(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.