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Market. The market is not grossly overvalued or undervalued. If you like a company and you like the stock, Buy it. He doesn’t try to predict the market or the economy. If you can get a good company, it will still be a good company in a bad economy. You want to be an investor through the cycle. Watch what management does. You don’t want a management trying to massage their stock for the quarter, but you do want a company that can execute well. Basically, that means a company can’t over promise.

An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.

Makes equipment for people with limited mobility. They acquired Shopper’s Drug Mart’s home division. One of his favourite companies in the healthcare/industrial space. Demographics are in their favour. Has a great balance sheet and good management. Hiked their dividend by 30% last year, a very significant statement by management. This is one of those long-term names that he thinks will continue to make good acquisitions and continue to grow, and continue to post higher earnings.

This is becoming a bit of a FinTech play. They offer bill payment services for people in the US and people without bank accounts. People who don’t have bank accounts is actually a very big part of the world economy. This made a great acquisition last year. Stock continues to hit new highs, pretty much on a daily basis. The market cap is growing, so more people are interested in it now. Some of the easy money has been made, but it still has potential. Definitely has good characteristics.

A very cheap company with good potential. Unfortunately, it got caught in the whole Amaya (AYA-T) - Intertain (IT-T) Short Sell scenario. There is a valuation opportunity here, but it’s not risk free as there is some debt. Regulations still have to be decided in North America. He likes it, but only because of the valuation. Their fundamental earnings have been quite decent over the past couple of quarters.

Trying to create gold as a currency. You deposit gold and they store it for you, and then you use it like a debit card. Has a very good customer growth rate. A lot of people like the concept. They are really trying to change the world a little. Management has a pretty good pedigree. They’ve raised some money and the growth is there. Unfortunately, customer acquisition costs are quite high. He isn’t really excited about this and wouldn’t expect a whole lot of profits for a couple of years. Maybe a better stock down the road.

This has been a great little company over the years, with a very good historical record of increasing the dividend. Last year they ran into some portfolio problems, pretty much for the 1^st time of anything significant. There are 4 or 5 companies that are under development and are not performing, and not paying royalty payments to them. Last week they made another announcement, and as they continue to make new investments, it dilutes that problem. But they still have the underlying problem of some underperforming investments. He would be a cautious buyer for income. They have to get good credit for 5-6 years of good growth and good performance. Dividend yield of 7% is not being covered by cash flow right now, but doesn’t think it is going to get cut either.

They use a chemical free process for their decaffeinated coffee, which is winning a lot of customers. Tim Hortons is a client. A classic scenario where a company grows very, very fast, and is a thin a trader and relatively cheap. The stock did very, very well, and then they missed an earnings result. Down at these levels, it is much more attractive than it was. He likes it more now, but it is still kind of risky, but better than it was a year ago.

A renewable power company, and like a lot of Canadian companies, they made an acquisition in the US. There are a few more opportunities in the US. Bigger is generally better in utilities. They just raised their dividend by 10%. This is one of his favourite renewable plays. Their dividend track record in growth has been very impressive. A very, very solid name.

Sells to aircraft manufacturers to track planes and utilize information in a more productive way. Had a big run up when the 370 went missing in the Indian Ocean 3 years ago. The stock went way up and then came down because this is a long-term story. It has had a huge run recently. Came out with a couple of positive announcements on contracts and information, and it has kind of sparked a fire. However it is probably too early. This is a long sales process. He wouldn’t recommend this as he is more conservative, but it certainly has some good qualities.

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.

(A Top Pick Jan 15/16. Up 17.36%.) This has been one of the greatest stocks in Canada over the last 10 years. They haven’t issued any more shares. Earnings have gone up tenfold. They’ve done great acquisitions. They have 100 people dedicated to acquisitions full-time in software.

(A Top Pick Jan 15/16. Up 28.69%.) There is a split coming here at the end of this month. One of his favourite software companies. It is very cheap in terms of valuation. Pays a dividend. Makes great acquisitions. They are really hitting it out of the park in terms of facilitating compliance across multi-industries.

A “go to” stock when oil runs, but in terms of quality names, he just doesn’t put this in the “good quality” category. There are some headwinds against it. He would rather own a company that doesn’t issue stock all the time. Not a bad company, but just not anywhere close to his favourite. (See Top Picks.)

A week or so ago, they missed revenue and earnings expectations. If he had $10 for every time they’ve done that in the last couple of years, he would have $100. They can’t hit a forecast to save their life. Have lots of cash, because they raised money at a higher level, and they still have the cash. Not a bad product and not a bad management team, but he would like management to take themselves private. They are never going to get a growth multiple if they can’t ever hit their numbers.