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Parks and movies is where the bulk of the revenue is from. When you hear news of ESPN hurting them, that is the time to buy them. The Frozen franchise is the cash cow that never seems to end.

She likes it. They had sweeping organizational changes that helped pull them out of the doldrums. They got rid of the all day breakfast menu which wasn’t that good an idea. They are looking at good growth in China.

It is an ADR so she does not typically trade it. It has been out of favour, however. She is hesitant to jump into any energy stocks.

It had a nice run this year. Defense stocks go up when North Korea makes inflammatory statements and Trump responds. It’s a sentiment play rather than an earnings story. She likes it. It is a solid, stable company. Buy on the dips and sell on the twitter wars between North Korea and Trump.

Market.There has been a recovery in the global economy. The European economy has been better than expected. China's growth has been relatively strong. Japan came in much better than expected. Some of the emerging economies are doing much better. The US economy is not that much different than it was prior to the US election. The market has continued to anticipate all the good news and have paid for it in advance. People are more bullish than they have been in 30 years. We are clearly late in the cycle, and he doesn't know how much is left. The market is still rocking and rolling to the upside, and it's hard to get in the way of it.

Mark Zuckerberg seems less concerned with expenses rising in the short term. When they went public, they had zero mobile advertising revenue, and in the last quarter about 80% of their revenue was from mobile advertising. They and Google (GOOG-Q) own that market. They've monetized their base fantastically. Still a good, long term hold.

Hasn't liked this for a while. It's not a problem with the company as much as it is with the valuation. All utilities had valuations of around 20X earnings. That was because of the dividend yield. This one has a 225 estimate of earnings, and they pay a dividend of 225. They are paying out all their earnings as dividends. On top of that, when they did the recent US acquisition, they really levered up the balance sheet. The Debt to Operating Cash Flow ratios is about 6 or 7 times. There's not much organic growth.

He owns the OIH-N instead, but is probably very similar. Feels the US has more upside. The NETBACKS are much stronger and the regulatory environment is better. These are hugely undervalued. Some are trading at around 30%-40% of replacement value, which is the industry low. The oil sector has looked cheap for a while, and he has been adding to his holdings for the last couple of months. He likes the story and likes being in the drillers right now.

He still likes this. It’s been one of the worst performers. What was off with them was the amount of equity they raised over a period of time, and they flooded the market. They have a very good land base with good drilling opportunities. Cash flow has been relatively strong. He's been adding to his holdings recently.

A very safe investment, and sees no risk on the dividend. Doesn't own it right now, because it effectively it is a holding company, and he questions what are the pieces worth. The biggest piece is Investors Group, and doesn't know if he wants to invest in a mutual fund company right now with the movement of ETFs, passive investing, etc. He would be more inclined to own Sun Life (SLF-T) for its recovery, or Manulife (MFC-T) for its Asian operation, and better potential growth down the road. 4.5% dividend yield.

The last acquisition they did was excellent. They've struggled recently, but have focused more on the global satellite market. They are almost moulding the hardware and the software of the global GPS satellites. There are lots of commercial applications coming on in industrial applications, as well as government. Trading at a big discount to comparable companies in the same areas of defence, military and satellites.

(A Top Pick Nov 16/16. Down 52%.) *Short* At the time, this was trading at over 30 times earnings, with basically 3 years of down earnings. It was trading at a ridiculously high multiple. They missed on the past 5 quarters, and the stock had run up on the idea that Donald Trump was going to build the wall using thousands of Caterpillar tractors. He underestimated the global recovery, which helped sales. On top of that, they operationally improved their margins to such a degree that earnings recovery has grown through the estimates in the last three quarters. Has shorted again recently because, although a good story, it is trading at 25X what he thinks will be their peak earnings.

(A Top Pick Nov 16/16. Up 88%.) If you have a cheap stock, just be patient with it. In this case, this was just a cheap stock trading at about 6 or 7 times earnings, 3 times operating cash flow.

(A Top Pick Nov 16/16. Down 42%.) This surprised him. Content is king in media. And what is really good is kids content. It will last forever. If you added up its current transactions, you could easily get a $15-$20 valuation. However, in this case, the company just couldn't execute. Sold this after the last quarter.

He would be inclined to take a little profit. This company rolled the dice, and it looks like it is going to pay off for them. They still have some issues in that they have to sell off some assets, and there is a chance that the pop we are seeing in the oil price may not necessarily last. He would be inclined to take a little profit.