Some Canadian oil names are good, so it's hard to figure out why they've been beaten up like Tourmaline. Likes this stock. Reasonable balance sheet. Turned around negative ROIC to slightly positive. Good valuation. Overall reasonable. Find a good entry point, then you will be confident with it.

Likes this. Stock hasn't done well in the last six months, so it's cheap now. Good corporate performance. ROIC is 20%. The sector is at a good space.

Great company. Ranks it third among the FANGs. Ranks Facebook and Amazon higher. Can't comment in detail about Google's recent tax hit due to U.S. tax reforms, except it's a one-time thing. Don't buy or sell based on deferred taxes.

Good company. Pretty safe with it. Spirits companies are great. Strong data with Corbys. ROIC 18% with 13% in recent years. Valuation reasonable. Good dividend at 3.8%.

Selling has been overdone recently. Dividend will probably come off. Payout ratio reasonable, but balance sheet could be stronger in working capital. Buy it for valuation, which is reasonable, but not the dividend.

He hasn't called this stock well over the years. He held on too long. It still hasn't turned around. Fundamentals have gotten a little better, but not good enough for him. Remains hopeful, but sitting on the sidelines.

Buy this now and don't wait for a pullback. It's firing on all cyclinders. It's one of the best stocks in Canada. ROIC has been 40%+ for many years, now 43%. Reasonably valued. It's at least a hold. If you don't any, but a little now then buy more on a pullback.