COMMENT

All Canadian banks suffer uncertainty from housing bubble fears and so are performing weaker compared to the US banks. He'd rather buy Bank of Nova Scotia for their Latin American exposure, because of the strong growth in those countries.

BUY

All Canadian banks suffer uncertainty from housing bubble fears and so are performing weaker compared to the US banks. In Canada, he'd buy Bank of Nova Scotia for their Latin American exposure, because of the strong growth in those countries.

COMMENT

An auto supplier. The auto companies are trading well, so the suppliers will get rated up. Be careful of a value trap, since AXL trades at 4x forward earnings. Make sure they're well-positioned.

COMMENT

Higher oil prices may discourage people from driving which could pressure PKI since a large part of their business is running gas stations. That said, their margins are growing as they expand in scale from recent acquisitions.

COMMENT

He's skeptical of biotechs, especially small-cap, because their new products either get approved or not. An investor really must study this industry well to understand it. He doesn't invest in this space.

DON'T BUY

The telecoms are interest-rate senstitive so they have struggled lately. Also, this industry quickly changes: cable-cutting, cutting home phones. He avoids this space. He can't see what will happen in this industry in the future. BCE is a good dividend play, though.

WATCH

They make strong products and have a strong brand, but the Toys R Us bankruptcy has placed a big cloud over the whole industry. Step back and see how this all shakes out for the coming year.

DON'T BUY

They had a surge in volume, but suffered terrible weather and couldn't meet demand. The new CEO will attack these problems with new and more trains and tracks. Meanwhile, other rails like CSX are catching up.

WATCH

He once owned it. Printing, a major segment of theirs, is in secular decline, but they've seen good growth in packaging after making an acquisition. Trades at a low multiple. It's a stock worth looking at. Could be value here.

COMMENT

He once owned it and did well for him. It's a big operator of auto-repair shops. They've been acquiring a lot and consolidating. But they trade at a high multiple.

PAST TOP PICK

(Past Top Pick on Feb. 15, 2018, Up 3%) Still likes it, though it's been sideways. Had a nice pop today with good earnings. What's driving them is that globally farmers are under-invested in storage, so AFN can benefit in the next few years.

PAST TOP PICK

(Past Top Pick on Feb. 15, 2018, Up 29%) An acquisition last year accelerated their move into the Cloud which is higher growth. The market didn't appreciate this move until MNW announced a few solid quarters. Then it was announced a private equity company would acquire MNW. Currently, they're in a period where MNW can field other offers. He still holds it.

PAST TOP PICK

(Past Top Pick on Feb. 15, 2018, Down 4.5%) Good report today and enjoyed a pop. It's a misunderstood story Delphi split into two companies; this one is their powertrain unit where there are good growth drivers. Now, there's just noise in the stock. Be patient.

BUY

They have a massive amount of cash, repatriating a lot of it, and are doing a huge share buyback. They project strong growth in their services segment. Caveat: iPhones are still over 60% of what they make--how sustainable is this? Overall, you can do a lot worse than Apple. They've executed very well this past qurater. It won't hurt to own Apple.

COMMENT

It hasn't done well this year. A low-growth, low-multiple, high-dividend stock. They operate Jazz Airlines and recently lease regional planes--there's potential growth here. An overhang is whether Air Canada will cut Chorus out of its Jazz operations but that's locked into 2025. He thinks this is unlikely.