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(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.

They have great management. There was hope that the OLD in Ontario would privatize their gaming. They are selling down some of it and GC-T has done very well. They are one of the best operators in Canada.

Lifts in a lot of accessible vehicles and homes. There is a log runway to make acquisitions. They have not proven they can make acquisitions globally, so he does not own it today.

It is a good story, and a phenomenal stock. They address a large market and grow it. It is quite early days, but it is expensive. He has WIX.

A very successful Canadian IPO. They have very materially beaten the numbers. He sold but would buy back at the right price.

He has owned it for a long time. You have to believe in the vision of the CEO. He has built a business that is dominant in the last mile. They also do a lot of Truck load and LTL here and in the US. He has been able to grow what has made them successful. There is always something that is not going as well as it should. Right now they are trying to fix a previous acquisition and that is what is happening this year. He thinks the CEO will do the right thing. The sum of the parts is bigger than the whole.

He is considering owning it. They have some short term issues, some self inflicted and some market. They just bought an airline.

You need to give it a multi-year view. It is not cheap. It solves a complex problem for their customers. It takes a multi-year trial of their software. They have done a really good job of growing at a pace that has allowed them to be profitable. They have met or exceeded his two to three year expectations every year that he has owned it.

Restaurant kitchen equipment manufacturer that ventured into residential brands. They own 30-40 commercial equipment brands. They are not a customer facing brand so no one knows of them. They have done 15-20% compounding growth. He thinks they will continue to compound at these rates over a multi year period. (Analysts’ target: $139.86).

The biggest Berger King franchisee in Brazil. They want to be dominant in food service and QSR-T in brazil. 15-20% growth. Low leverage. They are going to sell more Canadian brands into Brazil. (Analysts’ target: BRL21.25).

They have a durable cash flow that can compound over a multi-year period. They have 2.5 times debt to cash flow. It is finally really cheap. Low payout ratio, 4.9% dividend. (Analysts’ target: $41.00).

With volatility these days, investors need to get away from the daily noisy, look at their stocks and ask if this is what you want to own in five years. No question that interest rates are rising. The Fed could raise rates faster if inflation creeps up faster than they ancitipate--and that's a big big danger. It's all about inflation. We have full employment. In Canada, we could see a surprise increase in order to keep inflation in check--which is their prime job. He's not a big fan of Canada and sees better value elsewhere.