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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 this one has better exposure and BNS has better International exposure. At this point he thinks TD is winning out with a steadier economy.

There is a question as to how attractive this can be, given that Air Canada (AC-T) has repeatedly said they want to renegotiate the contract. In the end, he thinks it will be a mutually beneficial solution that comes out. He would wait to see how the renegotiation goes. Dividend yield of 9.05% is very attractive and thinks they have enough cash to keep paying it for a couple of years.

S&P has downgraded this bank because of the size of their energy book. This one has the premier Canadian franchise, and also a more aggressive capital market wealth management. However, you can’t go wrong with a Canadian bank. Dividend yield of 4.08%.

Potash prices hit $1000 in 2008, and it has been downhill ever since. There is a lot of competitive supply coming out from the Soviet Union, and the price is down to a $200-$250 range. Thinks it will take a couple of more years. Meanwhile they have a pretty attractive dividend yield of 5.6%, and you probably want to hold onto it.

(A Top Pick May 14/15. Down 37.05%.) Got up to over $8 and then came back down. This company has organic growth. Their unique technology caters to the big growing construction market. They got hit with the big downturn in the oil market. However, they continue to grow in other areas.

(A Top Pick May 14/15. Up 11.85%.) The print business still has a long tail, and this is the best company that has remained in the business. Have done a lot of things to prepare for the eventual phase-out by diversifying, especially in flexible packaging. Trading very, very cheaply.

They have been expanding in making what they call a 4 season investment plan. They need first nations approval, but claim they can make so much cash flow that they don’t have to dilute shareholders with share issue. They had a great ski season and are selling out for 2017.

Cheapest multi family residence by any metric. There are no problems, but people are treating it like it was a Fort McMurray play. There is a lot of return of capital. It is underpriced and deserves a better multiple.

It is a good multiyear theme. Packaging and tape. It is an interesting way to play online sales increases.

(A Top Pick May 14/15. Up 37.03%.) A premier ski resort and destination, and benefits from the low Cdn$. A really well-managed company. They have cut costs and reinvested.

As this is a more oil levered name, it should benefit with oil prices going up. The recent downturn is mostly related to things other than oil prices. The big gas contract in China has some question marks with talks of renegotiation. From this point on, they should be moving up. He likes this company. Pays a decent dividend and the oil sands project is solid. This should do well.

Thinks the 7.4% dividend is secure because the super majors prioritize dividends, even over capital expenditures. There is still a lot of cost-cutting to be done. You want to consider what kind of growth that they may or may not be able to generate, compared to some of the smaller companies. Probably not a bad one to continue to own.

One of the bigger supermarket chains in the country, and since they bought Shoppers Drug Mart they have gotten even bigger. Have done a good job over the last couple of years to straighten out their information systems, lower costs and getting more competitive. However, at this point, the whole grocers’ space is somewhat challenged because of high food inflation, the Cdn$, and renewed competition. Feels growth from this point on is going to be slow, but he would continue to own it.

One of the few publicly traded auto dealerships. Grew very quickly through aggressive acquisitions. Have come down a long way because of their 40% exposure in Alberta. Still in a transition period. If you believe, as he does, that oil prices will rebound there should be a stabilization in the sales in Alberta, and the rest of their business should show through. Feels the downside is minimal and there should be some upside.

This was one of the more traditional tech companies that found religion with their new CEO and transitioning to a cloud-based business. This takes a while. They have had some good success, but have also had some issues with some costly acquisitions that may not pan out.