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Market. US markets are not cheap but there are some names and industries that are good investments. Some of the block chain companies are scarce in revenues and profits and high on valuation, so be careful. And for Oil pipelines, you don’t have enough outlets, pipelines that are going under maintenance and storage that is getting full. You could see oil in a $50 to $60 range but if inventories get depleted faster you could see it up to $65.

(A Top Pick Oct 13/16, Up 24%) HD-N is the number one player. He thinks if there is room for improvement here then he would go into this one. It does not have the premium valuation of HD-N.

(A Top Pick Oct 13/16, Up 19%) There is concern about how much they have to spend to build out the Wind network. He decided to take his profits.

(A Top Pick Oct 13/16, Up 8%) They build a lot of satellites for a lot of defense agencies around the world. He thinks it will get a valuation more in tune with US satellite companies. He continues to hold it and likes the prospects. They bought digital global and so should find it easier to win US contracts.

They have done really well in Asia over the last 5 years. They have grown it at 30%. He sees good growth there. They have done a great job of getting away from capital heavy businesses into capital light businesses. 12 times earnings, good valuation and a very solid company. (Analysts’ target: $54.00).

They are the maker of Botox. They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well. They have a good drug pipeline. (Analysts’ target: $225.00).

They are winning a lot of business from OEMs as they outsource part of the design of engine blocks. They have another industrial division, Skyjack. Last year they had a contract that was cancelled. He likes them. They are really well managed. It might too early to call an end to car purchases. He likes this one and thinks it is a good buy right here.

Almost 10% dividend. It specializes in children’s content and woman’s content. They have too much debt but are paying it down. Dividend coverage is getting a bit close. There is a large holding by Shaw so you never know when they will sell more of it.

Hard liquor and some wines. Very good brands. He has looked at it and likes it at times but they are too highly valued at times. It one shareholder has too much so it is not liquid enough for him. As cannabis becomes more main stream, they may want to invest in it in some way.

He owns it in a smaller cap fund. They are the largest printer of children’s content in the world. They have great real estate in Manhattan. They reported last night and EPS and revenue were down a bit. But a better metric is price to cash flow and he likes it. They have no debt. In a couple of years this company could be taken out by a larger entity.

A year ago they went through a restructuring and then a big acquisition in Safeway. They were left with a banner that had few discount brands in Western Canada, then tinkered with their loyalty program and that upset consumers. Last quarter the results were not liked. He used to have it but now prefers WN-T or L-T.

You have to have a lot of faith as to where you are getting the royalty income. You have to have a lot of confidence in what they are investing in. Some of them have not worked out and some have been spectacular. He has a small holding.

The pipeline space is quite stable. Their plans are quite good. He could only own so many names in the space. He prefers PPL-T because they are diversified more into the mid-stream and infrastructure spaces.

He likes the name. There is the uncertainty of the acquisition in the US. They are going through the process of getting state approval. They are down to one district. It will probably come in March or April. Some announced divestitures will probably be a catalyst for the stock.

A very large US company. Pharma, consumer products and medical devices. Great balance sheet, triple ‘A” rated. The first two areas are doing well right now, but have done better. Expect good earnings and cash flow.