This trades a 15.5 times earnings vs peers trading at 17 times. He likes it. Distributions are safe. A play on a slightly better economy. 66% energy, 33% specialty chemicals. The balance sheet is a little stretched. A name you can buy for risk-adjusted accounts. Not a blue chip.

Very lever to a higher oil price. The balance sheet is pretty indebted. Strong reserves growth. A risky name. There are much easier and safer ways to make money.

Not one that he covers very closely. The US banks all have come down. He thinks you can buy some of the US banks here. Probably you should be OK buying here.

Is it a company to own for long-term dividend growth and safety? It is trading a little cheaper compared to its 5-year average. 3% dividend yield and they will probably grow that. It is a safe stock. He thinks there are better value in another tech stocks.

It has its problems. The balance sheet debt is 4.3 times 2017 EBITDA. Smaller cap. 11% growth. Yield 7.8%. A good time to be buying it in taxable accounts.

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.