They are good at renewing their contracts.  It won’t make him rich, but it pays a decent dividend.  You are okay to hold this for income.

It is quite illiquid. They are a medical supply company that is beating out 3M on a number of contracts. It has a lot of promise.  He is looking into it and thinks it will be worth buying.

A royalty company.  They pay out almost all cash in their dividends.  They acquired a Western Canada restaurant chain, but sold it and are sitting on a lot of cash.  Their dividend is not covered.  It should be relatively soon that they make a replacement acquisition and then you should see the stock pop.  The high yield is not risky because they have the cash balance to cover the yield.  He thinks the management will do something intelligent. 

It has not done anything since it was his top pick.  Nursing homes will send over scripts.  It is a play on demographics.  The demand for their services is going up and up.  It is high risk because it is small, but he thinks you will see good things.

It looks good based on a PE ratio, but they had a CEO leave and earnings went down.  There was uncertainty as why he left so he would be careful. 

Commodity prices are at a cyclical low.  But people are still churning through copper, lead and zinc.  Not a lot of investment has happened in new mines.  In the meantime prices will go up.  He thinks you will be fine in this company. 

When a big US name goes up he wonders if Amazon is going into their space.  It is a high price.  They are spending a lot on defensive strategies to knock out the competition.