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Sold his positions some weeks ago. It’s a little early yet to step back in. He doesn’t like being in a situation where there is an activist creating waves. Loves the company and loves the concept, but it is a situation where there are no earnings yet. Wait a little.

(A Top Pick Dec 2/16. Up 9%.) He still likes this. Pays an excellent dividend and has a good record of increasing it. Management has shown itself of being quite capable of getting into other areas such as sports, etc.

(A Top Pick Dec 2/16. Up 19%.) This was a laggard for a while. Bought this because they are just as big in the US and continue to grow fast there. 3.3% dividend yield.

(A Top Pick Dec 2/16. Down 18%.) He was too soon on this. The main attraction is its European location, and being able to work with European regulatory types. Have decent fields that will continue to be developed. Good dividend.

There was disappointment with their recent earnings and it has been sort of going sideways. He would give it a little time. Their recent earnings report wasn’t that super.

In the process of completing a huge merger with a Washington DC company. To him, it is a very strange marriage. He wants to see what comes out of that before getting into it. 7.6% dividend yield.

He is quite positive on all credit card companies, particularly this one. The chart shows a steadily rising price through the years. With improving economies and rising employment, this is a perfect environment for companies like this.

A well run company. The areas they are operating in are growing. He can’t see anything that is really going to impede the stock on a growth basis. Not a bad stock to own.

He admires management very much. It is interesting that they are getting a reasonable toe-hold in India. They seem to have a good knowledge of that area. They were negative on equity markets for some time, but Prem Watsa has finally come around that this market is going to run a little further. Hopes they get a little more aggressive. Expects you will see better results over the next 12 months.

A utility and a well run company. There is no particular reason to be super negative on this. There will be dividend increases in the future, and has enough expansion going on that you needn’t be concerned. Dividend yield of 5%.

Somewhat volatile. Has great potential. Thinks they are through the problems they had through the bribery situations. In the right place at the right time. There is going to be a lot of infrastructure construction going on. The #407 remains a great asset. Relatively inexpensive.

Likes their exposure in the Caribbean, Mexico and South America. He has some concerns because of the Mexican situation, and sees NAFTA not being approved with a Mexican participation. Wouldn’t be a buyer at this time.

John Chen has done a great job of keeping the company alive. They’ve totally shifted away from mobile phones and into software. It is still one of the most secure phones you can use. Thinks they will survive, but whether they will prosper or not is another question. Needs another couple of good quarters, where the revenue from the software side really starts to show.

There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. This one is a low volatility Cdn equity ETF. The stocks in this are relatively secure and not very volatile. If the market sells off, this will probably outperform the market.

There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. With this, you are going into a broad market. If the TSX does break out, this stock will match that performance. It gives you good diversification.