The largest gold royalty company AROUND. It's a safe way to play gold, but insulates investors from capital cost creeps from the mining space. He likes this company. It reported strong results last week. They're expanded their oil/gas portfolio and performing very well.

A sensational growth story though mired in controvery. It's historically offered online poker and casino games, but just announced they are expanding into sports betting. This is giant, new market that has spiked their stock. They're firing on all cyclinders.

He's shied away from it. They just reported a disastrous quarter. Auto sales are cyclical, and more and more consumers are turning to debt financing to buy cars--and consumers are struggling with heavy debt. Auto sales were hot last year, but ACQ keeps disaapointing on earnings.

He used to own it, selling it in fall 2016 before their huge WGL purchase. He was--and remains--concerned with their high valuation. They also carry high debt and are on credit watch after the WGL acquisition. There are safer options out there.

Their steady growth ended a decade ago, then they got into a governance (corruption) scandal overseas. To evaluate them, look at their various operations. They own the 407, a toll highway, their crown jewel. But they also do engineering and construction, which is cyclical, and an area mired in legislative roadblocks. Not one he'd buy.

(Past Top Pick on July 12, 2017, Down 14%) They've endured a perfect storm: rising interest rates; high debt,; Ottawa disallowed a key tax deduction; and delays on their flagship line 3 expansion running through Minnesota. But he's hopeful. They posted a good qaurter and believes Minnesota will greenlight line 3. This is an epic buying opportunity.

(Past Top Pick on July 12, 2017, Down 13%) They just suffered a rare, large earnings miss. Weakness mainly came from U.S. fuel margins. He's confident they can come back, and this current pullback is a buying oppportunity. They're growing earnings at 18%.