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(A Top Pick Nov 10/15. Down 19.94%.) Likes this for its revolutionary technology, designing, installation and manufacturing in modular construction. That hasn’t changed at all. He thinks they are going through a bit of a bump with some of the exposure they have to the oil patch where some big contracts get delayed and cancelled. Meanwhile the rest of the business continues to grow very well and thinks they are poised to recover from here. He still likes this.

(A Top Pick Nov 10/15. Up 6.36%.) Recently had a good quarter. His reason for choosing this is that it is a cheap company, because the main printing business cycle has declined. They have gradually transitioned themselves to flexible packaging and continue to manage the base business very well. He continues to like this.

(A Top Pick Nov 10/15. Up 6.92%.) This is a parent of Loblaw’s (L-T) which has performed reasonably well, and now they have Shoppers.

Retail is not an easy place to make money, this is one of the few. Went public earlier this year and have done reasonably well. They are in the retail and fashion business, and have done very well coming out of a private company basis, to manage the fashion risks. The footprint is still rather small and there is room to expand both in the US and Canada. He sees a lot more potential, but this is not a cheap stock. However, the growth more than justifies that.

The biggest reason for the decline is because of the rotation from consumer staples into other areas. It has been executing very well. Trading at reasonably high multiples, so if there is any sort of rotation or poor performance, the stock price will be under pressure. Given their track record, he thinks they will get back on track. If you have a horizon more than 6 months, you could do very well with this.

Has done very well since the merger with Marco Polo, and also with getting the cost structure in line, just in time for the takeoff in North American bus orders. The stock has come a long way, so it will probably take a bit of a digestion process. If they can execute what they think they can, then he thinks there is further upside.

Part of the fall off is due to sector rotation. People have been hiding out in this for a long time because of the dividends and low volatility. If your goal is to get good dividends and to preserve capital, you can do very well with this.

He has been overweight the financial sector through this ETF. You don’t want to be a contrarian here. Trump is engineering animal spirits. Capital spending will start to happen and you want to be in banks during this period. He likes it and is long.

For companies like this, it is all about leverage to the upside. Clearly the cycle has turned. Gas companies are spending more money on fracing, so they will make more money. The issue is, how much more, and is the capacity still in surplus or not. If oil prices get to $60 plus, there is probably more upside for the fracers.

Financials in the US have done very well recently because of the belief of higher interest rates and deregulation. This is a bit higher on the risk level, but if you believe in the long-term future, it is a more leveraged name to play. In the 1^st quarter of 2017, you might see a better buying opportunity.

He owns it primarily for its dividend paying capabilities. The underlying business, which is primarily insurance, has been under some pressure. If interest rates go up, insurance companies will benefit. The fund business is going to do okay as they have a good business in Canada. He expects the dividend will grow. A good one to own, especially for income investors. 4.4% dividend yield.

They’ve done very well over the last 10 years, and the question is, where do they go from here. Do they go into new areas that they haven’t been into? He thinks they’ve been trying, but so far haven’t found the next leg for their growth. Has a good balance sheet and continues to buy back stocks and increase dividends. He wouldn’t expect big things, but they are probably going to do well until they find the next leg of growth.

This has enjoyed a huge rally post the US election, with interest rates showing a steepening yield curve. A good company that, given the right environment can perform well. It will probably take a breather given the run they’ve had. If we get stronger growth, more inflation and higher interest rates, there is a lot more to go. If not, it might be a little ahead of itself.

The acquisition of Private Bank Corp. in Chicago was postponed for 3 years. This is a strategically important deal for them, and they will likely raise the offer to get it done. The issue with this bank is the overreliance on the domestic residential mortgage market, which could be a problem down the road.

Thinks the dividend is sustainable. Operating in the oil/gas industry, clearly has some cyclical influences, but they are a service provider rather than a producer. With the gathering systems of pipelines and plants, a lot of the fees are fixed and well protected for the dividend. Growth will depend on what is happening in natural gas prices, and partly to the oil price. At this stage, we are clearly coming off the bottom, so he can see upside from here. Dividend yield of 6.37%.