Franchise battles with the parent has created a lot of negativity around this stock, and so has recent short-selling. He needs the clouds to really clear from QSR before he consider this stock.

Last week's earnings: everything was good except for the width of their margins. He would definitely buy this for many reasons, such as their progress in AI. The privacy issue hitting a lot of tech stocks won't go anywhere soon, but keep
buying Apple.

(A Past Top Pick on Aug. 30, 2017, Up 26%) He's lucky he made money on this, because of Citron's activism against Shopify. However, this got stopped out and he regrets he didn't hold onto it. The company continues to do well, but wait till tomorrow morning's earnings before buying. Shopify has moved $26 billion in merchandise up from $6 billion just a few years agao.

(A Past Top Pick on Aug. 30, 2017, Up 21%) Curious why it's done poorly lately. Maybe there was too much run-up with the U.S. tax changes. Their recent earnings beat expectations, but the 3% yield curve pressures their margins. Still worth owning.

Run by the brilliant Prem Watsa, but Watsa's made some bad calls about the direction of the markets in recent years. He thinks the street is coming back to this stock. He's owned it for five years. His portfolio is a little strange, like holding Sporting Life. That said, he believes in Prem and will be patient.

He owns Visa, though he loves both names. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

He owns Visa, though he loves both this and Mastercard. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.