If capital returns to Canada following the pipeline announcement, this will do well. He thinks PD-T has a long way to run as they have been upgrading their fleet. Yield 0%. (Analysts’ price target is $5.57 )

This is a great way to play copper and zinc. They have some new mines coming into production and the big capital spend is behind them. The Rosemont mine in Arizona is soon to begin. Extremely well-managed company. Buying here is a good discount to his valuation estimate. Yield 0.2%. (Analysts’ price target is $12.98 )

(A Top Pick April 28/17 Up 7%) Their exposure to mortgages is causing some possible headwinds in a rising interest rate environment – due to the risk of higher defaults. Their capital ratio is a little over 11% and they have good cost control. It remains a good core holding. Yield 4.7%.

(A Top Pick April 28/17 Up 25%) He still likes holding and is his largest exposure to the energy sector. They are the benchmark for the Canadian energy industry being diversified and integrated. This remains a core holding. This will benefit if the recent pipeline decision will bring favour back to the sector. Yield 3%.

(A Top Pick April 28/17 Down 3%) It is entering a period that should make them cash flow positive in the year ahead. He keeps his gold exposure near 5% and this remains his favorite in the sector. They have a good growth profile with permits coming forward.

The CEO resigned yesterday then the stock rallied big time. CPG was aggressively run, chasing high-cost oil when the price of oil was high. It did a good job. But now it's not the company to own when prices have fallen. He'd avoid it.

It manufacturers flight simulators. The stock has been moving up the last few years. Global demand for aircraft remains strong. He'd continue to hold it and not worry about it. CAE has few competitors.