This has done well, and likes how it is positioned for growth going forward. Has a fairly even split in how they generate revenue between the power generation and the distribution. We are seeing growth on both sides. On the generation side, there is lots of transparency in terms of cash flows. On the distribution side, they made the large acquisition of Empire, which has put on a lot of new clients for them. Although you have to be careful of interest sensitives, this company does have the positioning to continue to grow. Dividend yield of about 4.25%. He is still buying this for new clients.

He likes this company. On any of the Canadian telcos, you are not going to go wrong owning them. This company's concentration in wireless is quite high, among the highest in Canadian telcos. An area where he sees growth going forward, based on that we are all doing more with our smart phones. The average revenue per user is rising. Valuation is reasonable, trading at 17X. Make sure you are not too heavy in this space. Dividend yield of 4.2%.

Wouldn't be in a rush to buy this. If you have a portfolio that is filled with telcos and REITs, he would definitely stay away from pipelines. You are going to see the pipelines under pressure as interest rates go up. This one gives you about 4.5% dividend yield. Doesn't see a lot of growth potential in terms of share price in the near term.

Has nothing but negative things to say about this. If you are a trader, you can probably make money but if you are a longer-term investor, it is difficult to look at this company and build a case as to why, as a business, they are going to grow. This is a business that would not exist if the government were not giving them large financial handouts. There isn't any clear path as to how this company is going to grow.

He likes this company, but doesn't own it. It has become too expensive. They took their sub metering business and improved it. Even on their hot water tanks and servicing side, they have turned from selling units to renting them, which is help their recurring revenues and provided a residual income stream. In 2013 that business was about 11%, and is now about 69%. Trading at around 33X. Would prefer Algonquin Power (AQN-T), which is a similar business. Dividend yield of 4.8%.

(A Top Pick June 22/16. Up 46%.) This was a valuation play, as last year many thought that everyone was going to stop driving. It is no longer undervalued. Pays a reasonable dividend, and is still not expensive, so he is still buying it.

(A Top Pick June 22/16. Up 79%.) A year ago, everyone was convinced the company was not going to be able to come up with anything innovative anymore. Apple today is a very different business than it was 8 years ago. If you are expecting it to behave the same way that it was, it is not the same business. They have a lot of cash. Sold it because of how much it appreciated. It became a little expensive. He would like to buy back in as some point.