It is one of the better oil stocks. As a global investor he needs to know what is the best opportunities. Oil in Canada was a thing of the past. But they have oil that is nearer to where it is needed in Canada. They have some of the best light oil resource in Canada; have a strong management team and low debt. The end game for a mid-cap has to be acquisition. We used to sell everything we had to the US but now they have enough. Politicians should have had the foresight 10 years ago.

This business makes small acquisitions that are incremental. They have high margins and high returns. They think very long term. He does not think it is properly appreciated.

(A Top Pick Aug 2, 2016, Up 46%) It changed its name. The merger acquisition transaction was quite complicated. It was one of the most value creating transactions he has seen. It is now DXC-T.

(A Top Pick Aug 2, 2016, Down 17%) Putting Boots into Walgreens has been quite a challenge. Still a well run business and a cheap stock.

(A Top Pick Aug 2, 2016, Up 17%) They benefited from Trump. They suffered write downs and losses from Uber loans last year. But it is still an interesting business.

They are the cheapest producer and worry about the product further through delivery. They have a diversity of market. He is sticking with it.

Exceptional world class business. He finds auto parts challenging. However they are well run and are a good performing stock.