DON'T BUY

It's held up well in the past year with a rising 200-day moving average. Not a high-grow company, maybe 6% a year. It doesn't excite him. Other such companies are growing faster.

DON'T BUY

Long-term it looks tough for them, with serious competition from Walmart and Costco. Loblaw is trying to cut costs and enhance its digital operations. Same-store sales are sluggish, though Shoppers is doing better. More headwinds: generic drug pricing, minimum wage rises and the US exchange rate.

PAST TOP PICK

(Past Top Pick, June 29, 2017, Up 38%) They dominate China's social network, where mobile videogaming is very big--and Tencent has a stake in that. They also have a Messenger-type app with over a billion users. The runway for growth is long.

TOP PICK

It has 13x forward earnings with a 12% growth rate as global consumer spending rises. Digital currency is overtaking cash and cheques as a strong trend. Worldwide, people still use cash over plastic, but this will change--and AmEx will benefit. Last week, they announced a co-branded card with Amazon and $3.4-billion buyback program. He's held this for a long time. (Analysts' price target: $109.27)

TOP PICK

Great ROE. They're improving brand awareness, guest experience and ordering online, like Tim Horton's coffee. Also, they're looking to expand internationally. They're trying to make domestic franchisees happier. It pays 2.9% dividend yield. 23x forward earnings with a 15% growth rate. (Analysts' price target: $87.83)

TOP PICK

The Netflix of China. They just IPO'd. Subscribers have grown from 10 million in 2015 to 60 million today. They have a license to show some Netflix conent. They have a long runway for growth, but watch for volatility. Pays no dividend. (Analysts' price target: $35.60)