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Markets. He is guardedly optimistic. Valuations are reasonably full. The market is climbing a wall of worry, probably because rates are so low with some expectation that they are going to stay low and people are being dragged into equities as the sort of best house in a bad neighbourhood. The TSX has underperformed for quite some time and is finally picking up some steam. The million-dollar question is, is that sustainable. Higher interest rates in some instances is probably a better thing. It will allow the financial system to function in a more normal fashion.

A very well-run business. They do a lot of the back-end talk technology for over-the-top broadcasting of sports, etc. As people are watching content on multiple devices, this company is very well positioned. Has a lot of cash on its balance sheet, and is trading at a reasonable valuation. Recently made a small acquisition. Very well capitalized and good growth opportunities. Potentially a takeover target some day.

Recently merged with Progressive Waste Solutions (BIN-T). A very good business, and is seen as one of the more profitable, growthier in that industry. All things are positive, but the caveat is that it is not cheap. Trades at a premium valuation to its peers at about 13X EBITDA. A good one for long-term exposure to the sector.

A very well-run company. Operates in a volatile business of steel distribution, but has a very attractive free cash flow generation. It tends to be a bit countercyclical, in that when things get tougher they work their inventory levels down, and the free cash flow actually goes up more. Pays a very healthy dividend which he feels is sustainable. A good, long term company to be in. Wait for a pullback to put new money in.

The deal with Manitoba Telecom (MBT-T) is likely to go through. A really well run business and a good dividend payer.

One of the few publicly traded craft breweries in Canada. This has the opportunity to consolidate many of the smaller brewers in Canada. Ontario has installed some rules recently, to make it much more favourable for craft brewers to operate, giving them more shelf space in the beer stores along with changes in the LCBO. This could be open to a takeover at some time.

A very unusual situation. Normally when companies want to be sold, they are usually quiet about it and there is not a lot of information. The process usually proceeds quietly until something happens, or it doesn’t. Don’t read too much into any of the rumours. He would tend to avoid this because of the balance sheet leverage. Has a very significant amount of financial leverage.

A very unusual situation. Normally when companies want to be sold, they are usually quiet about it and there is not a lot of information. The process usually proceeds quietly until something happens, or it doesn’t. Don’t read too much into any of the rumours. He would tend to avoid this because of the balance sheet leverage. Has a very significant amount of financial leverage.

A very well-run business. They run a lot of different types of renewable power whether it is Hydro, wind or solar. A nice dividend payer. Has been doing a lot of acquisitions. A long-term dividend play. Dividend yield of 6.2%. A good name to own.

(A Top Pick June 12/15. Up 26.22%.) Exited his position 3 or 4 months ago. A well-run business and the leader in air cargo in Canada. They are benefiting from the online shopping trend. What worried him was the economic sensitivity of the business.

(A Top Pick June 12/15. Down 50.15%.) This got caught up in the healthcare problems. The sentiment around the sector has been very, very bad. The underlying performance is still quite good. He likes the prospects.

(A Top Pick June 12/15. Up 66.05%.) Despite the stock being up, it is probably still no more expensive, from a valuation standpoint, than it was a year ago. Earnings have grown and the cash flow has grown significantly. Have made some acquisitions. Pays a nice dividend. Management owns a significant stake. Dividend yield of 4.4%.

It is hard to argue with this company’s track record. It has been a phenomenal business. They’ve grown aggressively through acquisitions. As they’ve rolled up the convenience store space in Canada, US and Europe, they’ve been able to take best practices and improve margins and garner significant synergies. It is hard to argue with their track record. A good, long term business to own.

Railway ties. A well-run business. He would be a bit cautious on the valuation. It is not a cheap stock.

A good one to hold onto for the long-term. The stock hasn’t done a lot, and a lot of people say it is undervalued. As there is more consolidation in the asset management space, hopefully this will be able to participate, which could lead to accretive deals.