Does it make sense to buy in a raising interest environment? Yes. They have some legacy issues. Still earnings are 19% up. Capital position came out at the higher end of the range. Growing at 10% a year and trading at 8.8 times earnings. 9% dividend growth. A name to own right here right now.

International exposure that kind of shield you from the pipelines problems in Canada. Dividend of 6%. Cash flows growing. Safe-ish 80% payout ratio. Good balance sheet. The thing that isn’t perfect is that they trade at a small premium o its peers. As long you believe in oil this is a buy.

Like this name. Management believes it is going to keep growing funds from operations 5-9%. 88% payout ratio, so dividend is safe. Good story. Kind of pricey. You can get this one on a pullback.

They are shrinking their product line to mostly trucks and SUV. It is kind of a risky move. The good news is if this works they will have higher margins. It is dirt cheap at 7.6 times earnings and a dividend yield of 5% with a 50% payout ratio. You can sell puts. If you get put in you get 5% dividend yield. Not a stock that can hurt you much at these levels.

Nice beautiful dividend. Continue to find ways to grow it. Payout ratio 85% is a little stretched. EPS growth is limited. Trading at 15 times. You would have better growth in other Telco’s. He wouldn’t put fresh money into it now.

(A Top Pick July 28/17 - Up 4%). Italy spoiled it. An area of the world that has underperformed for a long time. Earnings are doing well. This is not an if thesis but rather a when.

(A Top Pick July 28/17 - Up 42%.). Still like the name but it is getting pricey. He has been trimming and selling calls on it. Good story.