It's been a wild ride. He's follows it closely. It's a well-run consolidator. They had a horrible rare last quarter, missing on fuel margins, but he expects a better quarter. It's a high-quality stock. E-vehicles are another fear, but he thinks those are years away. He expects a rebound in ATB and sees this is an opprtunity.

He follows this closely. It started to break down a while back. The energy market has hit a pipeline roadblock. ENB is overleveraged: $65 billion of debt is overweighing their market cap. He's waiting until they clean up their balance sheet. It's now trading at 52-week lows. Maybe hold this, but honestly he would have sold it by now.

They've executed well. Has a reasonably valuation. Maybe after some quarters he may look into it, but he's not 100% sold on the demand for their currency services.

He's owned this for a long, long time and it's one of his biggest holdings. Their after-parts business struggled last year, but they are making up for that now with that business growing again. They enjoy a record backlog now. Lots of cash. They think a few steps ahead and can expand into other areas of buses. Multiple is only 16x forward earnings. He'd even buy it here. This will be a $60 stock.

A bad acquisition two years ago hit them badly after that new company suffered a negative drug trial. Then, the stock dropped and he sold. There's probably still value in this stock, but he'd rather buy something else.

Likes this a lot. It's a royalty company in fast food, but the minimum wage increase hurt them. He's added to his position and plans to hold it for a long time. They had a dip last year, but has enjoyed strong quarters since. Great franchise, good yield around 5%.

He owns this in a few of his funds and really likes the company. (1) They are one of the largest alternative asset managers in the world. (2) They are a Canadian success story with a global impact. (3) They participate in asset classes that are characterized by a predictable cash flow, such as real estate, infrastructure, power, and recently business services. (4) They have diversified into casinos and a wide range of other businesses. (5) They earn a variety of types of fees. The stock has sold off about 10% in 2018, largely because of the rising interest rate environment. People are worried that rising rates might be a headwind, for example for their real estate business. He thinks this creates a good opportunity to pick the shares up for less. This is good for a buy and hold for 5 to 10 years.