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They have assets all over the world and look for assets out of favour. They have demonstrated the ability to grow their dividends and he would continue to hold it.

An excellent auto parts company that recently announced an acquisition that will take them into the agriculture sector. Their Skyjack platforms business is doing well. He likes it and sees it trading cheaply at 5.3 times EBITA and will continue to hold it.

It is only 10 times earnings and great value here. Concerns of Amazon entering into drug distribution appear to be fading due to the strict regulatory requirements. Once their recent acquisition is completed, they will be able to deleverage themselves. Yield 3.2%. (Analysts’ price target is $88.85 )

This is the fourth largest insurer. He thinks they have more than enough adequate capital to pass the required stress tests. It trades at 10 times earnings and has a good platform in life, health and employee insurance. Well-run company out of Quebec City. Yield 2.9%. (Analysts’ price target is $65.11 )

They have an interesting project in a propane dehydration plant converting excess propane into plastic pellets for export to the US gulf coast petrochemical complex. This plant will cost $3.5 billion, but will not need new capital for this right away. Yield 7.6%. (Analysts’ price target is $28.73 )

(A Top Pick January 20/17 Up 11%). Earlier in the year there were concerns the Trump Administration would institute a border adjusted import tax, but this seems to have faded away. They are a low cost producer and he continues to like it. Good company with a great balance sheet.

It has a 1.11 beta. Doesn't pay a dividend. Competing with Amazon, but Amazon can't operate in China, where Alibaba can operate in America. Just had one of its best quarters ever with 56% YOY growth. Added 27 million active consumers last year, one of its biggest rises in the past three years. But there will be volatility and they can't grow 30-40% forever. Buy half a position to mitigate risk.

(A Top Pick January 20/17 Down 22%). A recent acquisition of a health insurer still needs to be approved by regulators. It trades about 10 times earnings. He expects them to be able purchase shares back and sees it trading at excellent value here. A well-run company.

(A Top Pick January 20/17 Up 1%). It is based in Regina and holds a monopoly on land registry services there. They have expanded into Ireland as well. A slow grower and he likes management and will continue to hold it.

It's retail in the far north. Unlike retail outside the far north, NWC has customers scattered geographically who depend on their goods. But he thinks revenue and dividend growth will be weak. You're not getting much return. He's not a fan of retail anyway. Higher costs to retail in the far north where they operate, namely transportation of goods on snowy roads.

(A Top Pick May 19/17, Up 17%) They merged with C.R. Bard, another medical device company, so this has opened doors for them internationally. Dividend growing 10% a year. They continue to acquire and grow. He has owned it for 10 years.

(A Top Pick May 19/17, Up 28%) The benefit from the electrofication of so many things now, like cars. Wisely, they listen to their customers and build what they want. More computerization in cars requires more fuses. They also make LEDs and sensors. These three are active areas for growth. He's owned it since 2010. Dividend growth continues to be 12-14%. He'd buy half-positions at this point.

(A Top Pick May 19/17, Up 25%) They make softwware technology found in a wide range of industries from autos to new buildings. They're building revenues on new customers and selling subscriptions of new technology to existing clients. They're getting into A.I. which has great potential.

Starting to see a slowdown in car sales, so he wouldn't buy any autos. Instead, own a company growing its free cash flows and has little debt. Carmakers' (and airlines') capex is through the roof and they generate little cash flow. A cyclical industry.

Don't expect huge returns. Their goal is investing in ports, airport, roads and tolls with a 6-7% return. Dividend growing at 7% annually and should continue.