The semi-conductors have been hot, hot, hot. His model price is $72.27 – 40% upside. They will report earnings soon. He thinks they will transition into a mobile space easily. Yield 2.3%. (Analysts’ price target is $54.97 )

He has owned this for years. His model price is $48.96. He believes in blockchain technology and this company will profit from it. Chinese competitors have a security issue disadvantage compared to this one. From all perspectives he thinks this is a great investment. Yield 3.0%. (Analysts’ price target is $48.42 )

(A Top Pick July 11/17 Up 15%) He still likes it although it struggles. His model price is coming down as people worry about future earnings. A new iPhone X is $1800 in Canada. He would not be a seller yet.

(A Top Pick July 11/17 Up 4%) He still loves the big US financials, especially those too big to fail. They are doing all the right things including stock buy backs. He thinks they should be increasing their dividend. As interest rates go up they will increase margins.

(A Top Pick July 11/17 Down 2%) All the insurers are being helped by rising interest rates, yet the stock price has not increased. He is disappointed by the performance, but will continue to stick with it. He has a model price about 30% higher. Yield 3.5%.

Well-run. In its sweet spot in the last few years because of strong housing starts and low interest rates. They've expanded their direct-to-tradespeople business. They've grown their net margins by 50% in the past few years. Now is a good entry point. Better-run than Lowe's.

It's done well since fall 2016 when he bought it. It'll continue to do well. There's a misconception--the U.S. and Canadian banks don't need a positive yield curve to make money, though it helps. All they need are interest rates Iin general to go up. So, he sees a lot of runway for the banks, which won't rely on the yield curve to steepen.