(A Top Pick Nov 30/16, Up 14%) He still likes it. He believes the dividend can grow substantially. He is concerned about the Canadian dollar and that the economy is slowing. The drivers of energy, housing and new legislation are slowing it down. This is a great way to hold assets in northern Europe. These cash flows will continue to grow.

(A Top Pick Nov 30/16, Down 7.8%) He sold because he wanted to reduce gold exposure. It had been the laggard and but now showing some luster. $13 to $14.50 could be a place to buy it back.

(A Top Pick Nov 30/16, Up 8%) Tax reform is more important that Wall Street reform. He bought this when he got wind of the whole scandal of sales practices. He thought it was a good entry point. He uses the dip as an opportunity to buy more.

It is one of those great Canadian companies that fell on hard times. Pipelines are not getting completed as fast as the market expected. They have projects coming up that support their growth. The stock got tanked because of concerns about raising equity. They fixed the balance sheet. This is wonderful – better than a bank. (Analysts’ target: $60.00).

You go out and spend extra money to get an extra weapon and you win at the video game. It is cheap on a multiple basis. He thinks there is more sex appeal coming with FIFA. The company is growing. (Analysts’ target: $130.00).

It is a global franchise. It has gone through a tough period. Unit sales projection slipped. It is 10 times earnings and 9 times future earnings. The risk is taken out of this stock. There is a 10 year recycling of appliances. (Analysts’ target: $187.00).

It is a great story. Fixing pipelines as well as oil and water pipelines. They have not really delivered and that is the frustration. Execution has not been there. You and do better elsewhere.