This has done extremely well. They expanded their portfolio of big equipment at the cusp of an infrastructure spend. The one thing he would caution on is that they are a fairly high beta stock, so you are going to see a fair bit of volatility. Also has a fairly levered balance sheet.

Sell Halliburton (HAL-N) and buy Schlumberger (SLB-N) to avoid the superficial tax loss? This is one way of doing it. The rule is that you can't buy back the same security within 30 days. He prefers Halliburton.

Sell Halliburton (HAL-N) and buy Schlumberger (SLB-N) to avoid the superficial tax loss? This is one way of doing it. The rule is that you can't buy back the same security within 30 days. He prefers Halliburton.

Has over 1 billion installed devices, and a 93% loyalty rate. They have a lot of foreign cash, $51 per share. 30% of the total market share is in cash. Trades at about 15X earnings, but if you take the cash into account, it is about 12X. Dividend yield of 1.4%. (Analysts' price target is $193.)

Bought this as a money centred bank and thinks it is an excellent opportunity from a valuation standpoint. It’s going into a more mature valuation similar to the other banks. Dividend yield of 1.7%. (Analysts' price target is $78.50.)

This is basically a play on the markets we are in, and the activity. They have an asset management group with about $10 billion under management. It is growing well and will make about $6.50-$7 next year. Not expensive. A good way to be involved in a growing market. Dividend yield of 1.5%. (Analysts' price target is $78.)

Bread price-fixing He can’t believe this happened in Canada with a major supermarket. Loblaw will be offering $25 gift cards to consumers and book a hit of $75M-$150M which isn’t a big amount considering the size of the company. He doesn’t think it will have any dramatic impact.