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Has had a heck of a run in the last year and he probably wouldn’t be a buyer today, but on a pullback, he would. A good, long term growth stock.

(A Top Pick Dec 5/16. Up 31%.) The 2^nd largest health insurer in the US, and has been a long term holding for him. Trading at only about 14X his earnings estimate for next year and trades at almost a 7%-8% free cash flow yield.

(A Top Pick Dec 5/16. Up 11%.) An owner of royalty interests, primarily in Western Canada, the #2 player after PrairieSky (PSK-T). Thinks it is cheaper than PrairieSky and pays a better dividend. Expects it to go higher in the next year.

(A Top Pick Dec 5/16. Up 21%.) The #2 auto parts Company globally, and a great global success story. They will continue to do well going forward. Thinks it is going to do better in the next year. A table pounding Buy. Trading at less than 10X forward earnings.

Osisko Gold (OSK-T) owns a fair amount of acreage in the Noranda trend with some pretty interesting early stage gold prospects. An interesting speculation, but not the sort of thing he invests in.

Which bank would you buy based on earnings and dividend growth?His favourite Canadian bank is Toronto Dominion (TD-T), which has had the best execution over time. They are well positioned both in Canada and the US. In the short term, there is probably more upside in a number of the US banks, and he feels the US economy is going to be stronger than the Canadian economy. In that case, something like a Wells Fargo (WFC-N) or one of the mid tier US banks would be a good opportunity.

There have been outflows from US international investors out of Canadian energy, and a lot of the generals have kind of fled the small-cap market because of better performance of the larger caps. A lot of the smaller caps are experiencing money flow issues, and there are a lot of buyers around. This is a good, decent little company, but very, very small. It is growing steadily, but it is still too small to attract attention of the bigger investors. You have to be very patient with this.

A big producer of auto seats and a solid, solid company. Has done really well over the last couple of years, executing extremely well. Prefers Magna (MG-T), which is a lot cheaper and probably a heck of a lot better. As a Canadian company, it is probably easier for a Canadian investor, plus the dividends are eligible for Canadian dividend credits.

One of the better oil/gas companies. A solid company. Canadian-based but all their operations are basically in Colombia. Really well run and they’ve been very successful. Thinks the long-term fundamentals are good. If you are going to own an oil and gas company, this is one he would want to own.

In recent years, this has been a bit of a consolidator in the industry, and has some very strong niches. He doesn’t own this, but is something he would look at.

This has underperformed the sector of pipelines and mid-streamers. A good company, but has a fairly convoluted structure overall, which has created a lot of confusion. Some of the bigger money managers are really questioning and worried that they might come back to market to raise more equity. Because of that, the stock has been under pressure.

One thing that really capitalized Amazon (AMZN-Q) in the last 2 years, is Amazon Web Services. This company is a close #2 in that business, and there are certain aspects of their historic legacy business that puts them in a powerful position to potentially pull even or even surpass them over time. Generates a ton of free cash flow. Dividend yield of 2.3%. (Analysts’ price target is $82.)

North America’s largest vehicle fleet manager with a growing dominant presence. Over time they are going to increase their margins and bring a lot of value to the customers in a market that is growing. Trading at a single digit PE. Dividend yield of 3.2%. (Analysts’ price target is $10.25.)

World’s largest package delivery company. Trading at about 9X-10X EV to EBITDA. Trading at 17-18 times earnings for a dominant position, and it is going higher. Dividend yield of 2.8%. (Analysts’ price target is $117.)