The chip space has come to life in recent years. Not too familiar with MU but all these names are up.

Sees a buying opportunity with this week's pressures on the stock. Still growing at 30% annually. His target price is $250. Will grow at 25% for at least the next five years. No debt. Great margins. Awash in cash. (Analysts' target of $222.86)

Many growth opportunities but took some hits, falling from $150. Great opportunity now. FDA approval is coming up, so there's potential. 10.5x earnings. Could grow 15-20%. (Analysts' target of $116.32)

Has known them since they went public. One of the best-managed companies. They make more gears than anybody in North America and now winning contracts for electric cars. Everything good. (Analysts' target of $83.14)

They are working through several issues, especially deleveraging their balance sheet. Enbridge was seen as a rock-solid company but he is not comfortable with it at this time because of its debt.

He prefers companies like Keyera to companies like Enbridge. KEY has reasonable level of debt, great cash flow visibility and a growing cash flow stream over time. He also thinks the management team is aligned with shareholders.

Couche-Tard is a strong Canadian business that has executed their strategy of consolidating the convenience store exit globally, with a lot of discipline. This quarter, they had weakness in their gasoline margins and wage pressures in the U.S. There were also one-time issues, such as storms and the cost of a large new acquisition. (The stock dropped 6.75% on the day of this interview.) He has liked this company for a long time and thinks it is worth buying at the right time.