It is going to merge with Agrium. He wants to see the balance sheet before making a decision. There are cheaper stocks to buy. His model price is $25.72.

(Top Pick Feb 4/16, Up 11.43%) Once they throw off GE Capital this will be a renaissance industrial corporation. Then his model price would go substantially higher. But none of that has happened yet. It has a 3% dividend. His model price is 15% below the current price.

(Top Pick Feb 4/16, Up 22.22%) His model price is $146.42, a 26% increase. Apple will benefit due to repatriation of earnings. Earning season starts next week.

(Top Pick Feb 4/16, Down 10.33%) His model price is $140. It is far too cheap right now. He would buy more at $62.

A foreign company could not take this company over due to regulatory intervening. They have negative net worth of about $6 billion. He has no idea where it will go going forward.

He likes the space but plays it through FM-T and TECK.B-T. HBM-T is coming out of the blue as it went above EBV -3, so you should buy it. The model price is $12.78, a 50% upside. You should have material stocks in your portfolio. They are acting well.

It is better than the rest of the utility space. His model price is $38.29, a 5%. It would not get hit if interest rates went up.