This is a beautifully run company with revenues of $300 million per year. They are into anything rubber. The balance sheet has not changed in years and they recently increased the dividend. He thinks today’s current price is still expensive so would not buy it here. If you owned it for the dividends you should hold.

This company has seen revenues drop from $1 billion to only $800 million. They have recently exceeded their debt covenants and could do so again soon. The new CEO is a teaching CEO who sold two tech companies in the past for huge premiums. He paid over $3 per share for this and it is not looking like a great investment. He feels with the right person running the company it has a good chance to recover. He will hold.

He does not presently own this now, because he does not think this is cheap. Although off the highs, he still thinks there is more risk in Canadian banks. The dividend is great and this would make it worthwhile. He prefers the US banking sector. Yield 5.25%.

He does not watch this presently for a sell target. He liked owning it so he can attend the Nebraska annual meeting. One of the risks is when Warren and Charlie pass on – what is their plan for succession? He sold it at a nice profit.

Should I add on to my position? He rarely ever resets a target price and never averages up on a stock. He may sometimes average down, however. He likes how this is catching momentum and it pays a nice dividend. He thinks it could do a triple from this level, but has not time frame.

This company has been around for 20 years on the Venture exchange. It has no revenues and has a couple of properties, one in Quebec and the other in BC. I questions how many investors have made money on this. He has no interest in this one.

He used to own this around $3 and sold it at $10. They recently had some contamination from one of their suppliers. The long-term CEO has stepped down to be the Board Chair. He would consider this if it went back below $10. It is a leader in the field.