Has been flat lately, but one of the best Canadian companies. Has international operations, rare for a Canadian company. Likes this brand. High-quality. Reasonable valuation.

Done a great job. Invested a lot more capital in the busines, up to $9 billion with a 22% ROIC, but it's getting stretched. He's on the fence, but hold. Warning: it's not cheap. A good company overall.

Doesn't think will NAFTA be a big issue, because the car industry is so integrated among countries. Improving ROIC, now at 11%. Good dividend. You can't go wrong.

Now is not a good time for utilities because of rising interest rates. Iroincally, IPL has always been rich until now. Wait till utilities are back in favour before buying.

Intel is too good. AMD is too speculative. It rarely has a positive ROIC, curerntly a weak 6%. Intel has more than double the ROIC.

Strong fundemantals. Cyclical stock, so currently in favour with world demand for resources (copper. zinc). Improving ROIC strongly tied to stock price. ROIC has risen from 1% two years ago to 7% now. Valuation good.

One of his favourite FANGs. Very strong. User metrics that were recently released didn't hurt stock performance. Is an amazing advertising platform. ROIC is a stunning 24% and it's still rising, which is incredible.