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Market. It seems like a step back for free markets with the announcements on NAFTA today. It will hurt Canadian companies’ bottom lines but in a couple of quarters companies will figure out how to adjust. Companies should build contingency plans into their plans.

(A Top Pick Apr 11/17, Down 17%) A short report came out yesterday. It is a higher risk income stock. Around the 9% area. The usual concern is that they sell Nat gas contracts and there is a high customer churn. It is not a new story. That is just what they do. There is concern on their payout ratio. They just acquired a company in the US that should help boost their cash flows.

(A Top Pick Apr 11/17, Up 6%) He still likes it. There is the analytics with higher, stickier recurring revenues. They are still getting recurring revenue increases. You get quarter to quarter wild swings.

(A Top Pick Apr 11/17, Down 25%) He has never had so much trouble with a company that is so much in cash. They are trying to get licensing rights to certain drugs. Your risks are very low at this time.

The tariffs are already out there and the NAFTA risk is already priced in. They know how to deal with it. They have exposure to a lot of things that are working right now. They have exposure to economic growth. They are making moves to up their efficiencies. (Analysts’ target: $3.22).

He likes the insider buy in. 22% owned by insiders. 13% dividend growth over the last 5 years. Earnings momentum has been pretty good. They did not increase the dividend so they could look at opportunities. (Analysts’ target: $15.60).

This is a conservative fund. They take top line sales from restaurants and pay out as a distribution. It got beaten up recently on interest rate concerns. Two of the last three quarters’ sales showed slowing same store sales growth but then were up most recently and are now they are now one of the fastest growing restaurant royalty companies. You might get a bit of growth. (Analysts’ target: $34.50).

It is one of his favourite companies. It has always looked expensive and always will. It is about 20 times earnings. It is a premium operator. 7% annual dividend growth. They make small but astute acquisitions.

He likes it. It is a very cheap stock at 8 to 9 times earnings. They paid their first dividend a couple of months ago. It is a sign of a company saying they are now stable and confident in their future revenues. They buy alternative loans. The dividend will grow over time and there is momentum. There is a bit of a pull back that is general weakness in the market. It is an opportunity to add to the shares.

He follows HLF-T but this one is similar. They had a majority of the clam market and the government put up a new license for it and this company did not win, costing about 10% of their business. They added debt over the years. Their margins are falling. They are a bit behind the ball on this taste mix. It is hard to get excited about either at this point in time.

Went a bit too far too fast. Now it is transitioning in its shareholder base. There is not something negative going on here. It is just a patience thing.

It has done well for his membership. They have a premium valuation but they make good acquisitions and are now expanding into the US. Insiders have a pretty high holding. Momentum remains fairly high.

Reports on Mar 7 so hold off until then. Last quarter was surprisingly weak. They have a 10% revenue and dividend growth target but had to hold off on that target. Put it on a watch list until they report and then re-evaluate.

It is a top tech growth company in Canada. They are still adding customers, some big. They are growing the top line 25% and growing the margins.

Their balance sheet could make them attractive to a bigger company. He still likes it. They recently sold a small business line. Their new CEO is positioning their company for more growth. He likes it.