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This company operates cemetery and funeral homes in Canada and in Michigan. He did own this, but recent valuation caused them to sell. He sees it as a stable business with real estate in valuable markets.

The market is currently negative on energy infrastructure and Enbridge is being impacted by how the parent is going to finance future projects. There is also some fear that the great assets passed down from the parent may one day be taken back in. In the US some negative tax rulings on Master LLPs may cause changes.

Exxon owns 69% of this. There have been some recent project cost overruns. There is nothing fundamentally wrong with this company. Pipeline issues may be influencing investor sentiment on how their production is going to get to market. At these levels he is looking at it harder.

He knows this company well. It provides equipment to the semi-conductor sector. As the tariff threat against China has heated up, the company is at risk since 19% of their sales is to China. He owns it based on the current valuation.

When he looks at today's valuations, he sees that earnings have to rise for two years to return to equilibrium. The market will correct or goes sidewaks for a while. With more volatility all around, step back and look at your stock price targets; and if a stock doesn't reach that target, then move on and buy something else. This is the perfect opportunity to take advantage of cheap prices. Important: Have cash to deploy during those 10-20% dips. He holds 20% cash. Investing is about how much you avoid on the downside more than how much you make on the upside. Don't chase yield. Few stock markets are up for 2018. He likes companies that generate free cash flow that's growing.

He does not own this presently. A great franchise in Quebec that is slowly expanding west. It is likely near the high end of its valuation. He would buy it on a pullback.

They have expanded into some US markets and it has done well. It trades at a discount to other REITs and he likes owning it here.

Originally this was a US income trust with facilities in South Dakota, which expanded into specialized medical facilities in Oklahoma and California. The issue is that some of the changes with healthcare regulation on private procedure reimbursements has created headwinds.

Management owns a great deal of this company and he sees it as well run. It focuses on shopping and retail in Atlantic Canada and Quebec. He expects another distribution increase. He sees management as very active and engaged. He would love to own it, but can’t get the size they would want.

The main business is buying housing the US and renting them out. With rentals tight in the US market, it has done very well. It is looking to expand into building luxury units in big markets like Toronto. He owns it and would buy more here.

There is an aviation and manufacturing division within this company. As a conglomerate it usually trades at a discount. There was a short selling investor who had issues with some of their acquisitions in the past. Some lower margin leasing activity in the aviation division may also be creating some uncertainty with investors.

A primarily light oil producer with assets in Utah. Since 2014 the shares have declined as oil prices have fallen. They issued a lot of equity during their acquisition phase. Debt to cash flow could be lower at almost 2 times, especially since crude oil prices might be near its short term peak. If oil prices hold or go higher, the stock could improve.

They are in the business of asset management. Their fixed income exposure could be a bit of concern to the market. He is a holder, thinks it is good value and expects a dividend increase going forward. They announced a $5 billion acquisition of a high net worth investment business last week.

He recommended it around 18 months ago, and it has doubled in price. Drawbacks before: had no international presence and not enough salespeople, but that has turned around, as reflected in the price jump. Earnings growing 10-15% annually. No debt, but pay no dividend. Buy half a position and watch, but don't buy heavily because it may
drop badly during a correction.

They reported earnings today that were better than market expectations. The opioid crisis is creating some concern among investors in general in this space. Overall a good company that generates a lot of cash.