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A core position for a long time for him. He buys more on dips. They should be able to grow for many years to come. The dividend is in US$ and should continue to grow.

It has been thriving. It is an extremely well managed and well capitalized company. Their business is growing dramatically. Buy it whenever it is below book value.

One of his top positions. He bought more below $12. It is an expensive stock in a fast growing space. It is the only safe way to play the aging demographic.

He used to own it a long time ago. It stalled out and he sold. It is finally getting traction again. They are trying to diversify the business. If they lose a big contract it could really impact the results. The dividend is safe. He would like to buy it much more cheaply but he would not buy at these levels.

It is not interest rate sensitive. There are big moats around the business. They are modernizing several of their plants and can increase their margins going forward. It is in a consolidation phase as new plants come online. You will have to wait a few quarters if you get in.

(Top Pick Sep 22/16, Down 54%) They hit a bit of a speed bump as a lot of theatres are upgrading their seats to reclining ones. They have adapted their product and so should recover over the next few quarters. He thinks there is a deal coming with AMC theatres as they are now advertizing that they use DBO-T seats. It is a great time to buy.

(Top Pick Sep 22/16, Up 6%) Their volume of containers has expanded significantly. Their environmental business has record backlogs. It is a great entry point and he has been buying more. Very high barriers to entry. It is an infrastructure pay on two fronts.

(Top Pick Sep 22/16, Down 4%) The world leader in nuclear valves but they make all sorts of valves. They were hit by the slowdown in the oil industry. They are a classic value trade. There is a lot of undervalued real estate on the books. It is possible the company could get sold one day. He owns it for the long run as things slowly begin to turn around.

They have about 40% of the market. They disclosed there are up to 31k subscribers. They just went public in June. They are full of cash and now increasing their distribution facility in Montreal 10 fold. They will open a facility out west next year. It would make sense for a large grocer to acquire this one to get into the business of direct delivery to the home. They have great management. (Analysts’ target: $2.63).

An infrastructure play. They provide services and equipment to inspect waste water, oil and gas pipes. It was overvalued for many years. They had had some integration issues with acquisitions. Margins are growing and costs are under control. (Analysts’ target: $6.50).

The new CEO wants to implement a growth strategy. They just acquired a Maple Syrup products exporter, the biggest in the world. You should see a re-rating of the stock to a growth stock. (Analysts’ target: $7.00).

He has never owned it but has followed it. They are transitioning out of a tough sector. They have done a great job in a tough space. The stock has performed tremendously well. It remains to be seen if they can become a force in packaging. He would certainly hold onto it if he owned it. He owns two others.

It was a spinoff of Element Financial. He buys when it dips below $4. They are getting into lending for home renovations. They are quite undervalued. It remains to be seen how fast they can grow the company from here. There is some good long term value creation in the name.

The market is looking for them to make some bigger high profile announcements. They have been growing the business at a good clip since losing the NHL last year. He is expecting good things over the next few quarters.

It has been a great performer and is just digesting some acquisitions south of the border. He bought back in around $18. It is the only way to play the death care industry in Canada. There is great expansion potential on many of their properties. They are going to take a pause from big acquisitions and the upward trend should result over a few quarters.