Not one he follows or would own right now. This provides construction services to Western Canada with schools, hospitals, sports arenas, high-rises, etc. It also has exposure to the energy business. Even if energy prices have something of a rebound, the suppliers are going to lag considerably. If you are looking for a play on energy and Western growth, he would look at the commodity, producers and suppliers further down the chain.

An E solutions provider for electronic commerce, and allows for payment processing. Thinks there is going to be a growing demand for financial technology for FinTech companies. Although he doesn’t own this, you are in the right sector and the right space. Expects there will be a continued demand for sectors and companies where Canada has some of the best growth stories.

The stock has done very, very well, and thinks there will be a continued economic strength that will surprise people. Probably not a terrible investment going forward.

One of Canada’s largest banks. A funny one in that it always seems to stub its toe. All Canadian banks have pulled back because of concerns about exposure to the energy space. This is one of the most exposed. Pays a pretty strong dividend. It will be able to fully participate in Canada’s growth, but they do have a tendency to have something happen to them. Expects there will be more volatility than many of the others, but less exposure to the energy sector. Not a bad choice.

It has a lot of issues. It has the whole US system that is focused on the drug sector. The basic model was to take over drugs and patents, and to repurpose them or at least reprice them to higher levels. There is an immense amount of debt. When regulators smell blood, they circle and attack, and do not stop. Any sort of accounting irregularity never gets better.

He really likes food stocks. Thinks there is space to grow, and he still sees some upside in the sector. (See Top Picks.)

He likes the sector. It has some merit.