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Electronic equipment that makes monitors for many industries from pharma to oil. Established international company. ROIC rose from 14% in 2009 to 26% now. Stock is still cheap. $17B market cap. $3.8B in revenue. Consistent, well-diversified company.

Market Outlook. Today’s market remembers him to 1987. But hopes not. A lot of non-sense is going on the market, like bitcoin or marihuana stocks Some of that needs to be flushed out of the market. It is good for markets to be shaken up a little every so often. The US market particularly seemed expensive. Interest rates being low can justify higher P/Es. But seem expensive considering this year earnings. There is nothing economically wrong with the system. The US is doing fine, Europe is doing fine. But remember 1987 happened when anything bad happened to the economy.

One of the areas that people tend to lose money is airlines. Having said that it seems to be a good environment for this company. The only thing of concern is fuel costs. WestJet has come around with a new competitive subsidiary. This is typical in the airlines cycle. Reasonable priced. If oil goes to 70s or 80 would be more concerned.

He would be cautious. The yield is OK, but you can find better yield somewhere. Energy sector is under a cloud. He doesn’t like the Energy sector. Yield 6.2%

The company is a survivor. He considers it too speculative a stock. But they had done a good job at surviving. And they are doing some interesting things. You may see somebody interest in taking them over.

Intermediate to reasonable large oil stock. The outlook for the energy sector is negative. He would wait until earnings flow. Very negative psychological attitude about the energy area. He thinks they are too soon. Not like tomorrow we are going to be driving electrical cars. But he would wait.

What is the marijuana stocks bottom? The problem in the space is that there is not a lot of information. Nobody indicated what taxes are going to be and how the distribution is going to operate. Investors like him needs that information. He thinks we haven’t seen the bottom yet. Another thing is that legislation he understands says that each individual can grow up to 3 plants in their backyard, so consumers can supply their needs themselves.

(A Top Pick March 3/17 - Down 3.6%) Still hold. Given the economic growth, the company is still going to do a lot of business. He thinks it got over the scandals about bribes and all that. If the US does go ahead with the infrastructure program that would be great for the company. Have very good assets. There are rumors that they might sell some of those and pay a special dividend.

(A Top Pick March 3/17 - Up 6.2%.) Still like it. Like the US operations. They have more branches down in the US than they have in Canada. The Canadian Banking system is more organized than the US. He thinks better results from the US operations with the US economy growing

(A Top Pick March 3/17 - Up 0.03%.) Not very exciting. The markets haven’t been too excited. Not unhappy with it. A way for an individual to have a safe and diversified way to access the market. An easy way to get diversification. He still likes financials particularly the banks.

Had it and sold it too soon. He loves the stock and the concept. Just got a little nervous. Not a market stock. If it goes back to 100 he would buy it. They are not earning anything yet but the growth on their customer base is excellent.

They were caught up in an unfortunate situation. He likes the concept operating in areas outside of the banks. They accepted too much risk. It takes time for the wounds to heal. It is going to take a while to get capital appreciation. Relatively safe investment with no excitement for now.

There is a lot of negative aspects to the oil sands, but they are not in that area. They are in Colorado and Utah and they have good results in their operations. But the cloud in the sector is affecting. You have to wait for a few quarters of earnings. (Analysts’ price target is $ 14)

Revenues from Marijuana helping the GDP. The numbers are staggering but he would be cautious. Still the Canadian economy is not doing badly. Exporting lots of lumber to the States. Oil exports are significant. Farming is doing OK. The manufacturing sector is OK. The Canadian Market is lagging the Canadian economy probably due to uncertainties regarding NAFTA and lower prices for oil.

What is the impact of raising interest rates on the price of gold in the short term and intermediate term? Gold is a hedge against inflation. From that standpoint gold is a factor. He doesn’t hold gold. Not convinced that inflation is round around the corner.