamentally the value in the business is the real estate, not so much the retail. At the end of the day, with all the creative real estate deals, they still have to run a successful retail business, which has not been proven yet. In the short term, he would be a little cautious and see if they can operate a successful retail business.

Not a name he owns, but has been looking at it. Has radio stations, TV stations, etc. Recently did an acquisition from Shaw Communication (SJR.B-T) which has really expanded their business in a positive way, but also took on a lot of debt load. He wants to see how this operates going forward. The 8.77% dividend is very attractive.

Probably a stock you want to own for the long-term, but not trade around. A very well-run company and one of the biggest players in their industry. A steady, not fast-growing, business that is well-managed.

Has always had nice contracts with Boeing and Airbus. It has been a long horizon for them to get to the stage to finally enjoy some of these great contracts. As long as the aerospace business continues to do well, and he thinks it will, the company will do well. This is one you probably should think about owning.

Calgary-based oil company and took on quite a bit of debt just before oil prices collapsed. At this stage, the debt load is still relatively high. However, with oil prices recovering to $50, and might get to $60 by year-end, they have a lot of leverage to the upside. If you are positive on the oil price, this is one that you should definitely own.

Have had a miraculous recovery and the stock price is up 20%. At this stage, the problem of low growth and cost control really hasn’t been solved. Longer-term they still have to deal with eating habits, and at this stage he doesn’t think they really know what to do.

Bank of Nova Scotia (BNS-T) or TD (TD-T) and FinTech competition? Everybody is competing with FinTech these days and all the banks have issues. A lot of FinTech’s advantage is that they are not really regulated at this stage and can do a lot of things regular banks cannot do. Banks are taking measures including cutting costs, introducing new technology, etc. It is still early stage. The choice between these 2 banks is that TD has better exposure and this one has better International exposure. At this point he thinks TD is winning out with a steadier economy.