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A yield proxy. Its growth is not what it used to be. If you are going to invest in a yield proxy in a rising interest rate environment you need one of this two things: really good valuations or really good growth. He thinks these guys have that good growth with a joint venture they just got into.

(A Top Pick June 16/17 - Up 2.7%) Sold around ¾ of his positions. They have some personal auto weakness. Management is committed to turnaround. Good name over time.

(A Top Pick June 16/17 - Down 22.7%) Chose it for better growth than its peers and a better valuation on a free cash yield. 2017 was messy with production outages and balance sheet concerns and lately with opposition to their line 3. Kind of a perfect storm here. Still believe they are growing earnings by 12% a year. The balance sheet is high, but they have non-core assets that they can sell.

(A Top Pick June 16/17 – Up 20.6%.) Pays a nice dividend. They still see growth here. The risk here is US steel tariffs.

Is the dividend safe? They had troubles with their franchises. A famous guy in the US disclosed recently that he shorted this stock. Management has done a good job turning around Burger King and Popeyes. Earnings growth 20% and trades at 18 times 2019. Way cheaper than its 4-year average. Nice and safe dividend yield of 3.3%. He thinks it is a winner.

Now cheaper at around 16.6 P/E. 7% distribution which is good. They have a flat growth over forecast horizon though. He prefers Pembina Pipeline Corp (PPL-T).

At the end of the day it is not cheap. Trading at 14.5 times 2018 earnings. It is riskier. He thinks there are other industrial names. Probably will turn around but it doesn’t look great.

All these energy infrastructures have come down. Distribution is high and probably sustainable. He likes what he sees here but not one that he actively covers.

Playing the energy market and involved in the Canadian oil patch. Two tough things. Balance sheet is not as pristine as its peers. Valuation is very cheap though. He thinks it will see better days. If he were going to invest in an oil story, he would put money somewhere else.

Has a strong quarter. 28% earnings growth. 62% payout ratio. It is trading at a high value. He likes it. Balance sheet is OK. Not cheap.

The story is turning around here. He is modeling 55% cash flow growth 2018 to 2019. Trades at 5 times 2019 cash flow which is reasonable. The problem here is their balance sheet is 3.5 times debt to cash flow. This will come down if oil prices stay at these levels. A name you can own if you like oil.

They missed earnings just yesterday. Box office is still 70% of their revenues. Trading at 23 times 2018 the stick is still not cheap. They are growing the other businesses. The film slate will probably come back. The balance sheet is stable. Paying a 6% dividend.

Can I hold this for the next several years and forget it? Yes. Banks in general are cheap. Cheaper certainly than they were a year ago with better growth. Growth in their model is 5% here. Good capital ratio. If you are putting new money, he would look at other banks as this one is trading at a premium compared to peers.

The story is really improving with higher oil prices. Balance sheet looks better now. Valuation is in line with peers. A small cap with a dividend that looks OK. Other companies offer better opportunities, but a story that has improved.

Relatively cheap compared to its peers. Cost increases. He is modeling 9% earnings growth. You can write a put. The trend is good over a couple of years.