(A Top Pick Apr 21/17, Up 32.89%) They were big beneficiaries of anticipated Trump tax cuts. He models 23% earnings per share growth. It is one of his favorites amongst the US banks.

(A Top Pick Apr 21/17, Down 2.09%) This is the Canadian vacuum. The reason for buying is still all intact. It is being ignored because of NAFTA concerns. Value will really surface.

(A Top Pick Apr 21/17, Up 18.42%) The emerging markets were cheap relative to Canadian markets. They are still cheap. You are seeing the beginnings of earnings acceleration in these countries.

He is looking for value. There are dilutive concerns, concerns about an acquisition and it is a multi class structure. It is giving you one of the highest yields it has ever given you since it has traded. These are real smart guys. You will get paid nicely to wait. The management will really add value over time. (Analysts’ target: $31.20).

It has gone through a lot of changes recently. They had a tough winter. They had capacity constraints. It is the cheapest it has been in years. He models 9% earnings per share growth. They can fix their issues. They should be trading at a premium. (Analysts’ target: $104.94).

A sleepy little story. It is really cheap. He likes it for strong buybacks, dividend growth and upping their return on equity. 11% forecast earnings growth. (Analysts’ target: $55.00).

This has been a really good name for him but it has done the heavy lifting now. The payout ratio is creeping up a bit. He would sell calls on this. It probably will not be doing any heavy lifting going forward.