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The Columbia transaction provides a runway of growth for a few years. You have paid up a little bit for it, but it is going to be accretive next year. If they ever get something for Keystone now, it will be nothing but a bonus. They have decent growth now without it. However, the stock has discounted the growth, and has had a really nice run. Buy this on a pullback.

Doesn’t have a great balance sheet, although it has fixed a fair bit of it. Extremely levered to price, because it is heavy blends of oil. If you think oil is going to $60, this is still a buy and it will go to $10. Because of the volatility it gives you chances to buy when oil is down. This is going to move a lot.

You are essentially buying the US economy, consumer and industrial. Not particularly cheap.

Has a decent amount of business that is impacted by 1% interest rates, so you are getting squeezed. Has a wealth management business in the US which is doing okay. This has been the best performer in the last couple of years of the lifecos. If you think rates are going to go higher over the next 2-3 years, Manulife (MFC-T) will be the better one.

Canadian Natural Resources (CNQ-T) or Crescent Point (CPG-T)? He likes both. Although he owns Crescent Point, he wouldn’t argue you out of this one. It is gassier being about 50% oil and 50% gas.

Canadian Natural Resources (CNQ-T) or Crescent Point (CPG-T)? He likes both. This one is 98% oil and 2% gas. Of the 2, he would pick this one.

Valuation on this is really tough. It has a lot of debt. It appears to be willing new management to maybe do some asset sales to pay debt down. That has stabilized the stock in the $30 range. If he had made some money on this, he would have been a seller and driven on to something else.

On a 3-5 year timeframe, buy it now or wait for a pullback? On that timeframe, you could do it now or wait for a little market pullback. This, surprisingly, has a pretty high percentage of energy loans. It is them trying to diversify out of Québec. If you are negative on oil, you can wait for that little pullback.

(Market Call Minute.) Interesting. It might be a Buy. It is always a laggard on gold. When golds are positive, it lags. Look at it in the fall. If it has not moved and the other golds have moved, it would then be a Buy.

(Market Call Minute.) He would prefer Pembina (PPL-T). You can hold this for yield and a little bit of growth.

(Market Call Minute.) Like a lot of US multinationals, it is not cheap. Will probably grind its way a little higher. You can collect the dividend and you’ll be fine.

(Market Call Minute.) Just recently purchased this. It is gassy and very well-managed. Had a record quarter last week. His one-year target is $10.

(Market Call Minute.) This is a Buy under $100. Had a little weakness on worries about ESPN, but the rest of the business is doing well. ESPN will lose some cable guys, but he thinks it will be fine longer-term.

(Market Call Minute.) A financial 2^nd tier lender. It is statistically cheap, so if you wanted to take a risk, then maybe you could take a bet here.

(Market Call Minute.) Like all auto companies, this is cheap and has come down with concerns that the auto cycle has peaked. He suspects that the auto cycle may have peaked, but is going to peak and go sideways at a high level for a few years. Thinks the whole group is quite attractive.