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Market. Valuations multiples in the US are very expensive compared to the tepid growth there. There are high debt levels and trade wars affecting them. There is a lot of uncertainty out there for companies trading at rich multiples. Marijuana stocks are indicating market tops, typically. We are in that zone so be a little more cautious at this time. There can be opportunities in Canadian stocks. Smaller and mid-sized stocks have been neglected for the last two years. ETFs require a liquid stock in their portfolio so demand for those ETFs push up those large caps. People will scramble at some point for the exits.

They will be benefiting for decades to come so it is a good time to buy Telcos in Canada in general. T-T is a pure play and BCE-T isn't a pure play but he owns both. BCE-T have the best assets in Canada. He shied away from Rogers (RCI.B-T). There is churn and customer service that has to be improved. When it is beaten up it is probably not a bad time to buy it but he prefers the other two companies.

Telcos all over the world are investing in technology. This is one of the leading companies in antennas. They will be a huge beneficiary for the next couple of decades in upgrades. It has been a Top Pick quite recently.

It trades at a lofty valuation. He would not buy it but these things can defy gravity for years to come. There may be a lot of churn in the business. Red flags were raised by them financiering some companies in the tech business. These things come down hard and fast if things don't work out.

Seats for movie theatres. They also make them for simulation in other industrial applications. They have been releasing better and better results and no analyst has caught on to it. They have huge customers in Canada. It is only a matter of time when these seats catch on in Canada.

It is a core position for him and they benefit from aging demographics. They are a well managed company with good margins. On any weakness it is a good buy.

You never really hear about it. It has been around for a long time and it has done well. It is a phenomenally well run company. It trades at a lofty multiple but they do a good job of buying these small companies and doing well.

(A Top Pick Jun. 26/17, Down 3%) They have been investing heavily in new plant and equipment. This is a great entry point. They are lowering their costs. They have 30% of the Canadian market and the next biggest player is very weak. There are one time start up costs. This is when you want to invest in these kinds of companies. This is a great entry point and he added to his position recently. You get a great dividend while you wait for higher margins.

(A Top Pick Jun. 26/17, Down 5%) They are now the largest in the industry. They are extremely well managed. They had record results and raised the dividend several times since he recommended it. It is trading below book value. It is a great value investment and is growing well despite the new mortgage rules. Customers wanting to take mortgages elsewhere are subject to the new stress tests.

(A Top Pick Jun. 26/17, Down 2%) One of his larger holdings. Decaffeinate without using the paint remover chemical. Big clients are Tim Horton's, McDonalds and others. They are building a new plant.

A core holding for him. He participated in the new issue. They have market share estimated at 40%. A very well managed company. They have much higher customer loyalty and lower customer turn than others. They are managing their costs. They are spending a lot in marketing. They are investing in the growth of the business to get greater market share. It is cooking for dummies. He thinks they will do very well and could get acquired by a big grocery chain.

This has been a freight train hitting new highs. After decades of consolidation economies of scale have been reached. Valuation is way too rich for him. It is a good business but you have to buy it right.

He sold not that long ago. He is concerned about the sector. These are extremely volatile stocks. It has been punished by its own results and uncertainty due to NAFTA. These companies ride the cycle of new vehicle sales and launches. You want to buy them really cheap when nobody wants them. Stay out of the sector right now.

He has PPL-T which has done phenomenal. In the past they bit off too much more than they could chew. They are in retrenchment mode. It will survive. Pipelines are far more complicated now in getting permits. Hang on for many years and you will do fine. Don’t expect a quick recovery.

e looked carefully at it but it got away from him. It is related to the semiconductor industry. There is cyclicality to it. It is hard to understand what they do. You want to buy when the multiple is cheap. It is a great turnaround story. They generated good growth. Sales can be lumpy. It is richly valued and he would trim at this level.