This has done well since the election, but it is expensive. It is trading up in the 30s on a multiple basis, and it is hard to justify that. You might get 10% from here, but it will be a riskier 10%. He would be tempted if this dipped substantially. Dividend yield of about 1%.

Has done a great job taking a huge market share away, from Sears in particular. It got to the $34-$35 range which was a little ahead of itself. Dips provide an opportunity. In Canada, there aren’t many choices in consumer that have the growth, but this is one of them. He has a Top Pick which is his choice. The company is well-managed and a good Hold here. Because of the multiple, you don’t get multiple expansion, you only get earnings growth. However, you could probably make 10%-20% profit on this. Dividend yield of just over 2%.

Just closed their US acquisition, which had been expected. There are instalments receipts that are going to get exercised, which is probably going to create some churn in the stock for the next month or so. This has a good dividend with a lot of growth from the US side. It has been hurt because it has been perceived as a utility play, which are now out of favour. If you are going to buy something in this group, you have to buy growth, and this has the best 12-month growth in the group.

This is at the bottom of the group, and it is a bit of an anomaly in that it is 50% US retail banking. In theory, if Bank of America is up 30%, shouldn’t this one be up 15% since the election? It is not. Thinks they are going to have better margins on the US side this year. They are going to be a big beneficiary of higher rates. Dividend yield of 3.3%. (Analysts’ price target is $66.84.)

This is off its highs. The group is a bit out of favour. It is growth by acquisition, and they are really, really good at it. If you calendarize their earnings, you get a 15.5 multiple, which is the cheapest it has been in almost a decade. It still has good growth coming from its European and US acquisitions. You don’t buy this for yield, it is a growth story. Thinks it will get into the low $70s, which will still give you 15%-20%. Dividend yield of 0.59%. (Analysts’ price target is $78.36.)

One of the very low cost gas producers. Gas is very swingy, and is down a fair bit today, and the stock is down which is a really good opportunity. Trading at 8X Cash Flow and has a really good balance sheet with less than 1X debt to cash flow. Under $9 is a great entry point. (Analysts’ price target is $11.86.)

This has the double whammy that it is consumer, which is out of favour a little, but this came down too much, and it is also basically a yield play. Over time, it has done relatively well, but there has been some profit taking. It has a near monopoly up north where its stores are. Not a big growth company, but you can get the yield plus a little over.