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.

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.