(A Top Pick March 4/16. Up 12.33%.) These are the kind of investments that really helped in 2015, when the market was really getting beaten up. Subsequently, he has moved a bit away and brought in iShares S&P/TSX Capped Composite (XIC-T). (See Top Picks.)

Until the US decides what it is going to do with its cross-border tax, a company like this is right in their crosshairs because it is European. Until the situation is a lot clearer, you should stay away from this. A great company, but they are going to have to possibly contend with new rules.

Just came out with a very good report. This is the biggest Canadian producer. He is moderately bullish on oil prices, and feels that a move into the $60 range is probably likely. This is a good quality company. There is the worry about the US cross-border tax, which would be a big negative.

He was never a fan of this company. It is back into a reasonable PE area. Thinks there are still questions about just how profitable this company can be. The actual corporate plan has changed totally. You should really wait and see how well their new plan is working.

He believes that the Keystone XL pipeline is going to go ahead. Trump is a dealmaker, and this is one that he ran on. When he said that US steel had to be a part of the construction, it gave him a little concern. However, he thinks that 50% of the steel that they have already purchased is US.

This has been beaten up pretty thoroughly over the last while. They came out with a new issue, and that really was tough. It was a bought deal, and ended up in the banks, and the stock hasn’t recovered since. The company is still a well-managed intermediate company. Feels oil is going to go back into the $60 range. They have excellent properties in the Bakken area.

Has never been a fan of the food industry. However, if you want a relatively safe stock and a company that is doing reasonably well right now, this is a good place to put your money.