(A Top Pick Jun 9/17, Down 19%) They are on their second turnaround team. The assets are good. It is a bank that went through 2008 and will not fail but we had to wait a long time. This one is the problem child in Europe. He has not sold it and will give them a couple more quarters.

(A Top Pick Jun 9/17, Up 69%) They have a toll road to the cloud. The shorts finally ran for cover. There is quite a way more this one could go.

(A Top Pick Jun 9/17, Up 20%) These guys have done an excellent job. They are recouping the losses due to ToysRUs's demise, with online sales. They are diversified and hard working guys. They have done a goo job.

He just added to it. The problems they have gone through – there is light at the end of the tunnel. When you look at the math, it is so dominant and growing so powerfully, it has to keep going, at least over the short term.

He has had this bank for a number of years and likes the country from a demographic point of view. The country has the fastest growth rate even over China. The Indian banking system keeps getting overhauled.

His favourite bank in Canada. The group has had a good stiff correction. It has the diversification. Capital markets are an issue for all the banks. This is an opportunity to get a good yield and growth. He does not think risks in the housing market will affect them. (Analysts’ target: $111.44).

The European banks are behind the Canadian and US in recovery from the financial crisis. This is not a Spanish bank as it gets only 25% of revenue from Spain. They are well diversified. They are working through an organization they were handed to manage.