Not for the faint of heart. Retail operations have been losing money in the past three years and same-store sales are down, but HBC has amazing real estate assets. They got a lot of debt while interest rates are rising. They need to make more real estate deals, but can they close them in time?

He's not a big owner of resources, but this is a good company with a fine balance sheet and cash flow that they will give back to shareholders through buybacks and dividend increases.

Pays a modest dividend. Stock has performed well. The auction business is performing well, while a good economy is helping them.

Scotia had good earnings. Their Canadian side fine and wealth management is growing. International side is coming back nicely after a tough period in 2008-9. There's some concern with their Mexican bank because of NAFTA troubles, but Scotia should overcome this. They will continue to grow their dividend.

Holds Fortis and Northland Power instead. Hydro One's dividend is safe and will increase. Yes, they are expanding in the States, but they are beholden to the Ontario regulator. So one bad call from this regulator and they're in trouble. Stick with it if you own it. They're challenged like all utilities due to interest rates rising.

As long as oil stays above $50, their dividend won't budge, but it won't grow either. They're spending their cash flow on exploration and development.

A disciplined acquirer. They've bought several companies over the years. Yield will grow over time, but their more focussed on increasing their assets.